Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Donnelley Finl Solutions Inc (DFIN)

239 + Investors. Track Smart Money conviction in DFIN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — DFIN

Based on 241 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DFIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
241 hedge funds hold DFIN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DFIN is almost the same as a year ago (+8 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

121 buying104 selling
Last quarter: 121 funds bought or added vs 104 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 33 → 32 → 30 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
153 out of 241 hedge funds have held DFIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~34 new funds/quarter

35 → 33 → 32 → 30 → 34 new funds/Q
New funds entering each quarter: 33 → 32 → 30 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 13% 1-2yr ■ 19% new
Of 241 current holders: 164 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
49 of 241 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DFIN

In 2026 Q1, 121 hedge funds were net buyers of DFIN (34 opened a new position, 87 added to an existing one), while 104 reduced or exited (80 trimmed, 24 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 30% of total institutional value in DFIN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 241.

Hedge Fund Ownership: DFIN

How many hedge funds hold DFIN — quarterly history vs. share price
Quarterly hedge fund ownership of DFIN vs. share price

Market Analysis: DFIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFIN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Donnelley Finl Solutions Inc (DFIN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DFIN has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
DFIN
-15.5%
XLK
nan%

DFIN outperformed XLK by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
DFIN
+3.3%
XLK
nan%

Since the filing became public, DFIN outperformed XLK by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: DFIN
239 + Investors

Track Smart Money conviction in DFIN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 239 231 3.46%
13F Shares 24M 25M -5.63%
Total Value $1.02B $1.16B -12.14%
New Positions 33 30 +3
Increased Positions 86 63 +23
Closed Positions 25 34 -9
Reduced Positions 80 97 -17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIN

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

239 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFIN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DFIN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Simcoe Capital Management, LLC 4.89% 597,725 $28.2M
2 Access Investment Management LLC 2.93% 233,835 $11.0M
3 Villanova Investment Management Co LLC 2.33% 48,287 $2.3M
4 Rice Hall James & Associates, LLC 2.05% 780,037 $36.8M
5 Shapiro Capital Management LLC 1.32% 448,388 $21.1M
6 Bridge City Capital, LLC 0.89% 68,461 $3.2M
7 Ophir Asset Management Pty Ltd 0.60% 108,665 $5.1M
8 Globeflex Capital L P 0.49% 68,494 $3.2M
9 Isthmus Partners, LLC 0.36% 72,901 $3.4M
10 Frontier Capital Management Co LLC 0.32% 653,818 $30.8M
11 Marathon Asset Management Ltd 0.28% 154,456 $7.3M
12 Westwood Holdings Group Inc 0.26% 761,163 $35.9M
13 Alberta Investment Management Corp 0.24% 852,611 $40.2M
14 Royce & Associates LP 0.21% 448,950 $21.2M
15 Boston Trust Walden Corp 0.18% 467,079 $22.0M
16 Inspire Investing, LLC 0.18% 46,150 $2.2M
17 Mawer Investment Management Ltd. 0.13% 423,704 $20.0M
18 James Investment Research, INC. 0.09% 17,362 $818K
19 William Blair Investment Management, LLC 0.08% 545,484 $25.7M
20 Numerai GP LLC 0.08% 17,950 $846K
21 Legato Capital Management LLC 0.08% 18,310 $863K
22 Fuller & Thaler Asset Management, INC. 0.07% 462,672 $21.8M
23 Moran Wealth Management, LLC 0.07% 45,493 $2.1M
24 State of Wyoming 0.05% 9,319 $439K
25 Evolve Private Wealth, LLC 0.02% 9,374 $442K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Donnelley Finl Solutions Inc (DFIN)

What does the Smart Money Trend signal show for DFIN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DFIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DFIN?

Slight buying edge — 54% buying: Last quarter: 121 funds bought or added vs 104 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DFIN holders?

Strong quality — 30% AUM from major funds: 49 of 241 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DFIN?

63% of holders stayed for 2+ years: 153 out of 241 hedge funds have held DFIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Donnelley Finl Solutions Inc (DFIN) following the 2026 Q1 hedge fund 13F filings?

As of today, DFIN has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), DFIN has gained -15.5% vs nan% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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