$DFH

$9.72 -$0.55 (5.36%) Close

$DFH Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 91.3M shares outstanding

Who owns DFH?

By type of holder

Institutions 33.9% Insiders 0.0% Everyone else 66.1%

Concentration Top 10 holders own 21.0%

BlackRock, Inc. 5.3% · Kayne Anderson Rudnick Investment Management LLC 3.4%

Institutional ownership

33.9%

+0.6 pts vs last qtr

Institutional holders

205

+13 vs last qtr

Net shares bought

+522.7K

by institutions in Q2 2026

New / sold out

46 / 33

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +1.9M
Point72 Asset Management, L.P. +396.8K

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −1.9M
Kayne Anderson Rudnick Investment Management LLC −1.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$26.6M

4 notices from 2 people

Shares covered

1.7M

1.83% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Patrick Zalupski Officer $15.8M
Lovett William Radford II 10% stockholder $10.8M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+6.3%

+1.53% a year

Each share's claim on the business

−5.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$49.5M vs $69.8M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years42% 3–5 years27% 1–3 years15% Under 1 year17%

Quarterly turnover

19.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting DFH on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	4.8M	5.27%	+138.5K (+3.0%)	≤2021	0.0%
Shares held by quarter Peak holding4.8M (Q2'26) Change over 8 quarters+2.5M Share of the company5.270% BlackRock, Inc.'s full portfolio →
KA Kayne Anderson Rudnick Investment Management LLC	3.1M	3.36%	−1.2M (−28.0%)	2021	0.2%
Shares held by quarter Peak holding6.0M (Q4'24) Change over 8 quarters−2.3M Share of the company3.360% Kayne Anderson Rudnick Investment Management LLC's full portfolio →

BlackRock, Inc.

4.8M

% of company

5.27%

Change vs last qtr

+138.5K (+3.0%)

Held since

≤2021

Kayne Anderson Rudnick Investment Management LLC

3.1M

% of company

3.36%

Change vs last qtr

−1.2M (−28.0%)

Held since

2021

28 more super investors behind a free account

See every manager holding Dream Finders Homes Inc (Texas), how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting DFH on Form N-PORT; together they hold 15.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$28.8M	1.7M	1.83%	0.03%	June 30, 2026
VK Virtus KAR Small-Cap Growth Fund Virtus Equity Trust	$21.3M	1.2M	1.35%	3.45%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$28.8M

% of company

1.83%

% of the fund

0.03%

As of

June 30, 2026

Virtus KAR Small-Cap Growth Fund

Virtus Equity Trust

Position value

$21.3M

% of company

1.35%

% of the fund

3.45%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Dream Finders Homes Inc (Texas) and how much of the fund the position is.

Comments