Fidus Investment (FDUS) Assets (2021 - 2026)

Fidus Investment's (FDUS) quarterly Assets came in at $1.4 billion in Q1 2026, up 16.28% year-on-year from $1.2 billion in Q1 2025, and up 1.24% quarter-over-quarter from $1.4 billion in Q4 2025.

Fidus Investment (FDUS) Assets (2021 - 2026) Analysis & Trends

Fidus Investment has disclosed Assets across 6 years of filings, most recently posting $1.4 billion for Q1 2026.

  • Assets for Q1 2026 came in at $1.4 billion, up 16.28% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.4 billion (up 16.28% YoY), and the FY2025 annual result was $1.4 billion, up 22.54% from the prior year.
  • Assets came in at $1.4 billion for Q1 2026 at Fidus Investment, up from $1.4 billion in the prior quarter.
  • In the past five years, Assets ranged from a high of $1.4 billion in Q1 2026 to a low of $909.7 million in Q3 2022.
  • The 5-year median for Assets is $1.1 billion (2024), against an average of $1.1 billion.
  • Across the five-year window, Assets rose 4.32% in 2022 and gained 22.54% in 2025, its largest moves.
  • Fidus Investment's Assets stood at $936.0 million in 2022, then climbed by 16.55% to $1.1 billion in 2023, then climbed by 6.71% to $1.2 billion in 2024, then gained by 22.54% to $1.4 billion in 2025, then advanced by 1.24% to $1.4 billion in 2026.
  • The last three Assets figures came in at $1.4 billion (Q1 2026), $1.4 billion (Q4 2025), and $1.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 170.24 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 48.33 Bn
3 Kkr 86.45 Bn 133.96 Bn - 412.08 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 467.53 Bn
5 State Street 46.95 Bn 21.27 Bn - 392.17 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 184.45 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 174.57 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 91.94 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 28.39 Bn
10 Fidus Investment 696.27 Mn 645.75 Mn - 1.44 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.44 Bn
Dec 31, 2025 1.43 Bn
Sep 30, 2025 1.28 Bn
Jun 30, 2025 1.26 Bn
Mar 31, 2025 1.24 Bn
Dec 31, 2024 1.16 Bn
Sep 30, 2024 1.16 Bn
Jun 30, 2024 1.15 Bn
Mar 31, 2024 1.09 Bn
Dec 31, 2023 1.09 Bn
Sep 30, 2023 1.02 Bn
Jun 30, 2023 982.41 Mn
Mar 31, 2023 949.02 Mn
Dec 31, 2022 935.96 Mn
Sep 30, 2022 909.75 Mn
Dec 31, 2021 897.19 Mn