Simplex Trading
FDUS icon

Simplex Trading’s Fidus Investment FDUS Stock Holding History

Simplex Trading’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 		$2.71K Sell
142
-751
-84% -$13.9K ﹤0.01% 8503
2026
Q1 		$15.6K Sell
893
-4,385
-83% -$81.9K ﹤0.01% 6967
2025
Q4 		$102K Buy
5,278
+2,702
+105% +$53.7K ﹤0.01% 4981
2025
Q3 		$52K Sell
2,576
-13,882
-84% -$293K ﹤0.01% 6413
2025
Q2 		$332K Buy
+16,458
New +$321K ﹤0.01% 3949
2025
Q1 		– Sell
-353
Closed -$7.74K – 8818
2024
Q4 		$7K Buy
+353
New +$7.15K ﹤0.01% 7416
2024
Q1 		– Sell
-12,911
Closed -$252K – 9141
2023
Q4 		$254K Buy
12,911
+4,174
+48% +$79.6K ﹤0.01% 4410
2023
Q3 		$167K Buy
+8,737
New +$172K ﹤0.01% 4543
2020
Q3 		– Sell
-1,461
Closed -$14.1K – 7988
2020
Q2 		$13K Buy
+1,461
New +$12.7K ﹤0.01% 6489
2020
Q1 		– Sell
-434
Closed -$5.6K – 7770
2019
Q4 		$6K Sell
434
-2,771
-86% -$41.7K ﹤0.01% 6614
2019
Q3 		$47K Buy
+3,205
New +$49.3K ﹤0.01% 5069
2019
Q1 		– Sell
-714
Closed -$10.3K – 7314
2018
Q4 		$8K Buy
+714
New +$9.73K ﹤0.01% 5967
2018
Q2 		– Sell
-2,307
Closed -$31.6K – 7503
2018
Q1 		$29K Buy
+2,307
New +$32.1K ﹤0.01% 2977
2017
Q3 		– Sell
-200
Closed -$3K – 6088
2017
Q2 		$3K Buy
+200
New +$3.45K ﹤0.01% 4951
2017
Q1 		– Sell
-1,403
Closed -$23.3K – 6323
2016
Q4 		$22K Buy
1,403
+1,381
+6,277% +$21.9K ﹤0.01% 2946
2016
Q3 		$0 Hold
22
– – ﹤0.01% 5973
2016
Q2 		$0 Hold
22
– – ﹤0.01% 5971
2016
Q1 		$0 Buy
+22
New +$304 ﹤0.01% 5775
2015
Q1 		– Sell
-291
Closed -$4K – 5116
2014
Q4 		$4K Buy
+291
New +$4.67K ﹤0.01% 3237

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Simplex Trading's FDUS Position: Q2 2026 in Review

Simplex Trading reduced its Fidus Investment (FDUS) stake by 84% in Q2 2026, selling an estimated $13.9K and leaving 142 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #8503.

Simplex Trading first reported a position in FDUS in Q4 2014 and has held it in 19 quarters since. The position peaked at $332K in Q2 2025. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Simplex Trading held 142 shares of Fidus Investment worth $2.71K as of Q2 2026.
  • Simplex Trading sold 751 Fidus Investment shares in Q2 2026, an estimated $13.9K.
  • Fidus Investment made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8503 holding.
  • Simplex Trading first reported a position in Fidus Investment in Q4 2014 and has held it in 19 quarters since.
  • Simplex Trading's Fidus Investment position peaked at $332K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.