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$DFTX
$35.50 -$0.17 (0.48%) Live

Ownership

13F as of Q2 2026 · 134.4M shares outstanding

Who owns DFTX?

By type of holder
Institutions 85.4% Insiders 3.4% Everyone else 11.2%
Concentration Top 10 holders own 41.0%
BlackRock, Inc. 8.4% · Avoro Capital Advisors LLC 5.4%
Institutional ownership
85.4%
+27.3 pts vs last qtr
Institutional holders
359
+113 vs last qtr
Net shares bought
+36.7M
by institutions in Q2 2026
New / sold out
148 / 35
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • Jupiter Topco LLC NEW +5.6M
  • Capital World Investors NEW +5.4M

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Biggest sellers in Q2 2026
  • Janus Henderson Group PLC SOLD OUT −3.6M
  • Trails Edge Capital Partners, LP SOLD OUT −1.7M

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Who is planning to sell?

Notices of proposed sale, last 12 months
$6.84M
17 notices from 8 people
Shares covered
225.9K
0.17% of the company
Arranged in advance
8%
of the value is under a 10b5-1 plan
Under a 10b5-1 plan No plan
$0$1.5M$3.0MNovDec 2025: $560.9K under a 10b5-1 planDecJanFebMar 2026: $797.0K without a planMarAprMayJun 2026: $2.4M without a planJunJulAugSep 2026: $3.0M without a planSepOct
Largest proposed sellers
  • Robert B Barrow Officer $3.56M
  • Mark Sullivan Officer $1.26M

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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
+226.3%
+34.40% a year
Each share's claim on the business
−69.4%
shrank without buying or selling a share
Diluted shares, split-adjusted
26.6M58.4M90.2M2021: 27.4M shares'212022: 30.9M shares'222023: 39.2M shares'232024: 70.5M shares'242025: 89.3M shares'25

How patient are the owners?

Institutional shares by how long they've been held
5+ years0% 3–5 years30% 1–3 years28% Under 1 year42%
Quarterly turnover
40.3%
of institutional shares changed hands
Top 10 managers, median time held
2.3 years

Super Investors

Investment managers reporting DFTX on Form 13F
B
BlackRock, Inc.
Shares
11.2M
% of company
8.36%
Change vs last qtr
+2.8M (+32.5%)
Held since
2022
AC
Avoro Capital Advisors LLC
Shares
7.2M
% of company
5.35%
Change vs last qtr
+2.2M (+43.8%)
Held since
Q4 '25

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Institutional Funds

Mutual funds and ETFs reporting DFTX on Form N-PORT; together they hold 32.3% of the company
SW
SMALLCAP World Fund Inc
Position value
$362M
% of company
5.72%
% of the fund
0.38%
As of
June 30, 2026
IR
iShares Trust
Position value
$157M
% of company
2.49%
% of the fund
0.19%
As of
June 30, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
BR
Barrow Robert
Insider
Shares
2.2M
% of company
1.65%
Change vs last qtr
—
Held since
—
KD
Karlin Dan
Insider
Shares
792.8K
% of company
0.59%
Change vs last qtr
—
Held since
—

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