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, Q2 2024
Institutional positions in Fidus Investment Corp as of Jun 30, 2024. 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
- 115
- +7 vs. Q1 2024
- Shares held
- 7.81M
- +378.1K (+5.1%) vs. Q1 2024
- Total value
- $152.2M
- +$5.51M (+3.8%) vs. Q1 2024
- New holders
- 14
- 42 more added
- Sold out
- 7
- 34 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Fidus Investment Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 122,359 | $2.38M | 0.02% | +10,364+9.3% | Added |
| Millennium Management LLC | 158,480 | $3.09M | 0.00% | −167,500−51.4% | Reduced |
| PFG Advisors | 178,404 | $3.48M | 0.23% | +6,735+3.9% | Added |
| Novare Capital Management LLC | 189,160 | $3.68M | 0.33% | −300−0.2% | Reduced |
| Advisors Asset Management, Inc. | 190,237 | $3.71M | 0.07% | −16,854−8.1% | Reduced |
| Envestnet Asset Management Inc | 225,904 | $4.40M | 0.00% | +33,474+17.4% | Added |
| Cetera Investment Advisers | 233,826 | $4.55M | 0.01% | +35,861+18.1% | Added |
| Legal & General Group Plc | 247,313 | $4.82M | 0.00% | +7,105+3.0% | Added |
| Morgan Stanley | 396,806 | $7.73M | 0.00% | +15,356+4.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 415,106 | $8.09M | 0.01% | −17,717−4.1% | Reduced |
| Two Sigma Investments, LP | 454,918 | $8.86M | 0.02% | +76,930+20.4% | Added |
| Invesco Ltd. | 546,520 | $10.6M | 0.00% | −57,973−9.6% | Reduced |
| Raymond James & Associates | 556,953 | $10.8M | 0.01% | −421−0.1% | Reduced |
| Two Sigma Advisers, LP | 565,313 | $11.0M | 0.02% | +183,400+48.0% | Added |
| Van Eck Associates Corp | 725,873 | $14.1M | 0.02% | +125,011+20.8% | Added |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −88,089−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,100−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −12,421−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −12,344−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,281−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Wilbanks Smith & Thomas Asset Management LLC | – | – | – | – | Not filed |