Verition Fund Management
FDUS icon

Verition Fund Management’s Fidus Investment FDUS Stock Holding History

Verition Fund Management’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 		– Sell
-20,200
Closed -$390K – 2707
2025
Q4 		$390K Buy
20,200
+4,500
+29% +$89.5K ﹤0.01% 2844
2025
Q3 		$318K Buy
15,700
+1,600
+11% +$33.7K ﹤0.01% 3268
2025
Q2 		$285K Buy
+14,100
New +$275K ﹤0.01% 3227
2024
Q1 		– Sell
-11,700
Closed -$230K – 2826
2023
Q4 		$230K Buy
+11,700
New +$223K ﹤0.01% 1942

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Envestnet Asset Management
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Cetera Investment Advisers
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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

Verition Fund Management's FDUS Position: Q1 2026 in Review

Verition Fund Management sold out of Fidus Investment (FDUS) in Q1 2026, closing a stake of 20,200 shares — an estimated $390K sold.

Verition Fund Management first reported a position in FDUS in Q4 2023 and held it in 4 quarters. The position peaked at $390K in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Verition Fund Management reported no remaining Fidus Investment position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 20,200 Fidus Investment shares in Q1 2026, an estimated $390K.
  • Verition Fund Management first reported a position in Fidus Investment in Q4 2023 and held it in 4 quarters.
  • Verition Fund Management's Fidus Investment position peaked at $390K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.