SSA
FDUS icon

Schonfeld Strategic Advisors’s Fidus Investment FDUS Stock Holding History

Schonfeld Strategic Advisors’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 		$699K Sell
40,132
-1,547
-4% -$28.9K ﹤0.01% 1251
2025
Q4 		$804K Buy
+41,679
New +$829K ﹤0.01% 1210
2024
Q4 		– Sell
-24,300
Closed -$476K – 2133
2024
Q3 		$476K Buy
+24,300
New +$478K ﹤0.01% 1457
2024
Q1 		– Sell
-15,100
Closed -$297K – 2164
2023
Q4 		$297K Buy
+15,100
New +$288K ﹤0.01% 1436

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Schonfeld Strategic Advisors's FDUS Position: Q1 2026 in Review

Schonfeld Strategic Advisors reduced its Fidus Investment (FDUS) stake by 3.7% in Q1 2026, selling an estimated $28.9K and leaving 40,132 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Schonfeld Strategic Advisors first reported a position in FDUS in Q4 2023 and has held it in 4 quarters since. The position peaked at $804K in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Schonfeld Strategic Advisors held 40,132 shares of Fidus Investment worth $699K as of Q1 2026.
  • Schonfeld Strategic Advisors sold 1,547 Fidus Investment shares in Q1 2026, an estimated $28.9K.
  • Fidus Investment made up ﹤0.01% of Schonfeld Strategic Advisors's portfolio in Q1 2026, its #1251 holding.
  • Schonfeld Strategic Advisors first reported a position in Fidus Investment in Q4 2023 and has held it in 4 quarters since.
  • Schonfeld Strategic Advisors's Fidus Investment position peaked at $804K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.