DFINNYSEServices-Miscellaneous Business ServicesFiscal year ends December 31
Donnelley Financial Solutions, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$52.24+0.43 (+0.83%)
Close on Oct 19, 2026
- Market cap
- $1.32B
- P/E (TTM)
- 36.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.8%
23M of 25M shares
Institutional holders
246
37 new, 31 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
3 buys · 7 sales
Net sold $2.44M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,882,805 | 15.20% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DFIN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,937,601 | 16.02% | $165.18M | −57,728 | 0.00% |
| State Street Corp | 1,200,445 | 4.88% | $50.36M | +39,571 | 0.00% |
| Vanguard Capital Management LLC | 1,056,961 | 4.30% | $44.34M | −57,959 | 0.00% |
| Alberta Investment Management Corp | 1,052,611 | 4.28% | $44.16M | +200,000 | 0.25% |
| Morgan Stanley | 820,801 | 3.34% | $34.43M | −127,818 | 0.00% |
| Rice Hall James & Associates, LLC | 775,119 | 3.15% | $32.52M | −4,918 | 1.58% |
| Dimensional Fund Advisors LP | 699,080 | 2.84% | $29.33M | +12,749 | 0.01% |
| Geode Capital Management, LLC | 633,806 | 2.58% | $26.59M | +7,389 | 0.00% |
| William Blair Investment Management, LLC | 631,933 | 2.57% | $26.51M | +86,449 | 0.08% |
| Fuller & Thaler Asset Management, Inc. | 629,252 | 2.56% | $26.40M | +166,580 | 0.07% |
| Arrowstreet Capital, Limited Partnership | 562,516 | 2.29% | $23.60M | +490,614 | 0.01% |
| Qube Research & Technologies Ltd | 530,227 | 2.16% | $22.24M | +423,448 | 0.02% |
| Algert Global LLC | 529,983 | 2.16% | $22.23M | +252,383 | 0.26% |
| Vanguard Portfolio Management LLC | 516,410 | 2.10% | $21.66M | +13,751 | 0.00% |
| Boston Trust Walden Corp | 449,160 | 1.83% | $18.84M | −17,919 | 0.14% |
| Royce & Associates LP | 434,271 | 1.77% | $18.22M | −14,679 | 0.15% |
| Charles Schwab Investment Management Inc | 429,256 | 1.75% | $18.01M | −3,662 | 0.00% |
| Shapiro Capital Management LLC | 425,415 | 1.73% | $17.85M | −22,973 | 1.08% |
| Frontier Capital Management Co LLC | 419,466 | 1.71% | $17.60M | −234,352 | 0.16% |
| Northern Trust Corp | 397,329 | 1.62% | $16.67M | −21,354 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 246 | 23M | 93.8% | 37 / 78 | 90 / 31 | 3M | 4M |
| Q1 2026 | 245 | 24M | 98.9% | 35 / 89 | 82 / 22 | 4M | 3M |
| Q4 2025 | 236 | 25M | 100.0% | 29 / 62 | 100 / 34 | 2M | 4M |
| Q3 2025 | 245 | 28M | 100.0% | 31 / 91 | 82 / 29 | 3M | 3M |
| Q2 2025 | 245 | 28M | 100.0% | 38 / 74 | 96 / 25 | 3M | 2M |
| Q1 2025 | 233 | 27M | 100.0% | 34 / 85 | 81 / 40 | 4M | 5M |
| Q4 2024 | 244 | 28M | 100.0% | 36 / 83 | 83 / 45 | 3M | 3M |
| Q3 2024 | 255 | 28M | 100.0% | 28 / 94 | 88 / 19 | 6M | 2M |
| Q2 2024 | 248 | 28M | 100.0% | 31 / 86 | 86 / 26 | 2M | 4M |
| Q1 2024 | 246 | 29M | 100.0% | 40 / 81 | 85 / 16 | 3M | 2M |
| Q4 2023 | 222 | 28M | 100.0% | 31 / 60 | 97 / 17 | 4M | 2M |
| Q3 2023 | 213 | 26M | 100.0% | 22 / 53 | 100 / 19 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DFIN | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,505,423 | 6.12% | $63.15M | 0.06% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 745,065 | 3.03% | $31.26M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 646,201 | 2.63% | $27.11M | 0.03% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 603,908 | 2.46% | $25.33M | 0.20% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 287,508 | 1.17% | $12.06M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 271,249 | 1.10% | $12.83M | 0.04% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 228,196 | 0.93% | $9.57M | 0.06% | Jun 30, 2026 |
| JPMorgan Small Cap Blend Fund | 220,361 | 0.90% | $9.24M | 0.55% | Jun 30, 2026 |
| William Blair Small Cap Growth Fund | 215,280 | 0.88% | $9.03M | 0.74% | Jun 30, 2026 |
| Royce Small-Cap Total Return Fund | 202,885 | 0.83% | $8.51M | 0.90% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 185,680 | 0.76% | $8.78M | 0.35% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 180,196 | 0.73% | $7.56M | 0.05% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF | 177,728 | 0.72% | $7.46M | 1.78% | Jun 30, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 174,770 | 0.71% | $7.33M | 0.06% | Jun 30, 2026 |
| Boston Trust Walden Small Cap Fund | 164,617 | 0.67% | $6.91M | 0.65% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Daniel Leib | Chief Executive Officer, Director | 611,315 | 2.49% | Aug 21, 2026 |
| Craig Clay | Senior Advisor | 154,096 | 0.63% | Sep 17, 2026 |
| Robert Kirk Williams | Chief People & Intl Officer | 44,353 | 0.18% | Sep 8, 2026 |
| Leah Marie Trzcinski | Chief Legal Officer | 19,529 | 0.08% | Aug 18, 2026 |
| Eric J. Johnson | President, GIC | 116,814 | 0.48% | Mar 10, 2026 |
| David A. Gardella | Chief Financial Officer | 245,046 | 1.00% | Mar 5, 2026 |
| Kami Turner | Chief Accounting Officer | 50,314 | 0.20% | Mar 5, 2026 |
| Joseph Leo Binz | Director | 24,704 | 0.10% | Sep 3, 2026 |
| Ayman Sayed | Director | 8,516 | 0.03% | May 15, 2026 |
| Juliet S. Ellis | Director | 64,734 | 0.26% | May 15, 2026 |
| Richard L. Crandall | Director | 114,621 | 0.47% | May 15, 2026 |
| Gary G. Greenfield | Director | 51,644 | 0.21% | May 15, 2026 |
| Luis A. Aguilar | Director | 57,608 | 0.23% | May 15, 2026 |
| Lois M. Martin | Director | 77,947 | 0.32% | May 15, 2026 |
| Chandar Pattabhiram | Director | 20,430 | 0.08% | May 15, 2026 |
| Charles Drucker | Director | 13,004 | 0.05% | Dec 16, 2024 |
| Jeffrey Jacobowitz | Director | 823,957 | 3.35% | Nov 7, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Craig Clay Senior Advisor | Sep 15, 2026 | Gift | −4,364 | – | – | 154,096 |
| Robert Kirk Williams Chief People & Intl Officer | Sep 3, 2026 | Sale | −16,450 | $48.77 | $802.27K | 44,353 |
| Joseph Leo Binz Director | Sep 2, 2026 | Buy | +5,780 | $47.75 | $276.00K | 24,704 |
| Joseph Leo Binz Director | Sep 1, 2026 | Buy | +5,000 | $47.75 | $238.75K | 8,924 |
| Joseph Leo Binz Director | Sep 1, 2026 | Buy | +10,000 | $48.52 | $485.20K | 18,924 |
| Daniel Leib Chief Executive Officer, Director | Aug 19, 2026 | Sale | −9,787 | $50.00 | $489.35K | 611,315 |
| Leah Marie Trzcinski Chief Legal Officer | Aug 17, 2026 | Tax withholding | −1,234 | $47.72 | $58.89K | 19,529 |
| Daniel Leib Chief Executive Officer, Director | Aug 14, 2026 | Sale | −213 | $50.00 | $10.65K | 621,102 |
| Joseph Leo Binz Director | Jul 1, 2026 | Award | +3,924 | – | – | 3,924 |
| Lois M. Martin Director | May 13, 2026 | Award | +4,265 | – | – | 77,947 |
| Juliet S. Ellis Director | May 13, 2026 | Award | +4,265 | – | – | 64,734 |
| Ayman Sayed Director | May 13, 2026 | Award | +4,265 | – | – | 8,516 |
| Gary G. Greenfield Director | May 13, 2026 | Award | +4,265 | – | – | 51,644 |
| Luis A. Aguilar Director | May 13, 2026 | Award | +4,265 | – | – | 57,608 |
| Chandar Pattabhiram Director | May 13, 2026 | Award | +4,265 | – | – | 20,430 |
| Richard L. Crandall Director | May 13, 2026 | Award | +5,864 | – | – | 114,621 |
| Eric J. Johnson President, GIC | Mar 6, 2026 | Sale | −20,280 | $50.16 | $1.02M | 116,814 |
| Leah Marie Trzcinski Chief Legal Officer | Mar 4, 2026 | Tax withholding | −406 | $52.97 | $21.51K | 20,763 |
| Robert Kirk Williams Chief People & Admin Officer | Mar 4, 2026 | Sale | −7,684 | $52.03 | $399.80K | 60,803 |
| Robert Kirk Williams Chief People & Admin Officer | Mar 4, 2026 | Tax withholding | −954 | $52.97 | $50.53K | 68,487 |
| Kami Turner Chief Accounting Officer | Mar 4, 2026 | Tax withholding | −269 | $52.97 | $14.25K | 50,314 |
| Craig Clay President, GCM | Mar 4, 2026 | Tax withholding | −2,097 | $52.97 | $111.08K | 158,460 |
| David A. Gardella Chief Financial Officer | Mar 4, 2026 | Tax withholding | −1,840 | $52.97 | $97.46K | 245,046 |
| Daniel Leib Chief Executive Officer, Director | Mar 4, 2026 | Tax withholding | −4,600 | $52.97 | $243.66K | 621,315 |
| Eric J. Johnson President, GIC | Mar 4, 2026 | Tax withholding | −1,393 | $52.97 | $73.79K | 137,094 |
| Leah Marie Trzcinski Chief Legal Officer | Mar 3, 2026 | Award | +8,101 | – | – | 21,169 |
| Leah Marie Trzcinski Chief Legal Officer | Mar 3, 2026 | Award | +600 | – | – | 13,068 |
| Leah Marie Trzcinski Chief Legal Officer | Mar 3, 2026 | Tax withholding | −805 | $51.77 | $41.67K | 12,468 |
| Robert Kirk Williams Chief People & Admin Officer | Mar 3, 2026 | Award | +1,200 | – | – | 56,185 |
| Robert Kirk Williams Chief People & Admin Officer | Mar 3, 2026 | Award | +13,256 | – | – | 69,441 |
| Robert Kirk Williams Chief People & Admin Officer | Mar 3, 2026 | Award | +10,292 | $51.77 | $532.82K | 62,518 |
| Robert Kirk Williams Chief People & Admin Officer | Mar 3, 2026 | Tax withholding | −2,352 | $51.77 | $121.76K | 52,226 |
| Robert Kirk Williams Chief People & Admin Officer | Mar 3, 2026 | Sale | −4,237 | $52.29 | $221.55K | 54,578 |
| Robert Kirk Williams Chief People & Admin Officer | Mar 3, 2026 | Tax withholding | −7,533 | $51.77 | $389.98K | 54,985 |
| Kami Turner Chief Accounting Officer | Mar 3, 2026 | Award | +3,344 | $51.77 | $173.12K | 50,538 |
| Kami Turner Chief Accounting Officer | Mar 3, 2026 | Tax withholding | −753 | $51.77 | $38.98K | 47,194 |
| Kami Turner Chief Accounting Officer | Mar 3, 2026 | Tax withholding | −2,795 | $51.77 | $144.70K | 47,743 |
| Kami Turner Chief Accounting Officer | Mar 3, 2026 | Award | +262 | – | – | 48,005 |
| Kami Turner Chief Accounting Officer | Mar 3, 2026 | Award | +2,578 | – | – | 50,583 |
| Craig Clay President, GCM | Mar 3, 2026 | Award | +19,516 | – | – | 160,557 |
| Craig Clay President, GCM | Mar 3, 2026 | Tax withholding | −20,544 | $51.77 | $1.06M | 139,165 |
| Craig Clay President, GCM | Mar 3, 2026 | Award | +1,876 | – | – | 141,041 |
| Craig Clay President, GCM | Mar 3, 2026 | Award | +21,609 | $51.77 | $1.12M | 159,709 |
| Craig Clay President, GCM | Mar 3, 2026 | Tax withholding | −5,348 | $51.77 | $276.87K | 138,100 |
| David A. Gardella Chief Financial Officer | Mar 3, 2026 | Award | +2,026 | – | – | 222,583 |
| David A. Gardella Chief Financial Officer | Mar 3, 2026 | Tax withholding | −17,808 | $51.77 | $921.92K | 220,557 |
| David A. Gardella Chief Financial Officer | Mar 3, 2026 | Award | +21,609 | $51.77 | $1.12M | 238,365 |
| David A. Gardella Chief Financial Officer | Mar 3, 2026 | Tax withholding | −4,827 | $51.77 | $249.89K | 216,756 |
| David A. Gardella Chief Financial Officer | Mar 3, 2026 | Award | +24,303 | – | – | 246,886 |
| Daniel Leib Chief Executive Officer, Director | Mar 3, 2026 | Tax withholding | −11,800 | $51.77 | $610.89K | 556,381 |
| Daniel Leib Chief Executive Officer, Director | Mar 3, 2026 | Award | +51,447 | $51.77 | $2.66M | 607,828 |
| Daniel Leib Chief Executive Officer, Director | Mar 3, 2026 | Award | +55,234 | – | – | 625,915 |
| Daniel Leib Chief Executive Officer, Director | Mar 3, 2026 | Award | +5,252 | – | – | 570,681 |
| Daniel Leib Chief Executive Officer, Director | Mar 3, 2026 | Tax withholding | −42,399 | $51.77 | $2.19M | 565,429 |
| Eric J. Johnson President, GIC | Mar 3, 2026 | Award | +1,463 | – | – | 123,021 |
| Eric J. Johnson President, GIC | Mar 3, 2026 | Award | +15,466 | – | – | 138,487 |
| Eric J. Johnson President, GIC | Mar 3, 2026 | Tax withholding | −12,071 | $51.77 | $624.92K | 121,558 |
| Eric J. Johnson President, GIC | Mar 3, 2026 | Award | +14,919 | $51.77 | $772.36K | 133,629 |
| Eric J. Johnson President, GIC | Mar 3, 2026 | Tax withholding | −3,382 | $51.77 | $175.09K | 118,710 |
| Daniel Leib Chief Executive Officer, Director | Feb 26, 2026 | Sale(10b5-1 plan) | −10,000 | $50.36 | $503.60K | 568,181 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kirk Williams Robert Officer | Sep 3, 2026 | 16,450 | $802.19K | Sep 3, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Leib Daniel Officer | Aug 19, 2026 | 9,787 | $489.35K | Aug 19, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Leib Daniel Officer | Aug 14, 2026 | 213 | $10.65K | Aug 14, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Kirk Williams Robert Officer | Mar 6, 2026 | 11,921 | $621.50K | Mar 3, 2026 | Stock Award |
| Eric J. Johnson Officer | Mar 6, 2026 | 20,280 | $1.08M | Mar 6, 2026 | Stock Award |
| Leib Daniel Director, Officer | Feb 26, 2026 | 10,000 | $495.80K | Feb 26, 2026 | Restricted Stock Units |
| Luis A. Aguilar Director | Aug 26, 2025 | 7,421 | $417.73K | Aug 27, 2025 | Stock Award |
| Leib Dan Director, Officer | Aug 14, 2025 | 20,000 | $1.16M | Aug 14, 2025 | Exercise of Stock Options |
| D. Clay Craig Officer | May 23, 2025 | 11,022 | $595.54K | May 23, 2025 | Restricted stock vesting under a registered plan |
| Johnson Eric Officer | May 21, 2025 | 14,475 | $790.76K | May 21, 2025 | Restricted stock vesting under a registered plan |
| Johnson Eric Officer | May 20, 2025 | 5,000 | $273.13K | May 20, 2025 | Restricted stock vesting under a registered plan |
| Leib Daniel Director, Officer | May 16, 2025 | 13,700 | $756.79K | May 16, 2025 | Exercise of Stock Options |
| Leib Daniel Director, Officer | May 15, 2025 | 35,000 | $1.91M | May 15, 2025 | Exercise of Stock Options |
| Kirk Williams Robert Officer | May 7, 2025 | 14,703 | $244.98K | May 7, 2025 | Restricted stock vesting under a registered plan |
| Leib Daniel Director, Officer | Feb 24, 2025 | 25,000 | $1.21M | Feb 24, 2025 | Exercise of Stock Options |