FDUS — FIDUS INVESTMENT

Ownership history in MARSHALL WACE, LLP  ·  8 quarters on record

This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in FIDUS INVESTMENT (FDUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2019 Q1)
Avg. % of fund
0.0%
First filed
2014 Q2
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 64,929 +37,267 +134.7% 0.00% $1.3M $19.18
2023 Q3 ADDED 27,662 +10,940 +65.4% 0.00% $531K $14.26
2023 Q2 ADDED 16,722 +5,925 +54.9% 0.00% $328K $14.02
2022 Q3 REDUCED 10,797 -22,812 -67.9% 0.00% $186K $11.11
2022 Q1 ADDED 33,609 +22,400 +199.8% 0.00% $678K $12.50
2019 Q4 REDUCED 11,209 -58,709 -84.0% 0.00% $166K $7.25
2019 Q1 ADDED 69,918 +64,618 +1219.2% 0.01% $1.1M $6.93
2014 Q2 INITIATED 5,300 — — 0.00% $109K $5.64
% of Fund (quarterly)    FDUS price (monthly, adj. close)

Other funds also holding FDUS

As of 2025 Q4 — sorted by position size

Muzinich & Co., Inc. 3Y 7Y 2.11% Columbus Macro, LLC 3Y 7Y 1.03% Palogic Value Management, L.P. 3Y 0.6% Davis Investment Partners, LLC 3Y 0.52% MQS Management LLC 3Y 0.5% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 0.4% Plan Group Financial, LLC 3Y 0.4% MGB Wealth Management, LLC 0.34% Legacy Capital Wealth Partners, LLC 3Y 0.3% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 0.3%
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