FDUS FIDUS INVESTMENT CORP

Ownership history in Muzinich & Co., Inc.  ·  45 quarters on record

AI Ownership Summary

Muzinich & Co., Inc. reported FIDUS INVESTMENT CORP (FDUS) in 45 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.11% in 2025 Q4. The latest visible filing shows FDUS at 2.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Muzinich & Co., Inc.'s position in FIDUS INVESTMENT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FDUS was reported at 2.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.11% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Muzinich & Co., Inc. held FDUS — position size vs. price
% of Fund (quarterly)    FDUS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 347,114 +99,671 +40.3% 2.11% $6.7M 2026-02-14 (Est.) $18.31
2025 Q3 ADDED 247,443 +57,215 +30.1% 1.94% $5.0M 2025-10-20 $19.04
2025 Q2 ADDED 190,228 +98,107 +106.5% 1.67% $3.8M 2025-08-04 $18.96
2025 Q1 ADDED 92,121 +9,166 +11.0% 1.07% $1.9M 2025-05-05 $16.88
2024 Q4 ADDED 82,955 +10,312 +14.2% 1.09% $1.7M 2025-02-05 $19.65
2024 Q3 ADDED 72,643 +5,302 +7.9% 1.00% $1.4M 2024-11-06 $16.64
2024 Q2 ADDED 67,341 +2,300 +3.5% 1.00% $1.3M 2024-08-07 $15.82
2024 Q1 UNCHANGED 65,041 0% 0.85% $1.3M 2024-05-13 $16.04
2023 Q4 REDUCED 65,041 -700 -1.1% 0.85% $1.3M 2024-02-14 $14.81
2023 Q3 ADDED 65,741 +2,335 +3.7% 0.88% $1.3M 2023-11-13 $14.41
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Muzinich & Co., Inc. and FDUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Muzinich & Co., Inc. reported owning FDUS?

Muzinich & Co., Inc. reported FDUS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FDUS position in Muzinich & Co., Inc.'s portfolio?

The largest reported portfolio weight for FDUS was 2.11% in 2025 Q4.

What is the latest reported FDUS position on this page?

The most recent filing on this page is 2025 Q4, when Muzinich & Co., Inc. reported 347,114 shares, equal to 2.11% of portfolio, with an estimated market value of $6.7M.

What does the chart on this FDUS ownership page compare?

The chart compares Muzinich & Co., Inc.'s quarterly FDUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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