JF
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Jump Financial’s Fidus Investment FDUS Stock Holding History

Jump Financial’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
-32,635
Closed -$630K – 2045
2025
Q4 		$630K Buy
+32,635
New +$649K 0.01% 1194
2024
Q2 		– Sell
-31,100
Closed -$614K – 1936
2024
Q1 		$614K Sell
31,100
-15,796
-34% -$309K 0.02% 1063
2023
Q4 		$923K Buy
46,896
+14,396
+44% +$275K 0.03% 764
2023
Q3 		$624K Buy
32,500
+21,000
+183% +$414K 0.02% 897
2023
Q2 		$225K Buy
+11,500
New +$218K 0.01% 1470
2022
Q4 		– Sell
-14,900
Closed -$256K – 1714
2022
Q3 		$256K Buy
+14,900
New +$282K 0.01% 1225
2022
Q2 		– Sell
-16,800
Closed -$339K – 1740
2022
Q1 		$339K Buy
+16,800
New +$314K 0.01% 1002

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

Jump Financial's FDUS Position: Q1 2026 in Review

Jump Financial sold out of Fidus Investment (FDUS) in Q1 2026, closing a stake of 32,635 shares — an estimated $630K sold.

Jump Financial first reported a position in FDUS in Q1 2022 and held it in 7 quarters. The position peaked at $923K in Q4 2023. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Jump Financial reported no remaining Fidus Investment position as of Q1 2026 after selling out during the quarter.
  • Jump Financial sold 32,635 Fidus Investment shares in Q1 2026, an estimated $630K.
  • Jump Financial first reported a position in Fidus Investment in Q1 2022 and held it in 7 quarters.
  • Jump Financial's Fidus Investment position peaked at $923K in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.