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

Fidus Investment (FDUS) reported Accumulated Expenses of $3.3 million for Q1 2026, down 7.81% on a YoY basis from $3.6 million in Q1 2025, and down 55.78% sequentially from $7.4 million in Q4 2025.

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

Fidus Investment (FDUS) has 6 years of Accumulated Expenses data on file, last reported at $3.3 million in Q1 2026.

  • For the quarter ending Q1 2026, Accumulated Expenses fell 7.81% year-over-year to $3.3 million; the trailing twelve-month figure through Mar 2026 stood at $3.3 million (down 7.81% YoY), and the FY2025 full-year result was $7.4 million, up 28.79% from the prior year.
  • Accumulated Expenses retreated to $3.3 million in Q1 2026, 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.
  • A 5-year average of $4.6 million and a median of $3.7 million in 2025 frame the typical range for Accumulated Expenses.
  • Across the five-year window, Accumulated Expenses surged 31.84% in 2025 and retreated 7.81% in 2026, its largest moves.
  • Tracing FDUS's Accumulated Expenses over 5 years: stood at $4.7 million in 2022, then grew by 24.79% to $5.9 million in 2023, then retreated by 2.36% to $5.8 million in 2024, then grew by 28.79% to $7.4 million in 2025, then plunged by 55.78% to $3.3 million in 2026.
  • Business Quant data shows FDUS's Accumulated Expenses at $3.3 million in Q1 2026, $7.4 million in Q4 2025, and $3.7 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn
2 BlackRock 161.01 Bn 148.08 Bn -
3 Blackstone 97.77 Bn 96.72 Bn -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn
5 State Street 51.30 Bn 51.30 Bn -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn
7 Northern Trust 32.93 Bn 32.93 Bn -
8 Raymond James Financial 32.59 Bn 17.67 Bn -
9 Price T Rowe 24.70 Bn 21.13 Bn -
10 Fidus Investment 737.45 Mn 687.05 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