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Oxford Asset Management’s Fidus Investment FDUS Stock Holding History

Oxford Asset Management’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
-20,239
Closed -$391K – 577
2025
Q4 		$391K Buy
+20,239
New +$402K 0.14% 243
2019
Q3 		– Sell
-10,286
Closed -$164K – 1793
2019
Q2 		$164K Buy
+10,286
New +$163K ﹤0.01% 1579
2019
Q1 		– Sell
-12,439
Closed -$145K – 1756
2018
Q4 		$145K Buy
+12,439
New +$169K ﹤0.01% 1600
2018
Q1 		– Sell
-19,478
Closed -$297K – 1698
2017
Q4 		$297K Buy
+19,478
New +$314K 0.01% 1334

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Oxford Asset Management's FDUS Position: Q1 2026 in Review

Oxford Asset Management sold out of Fidus Investment (FDUS) in Q1 2026, closing a stake of 20,239 shares — an estimated $391K sold.

Oxford Asset Management first reported a position in FDUS in Q4 2017 and held it in 4 quarters. The position peaked at $391K in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Oxford Asset Management reported no remaining Fidus Investment position as of Q1 2026 after selling out during the quarter.
  • Oxford Asset Management sold 20,239 Fidus Investment shares in Q1 2026, an estimated $391K.
  • Oxford Asset Management first reported a position in Fidus Investment in Q4 2017 and held it in 4 quarters.
  • Oxford Asset Management's Fidus Investment position peaked at $391K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Oxford Asset Management's 13F filing for Q1 2026, filed 15 May 2026.