Institutional shares held 26.3 Million
8.9K calls
1.4K puts
Total value of holdings $1.7B
$577K calls
$90K puts
Market Cap $1.93B
29,716,300 Shares Out.
Institutional ownership 88.34%
# of Institutions 251


Latest Institutional Activity in DFIN

Top Purchases

Q2 2025
Harbor Capital Advisors, Inc. Shares Held: 109K ($7.07M)
Q2 2025
Versant Capital Management, Inc Shares Held: 1.19K ($77K)
Q2 2025
North Crest Asset Manangement, LLC Shares Held: 9.94K ($646K)
Q2 2025
Umb Bank, N.A. Shares Held: 183 ($11.9K)
Q2 2025
Massmutual Trust CO Fsb Shares Held: 83 ($5.39K)

Top Sells

Q2 2025
Wedge Capital Management L L P Shares Held: 22.8K ($1.48M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 4.06K ($263K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 329 ($21.4K)
Q2 2025
Parallel Advisors, LLC Shares Held: 5 ($325)
Q1 2025
American Century Companies Inc Shares Held: 60.9K ($3.96M)

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
462K Shares
From 16 Insiders
Grant, award, or other acquisition 322K shares
Exercise of conversion of derivative security 139K shares
Open market or private purchase 1K shares
Sell / Disposition
947K Shares
From 16 Insiders
Payment of exercise price or tax liability 145K shares
Open market or private sale 747K shares
Other acquisition or disposition 29.1K shares
Bona fide gift 26.4K shares

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