All companies
Donnelley Financial Solutions, Inc. logo

What smart money is saying about Donnelley Financial Solutions, Inc.United States flag

DFIN · Financial Services · Financial - Capital Markets · Market cap $1.20B

2 funds in our archive have pitched Donnelley Financial Solutions, Inc., most recently Rewey Asset Management in December 2025.

Company profile

Donnelley Financial Solutions, Inc. operates as a risk and compliance solutions company worldwide. The company operates through four segments: Capital Markets – Software Solutions (CM-SS), Capital Markets – Compliance and Communications Management (CM-CCM), Investment Companies – Software Solutions (IC-SS), and Investment Companies – Compliance and Communications Management (IC-CCM). The CM-SS segment provides Venue, ActiveDisclosure, eBrevia, and other solutions to public and private companies to manage public and private transaction processes, extract data, and analyze contracts; collaborate; and tag, validate, and file SEC documents. The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements. The IC-SS segment provides clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions and services that enable storage and management of compliance and regulatory information in a self-service and central repository for accessing, assembling, editing, translating, rendering, and submitting documents to regulators. The IC-CCM segment offers clients with tech-enabled solutions for creating and filing regulatory communications and solutions for investor communications, as well as XBRL-formatted filings pursuant to the Investment Act, through the SEC EDGAR system. This segment also provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, shareholder meeting review, and expert support. Donnelley Financial Solutions, Inc. was founded in 1983 and is headquartered in Chicago, Illinois.

Get an email when a fund buys, sells or pitches it

Summarize with Warren AI
1
Reported positions
1
Bought
0
Sold
3
Letters

Position history

Between Q4 2024 and Q4 2025, 1 fund letter reported a position in Donnelley Financial Solutions, Inc., with 1 buy (opened or added).

Fund letters reporting a position in Donnelley Financial Solutions, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q4 20251101
Q4 20240001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position · 1 move

Also mentioned · 1

These funds discuss Donnelley Financial Solutions, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.

  • June 2026
    “Workiva is the only true platform in the market, and thus grows by taking share from point solutions that can address SOX/audit but not financial reporting (AuditBoard/Optro, Diligent, Archer, ServiceNow GRC), or legacy financial printers that focus on financial reporting but don’t do SOX/audit and are losing share in reporting overall (DFIN, Toppan Merrill),”
    Donnelley Financial Solutions, Inc.

Fund coverage · 2 theses

  • Donnelley Financial Solutions is transitioning to a SaaS model for mission-critical compliance and capital markets workflows with strong cash flow, solid balance sheet, improving margins, and attractive valuation versus peers.

    Read the full thesis
  • O'Keefe Stevens
    December 2024

    Donnelley Financial Solutions (DFIN) is a leading provider of compliance and regulatory solutions with a strong focus on recurring revenue growth and robust market positioning, despite facing short-term challenges.

    Read the full thesis

Read every full thesis on Donnelley Financial Solutions, Inc.

Read all 2 theses in full, with each fund's reasoning, and get unlimited access to the archive.

View plans→
Share this ledger