Fidus Investment Corp
FDUS- Exchange
- Nasdaq
- SEC CIK
- 0001513363
No open-market purchases or sales by Fidus Investment Corp insiders were filed in the last 90 days; 133 institutions reported holding it in 13F filings for Q2 2026, worth $164.4M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Fidus Investment Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 117
- +10 vs. Q3 2023
- Shares held
- 8.82M
- +1.83M (+26.2%) vs. Q3 2023
- Total value
- $173.7M
- +$39.6M (+29.6%) vs. Q3 2023
- New holders
- 15
- 48 more added
- Sold out
- 5
- 30 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FDUS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 133 | $164.4M |
| Q1 2026 | 142 | $172.6M |
| Q4 2025 | 149 | $194.3M |
| Q3 2025 | 130 | $194.1M |
| Q2 2025 | 121 | $182.6M |
| Q1 2025 | 121 | $180.0M |
| Q4 2024 | 112 | $167.7M |
| Q3 2024 | 111 | $150.3M |
| Q2 2024 | 115 | $152.2M |
| Q1 2024 | 109 | $147.0M |
| Q4 2023 | 117 | $173.7M |
| Q3 2023 | 107 | $134.0M |
| Q2 2023 | 89 | $96.2M |
| Q1 2023 | 92 | $95.5M |
| Q4 2022 | 100 | $98.2M |
| Q3 2022 | 89 | $81.5M |
| Q2 2022 | 85 | $81.5M |
| Q1 2022 | 77 | $92.4M |
| Q4 2021 | 75 | $89.5M |
| Q3 2021 | 78 | $92.6M |
| Q2 2021 | 73 | $96.5M |
| Q1 2021 | 81 | $93.6M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 159,693 | $3.14M | 0.01% | −83,252−34.3% | Reduced |
| Envestnet Asset Management Inc | 169,961 | $3.35M | 0.00% | +15,488+10.0% | Added |
| PFG Advisors | 171,829 | $3.38M | 0.27% | +38,846+29.2% | Added |
| Quadrature Capital Ltd | 179,156 | $3.53M | 0.06% | −24,653−12.1% | Reduced |
| Novare Capital Management LLC | 182,298 | $3.59M | 0.37% | +4,100+2.3% | Added |
| Legal & General Group Plc | 192,843 | $3.80M | 0.00% | +9,833+5.4% | Added |
| Citadel Advisors LLC | 196,725 | $3.87M | 0.00% | +11,968+6.5% | Added |
| Advisors Asset Management, Inc. | 198,323 | $3.90M | 0.08% | −41,999−17.5% | Reduced |
| Millennium Management LLC | 368,243 | $7.25M | 0.01% | +33,117+9.9% | Added |
| Two Sigma Advisers, LP | 425,213 | $8.37M | 0.02% | −12,300−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 436,891 | $8.60M | 0.01% | −17,011−3.7% | Reduced |
| Morgan Stanley | 448,517 | $8.83M | 0.00% | +69,002+18.2% | Added |
| Two Sigma Investments, LP | 488,973 | $9.63M | 0.02% | +67,330+16.0% | Added |
| Van Eck Associates Corp | 518,813 | $10.2M | 0.02% | +122,168+30.8% | Added |
| Invesco Ltd. | 563,958 | $11.1M | 0.00% | +563,958 | New |
| Raymond James & Associates | 581,648 | $11.5M | 0.01% | −33,177−5.4% | Reduced |
| Melia Wealth LLC | 687,248 | $13.5M | 7.11% | +687,248 | New |
| Advisory Research Inc | 0 | $0 | 0.00% | −48,002−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −32,427−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,662−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,653−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −381−100.0% | Sold out |