Fidus Investment (FDUS) Assets (2021 - 2026)
Fidus Investment's Assets came in at $1.5 billion for Q2 2026, up 19.4% from $1.26 billion a year earlier and up 3.9% from the prior quarter.
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Analysis
Fidus Investment (FDUS) Assets (2021 - 2026) Analysis & Trends
At the end of FY2025, Fidus Investment's Assets was $1.43 billion, up 22.5% from FY2024.
- Assets has increased in each of the last four years, with a four-year compound annual growth rate of 12.3% (FY2021 to FY2025).
- Going back by year, Assets was $1.16 billion in FY2024 (+6.7%), $1.09 billion in FY2023 (+16.6%), $935.96 million in FY2022 (+4.3%) and $897.19 million in FY2021.
- The Q2 2026 figure represents the highest quarterly Assets in data going back to Q4 2021.
- Year-over-year, Assets has increased for 12 consecutive quarters, with growth averaging 14.0% over the last eight quarters.
- Across the past five years, year-over-year growth in Assets ran from 4.3% in Q4 2022 to 22.5% in Q4 2025.
- Business Quant data shows FDUS's Assets at $1.44 billion (Q1 2026), $1.43 billion (Q4 2025) and $1.28 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 60.98 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 114.54 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 19.82 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 4,332.34 Bn |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 15.79 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 121.93 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.45 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 143.74 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 30.50 Bn |
| 10 | Fidus Investment | 731.38 Mn | 499.77 Mn | - | 1.50 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.50 Bn |
| 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 |
API Access
Fidus Investment Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=FDUS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "FDUS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=FDUS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();