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Dream Finders Homes, Inc.

DFH Consumer Discretionary
$10.25 +$0.13 (1.28%)
Market Cap: $929.92 M
Gurus Holding
3
Popularity Rank
#3047
% of Shares Held
0.95%
Net Activity (Q2 2026)
+$11.77 M

Guru Ownership Trend

Guru Analysis for Dream Finders Homes, Inc. (DFH)

Dream Finders Homes, Inc. (DFH), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $8.79 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $11.77 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 655.6%.

Key Holders

Top 5 by Value

$7.89 M
$4.88 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$11.99 M
Total Buy Value
New Buys 0
Additions 3
-$225,977
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
3

FAQs for Dream Finders Homes, Inc. (DFH)

Major holders include Steven Cohen ($7.89 M), Cliff Asness ($4.88 M), Paul Tudor Jones ($2.03 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 857,720 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $11.77 M, with 3 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited DFH. The total reported sell value was $225,977.

Yes, 0 managers opened new positions in DFH, and 3 increased their existing holdings. The total reported buy value was $11.99 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 655.6% 457,332 $7.89 M Q2 2026
0.00% Add 463.8% 282,895 $4.88 M Q2 2026
0.00% Add 125.5% 117,493 $2.03 M Q2 2026
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