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
Q1 		– Sell
-23,300
Closed -$450K – 13330
2025
Q4 		$450K Buy
23,300
+3,600
+18% +$71.6K ﹤0.01% 9292
2025
Q3 		$399K Sell
19,700
-5,100
-21% -$108K ﹤0.01% 9678
2025
Q2 		$501K Buy
24,800
+2,300
+10% +$44.9K ﹤0.01% 8624
2025
Q1 		$459K Buy
22,500
+3,600
+19% +$78.9K ﹤0.01% 8658
2024
Q4 		$397K Sell
18,900
-7,600
-29% -$154K ﹤0.01% 9075
2024
Q3 		$519K Buy
26,500
+11,900
+82% +$234K ﹤0.01% 8184
2024
Q2 		$284K Sell
14,600
-53,600
-79% -$1.06M ﹤0.01% 9250
2024
Q1 		$1.35M Buy
68,200
+42,200
+162% +$825K ﹤0.01% 6318
2023
Q4 		$512K Sell
26,000
-10,200
-28% -$195K ﹤0.01% 8052
2023
Q3 		$695K Buy
36,200
+8,900
+33% +$175K ﹤0.01% 7357
2023
Q2 		$535K Sell
27,300
-18,600
-41% -$353K ﹤0.01% 7792
2023
Q1 		$875K Buy
45,900
+24,500
+114% +$489K ﹤0.01% 7084
2022
Q4 		$407K Buy
21,400
+1,100
+5% +$20.9K ﹤0.01% 8668
2022
Q3 		$349K Sell
20,300
-4,900
-19% -$92.9K ﹤0.01% 9244
2022
Q2 		$440K Buy
25,200
+11,800
+88% +$228K ﹤0.01% 8930
2022
Q1 		$270K Buy
+13,400
New +$250K ﹤0.01% 10816
2021
Q4 		– Sell
-27,900
Closed -$487K – 14071
2021
Q3 		$487K Buy
27,900
+9,800
+54% +$171K ﹤0.01% 9933
2021
Q2 		$308K Buy
18,100
+4,700
+35% +$79.9K ﹤0.01% 11192
2021
Q1 		$208K Buy
+13,400
New +$191K ﹤0.01% 11616

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 $1.03B AUM 17.77% 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 $293M AUM 18.57% 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

Citadel Advisors's FDUS Position: Q1 2026 in Review

Citadel Advisors opened a new position in Fidus Investment (FDUS) in Q1 2026: 102,332 shares worth $1.78M. The stake represents ﹤0.01% of the portfolio and ranks #6325 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in FDUS as recently as Q1 2025.

Citadel Advisors first reported a position in FDUS in Q4 2017 and has held it in 23 quarters since. The position peaked at $3.87M in Q4 2023. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Citadel Advisors held 102,332 shares of Fidus Investment worth $1.78M as of Q1 2026.
  • Fidus Investment was a new Citadel Advisors position in Q1 2026.
  • Fidus Investment made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #6325 holding.
  • Citadel Advisors first reported a position in Fidus Investment in Q4 2017 and has held it in 23 quarters since.
  • Citadel Advisors's Fidus Investment position peaked at $3.87M in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.