OP
FDUS icon

ORG Partners’s Fidus Investment FDUS Stock Holding History

ORG Partners’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 		$27.3K Hold
1,416
– – ﹤0.01% 716
2025
Q3 		$28.7K Hold
1,416
– – 0.01% 697
2025
Q2 		$28.8K Hold
1,416
– – 0.01% 670
2025
Q1 		$29.2K Buy
+1,416
New +$31.1K 0.01% 602

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

ORG Partners's FDUS Position: Q4 2025 in Review

ORG Partners held its Fidus Investment (FDUS) position steady in Q4 2025 at 1,416 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

ORG Partners first reported a position in FDUS in Q1 2025 and has held it in 4 quarters since. The position peaked at $29.2K in Q1 2025. 149 funds tracked by Wall St. Rank hold FDUS as of Q4 2025.

  • ORG Partners held 1,416 shares of Fidus Investment worth $27.3K as of Q4 2025.
  • ORG Partners left its Fidus Investment share count unchanged in Q4 2025.
  • Fidus Investment made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #716 holding.
  • ORG Partners first reported a position in Fidus Investment in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's Fidus Investment position peaked at $29.2K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.