Follow-The-Filings

Security

DFH

Dream Finders Homes Inc. · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

8 owners 2 new 1 exit max 0.0% (Marshall Wace - Marshall ...)

grid → activity →
owners 8
max % 0.0%
tracked value $66M
qoq N 2 A 3 R 3 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 499,587 $7M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 3,093,381 $53M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 112,130 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 109,466 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% New 0.0% 77,128 $1M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 60,529 $843 hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 50,179 $698 hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 36,756 $512 hist
Francois Rochon - Giverny Capital Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 32,202 $551 hist

8 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.75B $4.45B $4.32B
Gross profit * $736.77M — —
Gross margin * 19.7% — —
Net income $295.9M $335.34M $217.2M
Net margin * 7.9% 7.5% 5.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $2.56B $3.33B $3.73B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity — $1.24B $1.42B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $374.23M -$256.65M -$100.57M
Cash from investing -$4.48M -$221.67M -$225.84M
Cash from financing -$216.42M $269.69M $270.98M
Net change in cash $153.33M -$208.63M -$55.44M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders