Golub Capital BDC, Inc.
US ˙ NasdaqGS ˙ US38173M1027

SecurityGBDC / Golub Capital BDC, Inc.
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership38,964 shares
Latest Disclosed Value $ 493,284
Evoke Wealth, Llc reports 50.13% increase in ownership of GBDC / Golub Capital BDC, Inc.

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 38,964 shares of Golub Capital BDC, Inc. (US:GBDC) valued at $493,284 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 25,953 shares of Golub Capital BDC, Inc.. This represents a change in shares of 50.13% during the quarter. The current value of the position is $502,636 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F GOLUB CAP BDC COM 38173M102 38,964 13,011 50.13 493 40.06 0.0089
2026-02-06 2025-12-31 13F GOLUB CAP BDC COM 38173M102 25,953 0 0.00 352 -0.85 0.0066
2025-11-14 2025-09-30 13F GOLUB CAP BDC COM 38173M102 25,953 -30,200 -53.78 355 -56.81 0.0072
2025-08-07 2025-06-30 13F GOLUB CAP BDC COM 38173M102 56,153 0 0.00 823 -3.29 0.0188
2025-05-13 2025-03-31 13F GOLUB CAP BDC COM 38173M102 56,153 0 0.00 850 -0.12 0.0222
2025-02-10 2024-12-31 13F GOLUB CAP BDC COM 38173M102 56,153 16,809 42.72 851 43.27 0.0237
2024-11-13 2024-09-30 13F GOLUB CAP BDC COM 38173M102 39,344 39,344 594 0.0161
2024-08-13 2024-06-30 13F GOLUB CAP BDC COM 38173M102 0 -71,870 -100.00 0 -100.00
2024-05-15 2024-03-31 13F GOLUB CAP BDC COM 38173M102 71,870 56,956 381.90 1,195 431.11 0.0354
2024-06-10 2023-12-31 13F/A-1 GOLUB CAP BDC COM 38173M102 14,914 -42,042 -73.81 225 -73.05 0.3650
2024-02-12 2023-12-31 13F GOLUB CAP BDC COM 38173M102 71,870 14,914 1,085 0.0232
2023-11-13 2023-09-30 13F GOLUB CAP BDC COM 38173M102 56,956 16,612 41.18 836 53.49 0.0294
2023-08-09 2023-06-30 13F GOLUB CAP BDC COM 38173M102 40,344 0 0.00 545 -0.55 0.0189
2023-05-08 2023-03-31 13F GOLUB CAP BDC COM 38173M102 40,344 1,602 4.14 547 -89.27 0.0199
2023-02-10 2022-12-31 13F GOLUB CAP BDC COM 38173M102 38,742 6,787 21.24 5,098 169,833.33 0.0184
2022-11-07 2022-09-30 13F GOLUB CAPITAL BDC COM 38173M102 31,955 1,755 5.81 4 0.00 0.0160
2022-08-04 2022-06-30 13F Golub Capital BDC COM 38173M102 30,200 0 0.00 4 -25.00 0.0145
2022-05-10 2022-03-31 13F Golub Capital BDC COM 38173M102 30,200 0 0.00 5 0.00 0.0150
2022-02-09 2021-12-31 13F Golub Capital BDC COM 38173M102 30,200 -3,100 -9.31 5 -20.00 0.0147
2021-11-12 2021-09-30 13F Golub Capital BDC COM 38173M102 33,300 6,500 24.25 5 25.00 0.0198
2021-08-05 2021-06-30 13F GOLUB CAP BDC COM 38173M102 26,800 26,800 4 0.0157
2021-02-12 2020-12-31 13F GOLUB CAP BDC ETF 38173M102 0 -7,020 -100.00 0 -100.00
2020-11-13 2020-09-30 13F GOLUB CAP BDC ETF 38173M102 7,020 -5,913 -45.72 93 -38.41 0.0075
2020-08-10 2020-06-30 13F GOLUB CAP BDC ETF 38173M102 12,933 -22,840 -63.85 151 -96.64 0.0146
2020-05-07 2020-03-31 13F GOLUB CAP BDC ETF 38173M102 35,773 -18,526 -34.12 4,493 -55.16 0.0639
2020-02-07 2019-12-31 13F GOLUB CAP BDC ETF 38173M102 54,299 0 0.00 10,021 -2.05 0.1274
2019-12-17 2019-09-30 13F/A-1 GOLUB CAPITAL BDC ETF 38173M102 54,299 54,299 10,230 0.1259
2019-11-12 2019-09-30 13F GOLUB CAPITAL BDC ETF 38173M102 54,299 10,230
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.