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Aquatic Capital Management’s Fidus Investment FDUS Stock Holding History

Aquatic Capital Management’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.1K Sell
2,243
-12,276
-85% -$229K ﹤0.01% 1199
2025
Q4 		$280K Buy
+14,519
New +$289K 0.01% 908
2025
Q2 		– Sell
-13,718
Closed -$280K – 1324
2025
Q1 		$280K Buy
+13,718
New +$301K 0.01% 876
2024
Q3 		– Sell
-9,700
Closed -$189K – 1264
2024
Q2 		$189K Sell
9,700
-13,000
-57% -$258K 0.01% 767
2024
Q1 		$448K Buy
22,700
+6,200
+38% +$121K 0.01% 575
2023
Q4 		$325K Buy
16,500
+8,100
+96% +$155K 0.01% 736
2023
Q3 		$161K Buy
+8,400
New +$165K 0.01% 728
2023
Q1 		– Sell
-300
Closed -$6K – 1410
2022
Q4 		$6K Sell
300
-2,300
-88% -$43.7K ﹤0.01% 1250
2022
Q3 		$45K Buy
2,600
+700
+37% +$13.3K ﹤0.01% 895
2022
Q2 		$33K Buy
+1,900
New +$36.7K 0.01% 739

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Aquatic Capital Management's FDUS Position: Q1 2026 in Review

Aquatic Capital Management reduced its Fidus Investment (FDUS) stake by 85% in Q1 2026, selling an estimated $229K and leaving 2,243 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Aquatic Capital Management first reported a position in FDUS in Q2 2022 and has held it in 10 quarters since. The position peaked at $448K in Q1 2024. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Aquatic Capital Management held 2,243 shares of Fidus Investment worth $39.1K as of Q1 2026.
  • Aquatic Capital Management sold 12,276 Fidus Investment shares in Q1 2026, an estimated $229K.
  • Fidus Investment made up ﹤0.01% of Aquatic Capital Management's portfolio in Q1 2026, its #1199 holding.
  • Aquatic Capital Management first reported a position in Fidus Investment in Q2 2022 and has held it in 10 quarters since.
  • Aquatic Capital Management's Fidus Investment position peaked at $448K in Q1 2024.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.