Institutional shares held 27.2 Million
11.8K calls
27.7K puts
Total value of holdings $1.75B
$761K calls
$1.79M puts
Market Cap $1.92B
29,716,300 Shares Out.
Institutional ownership 91.51%
# of Institutions 255


Latest Institutional Activity in DFIN

Top Purchases

Q1 2024
Mawer Investment Management Ltd. Shares Held: 2.04M ($132M)
Q1 2024
Price T Rowe Associates Inc Shares Held: 329K ($21.2M)
Q1 2024
Neumeier Poma Investment Counsel LLC Shares Held: 251K ($16.2M)
Q1 2024
American Century Companies Inc Shares Held: 1M ($64.5M)
Q1 2024
Boston Trust Walden Corp Shares Held: 809K ($52.2M)

Top Sells

Q1 2024
Voya Investment Management LLC Shares Held: 79.2K ($5.11M)
Q1 2024
Simcoe Capital Management, LLC Shares Held: 2.23M ($144M)
Q1 2024
Tensile Capital Management LP Shares Held: 161K ($10.4M)
Q1 2024
Marathon Asset Management LTD Shares Held: 289K ($18.6M)
Q1 2024
Panagora Asset Management Inc Shares Held: 68.7K ($4.43M)

About DFIN

Donnelley Financial Solutions, Inc. operates as a risk and compliance solutions company worldwide. The company operates through four segments: Capital Markets ? Software Solutions (CM-SS), Capital Markets ? Compliance and Communications Management (CM-CCM), Investment Companies ? Software Solutions (IC-SS), and Investment Companies ? Compliance and Communications Management (IC-CCM). The CM-SS segment provides Venue, ActiveDisclosure, eBrevia, and other solutions to public and private companies to manage public and private transaction processes, extract data, and analyze contracts; collaborate; and tag, validate, and file SEC documents. The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements. The IC-SS segment provides clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions and services that enable storage and management of compliance and regulatory information in a self-service and central repository for accessing, assembling, editing, translating, rendering, and submitting documents to regulators. The IC-CCM segment offers clients with tech-enabled solutions for creating and filing regulatory communications and solutions for investor communications, as well as XBRL-formatted filings pursuant to the Investment Act, through the SEC EDGAR system. This segment also provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, shareholder meeting review, and expert support. Donnelley Financial Solutions, Inc. was founded in 1983 and is headquartered in Chicago, Illinois.


Insider Transactions at DFIN

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
404K Shares
From 18 Insiders
Grant, award, or other acquisition 357K shares
Exercise of conversion of derivative security 46.5K shares
Sell / Disposition
3.17M Shares
From 17 Insiders
Open market or private sale 2.97M shares
Payment of exercise price or tax liability 188K shares
Bona fide gift 10.4K shares

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