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
2025
Q2 		– Sell
-4,700
Closed -$95.8K – 13279
2025
Q1 		$95.8K Sell
4,700
-6,500
-58% -$143K ﹤0.01% 11538
2024
Q4 		$235K Buy
11,200
+1,200
+12% +$24.3K ﹤0.01% 10142
2024
Q3 		$196K Sell
10,000
-300
-3% -$5.9K ﹤0.01% 10179
2024
Q2 		$201K Buy
10,300
+2,100
+26% +$41.7K ﹤0.01% 9936
2024
Q1 		$162K Sell
8,200
-41,200
-83% -$805K ﹤0.01% 10644
2023
Q4 		$973K Buy
49,400
+48,300
+4,391% +$922K ﹤0.01% 6745
2023
Q3 		$21.1K Sell
1,100
-1,200
-52% -$23.6K ﹤0.01% 12592
2023
Q2 		$45.1K Sell
2,300
-13,600
-86% -$258K ﹤0.01% 11925
2023
Q1 		$303K Buy
15,900
+15,800
+15,800% +$315K ﹤0.01% 9363
2022
Q4 		$1.9K Buy
+100
New +$1.9K ﹤0.01% 14400
2022
Q1 		– Sell
-18,500
Closed -$333K – 13889
2021
Q4 		$333K Sell
18,500
-30,100
-62% -$534K ﹤0.01% 10693
2021
Q3 		$848K Buy
48,600
+13,700
+39% +$239K ﹤0.01% 8556
2021
Q2 		$593K Buy
34,900
+9,100
+35% +$155K ﹤0.01% 9649
2021
Q1 		$401K Buy
25,800
+14,800
+135% +$211K ﹤0.01% 10172
2020
Q4 		$144K Buy
+11,000
New +$131K ﹤0.01% 9972

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.