Marshall Wace’s Fidus Investment FDUS Stock Holding History

Marshall Wace’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	$2.11M	Buy	+110,489	New	+$2.05M	﹤0.01%	1830
2025 Q4	–	Sell	-64,929	Closed	-$1.32M	–	3122
2025 Q3	$1.32M	Buy	+64,929	New	+$1.37M	﹤0.01%	1815
2023 Q4	–	Sell	-27,662	Closed	-$531K	–	2297
2023 Q3	$531K	Buy	27,662 +10,940	+65%	+$215K	﹤0.01%	1703
2023 Q2	$328K	Buy	+16,722	New	+$317K	﹤0.01%	2111
2022 Q4	–	Sell	-10,797	Closed	-$186K	–	3082
2022 Q3	$186K	Buy	+10,797	New	+$205K	﹤0.01%	3097
2022 Q2	–	Sell	-33,609	Closed	-$678K	–	3558
2022 Q1	$678K	Buy	+33,609	New	+$628K	﹤0.01%	2635
2020 Q1	–	Sell	-11,209	Closed	-$166K	–	1768
2019 Q4	$166K	Buy	+11,209	New	+$169K	﹤0.01%	1380
2019 Q2	–	Sell	-69,918	Closed	-$1.07M	–	1495
2019 Q1	$1.07M	Buy	+69,918	New	+$1.01M	0.01%	905
2014 Q3	–	Sell	-5,300	Closed	-$109K	–	925
2014 Q2	$109K	Buy	+5,300	New	+$98.7K	﹤0.01%	895

Other funds holding FDUS

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Marshall Wace's FDUS Position: Q2 2026 in Review

Marshall Wace opened a new position in Fidus Investment (FDUS) in Q2 2026: 110,489 shares worth $2.11M. The stake represents ﹤0.01% of the portfolio and ranks #1830 among its holdings. This is a return to the name: Marshall Wace previously reported a position in FDUS as recently as Q3 2025.

Marshall Wace first reported a position in FDUS in Q2 2014 and has held it in 9 quarters since. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Marshall Wace held 110,489 shares of Fidus Investment worth $2.11M as of Q2 2026.
Fidus Investment was a new Marshall Wace position in Q2 2026.
Fidus Investment made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1830 holding.
Marshall Wace first reported a position in Fidus Investment in Q2 2014 and has held it in 9 quarters since.
134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.