RP
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Riverbridge Partners’s Fidus Investment FDUS Stock Holding History

Riverbridge 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
2026
Q2 		$2.11M Buy
110,869
+984
+0.9% +$18.3K 0.06% 113
2026
Q1 		$1.91M Buy
109,885
+8,307
+8% +$155K 0.05% 124
2025
Q4 		$1.96M Buy
101,578
+43,098
+74% +$857K 0.04% 124
2025
Q3 		$1.18M Buy
58,480
+19,505
+50% +$411K 0.02% 126
2025
Q2 		$787K Buy
38,975
+1,470
+4% +$28.7K 0.01% 136
2025
Q1 		$765K Buy
37,505
+3,434
+10% +$75.3K 0.01% 134
2024
Q4 		$716K Buy
+34,071
New +$690K 0.01% 127

Other funds holding FDUS

SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return