Marshall Wace
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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
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Marshall Wace's FDUS Position: Q4 2025 in Review

Marshall Wace sold out of Fidus Investment (FDUS) in Q4 2025, closing a stake of 64,929 shares — an estimated $1.32M sold.

Marshall Wace first reported a position in FDUS in Q2 2014 and held it in 8 quarters. The position peaked at $1.32M in Q3 2025. 149 funds tracked by Wall St. Rank hold FDUS as of Q4 2025.

  • Marshall Wace reported no remaining Fidus Investment position as of Q4 2025 after selling out during the quarter.
  • Marshall Wace sold 64,929 Fidus Investment shares in Q4 2025, an estimated $1.32M.
  • Marshall Wace first reported a position in Fidus Investment in Q2 2014 and held it in 8 quarters.
  • Marshall Wace's Fidus Investment position peaked at $1.32M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.