Citadel Advisors
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Citadel Advisors’s Fidus Investment FDUS Stock Holding History

Citadel 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 		$979K Sell
51,353
-50,979
-50% -$947K ﹤0.01% 8250
2026
Q1 		$1.78M Buy
+102,332
New +$1.91M ﹤0.01% 6325
2025
Q2 		– Sell
-107,353
Closed -$2.1M – 13278
2025
Q1 		$2.19M Buy
107,353
+21,399
+25% +$469K ﹤0.01% 5359
2024
Q4 		$1.81M Buy
85,954
+82,667
+2,515% +$1.68M ﹤0.01% 5843
2024
Q3 		$64.4K Sell
3,287
-29,968
-90% -$589K ﹤0.01% 11639
2024
Q2 		$648K Buy
33,255
+2,197
+7% +$43.6K ﹤0.01% 7496
2024
Q1 		$613K Sell
31,058
-165,667
-84% -$3.24M ﹤0.01% 7938
2023
Q4 		$3.87M Buy
196,725
+11,968
+6% +$228K ﹤0.01% 4172
2023
Q3 		$3.55M Buy
184,757
+151,868
+462% +$2.99M ﹤0.01% 4196
2023
Q2 		$645K Sell
32,889
-75,502
-70% -$1.43M ﹤0.01% 7384
2023
Q1 		$2.07M Sell
108,391
-5,410
-5% -$108K ﹤0.01% 5307
2022
Q4 		$2.17M Buy
113,801
+46,464
+69% +$883K ﹤0.01% 5319
2022
Q3 		$1.16M Buy
67,337
+50,089
+290% +$950K ﹤0.01% 6670
2022
Q2 		$301K Sell
17,248
-12,685
-42% -$245K ﹤0.01% 9792
2022
Q1 		$604K Buy
29,933
+11,593
+63% +$217K ﹤0.01% 8936
2021
Q4 		$330K Sell
18,340
-6,932
-27% -$123K ﹤0.01% 10718
2021
Q3 		$441K Buy
25,272
+2,622
+12% +$45.7K ﹤0.01% 10184
2021
Q2 		$385K Buy
22,650
+10,092
+80% +$172K ﹤0.01% 10660
2021
Q1 		$195K Sell
12,558
-682
-5% -$9.72K ﹤0.01% 11733
2020
Q4 		$173K Sell
13,240
-5,100
-28% -$60.7K ﹤0.01% 9842
2020
Q3 		$181K Buy
+18,340
New +$177K ﹤0.01% 8884
2020
Q2 		– Sell
-10,923
Closed -$72K – 9991
2020
Q1 		$72K Buy
+10,923
New +$141K ﹤0.01% 8839
2019
Q1 		– Sell
-25,355
Closed -$297K – 9440
2018
Q4 		$297K Buy
+25,355
New +$345K ﹤0.01% 7293
2018
Q1 		– Sell
-14,697
Closed -$223K – 8420
2017
Q4 		$223K Buy
+14,697
New +$237K ﹤0.01% 6948

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

Citadel Advisors's FDUS Position: Q2 2026 in Review

Citadel Advisors reduced its Fidus Investment (FDUS) stake by 50% in Q2 2026, selling an estimated $947K and leaving 51,353 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #8250.

Citadel Advisors first reported a position in FDUS in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.87M in Q4 2023. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Citadel Advisors held 51,353 shares of Fidus Investment worth $979K as of Q2 2026.
  • Citadel Advisors sold 50,979 Fidus Investment shares in Q2 2026, an estimated $947K.
  • Fidus Investment made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8250 holding.
  • Citadel Advisors first reported a position in Fidus Investment in Q4 2017 and has held it in 24 quarters since.
  • Citadel Advisors's Fidus Investment position peaked at $3.87M in Q4 2023.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.