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 Q3	$2.9M	Buy	150,241 +39,372	+36%	+$776K	0.09%	97
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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Riverbridge Partners's FDUS Position: Q3 2026 in Review

Riverbridge Partners increased its Fidus Investment (FDUS) stake by 36% in Q3 2026, buying an estimated $776K and bringing the position to 150,241 shares worth $2.9M. The position accounts for 0.09% of the portfolio, ranked #97.

Riverbridge Partners first reported a position in FDUS in Q4 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

Riverbridge Partners held 150,241 shares of Fidus Investment worth $2.9M as of Q3 2026.
Riverbridge Partners bought 39,372 Fidus Investment shares in Q3 2026, an estimated $776K.
Fidus Investment made up 0.09% of Riverbridge Partners's portfolio in Q3 2026, its #97 holding.
Riverbridge Partners first reported a position in Fidus Investment in Q4 2024 and has held it in 8 quarters since.
58 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

Based on Riverbridge Partners's 13F filing for Q3 2026, filed 5 Nov 2026.