Fidus Investment (FDUS) Accumulated Expenses (2021 - 2026)

Fidus Investment's (FDUS) quarterly Accumulated Expenses came in at $3.3 million in Q1 2026, down 7.81% year-on-year from $3.6 million in Q1 2025, and down 55.78% quarter-over-quarter from $7.4 million in Q4 2025.

Fidus Investment (FDUS) Accumulated Expenses (2021 - 2026) Analysis & Trends

Fidus Investment has disclosed Accumulated Expenses across 6 years of filings, most recently posting $3.3 million for Q1 2026.

  • Accumulated Expenses for Q1 2026 came in at $3.3 million, down 7.81% year-over-year; the trailing twelve-month figure through Mar 2026 was $3.3 million (down 7.81% YoY), and the FY2025 annual result was $7.4 million, up 28.79% from the prior year.
  • Accumulated Expenses came in at $3.3 million for Q1 2026 at Fidus Investment, down from $7.4 million in the prior quarter.
  • In the past five years, Accumulated Expenses ranged from a high of $7.5 million in Q2 2025 to a low of $3.0 million in Q3 2022.
  • The 5-year median for Accumulated Expenses is $3.7 million (2025), against an average of $4.6 million.
  • Across the five-year window, Accumulated Expenses surged 31.84% in 2025 and retreated 7.81% in 2026, its largest moves.
  • Fidus Investment's Accumulated Expenses stood at $4.7 million in 2022, then increased by 24.79% to $5.9 million in 2023, then decreased by 2.36% to $5.8 million in 2024, then increased by 28.79% to $7.4 million in 2025, then tumbled by 55.78% to $3.3 million in 2026.
  • The last three Accumulated Expenses figures came in at $3.3 million (Q1 2026), $7.4 million (Q4 2025), and $3.7 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn -
2 Blackstone 96.85 Bn 95.80 Bn -
3 Kkr 86.45 Bn 133.96 Bn -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn
5 State Street 46.95 Bn 21.27 Bn -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn
7 Northern Trust 31.92 Bn 31.92 Bn -
8 Raymond James Financial 30.62 Bn 19.37 Bn -
9 Ares Management 29.04 Bn 32.41 Bn -
10 Fidus Investment 696.27 Mn 645.75 Mn -

Historic Data

Download Data
DateValue
Mar 31, 2026 3.29 Mn
Dec 31, 2025 7.45 Mn
Sep 30, 2025 3.70 Mn
Jun 30, 2025 7.48 Mn
Mar 31, 2025 3.57 Mn
Dec 31, 2024 5.78 Mn
Sep 30, 2024 3.54 Mn
Jun 30, 2024 5.67 Mn
Mar 31, 2024 3.54 Mn
Dec 31, 2023 5.92 Mn
Sep 30, 2023 3.34 Mn
Jun 30, 2023 5.22 Mn
Mar 31, 2023 3.33 Mn
Dec 31, 2022 4.75 Mn
Sep 30, 2022 3.04 Mn
Dec 31, 2021 4.67 Mn