Follow-The-Filings

Security

DLX

Deluxe Corp. · COM

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

9 owners 2 new max 0.0% (Cliff Asness - Aqr Capita...)

owners 9
max % 0.0%
tracked value $133M
qoq N 2 A 3 R 3

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 646,845 $18M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 4,955,732 $111M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 51,230 $1M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 31,333 $863 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 26,577 $732 hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 20,736 $571 hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 19,087 $526 hist
Polen Capital Management LLC 2026 Q1 0.0% New 0.0% 14,157 $390 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 16,654 $372 hist

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 $2.19B $2.12B $2.13B
Gross profit * $1.16B $1.13B $1.13B
Gross margin * 53.0% 53.1% 53.0%
Net income $26.12M $52.8M $82.1M
Net margin * 1.2% 2.5% 3.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $760.99M $611.64M $665.8M
Total non-current assets * $2.32B $2.22B $2.2B
Total assets $3.08B $2.83B $2.86B
Total current liabilities $819.06M $625.52M $643.2M
Total non-current liabilities
Total equity

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $198.37M $194.28M $270.6M
Cash from investing -$43.3M -$69.84M -$131.7M
Cash from financing -$37.68M -$267.26M -$136.8M
Net change in cash $120.62M -$148.88M $3.8M

ownership over time

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