Y-Intercept (HK)
FDUS icon

Y-Intercept (HK)’s Fidus Investment FDUS Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-35,921
Closed -$685K – 1732
2026
Q2 		$685K Sell
35,921
-37,612
-51% -$698K 0.01% 1206
2026
Q1 		$1.28M Buy
73,533
+32,015
+77% +$598K 0.02% 921
2025
Q4 		$801K Sell
41,518
-16,728
-29% -$333K 0.02% 1080
2025
Q3 		$1.18M Sell
58,246
-4,115
-7% -$86.8K 0.03% 897
2025
Q2 		$1.26M Buy
62,361
+51,477
+473% +$1.01M 0.03% 834
2025
Q1 		$222K Sell
10,884
-1,367
-11% -$30K 0.02% 1018
2024
Q4 		$258K Sell
12,251
-3,404
-22% -$69K 0.02% 979
2024
Q3 		$307K Sell
15,655
-30,095
-66% -$592K 0.02% 1008
2024
Q2 		$891K Buy
+45,750
New +$909K 0.05% 547

Other funds holding FDUS

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Y-Intercept (HK)'s FDUS Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Fidus Investment (FDUS) in Q3 2026, closing a stake of 35,921 shares — an estimated $685K sold.

Y-Intercept (HK) first reported a position in FDUS in Q2 2024 and held it in 9 quarters. The position peaked at $1.28M in Q1 2026. 40 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Fidus Investment position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 35,921 Fidus Investment shares in Q3 2026, an estimated $685K.
  • Y-Intercept (HK) first reported a position in Fidus Investment in Q2 2024 and held it in 9 quarters.
  • Y-Intercept (HK)'s Fidus Investment position peaked at $1.28M in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.