undamentalytics Newsletter

Donnelley Financial Solutions, Inc.: which funds bought and sold

Institutions that bought and sold Donnelley Financial Solutions shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 110 institutions that filed 13F reports for both quarters added to or opened positions in Donnelley Financial Solutions, and 119 cut or closed them. Together they sold a net 1.2M shares, −5.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 482K shares (+10.3%); index fund managers were net sellers of 96K shares (−1.1%). 33 opened a new position and 31 sold out entirely.

Bought, Q2 2026 110 institutions, 33 of them new holders Sold, Q2 2026 119 institutions, 31 of them sold out
Net change, all compared −1.2M shares (−5.1%)
Net change, active managers +482K shares (+10.3%), 25 bought, 20 sold

Buyers versus sellers

institutions compared, 270
Active managers and hedge funds 25 bought · 20 sold · +482K
Index fund managers 3 bought · 6 sold · −96K
Other institutions 82 bought · 93 sold · −1.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Arrowstreet Capital, Limited Partnership Hedge fund +491K +682.3% 563K $23.6M
Qube Research & Technologies Ltd Hedge fund +423K +396.6% 530K $22.2M
Ophir Asset Management Pty Ltd +260K +238.8% 368K $15.4M
Algert Global LLC Hedge fund +252K +90.9% 530K $22.2M
Alberta Investment Management Corp +200K +23.5% 1.1M $44.2M
Fuller & Thaler Asset Management, Inc. +167K +36.0% 629K $26.4M
AQR Capital Management LLC Hedge fund +128K +175.8% 201K $8.4M
William Blair Investment Management, LLC Active manager +86K +15.8% 632K $26.5M
Access Investment Management LLC +72K +31.0% 306K $12.8M
Winton Group Ltd Hedge fund +67K New position 67K $2.8M
Exoduspoint Capital Management, LP Hedge fund +64K +302.8% 85K $3.6M
Xtx Topco Ltd +50K +1101.6% 55K $2.3M
FMR LLC Active manager +45K +548.6% 53K $2.2M
Monimus Capital Management, LP +45K New position 45K $1.9M
Anderson Financial Strategies, LLC +43K New position 43K $2.1M
Franklin Resources Inc Active manager +40K +49.9% 120K $5M
State Street Corp Index funds +40K +3.4% 1.2M $50.4M
Lazard Asset Management LLC Active manager +37K New position 37K $1.6M
Acadian Asset Management LLC Active manager +32K +2380.0% 34K $1.4M
Ameriprise Financial Inc +32K +69.1% 79K $3.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Thrivent Financial For Lutherans −1.2M −98.7% 16K $688,000
Westwood Holdings Group Inc Active manager −761K Sold out 0 —
Simcoe Capital Management, LLC −598K Sold out 0 —
Public Employees Retirement Association Of Colorado −292K −99.0% 2,951 $124,000
Frontier Capital Management Co LLC Active manager −234K −35.8% 419K $17.6M
Aberdeen Group PLC −139K Sold out 0 —
Morgan Stanley −128K −13.5% 821K $34.4M
Public Employees Retirement System Of Ohio −101K −99.2% 822 $34,483
Goldman Sachs Group Inc −81K −19.6% 333K $14M
Mawer Investment Management Ltd. Active manager −77K −18.1% 347K $14.6M
Vanguard Capital Management LLC Index funds −58K −5.2% 1.1M $44.3M
Blackrock, Inc. Index funds −58K −1.4% 3.9M $165M
UBS Group AG −48K −33.0% 98K $4.1M
Jane Street Group, LLC −46K −32.0% 99K $4.1M
Moran Wealth Management, LLC −45K Sold out 0 —
King Luther Capital Management Corp Active manager −45K −51.1% 44K $1.8M
Allspring Global Investments Holdings, LLC −44K −68.4% 21K $905,916
Marathon Asset Management Ltd Active manager −34K −21.8% 121K $5.1M
D. E. Shaw & Co., Inc. Hedge fund −29K −17.5% 136K $5.7M
Gotham Asset Management, LLC Hedge fund −26K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Winton Group LtdHedge fund 67K $2.8M
Anderson Financial Strategies, LLC 43K $2.1M
Monimus Capital Management, LP 45K $1.9M
Lazard Asset Management LLCActive manager 37K $1.6M
Teacher Retirement System Of Texas 29K $1.2M
Y-Intercept (Hong Kong) Ltd 26K $1.1M
Jump Financial, LLC 21K $879,272
HRT Financial LP 19K $783,000
OP Asset Management Ltd 16K $689,029
Vident Advisory, LLC 16K $660,922

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Westwood Holdings Group IncActive manager 761K $35.9M
Simcoe Capital Management, LLC 598K $28.2M
Aberdeen Group PLC 139K $6.5M
Moran Wealth Management, LLC 45K $2.1M
Gotham Asset Management, LLCHedge fund 26K $1.2M
Nomura Holdings Inc 24K $1.1M
Victory Capital Management IncActive manager 21K $988,903
Caxton Associates LLPHedge fund 12K $557,478
Magnetar Financial LLCHedge fund 11K $497,940
Evolve Private Wealth, LLC 9,374 $441,890

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
243
Ten largest holders
49.6%
of 13F-reported shares
Index fund managers
36.5%
of 13F-reported shares
Active managers and hedge funds
22.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 25 20 6 6 +482K +10.3%
Index fund managers 3 6 0 0 −96K −1.1%
Other institutions 82 93 27 25 −1.6M −14.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Donnelley Financial Solutions, Inc. · Insiders · Politicians