Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Fidus Investment FDUS Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$200K Sell
10,465
-1,243
-11% -$23.1K ﹤0.01% 3837
2026
Q1 		$204K Buy
11,708
+61
+0.5% +$1.14K ﹤0.01% 3663
2025
Q4 		$225K Sell
11,647
-14,948
-56% -$297K ﹤0.01% 3478
2025
Q3 		$539K Sell
26,595
-310
-1% -$6.54K ﹤0.01% 2602
2025
Q2 		$543K Buy
26,905
+2,633
+11% +$51.4K ﹤0.01% 2460
2025
Q1 		$495K Sell
24,272
-107
-0.4% -$2.35K ﹤0.01% 2451
2024
Q4 		$512K Buy
24,379
+1,059
+5% +$21.5K ﹤0.01% 2413
2024
Q3 		$457K Sell
23,320
-346
-1% -$6.8K ﹤0.01% 2482
2024
Q2 		$461K Buy
23,666
+12,958
+121% +$257K ﹤0.01% 2368
2024
Q1 		$211K Sell
10,708
-2,033
-16% -$39.7K ﹤0.01% 2982
2023
Q4 		$251K Sell
12,741
-153
-1% -$2.92K ﹤0.01% 2733
2023
Q3 		$248K Sell
12,894
-732
-5% -$14.4K ﹤0.01% 2651
2023
Q2 		$267K Sell
13,626
-107
-0.8% -$2.03K ﹤0.01% 2639
2023
Q1 		$262K Sell
13,733
-1,049
-7% -$20.9K ﹤0.01% 2599
2022
Q4 		$281K Buy
14,782
+4,149
+39% +$78.9K ﹤0.01% 2479
2022
Q3 		$183K Buy
10,633
+318
+3% +$6.03K ﹤0.01% 2724
2022
Q2 		$180K Buy
+10,315
New +$199K ﹤0.01% 2748

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cambridge Investment Research Advisors's FDUS Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Fidus Investment (FDUS) stake by 11% in Q2 2026, selling an estimated $23.1K and leaving 10,465 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #3837.

Cambridge Investment Research Advisors first reported a position in FDUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $543K in Q2 2025. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,465 shares of Fidus Investment worth $200K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,243 Fidus Investment shares in Q2 2026, an estimated $23.1K.
  • Fidus Investment made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3837 holding.
  • Cambridge Investment Research Advisors first reported a position in Fidus Investment in Q2 2022 and has held it in 17 quarters since.
  • Cambridge Investment Research Advisors's Fidus Investment position peaked at $543K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.