D.E. Shaw & Co
FDUS icon

D.E. Shaw & Co’s Fidus Investment FDUS Stock Holding History

D.E. Shaw & Co’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 		$1.31M Buy
75,236
+50,295
+202% +$940K ﹤0.01% 3237
2025
Q4 		$481K Buy
+24,941
New +$496K ﹤0.01% 3946
2022
Q2 		– Sell
-34,857
Closed -$703K – 5455
2022
Q1 		$703K Buy
34,857
+23,944
+219% +$447K ﹤0.01% 4156
2021
Q4 		$196K Sell
10,913
-694
-6% -$12.3K ﹤0.01% 4887
2021
Q3 		$202K Sell
11,607
-12,886
-53% -$224K ﹤0.01% 4562
2021
Q2 		$416K Sell
24,493
-44,047
-64% -$749K ﹤0.01% 4120
2021
Q1 		$1.07M Buy
68,540
+45,727
+200% +$652K ﹤0.01% 3063
2020
Q4 		$299K Sell
22,813
-32,146
-58% -$382K ﹤0.01% 3602
2020
Q3 		$541K Buy
54,959
+24,670
+81% +$237K ﹤0.01% 3189
2020
Q2 		$274K Sell
30,289
-15,096
-33% -$131K ﹤0.01% 3661
2020
Q1 		$300K Buy
45,385
+33,273
+275% +$430K ﹤0.01% 3470
2019
Q4 		$180K Buy
+12,112
New +$182K ﹤0.01% 3822
2019
Q2 		– Sell
-20,508
Closed -$314K – 3720
2019
Q1 		$314K Sell
20,508
-20,165
-50% -$290K ﹤0.01% 3202
2018
Q4 		$475K Sell
40,673
-47,298
-54% -$644K ﹤0.01% 3117
2018
Q3 		$1.29M Sell
87,971
-75,046
-46% -$1.11M ﹤0.01% 2518
2018
Q2 		$2.32M Buy
163,017
+1,915
+1% +$26.3K ﹤0.01% 2120
2018
Q1 		$2.08M Buy
161,102
+75,899
+89% +$1.06M ﹤0.01% 2033
2017
Q4 		$1.29M Buy
+85,203
New +$1.37M ﹤0.01% 2433
2017
Q1 		– Sell
-27,877
Closed -$439K – 3379
2016
Q4 		$439K Buy
27,877
+11,120
+66% +$177K ﹤0.01% 2925
2016
Q3 		$264K Buy
+16,757
New +$265K ﹤0.01% 3096
2016
Q2 		– Sell
-18,867
Closed -$293K – 3378
2016
Q1 		$293K Sell
18,867
-3,261
-15% -$45K ﹤0.01% 3026
2015
Q4 		$303K Buy
22,128
+962
+5% +$13.4K ﹤0.01% 3357
2015
Q3 		$292K Sell
21,166
-8,435
-28% -$124K ﹤0.01% 3357
2015
Q2 		$441K Sell
29,601
-14,025
-32% -$228K ﹤0.01% 3231
2015
Q1 		$671K Buy
43,626
+8,741
+25% +$139K ﹤0.01% 2871
2014
Q4 		$518K Buy
34,885
+19,584
+128% +$314K ﹤0.01% 3292
2014
Q3 		$253K Buy
+15,301
New +$282K ﹤0.01% 3773

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

D.E. Shaw & Co's FDUS Position: Q1 2026 in Review

D.E. Shaw & Co increased its Fidus Investment (FDUS) stake by 202% in Q1 2026, buying an estimated $940K and bringing the position to 75,236 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #3237.

D.E. Shaw & Co first reported a position in FDUS in Q3 2014 and has held it in 27 quarters since. The position peaked at $2.32M in Q2 2018. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • D.E. Shaw & Co held 75,236 shares of Fidus Investment worth $1.31M as of Q1 2026.
  • D.E. Shaw & Co bought 50,295 Fidus Investment shares in Q1 2026, an estimated $940K.
  • Fidus Investment made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #3237 holding.
  • D.E. Shaw & Co first reported a position in Fidus Investment in Q3 2014 and has held it in 27 quarters since.
  • D.E. Shaw & Co's Fidus Investment position peaked at $2.32M in Q2 2018.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.