DLHCNasdaqServices-Help Supply ServicesFiscal year ends September 30
DLH Holdings Corp.
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$3.78−0.17 (-4.30%)
Close on Oct 19, 2026
- Market cap
- $54.78M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
68.2%
10M of 14M shares
Institutional holders
46
8 new, 4 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
89 buys · 0 sales
Net bought $1.81M
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 |
|---|---|---|---|---|
| Mink Brook Capital GP LLC | 2,816,058 | 19.40% | 13G (passive) amendment | Jun 30, 2026 |
| Mink Brook Asset Management LLC | 2,566,349 | 17.80% | 13G (passive) amendment | Sep 30, 2025 |
| Cohen David P | 1,113,057 | 7.70% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DLHC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wynnefield Capital Inc | 3,681,421 | 25.40% | $19.33M | – | 13.29% |
| Mink Brook Asset Management LLC | 2,816,058 | 19.43% | $14.78M | +138,541 | 6.53% |
| Minerva Advisors LLC | 1,116,368 | 7.70% | $5.86M | +3,331 | 3.70% |
| Vanguard Capital Management LLC | 440,136 | 3.04% | $2.31M | −1,332 | 0.00% |
| Merit Financial Group, LLC | 252,416 | 1.74% | $1.33M | New | 0.01% |
| Dimensional Fund Advisors LP | 247,505 | 1.71% | $1.30M | +340 | 0.00% |
| RBF Capital, LLC | 220,000 | 1.52% | $1.16M | – | 0.05% |
| Renaissance Technologies LLC | 181,873 | 1.25% | $954.83K | −11,691 | 0.00% |
| Geode Capital Management, LLC | 136,632 | 0.94% | $717.51K | −1,862 | 0.00% |
| North Star Investment Management Corp. | 135,000 | 0.93% | $708.75K | – | 0.04% |
| US Bancorp \de\ | 114,526 | 0.79% | $601.26K | – | 0.00% |
| BlackRock, Inc. | 85,254 | 0.59% | $447.58K | +13,136 | 0.00% |
| Vanguard Fiduciary Trust Co | 69,505 | 0.48% | $364.90K | +3,561 | 0.00% |
| State Street Corp | 59,609 | 0.41% | $312.95K | – | 0.00% |
| Fifth Third Bancorp | 50,151 | 0.35% | $263.29K | – | 0.00% |
| Morgan Stanley | 36,897 | 0.25% | $193.71K | −8,299 | 0.00% |
| Citadel Advisors LLC | 36,084 | 0.25% | $189.44K | −13,056 | 0.00% |
| Bridgeway Capital Management, LLC | 35,291 | 0.24% | $185.28K | −13,000 | 0.00% |
| Northern Trust Corp | 34,304 | 0.24% | $180.10K | −1,924 | 0.00% |
| Proficio Capital Partners LLC | 30,000 | 0.21% | $157.50K | −8,311 | 0.01% |
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 | 46 | 10M | 68.2% | 8 / 6 | 13 / 4 | 0M | 0M |
| Q1 2026 | 43 | 10M | 65.7% | 8 / 8 | 11 / 7 | 1M | 0M |
| Q4 2025 | 45 | 10M | 68.3% | 7 / 11 | 16 / 8 | 1M | 0M |
| Q3 2025 | 47 | 9M | 65.3% | 6 / 10 | 20 / 11 | 0M | 0M |
| Q2 2025 | 52 | 10M | 66.0% | 12 / 9 | 24 / 25 | 2M | 1M |
| Q1 2025 | 65 | 9M | 65.4% | 12 / 19 | 18 / 6 | 0M | 1M |
| Q4 2024 | 60 | 10M | 66.6% | 6 / 24 | 14 / 17 | 2M | 1M |
| Q3 2024 | 71 | 9M | 60.4% | 10 / 23 | 22 / 8 | 1M | 0M |
| Q2 2024 | 70 | 9M | 61.0% | 18 / 16 | 23 / 12 | 1M | 1M |
| Q1 2024 | 64 | 9M | 59.9% | 16 / 20 | 13 / 5 | 1M | 1M |
| Q4 2023 | 53 | 9M | 61.6% | 11 / 16 | 16 / 3 | 0M | 0M |
| Q3 2023 | 45 | 9M | 60.5% | 7 / 13 | 11 / 6 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DLHC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 305,738 | 2.11% | $1.61M | 0.00% | Jun 30, 2026 |
| North Star Micro Cap Fund | 135,000 | 0.93% | $757.35K | 0.41% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 134,398 | 0.93% | $705.59K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 63,607 | 0.44% | $356.84K | 0.00% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 56,259 | 0.39% | $274.54K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 42,828 | 0.30% | $224.85K | 0.01% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 38,261 | 0.26% | $186.71K | 0.00% | Jul 31, 2026 |
| Omni Small-Cap Value Fund | 35,291 | 0.24% | $185.28K | 0.01% | Jun 30, 2026 |
| U.S. Core Equity 2 Portfolio | 21,039 | 0.15% | $102.67K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 20,883 | 0.14% | $117.15K | 0.00% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 20,847 | 0.14% | $101.73K | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 1 Portfolio | 17,762 | 0.12% | $86.68K | 0.00% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 17,662 | 0.12% | $99.08K | 0.00% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 15,103 | 0.10% | $73.70K | 0.00% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 14,417 | 0.10% | $70.35K | 0.00% | Jul 31, 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 |
|---|---|---|---|---|
| Kathryn M. JohnBull | Director, CEO and President | 695,333 | 4.80% | Jul 2, 2026 |
| Zachary Parker | CEO and President, Director | 982,389 | 6.78% | Oct 2, 2025 |
| Steven Vincent Oroho Jr | Chief Financial Officer | 42,595 | 0.29% | Jul 6, 2026 |
| Elder Granger | Director | 153,133 | 1.06% | Oct 2, 2025 |
| Frances M. Murphy | Director | 121,692 | 0.84% | Oct 2, 2025 |
| Stephen Zelkowicz | Director | 57,317 | 0.40% | Oct 2, 2025 |
| Judith L. Bjornaas | Director | 30,451 | 0.21% | Oct 2, 2025 |
| Frederick Gerald Wasserman | Director | 277,770 | 1.92% | Oct 2, 2025 |
| Austin J. Yerks III | Director | 166,692 | 1.15% | Oct 2, 2025 |
| Brook Asset Management LLC Mink | 10% owner | 2,882,004 | 19.89% | Sep 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brook Asset Management LLC Mink 10% owner | Sep 28, 2026 | Buy | +60 | $3.47 | $208 | 2,187,682 |
| Brook Asset Management LLC Mink 10% owner | Sep 24, 2026 | Buy | +58 | $3.85 | $223 | 2,187,622 |
| Brook Asset Management LLC Mink 10% owner | Sep 23, 2026 | Buy | +100 | $3.88 | $388 | 2,187,564 |
| Brook Asset Management LLC Mink 10% owner | Sep 22, 2026 | Buy | +301 | $4.00 | $1.20K | 2,187,464 |
| Brook Asset Management LLC Mink 10% owner | Sep 21, 2026 | Buy | +174 | $4.00 | $696 | 2,187,163 |
| Brook Asset Management LLC Mink 10% owner | Sep 18, 2026 | Buy | +316 | $3.93 | $1.24K | 2,186,989 |
| Brook Asset Management LLC Mink 10% owner | Sep 17, 2026 | Buy | +204 | $3.96 | $808 | 2,186,673 |
| Brook Asset Management LLC Mink 10% owner | Sep 16, 2026 | Buy | +1,000 | $3.94 | $3.94K | 2,186,469 |
| Brook Asset Management LLC Mink 10% owner | Sep 15, 2026 | Buy | +621 | $3.68 | $2.29K | 2,185,469 |
| Brook Asset Management LLC Mink 10% owner | Sep 14, 2026 | Buy | +730 | $3.84 | $2.80K | 2,184,848 |
| Brook Asset Management LLC Mink 10% owner | Sep 11, 2026 | Buy | +492 | $3.94 | $1.94K | 2,184,118 |
| Brook Asset Management LLC Mink 10% owner | Sep 10, 2026 | Buy | +221 | $3.94 | $871 | 2,183,626 |
| Brook Asset Management LLC Mink 10% owner | Sep 9, 2026 | Buy | +1,000 | $3.93 | $3.93K | 2,183,405 |
| Brook Asset Management LLC Mink 10% owner | Sep 8, 2026 | Buy | +488 | $3.99 | $1.95K | 2,182,405 |
| Brook Asset Management LLC Mink 10% owner | Sep 4, 2026 | Buy | +870 | $4.10 | $3.57K | 2,181,917 |
| Brook Asset Management LLC Mink 10% owner | Sep 1, 2026 | Buy | +200 | $4.36 | $872 | 2,181,047 |
| Brook Asset Management LLC Mink 10% owner | Aug 31, 2026 | Buy | +500 | $4.40 | $2.20K | 2,180,847 |
| Brook Asset Management LLC Mink 10% owner | Aug 28, 2026 | Buy | +500 | $4.47 | $2.24K | 2,180,347 |
| Brook Asset Management LLC Mink 10% owner | Aug 27, 2026 | Buy | +224 | $4.49 | $1.01K | 2,179,847 |
| Brook Asset Management LLC Mink 10% owner | Aug 26, 2026 | Buy | +500 | $4.49 | $2.25K | 2,179,623 |
| Brook Asset Management LLC Mink 10% owner | Aug 25, 2026 | Buy | +209 | $4.54 | $949 | 2,179,123 |
| Brook Asset Management LLC Mink 10% owner | Aug 24, 2026 | Buy | +41 | $4.53 | $186 | 2,178,914 |
| Brook Asset Management LLC Mink 10% owner | Aug 21, 2026 | Buy | +79 | $4.55 | $359 | 2,178,873 |
| Brook Asset Management LLC Mink 10% owner | Aug 20, 2026 | Buy | +70 | $4.55 | $319 | 2,178,794 |
| Brook Asset Management LLC Mink 10% owner | Aug 19, 2026 | Buy | +493 | $4.54 | $2.24K | 2,178,724 |
| Brook Asset Management LLC Mink 10% owner | Aug 18, 2026 | Buy | +1,000 | $4.54 | $4.54K | 2,178,231 |
| Brook Asset Management LLC Mink 10% owner | Aug 17, 2026 | Buy | +1,000 | $4.54 | $4.54K | 2,177,231 |
| Brook Asset Management LLC Mink 10% owner | Aug 13, 2026 | Buy | +471 | $4.79 | $2.26K | 2,176,231 |
| Brook Asset Management LLC Mink 10% owner | Aug 12, 2026 | Buy | +500 | $4.71 | $2.36K | 2,175,760 |
| Brook Asset Management LLC Mink 10% owner | Aug 11, 2026 | Buy | +500 | $4.82 | $2.41K | 2,175,260 |
| Brook Asset Management LLC Mink 10% owner | Aug 10, 2026 | Buy | +590 | $4.82 | $2.84K | 2,174,760 |
| Brook Asset Management LLC Mink 10% owner | Aug 7, 2026 | Buy | +1,000 | $4.83 | $4.83K | 2,174,170 |
| Brook Asset Management LLC Mink 10% owner | Aug 6, 2026 | Buy | +956 | $4.81 | $4.60K | 2,173,170 |
| Brook Asset Management LLC Mink 10% owner | Aug 5, 2026 | Buy | +1,049 | $4.84 | $5.08K | 2,172,214 |
| Brook Asset Management LLC Mink 10% owner | Aug 4, 2026 | Buy | +4,000 | $4.87 | $19.48K | 2,171,165 |
| Brook Asset Management LLC Mink 10% owner | Jul 31, 2026 | Buy | +441 | $4.86 | $2.14K | 2,167,165 |
| Brook Asset Management LLC Mink 10% owner | Jul 30, 2026 | Buy | +7,944 | $4.96 | $39.40K | 2,166,724 |
| Brook Asset Management LLC Mink 10% owner | Jul 27, 2026 | Buy | +10 | $5.09 | $51 | 2,158,780 |
| Brook Asset Management LLC Mink 10% owner | Jul 27, 2026 | Buy | +10 | $5.09 | $51 | 2,158,960 |
| Brook Asset Management LLC Mink 10% owner | Jul 24, 2026 | Buy | +391 | $5.10 | $1.99K | 2,158,770 |
| Brook Asset Management LLC Mink 10% owner | Jul 24, 2026 | Buy | +391 | $5.10 | $1.99K | 2,158,950 |
| Brook Asset Management LLC Mink 10% owner | Jul 23, 2026 | Buy | +79 | $5.10 | $403 | 2,158,379 |
| Brook Asset Management LLC Mink 10% owner | Jul 23, 2026 | Buy | +79 | $5.10 | $403 | 2,158,559 |
| Brook Asset Management LLC Mink 10% owner | Jul 13, 2026 | Buy | +4,407 | $5.09 | $22.43K | 2,158,300 |
| Brook Asset Management LLC Mink 10% owner | Jul 13, 2026 | Buy | +4,407 | $5.09 | $22.43K | 2,158,480 |
| Brook Asset Management LLC Mink 10% owner | Jul 10, 2026 | Buy | +5,000 | $5.09 | $25.45K | 2,153,893 |
| Brook Asset Management LLC Mink 10% owner | Jul 10, 2026 | Buy | +5,000 | $5.09 | $25.45K | 2,154,073 |
| Brook Asset Management LLC Mink 10% owner | Jul 9, 2026 | Buy | +5,000 | $5.13 | $25.65K | 2,148,893 |
| Brook Asset Management LLC Mink 10% owner | Jul 9, 2026 | Buy | +5,000 | $5.13 | $25.65K | 2,149,073 |
| Brook Asset Management LLC Mink 10% owner | Jul 8, 2026 | Buy | +2,275 | $5.14 | $11.69K | 2,143,893 |
| Brook Asset Management LLC Mink 10% owner | Jul 8, 2026 | Buy | +2,275 | $5.14 | $11.69K | 2,144,073 |
| Brook Asset Management LLC Mink 10% owner | Jul 7, 2026 | Buy | +5,000 | $5.17 | $25.85K | 2,141,618 |
| Brook Asset Management LLC Mink 10% owner | Jul 7, 2026 | Buy | +5,000 | $5.17 | $25.85K | 2,141,798 |
| Brook Asset Management LLC Mink 10% owner | Jul 6, 2026 | Buy | +9,422 | $5.19 | $48.90K | 2,136,618 |
| Brook Asset Management LLC Mink 10% owner | Jul 6, 2026 | Buy | +9,422 | $5.19 | $48.90K | 2,136,798 |
| Brook Asset Management LLC Mink 10% owner | Jul 2, 2026 | Buy | +5,460 | $5.25 | $28.67K | 2,127,196 |
| Brook Asset Management LLC Mink 10% owner | Jul 2, 2026 | Buy | +5,640 | $5.25 | $29.61K | 2,127,376 |
| Kathryn M. JohnBull Director, CEO and President | Jun 30, 2026 | Award | +85,714 | – | – | 695,333 |
| Brook Asset Management LLC Mink 10% owner | Jun 30, 2026 | Buy | +4,543 | $5.25 | $23.85K | 2,121,736 |
| Brook Asset Management LLC Mink 10% owner | Jun 29, 2026 | Buy | +640 | $5.25 | $3.36K | 2,117,193 |
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 |
|---|---|---|---|---|---|
| Jeanine M. Christian Officer | Feb 13, 2024 | 24,951 | $408.70K | Feb 13, 2024 | Stock Award |
| Helene Loraine Fisher Officer | Dec 14, 2023 | 140,677 | $1.97M | Dec 14, 2023 | Stock Options |