Fidus Investment

US · FDUS #3469 by market cap

19.06 -0.03 -0.16%

Live - 5344 symbols - heartbeat 95s ago · 2026-10-09 19:30

✦ Quant Ownership Signal how this is computed

Distributing

The number of reporting institutions decreased by 2 in the most recent period (2026/Q3).
Total institutional ownership fell 2.0 percentage points.

Institutional ownership

Held by institutions: 22.92% -1.99pp
Institutions: 143 -2
As of: 2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions trimmed shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund15.70%

Public Company3.19%

Hedge Fund1.87%

Private Company1.41%

Individual/Insider0.85%

Family Office/Trust0.75%

Other76.23%

Top holders as of 2026-06-30

Van Eck Associates Corporation 2.45% · 929.24K sh

Raymond James Financial, Inc. 2.19% · 829.59K sh

UBS Asset Management 1.32% · 499.62K sh

Robert W. Baird & Co. Incorporated 1.10% · 416.39K sh

Muzinich & Co., Inc. 0.97% · 368.30K sh

Legal & General Investment Management 0.82% · 310.32K sh

Morgan Stanley 0.80% · 302.64K sh

Qube Research & Technologies Ltd 0.61% · 230.21K sh

Amova Asset Management 0.61% · 230.11K sh

Putnam LLC 0.59% · 224.98K sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

0 filings tracked · 0 buys · 0 sells

Name	Role	Stake
Edward Ross	Chairman of the Board, Interested Director & CEO	0.47%
Thomas Lauer	President, MD & Director	0.22%
Shelby Elizabeth Sherard	CFO, Chief Compliance Officer & Secretary	0.08%
Raymond Anstiss	Independent Director	0.07%
Edward Tune	Independent Director	0.02%

Quote time 2026-10-09 19:30:05 · For reference only, not investment advice and not tailored to your situation.