DFH US Equity

Dream Finders Homes, Inc.

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Industrials · Operative Builders · CIK 1825088 · FYE 1231

$16.23

+0.60 (+3.84%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding DFH · 2026-Q1 methodology → sources →

192 holders

% of shares outstanding held

30.1%

Shares held (13F)

30,443,749

Reporting holders

192

Top holders

largest 100 of 192 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	4,673,4294.7M	$65M	4.61%	ADD 4%
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4,268,3804.3M	$59M	4.21%	TRIM -4%
3	COOKE & BIELER LP	2,779,0022.8M	$39M	2.74%	ADD 12%
4	JANUS HENDERSON GROUP PLC	1,876,7951.9M	$26M	1.85%	ADD 5%
5	STATE STREET CORP	1,689,8761.7M	$24M	1.67%	ADD 9%
6	VANGUARD PORTFOLIO MANAGEMENT LLC	1,468,5271.5M	$20M	1.45%	NEW
7	DIMENSIONAL FUND ADVISORS LP	1,449,3081.4M	$20M	1.43%	ADD 19%
8	VANGUARD CAPITAL MANAGEMENT LLC	1,243,1721.2M	$17M	1.23%	NEW
9	GEODE CAPITAL MANAGEMENT, LLC	718,591718,591	$10M	0.71%	ADD 4%
10	Elgethun Capital Management	505,378505,378	$7M	0.50%	ADD 2%
11	MARSHALL WACE, LLP	499,587499,587	$7M	0.49%	ADD 163%
12	Invesco Ltd.	497,727497,727	$7M	0.49%	ADD 11%
13	Arcus Capital Partners, LLC	475,282475,282	$7M	0.47%	TRIM -46%
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	415,013415,013	$6M	0.41%	ADD 66%
15	MORGAN STANLEY	346,867346,867	$5M	0.34%	ADD 34%
16	Vestmark Advisory Solutions, Inc.	344,796344,796	$5M	0.34%	NEW
17	ELEVATION POINT WEALTH PARTNERS, LLC	344,796344,796	$5M	0.34%	NEW
18	AMERIPRISE FINANCIAL INC	340,870340,870	$5M	0.34%	ADD 133%
19	DENALI ADVISORS LLC	338,282338,282	$5M	0.33%	ADD 30%
20	WELLS FARGO & COMPANY/MN	329,678329,678	$5M	0.33%	TRIM -12%
21	GOLDMAN SACHS GROUP INC	311,738311,738	$4M	0.31%	TRIM -32%
22	NORTHERN TRUST CORP	274,859274,859	$4M	0.27%	ADD 3%
23	HRT FINANCIAL LP	246,369246,369	$3M	0.24%	ADD 760%
24	UBS Group AG	218,641218,641	$3M	0.22%	ADD 16%
25	VANGUARD FIDUCIARY TRUST CO	200,110200,110	$3M	0.20%	NEW
26	Bretton Capital Management, LLC	170,500170,500	$2M	0.17%	—
27	SEI INVESTMENTS CO	164,377164,377	$2M	0.16%	TRIM -13%
28	Bank of New York Mellon Corp	151,980151,980	$2M	0.15%	TRIM -6%
29	Rockefeller Capital Management L.P.	146,446146,446	$2M	0.14%	ADD 14%
30	BANK OF AMERICA CORP /DE/	146,119146,119	$2M	0.14%	ADD 52%
31	PRINCIPAL FINANCIAL GROUP INC	139,944139,944	$2M	0.14%	ADD 2%
32	JANE STREET GROUP, LLC	131,558131,558	$2M	0.13%	ADD 329%
33	BNP PARIBAS FINANCIAL MARKETS	120,831120,831	$2M	0.12%	ADD 718%
34	MILLENNIUM MANAGEMENT LLC	112,130112,130	$2M	0.11%	TRIM -71%
35	Holocene Advisors, LP	110,000110,000	$2M	0.11%	NEW
36	Balyasny Asset Management L.P.	109,466109,466	$2M	0.11%	TRIM -9%
37	XTX Topco Ltd	104,064104,064	$1M	0.10%	ADD 193%
38	Public Sector Pension Investment Board	102,768102,768	$1M	0.10%	ADD 3%
39	NEW YORK STATE COMMON RETIREMENT FUND	101,204101,204	$1M	0.10%	ADD 25%
40	De Lisle Partners LLP	94,49694,496	$1M	0.09%	TRIM -45%
41	Squarepoint Ops LLC	93,27293,272	$1M	0.09%	ADD 19%
42	DEUTSCHE BANK AG\	87,11987,119	$1M	0.09%	ADD 62%
43	ENVESTNET ASSET MANAGEMENT INC	85,94985,949	$1M	0.08%	ADD 9%
44	RHUMBLINE ADVISERS	80,40080,400	$1M	0.08%	ADD 3%
45	Nuveen, LLC	77,51677,516	$1M	0.08%	—
46	CITADEL ADVISORS LLC	77,12877,128	$1M	0.08%	NEW
47	JACKSON SQUARE CAPITAL, LLC	69,50069,500	$967,440	0.07%	—
48	STATE OF WISCONSIN INVESTMENT BOARD	66,71966,719	$928,728	0.07%	NEW
49	Legal & General Group Plc	66,61266,612	$927,239	0.07%	—
50	Creative Planning	64,33564,335	$895,543	0.06%	NEW
51	Point72 Asset Management, L.P.	60,52960,529	$842,564	0.06%	NEW
52	Daiwa Securities Group Inc.	58,51758,517	$814,557	0.06%	TRIM -17%
53	Swiss National Bank	55,40055,400	$771,168	0.05%	—
54	CITIGROUP INC	54,36854,368	$756,802	0.05%	ADD 48%
55	VOLORIDGE INVESTMENT MANAGEMENT, LLC	53,72653,726	$747,866	0.05%	TRIM -16%
56	SummitTX Capital, L.P.	52,63052,630	$732,610	0.05%	ADD 142%
57	TUDOR INVESTMENT CORP ET AL	52,10252,102	$725,260	0.05%	NEW
58	AMERICAN CENTURY COMPANIES INC	51,07151,071	$710,908	0.05%	—
59	AQR CAPITAL MANAGEMENT LLC	50,17950,179	$698,492	0.05%	ADD 55%
60	Quantinno Capital Management LP	49,07049,070	$683,054	0.05%	TRIM -9%
61	BARCLAYS PLC	46,04646,046	$640,961	0.05%	TRIM -40%
62	AMG National Trust Bank	42,69042,690	$594,244	0.04%	NEW
63	RAYMOND JAMES FINANCIAL INC	42,54042,540	$592,157	0.04%	ADD 6%
64	Rafferty Asset Management, LLC	40,84440,844	$568,548	0.04%	TRIM -13%
65	Susquehanna Portfolio Strategies, LLC	40,22340,223	$559,904	0.04%	ADD 149%
66	STIFEL FINANCIAL CORP	38,59638,596	$537,254	0.04%	—
67	Brevan Howard Capital Management LP	38,18538,185	$531,535	0.04%	TRIM -27%
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	37,42137,421	$520,900	0.04%	—
69	D. E. Shaw & Co., Inc.	36,75636,756	$511,644	0.04%	TRIM -25%
70	NATIONAL BANK OF CANADA /FI/	34,39234,392	$479,080	0.03%	ADD 29%
71	SUSQUEHANNA INTERNATIONAL GROUP, LLP	33,24033,240	$462,701	0.03%	ADD 101%
72	Brooklyn Investment Group	32,47332,473	$452,025	0.03%	NEW
73	PRUDENTIAL FINANCIAL INC	29,67529,675	$413,076	0.03%	ADD 10%
74	ALLSTATE CORP	27,49227,492	$382,689	0.03%	NEW
75	DARK FOREST CAPITAL MANAGEMENT LP	27,02627,026	$376,202	0.03%	NEW
76	CAXTON ASSOCIATES LLP	26,93326,933	$374,907	0.03%	ADD 129%
77	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	26,56226,562	$369,743	0.03%	—
78	HANTZ FINANCIAL SERVICES, INC.	26,06726,067	$363,000	0.03%	ADD 1457%
79	DRW Securities, LLC	25,08425,084	$349,169	0.02%	NEW
80	Quent Capital, LLC	23,83623,836	$331,797	0.02%	—
81	Integrated Wealth Concepts LLC	22,78622,786	$317,180	0.02%	ADD 6%
82	M&T Bank Corp	22,65822,658	$315,399	0.02%	ADD 37%
83	VICTORY CAPITAL MANAGEMENT INC	21,99921,999	$306,226	0.02%	ADD 5%
84	GSA CAPITAL PARTNERS LLP	20,70720,707	$288,000	0.02%	NEW
85	Callan Family Office, LLC	20,64220,642	$287,337	0.02%	NEW
86	PRICE T ROWE ASSOCIATES INC /MD/	20,33720,337	$284,000	0.02%	ADD 14%
87	Quadrature Capital Ltd	19,32219,322	$268,962	0.02%	NEW
88	Thrivent Financial for Lutherans	19,17219,172	$267,000	0.02%	TRIM -3%
89	Illinois Municipal Retirement Fund	17,76117,761	$247,233	0.02%	ADD 9%
90	MetLife Investment Management, LLC	17,18217,182	$239,173	0.02%	—
91	ALLIANCEBERNSTEIN L.P.	13,88013,880	$237,348	0.01%	TRIM -24%
92	VANGUARD ASSET MANAGEMENT, Ltd	16,56416,564	$230,571	0.02%	NEW
93	Jefferies Financial Group Inc.	16,23416,234	$225,977	0.02%	NEW
94	Verition Fund Management LLC	15,82015,820	$220,214	0.02%	TRIM -70%
95	Entropy Technologies, LP	15,24615,246	$212,224	0.02%	NEW
96	ExodusPoint Capital Management, LP	14,95814,958	$208,215	0.01%	NEW
97	Jump Financial, LLC	14,94514,945	$208,034	0.01%	NEW
98	State of Alaska, Department of Revenue	14,44214,442	$201,000	0.01%	—
99	Handelsbanken Fonder AB	14,20014,200	$198,000	0.01%	—
100	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	14,17814,178	$197,358	0.01%	ADD 4%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

4.5M

4.4M

4.5M

4.7M

$65M

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

6.0M

5.9M

5.3M

4.4M

4.3M

$59M

COOKE & BIELER LP

2.2M

2.5M

2.8M

$39M

JANUS HENDERSON GROUP PLC

2.1M

2.0M

1.9M

1.8M

1.9M

$26M

STATE STREET CORP

1.6M

1.4M

1.5M

1.7M

$24M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

1.5M

$20M

DIMENSIONAL FUND ADVISORS LP

685K

842K

1.0M

1.1M

1.2M

1.4M

$20M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.2M

$17M

GEODE CAPITAL MANAGEMENT, LLC

624K

639K

685K

704K

694K

719K

$10M

Elgethun Capital Management

128K

185K

454K

458K

495K

505K

$7M

MARSHALL WACE, LLP

27K

—

493K

373K

190K

500K

$7M

Invesco Ltd.

508K

524K

314K

299K

448K

498K

$7M

Arcus Capital Partners, LLC

2.1M

1.2M

965K

947K

874K

475K

$7M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

238K

266K

289K

293K

250K

415K

$6M

MORGAN STANLEY

469K

439K

234K

217K

259K

347K

$5M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	192	30,443,749	30.1%	$424M
2025-Q4	191	29,264,954	28.9%	$500M
2025-Q3	197	30,521,987	30.1%	$791M
2025-Q2	200	31,190,433	30.8%	$784M
2025-Q1	197	30,991,145	30.6%	$700M
2024-Q4	191	31,696,627	31.3%	$780M
2024-Q3	195	25,790,111	25.5%	$934M
2024-Q2	184	22,989,443	22.7%	$594M
2024-Q1	212	23,970,290	23.7%	$1.0B
2023-Q4	183	23,205,787	22.9%	$825M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · DFH

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder

% of class

Type

As of

Zalupski Patrick O.

65.3%

Exempt

2026-03-31

SEC →

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

12.6%

QII

2025-12-31

SEC →

BlackRock, Inc.

12.2%

QII

2025-03-31

SEC →

Lovett William Radford II

11.1%

Exempt

2025-12-31

SEC →

COOKE & BIELER LP

8.2%

QII

Institutional ownership· 13F filers holding DFH · 2026-Q1 methodology → sources →

192 holders

% of shares outstanding held

30.1%

Shares held (13F)

30,443,749

Reporting holders

192

Top holders

largest 100 of 192 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	4,673,4294.7M	$65M	4.61%	ADD 4%
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4,268,3804.3M	$59M	4.21%	TRIM -4%
3	COOKE & BIELER LP	2,779,0022.8M	$39M	2.74%	ADD 12%
4	JANUS HENDERSON GROUP PLC	1,876,7951.9M	$26M	1.85%	ADD 5%
5	STATE STREET CORP	1,689,8761.7M	$24M	1.67%	ADD 9%
6	VANGUARD PORTFOLIO MANAGEMENT LLC	1,468,5271.5M	$20M	1.45%	NEW
7	DIMENSIONAL FUND ADVISORS LP	1,449,3081.4M	$20M	1.43%	ADD 19%
8	VANGUARD CAPITAL MANAGEMENT LLC	1,243,1721.2M	$17M	1.23%	NEW
9	GEODE CAPITAL MANAGEMENT, LLC	718,591718,591	$10M	0.71%	ADD 4%
10	Elgethun Capital Management	505,378505,378	$7M	0.50%	ADD 2%
11	MARSHALL WACE, LLP	499,587499,587	$7M	0.49%	ADD 163%
12	Invesco Ltd.	497,727497,727	$7M	0.49%	ADD 11%
13	Arcus Capital Partners, LLC	475,282475,282	$7M	0.47%	TRIM -46%
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	415,013415,013	$6M	0.41%	ADD 66%
15	MORGAN STANLEY	346,867346,867	$5M	0.34%	ADD 34%
16	Vestmark Advisory Solutions, Inc.	344,796344,796	$5M	0.34%	NEW
17	ELEVATION POINT WEALTH PARTNERS, LLC	344,796344,796	$5M	0.34%	NEW
18	AMERIPRISE FINANCIAL INC	340,870340,870	$5M	0.34%	ADD 133%
19	DENALI ADVISORS LLC	338,282338,282	$5M	0.33%	ADD 30%
20	WELLS FARGO & COMPANY/MN	329,678329,678	$5M	0.33%	TRIM -12%
21	GOLDMAN SACHS GROUP INC	311,738311,738	$4M	0.31%	TRIM -32%
22	NORTHERN TRUST CORP	274,859274,859	$4M	0.27%	ADD 3%
23	HRT FINANCIAL LP	246,369246,369	$3M	0.24%	ADD 760%
24	UBS Group AG	218,641218,641	$3M	0.22%	ADD 16%
25	VANGUARD FIDUCIARY TRUST CO	200,110200,110	$3M	0.20%	NEW
26	Bretton Capital Management, LLC	170,500170,500	$2M	0.17%	—
27	SEI INVESTMENTS CO	164,377164,377	$2M	0.16%	TRIM -13%
28	Bank of New York Mellon Corp	151,980151,980	$2M	0.15%	TRIM -6%
29	Rockefeller Capital Management L.P.	146,446146,446	$2M	0.14%	ADD 14%
30	BANK OF AMERICA CORP /DE/	146,119146,119	$2M	0.14%	ADD 52%
31	PRINCIPAL FINANCIAL GROUP INC	139,944139,944	$2M	0.14%	ADD 2%
32	JANE STREET GROUP, LLC	131,558131,558	$2M	0.13%	ADD 329%
33	BNP PARIBAS FINANCIAL MARKETS	120,831120,831	$2M	0.12%	ADD 718%
34	MILLENNIUM MANAGEMENT LLC	112,130112,130	$2M	0.11%	TRIM -71%
35	Holocene Advisors, LP	110,000110,000	$2M	0.11%	NEW
36	Balyasny Asset Management L.P.	109,466109,466	$2M	0.11%	TRIM -9%
37	XTX Topco Ltd	104,064104,064	$1M	0.10%	ADD 193%
38	Public Sector Pension Investment Board	102,768102,768	$1M	0.10%	ADD 3%
39	NEW YORK STATE COMMON RETIREMENT FUND	101,204101,204	$1M	0.10%	ADD 25%
40	De Lisle Partners LLP	94,49694,496	$1M	0.09%	TRIM -45%
41	Squarepoint Ops LLC	93,27293,272	$1M	0.09%	ADD 19%
42	DEUTSCHE BANK AG\	87,11987,119	$1M	0.09%	ADD 62%
43	ENVESTNET ASSET MANAGEMENT INC	85,94985,949	$1M	0.08%	ADD 9%
44	RHUMBLINE ADVISERS	80,40080,400	$1M	0.08%	ADD 3%
45	Nuveen, LLC	77,51677,516	$1M	0.08%	—
46	CITADEL ADVISORS LLC	77,12877,128	$1M	0.08%	NEW
47	JACKSON SQUARE CAPITAL, LLC	69,50069,500	$967,440	0.07%	—
48	STATE OF WISCONSIN INVESTMENT BOARD	66,71966,719	$928,728	0.07%	NEW
49	Legal & General Group Plc	66,61266,612	$927,239	0.07%	—
50	Creative Planning	64,33564,335	$895,543	0.06%	NEW
51	Point72 Asset Management, L.P.	60,52960,529	$842,564	0.06%	NEW
52	Daiwa Securities Group Inc.	58,51758,517	$814,557	0.06%	TRIM -17%
53	Swiss National Bank	55,40055,400	$771,168	0.05%	—
54	CITIGROUP INC	54,36854,368	$756,802	0.05%	ADD 48%
55	VOLORIDGE INVESTMENT MANAGEMENT, LLC	53,72653,726	$747,866	0.05%	TRIM -16%
56	SummitTX Capital, L.P.	52,63052,630	$732,610	0.05%	ADD 142%
57	TUDOR INVESTMENT CORP ET AL	52,10252,102	$725,260	0.05%	NEW
58	AMERICAN CENTURY COMPANIES INC	51,07151,071	$710,908	0.05%	—
59	AQR CAPITAL MANAGEMENT LLC	50,17950,179	$698,492	0.05%	ADD 55%
60	Quantinno Capital Management LP	49,07049,070	$683,054	0.05%	TRIM -9%
61	BARCLAYS PLC	46,04646,046	$640,961	0.05%	TRIM -40%
62	AMG National Trust Bank	42,69042,690	$594,244	0.04%	NEW
63	RAYMOND JAMES FINANCIAL INC	42,54042,540	$592,157	0.04%	ADD 6%
64	Rafferty Asset Management, LLC	40,84440,844	$568,548	0.04%	TRIM -13%
65	Susquehanna Portfolio Strategies, LLC	40,22340,223	$559,904	0.04%	ADD 149%
66	STIFEL FINANCIAL CORP	38,59638,596	$537,254	0.04%	—
67	Brevan Howard Capital Management LP	38,18538,185	$531,535	0.04%	TRIM -27%
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	37,42137,421	$520,900	0.04%	—
69	D. E. Shaw & Co., Inc.	36,75636,756	$511,644	0.04%	TRIM -25%
70	NATIONAL BANK OF CANADA /FI/	34,39234,392	$479,080	0.03%	ADD 29%
71	SUSQUEHANNA INTERNATIONAL GROUP, LLP	33,24033,240	$462,701	0.03%	ADD 101%
72	Brooklyn Investment Group	32,47332,473	$452,025	0.03%	NEW
73	PRUDENTIAL FINANCIAL INC	29,67529,675	$413,076	0.03%	ADD 10%
74	ALLSTATE CORP	27,49227,492	$382,689	0.03%	NEW
75	DARK FOREST CAPITAL MANAGEMENT LP	27,02627,026	$376,202	0.03%	NEW
76	CAXTON ASSOCIATES LLP	26,93326,933	$374,907	0.03%	ADD 129%
77	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	26,56226,562	$369,743	0.03%	—
78	HANTZ FINANCIAL SERVICES, INC.	26,06726,067	$363,000	0.03%	ADD 1457%
79	DRW Securities, LLC	25,08425,084	$349,169	0.02%	NEW
80	Quent Capital, LLC	23,83623,836	$331,797	0.02%	—
81	Integrated Wealth Concepts LLC	22,78622,786	$317,180	0.02%	ADD 6%
82	M&T Bank Corp	22,65822,658	$315,399	0.02%	ADD 37%
83	VICTORY CAPITAL MANAGEMENT INC	21,99921,999	$306,226	0.02%	ADD 5%
84	GSA CAPITAL PARTNERS LLP	20,70720,707	$288,000	0.02%	NEW
85	Callan Family Office, LLC	20,64220,642	$287,337	0.02%	NEW
86	PRICE T ROWE ASSOCIATES INC /MD/	20,33720,337	$284,000	0.02%	ADD 14%
87	Quadrature Capital Ltd	19,32219,322	$268,962	0.02%	NEW
88	Thrivent Financial for Lutherans	19,17219,172	$267,000	0.02%	TRIM -3%
89	Illinois Municipal Retirement Fund	17,76117,761	$247,233	0.02%	ADD 9%
90	MetLife Investment Management, LLC	17,18217,182	$239,173	0.02%	—
91	ALLIANCEBERNSTEIN L.P.	13,88013,880	$237,348	0.01%	TRIM -24%
92	VANGUARD ASSET MANAGEMENT, Ltd	16,56416,564	$230,571	0.02%	NEW
93	Jefferies Financial Group Inc.	16,23416,234	$225,977	0.02%	NEW
94	Verition Fund Management LLC	15,82015,820	$220,214	0.02%	TRIM -70%
95	Entropy Technologies, LP	15,24615,246	$212,224	0.02%	NEW
96	ExodusPoint Capital Management, LP	14,95814,958	$208,215	0.01%	NEW
97	Jump Financial, LLC	14,94514,945	$208,034	0.01%	NEW
98	State of Alaska, Department of Revenue	14,44214,442	$201,000	0.01%	—
99	Handelsbanken Fonder AB	14,20014,200	$198,000	0.01%	—
100	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	14,17814,178	$197,358	0.01%	ADD 4%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

4.5M

4.4M

4.5M

4.7M

$65M

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

6.0M

5.9M

5.3M

4.4M

4.3M

$59M

COOKE & BIELER LP

2.2M

2.5M

2.8M

$39M

JANUS HENDERSON GROUP PLC

2.1M

2.0M

1.9M

1.8M

1.9M

$26M

STATE STREET CORP

1.6M

1.4M

1.5M

1.7M

$24M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

1.5M

$20M

DIMENSIONAL FUND ADVISORS LP

685K

842K

1.0M

1.1M

1.2M

1.4M

$20M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.2M

$17M

GEODE CAPITAL MANAGEMENT, LLC

624K

639K

685K

704K

694K

719K

$10M

Elgethun Capital Management

128K

185K

454K

458K

495K

505K

$7M

MARSHALL WACE, LLP

27K

—

493K

373K

190K

500K

$7M

Invesco Ltd.

508K

524K

314K

299K

448K

498K

$7M

Arcus Capital Partners, LLC

2.1M

1.2M

965K

947K

874K

475K

$7M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

238K

266K

289K

293K

250K

415K

$6M

MORGAN STANLEY

469K

439K

234K

217K

259K

347K

$5M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	192	30,443,749	30.1%	$424M
2025-Q4	191	29,264,954	28.9%	$500M
2025-Q3	197	30,521,987	30.1%	$791M
2025-Q2	200	31,190,433	30.8%	$784M
2025-Q1	197	30,991,145	30.6%	$700M
2024-Q4	191	31,696,627	31.3%	$780M
2024-Q3	195	25,790,111	25.5%	$934M
2024-Q2	184	22,989,443	22.7%	$594M
2024-Q1	212	23,970,290	23.7%	$1.0B
2023-Q4	183	23,205,787	22.9%	$825M

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · DFH

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder

% of class

Type

As of

Zalupski Patrick O.

65.3%

Exempt

2026-03-31

SEC →

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

12.6%

QII

2025-12-31

SEC →

BlackRock, Inc.

12.2%

QII

2025-03-31

SEC →

Lovett William Radford II

11.1%

Exempt

2025-12-31

SEC →

COOKE & BIELER LP

8.2%

QII

DFH US Equity☆

Institutional ownership· 13F filers holding DFH · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · DFH

Institutional ownership· 13F filers holding DFH · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · DFH

DFH US Equity