$DFIN

$53.46 -$0.75 (1.38%) Close

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

Ownership

13F as of Q2 2026 · 24.6M shares outstanding

Who owns DFIN?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 232.9%

Wasatch Advisors LP 33.7% · BlackRock, Inc. 32.8%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

371

-4 vs last qtr

Net shares bought

−984.8K

by institutions in Q2 2026

New / sold out

52 / 56

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Phoenix Financial Ltd. +5.1M
Jupiter Topco LLC NEW +2.4M

Biggest sellers in Q2 2026

Dragoneer Investment Group, LLC −10.1M
Janus Henderson Group PLC SOLD OUT −2.4M

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.38M

4 notices from 4 people

Shares covered

46.7K

0.19% of the company

Arranged in advance

21%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Johnson Eric J Officer $1.08M
Robert Kirk Williams Officer $802K

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, FY2016–FY2025

−14.0%

−1.66% a year

Each share's claim on the business

+16.3%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$529M vs $159M

over 10 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+ years33% 3–5 years18% 1–3 years28% Under 1 year21%

Quarterly turnover

21.9%

of institutional shares changed hands

Top 10 managers, median time held

2.8 years

Super Investors

Investment managers reporting DFIN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WA Wasatch Advisors LP	8.3M	33.66%	+1.8M (+28.1%)	2021	1.9%
Shares held by quarter Peak holding8.3M (Q2'26) Change over 8 quarters+7.0M Share of the company33.660% Wasatch Advisors LP's full portfolio →
B BlackRock, Inc.	8.1M	32.81%	+539.0K (+7.2%)	≤2021	0.0%
Shares held by quarter Peak holding8.3M (Q4'24) Change over 8 quarters+27.9K Share of the company32.810% BlackRock, Inc.'s full portfolio →

Wasatch Advisors LP

8.3M

% of company

33.66%

Change vs last qtr

+1.8M (+28.1%)

Held since

2021

BlackRock, Inc.

8.1M

% of company

32.81%

Change vs last qtr

+539.0K (+7.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Donnelley Financial Solutions, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting DFIN on Form N-PORT; together they hold 72.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$63.2M	1.5M	6.12%	0.06%	June 30, 2026
EG Eventide Gilead Fund Mutual Fund Series Trust	$37.2M	1.2M	4.90%	1.39%	March 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$63.2M

% of company

6.12%

% of the fund

0.06%

As of

June 30, 2026

Eventide Gilead Fund

Mutual Fund Series Trust

Position value

$37.2M

% of company

4.90%

% of the fund

1.39%

As of

March 31, 2026

23 more funds behind a free account

See every fund holding Donnelley Financial Solutions, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
JJ Jacobowitz Jeffrey Insider	4.4M	17.73%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company17.730% Jacobowitz Jeffrey's insider activity →
LD Leib Daniel Insider	611.3K	2.49%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.490% Leib Daniel's insider activity →

Jacobowitz Jeffrey

Insider

4.4M

% of company

17.73%

Change vs last qtr

—

Held since

—

Leib Daniel

Insider

611.3K

% of company

2.49%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Donnelley Financial Solutions, Inc..

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