Simplex Trading’s Fidus Investment FDUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$42K Buy
+2,200
New +$40.8K ﹤0.01% 6462
2026
Q1
Sell
-1,000
Closed -$19.3K 9393
2025
Q4
$19.3K Sell
1,000
-100
-9% -$1.99K ﹤0.01% 6502
2025
Q3
$22K Buy
1,100
+900
+450% +$19K ﹤0.01% 7244
2025
Q2
$4K Buy
200
+100
+100% +$1.95K ﹤0.01% 7832
2025
Q1
$2K Sell
100
-300
-75% -$6.58K ﹤0.01% 7977
2024
Q4
$8K Buy
+400
New +$8.11K ﹤0.01% 7327
2024
Q3
Sell
-100
Closed -$1K 8804
2024
Q2
$1K Hold
100
﹤0.01% 8461
2024
Q1
$1K Sell
100
-4,100
-98% -$80.1K ﹤0.01% 8558
2023
Q4
$82K Buy
4,200
+3,700
+740% +$70.6K ﹤0.01% 5581
2023
Q3
$9K Sell
500
-100
-17% -$1.97K ﹤0.01% 7243
2023
Q2
$11K Sell
600
-900
-60% -$17.1K ﹤0.01% 7303
2023
Q1
$28K Buy
+1,500
New +$29.9K ﹤0.01% 6550
2022
Q4
Sell
-500
Closed -$8K 9523
2022
Q3
$8K Sell
500
-1,300
-72% -$24.6K ﹤0.01% 8398
2022
Q2
$31K Sell
1,800
-5,300
-75% -$102K ﹤0.01% 7101
2022
Q1
$143K Buy
7,100
+7,000
+7,000% +$131K ﹤0.01% 5648
2021
Q4
$1K Sell
100
-300
-75% -$5.32K ﹤0.01% 10182
2021
Q3
$6K Hold
400
﹤0.01% 9194
2021
Q2
$6K Buy
400
+353
+751% +$6K ﹤0.01% 9366
2021
Q1
$73K Sell
47
-3
-6% -$43 ﹤0.01% 6155
2020
Q4
$65K Buy
50
+48
+2,400% +$571 ﹤0.01% 5885
2020
Q3
$1K Sell
2
-18
-90% -$173 ﹤0.01% 7546
2020
Q2
$18K Buy
20
+1
+5% +$9 ﹤0.01% 6288
2020
Q1
$12K Buy
19
+10
+111% +$129 ﹤0.01% 6344
2019
Q4
$13K Buy
9
+1
+13% +$15 ﹤0.01% 6230
2019
Q3
$11K Buy
+8
New +$123 ﹤0.01% 6187
2019
Q2
Sell
-19
Closed -$29K 7287
2019
Q1
$29K Sell
19
-6
-24% -$86 ﹤0.01% 5428
2018
Q4
$29K Buy
+25
New +$341 ﹤0.01% 5020
2018
Q2
Sell
-25
Closed -$6K 7504
2018
Q1
$6K Buy
+25
New +$348 ﹤0.01% 4464
2017
Q1
Sell
-20
Closed -$3K 6324
2016
Q4
$3K Buy
+20
New +$318 ﹤0.01% 4725

Other funds holding FDUS

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.