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.
Q3 2025 vs. Q2 2025
How the institutions holding Fidus Investment Corp changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 121 | 3 | 130 | +12 |
| Shares | 9.04M | 68.7K | 9.58M | +606.1K (+6.8%) |
| Value | $182.6M | $1.39M | $194.1M | +$12.9M (+7.1%) |
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Fidus Investment Corp at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Marshall Wace, LLP | 64,929 | $1.32M | 0.00% |
| Rockland Trust Co | 55,912 | $1.13M | 0.05% |
| Credit Agricole S A | 50,401 | $1.02M | 0.00% |
| CAPROCK Group, Inc. | 32,665 | $703.3K | 0.02% |
| Brevan Howard Capital Management LP | 31,091 | $629.9K | 0.01% |
| Creative Planning | 28,044 | $568.2K | 0.00% |
| VestGen Advisors, LLC | 20,628 | $417.9K | 0.01% |
| Monument Capital Management | 19,039 | $385.7K | 0.10% |
| Apollon Wealth Management, LLC | 17,852 | $361.7K | 0.01% |
| JT Stratford LLC | 15,046 | $304.8K | 0.04% |
| Kestra Advisory Services, LLC | 11,576 | $234.5K | 0.00% |
| Secure Asset Management, LLC | 11,366 | $231.1K | 0.04% |
| Blair William & Co | 9,883 | $200.2K | 0.00% |
| Rockefeller Capital Management L.P. | 6,684 | $135.4K | 0.00% |
| Advisory Services Network, LLC | 3,002 | $60.8K | 0.00% |
| Atlantic Union Bankshares Corp | 1,500 | $30.4K | 0.00% |
| State of Alaska, Department of Revenue | 1,431 | $28.0K | 0.00% |
| South State Corp. | 500 | $10.1K | 0.00% |
| Flagship Wealth Advisors, LLC | 84 | $1.70K | 0.00% |
| Private Wealth Asset Management, LLC | 10 | $203 | 0.00% |
Sold out (8)
Institutions that held Fidus Investment Corp at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| HRT Financial LP | 54,066 | $1.09M |
| MQS Management LLC | 36,583 | $739.0K |
| Campbell & CO Investment Adviser LLC | 23,049 | $465.6K |
| Quantbot Technologies LP | 9,047 | $182.7K |
| Atticus Wealth Management, LLC | 3,816 | $77.1K |
| MeadowBrook Investment Advisors LLC | 2,850 | $57.6K |
| Tower Research Capital LLC (TRC) | 699 | $14.1K |
| Ameritas Advisory Services, LLC | 200 | $4.04K |
Not filed for Q3 2025 yet (3)
Institutions that held Fidus Investment Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Enterprise Bank & Trust Co | 55,912 | $1.13M |
| Atria Wealth Solutions, Inc. | 10,089 | $203.8K |
| First Horizon Advisors, Inc. | 2,658 | $53.7K |