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Steve Schonfeld’s Fidus Investment FDUS Stock Holding History

Steve Schonfeld’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 		$1.72M Buy
90,246
+50,114
+125% +$931K 0.01% 1154
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

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

Steve Schonfeld's FDUS Position: Q2 2026 in Review

Steve Schonfeld increased its Fidus Investment (FDUS) stake by 125% in Q2 2026, buying an estimated $931K and bringing the position to 90,246 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #1154.

Steve Schonfeld first reported a position in FDUS in Q4 2023 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Steve Schonfeld held 90,246 shares of Fidus Investment worth $1.72M as of Q2 2026.
  • Steve Schonfeld bought 50,114 Fidus Investment shares in Q2 2026, an estimated $931K.
  • Fidus Investment made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1154 holding.
  • Steve Schonfeld first reported a position in Fidus Investment in Q4 2023 and has held it in 5 quarters since.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.