Dream Finders Homes, Inc. 13F holders
Of the 44 funds followed here, 6 reported a position in Dream Finders Homes, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 729,022 shares worth $12.6 million, 0.0% of its reported book. New this quarter: Two Sigma Investments.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 729,022 | $12.6 million | 0.0% | +10,431 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 457,332 | $7.9 million | 0.0% | +396,803 | added | 30 June 2026 | 13F |
| Citadel Advisors | 178,293 | $3.1 million | 0.0% | +63,865 | added | 30 June 2026 | 13F |
| Millennium Management | 62,006 | $1.1 million | 0.0% | -50,124 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 30,259 | $522,271 | 0.0% | +23,058 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 20,201 | $348,669 | 0.0% | +20,201 | new | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 13 August 2026 | 13G/A | Kayne Anderson Rudnick Investment Management, LLC and 5 others | 3.1 million | 9.1% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 August 2026 | 13G/A | Lovett William Radford II and 1 other | 3.2 million | 9.7% | 30 June 2026 | passive, other (13d-1(d)) | EDGAR |
| 7 August 2026 | 13G | State Street Corporation and 1 other | 1.7 million | 5.1% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 August 2026 | 13G/A | Cooke & Bieler L.P. and 1 other | 1.9 million | 5.5% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 May 2026 | 13G | Cooke & Bieler L.P. and 1 other | 2.8 million | 8.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 8 May 2026 | 13G/A | Zalupski Patrick O. and 1 other | 59.8 million | 65.3% | 31 March 2026 | passive, other (13d-1(d)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | Kayne Anderson Rudnick Investment Management, LLC and 5 others | 4.4 million | 12.6% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 11 February 2026 | 13G/A | Lovett William Radford II and 1 other | 3.9 million | 11.1% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 13 November 2025 | 13G/A | Kayne Anderson Rudnick Investment Management, LLC and 5 others | 5.3 million | 15.1% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 15 October 2025 | 13G/A | Lovett William Radford II and 1 other | 4.1 million | 11.6% | 30 September 2025 | passive, other (13d-1(d)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 10 September 2026 | 382 | $12.92 | SEC |
| 4 September 2026 | 559 | $13.80 | SEC |
| 31 August 2026 | 1,397 | $14.76 | SEC |
| 24 August 2026 | 4,531 | $14.92 | SEC |
| 17 August 2026 | 2,192 | $15.60 | SEC |
| 11 August 2026 | 34,719 | $13.79 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
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Largest in the window: 34,719 on 11 August 2026. A fail is an operational fact about settlement, not a position.Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to DFH by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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