JY
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Jeff Yass’s Fidus Investment FDUS Stock Holding History

Jeff Yass’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 		$656K Buy
34,400
+16,200
+89% +$301K ﹤0.01% 9269
2026
Q1 		$317K Buy
18,200
+5,200
+40% +$97.1K ﹤0.01% 10750
2025
Q4 		$251K Sell
13,000
-900
-6% -$17.9K ﹤0.01% 10362
2025
Q3 		$282K Buy
13,900
+1,900
+16% +$40.1K ﹤0.01% 10272
2025
Q2 		$242K Sell
12,000
-1,000
-8% -$19.5K ﹤0.01% 10817
2025
Q1 		$265K Buy
+13,000
New +$285K ﹤0.01% 10332
2021
Q1 		– Sell
-12,900
Closed -$169K – 12405
2020
Q4 		$169K Buy
+12,900
New +$153K ﹤0.01% 10169
2020
Q3 		– Sell
-14,700
Closed -$133K – 10695
2020
Q2 		$133K Buy
14,700
+600
+4% +$5.21K ﹤0.01% 9342
2020
Q1 		$93K Buy
+14,100
New +$182K ﹤0.01% 9366
2019
Q1 		– Sell
-35,400
Closed -$414K – 9129
2018
Q4 		$414K Buy
35,400
+25,100
+244% +$342K ﹤0.01% 6378
2018
Q3 		$151K Buy
+10,300
New +$152K ﹤0.01% 8409
2017
Q1 		– Sell
-31,000
Closed -$488K – 9205
2016
Q4 		$488K Sell
31,000
-19,600
-39% -$311K ﹤0.01% 7047
2016
Q3 		$797K Buy
+50,600
New +$799K ﹤0.01% 5215
2016
Q1 		– Sell
-10,600
Closed -$145K – 9193
2015
Q4 		$145K Buy
+10,600
New +$148K ﹤0.01% 8663

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

Jeff Yass's FDUS Position: Q1 2026 in Review

Jeff Yass sold out of Fidus Investment (FDUS) in Q1 2026, closing a stake of 22,006 shares — an estimated $411K sold.

Jeff Yass first reported a position in FDUS in Q2 2014 and held it in 27 quarters. The position peaked at $1.27M in Q2 2019. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Jeff Yass reported no remaining Fidus Investment position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 22,006 Fidus Investment shares in Q1 2026, an estimated $411K.
  • Jeff Yass first reported a position in Fidus Investment in Q2 2014 and held it in 27 quarters.
  • Jeff Yass's Fidus Investment position peaked at $1.27M in Q2 2019.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.