Jackson Square Capital’s Dream Finders Homes DFH Stock Holding History

Jackson Square Capital’s Portfolio DFH Stock Details DFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$738K	Sell	69,000 -500	-0.7%	-$7.06K	0.11%	87
2026 Q2	$1.2M	Hold	69,500	–	–	0.17%	64
2026 Q1	$967K	Hold	69,500	–	–	0.2%	67
2025 Q4	$1.19M	Sell	69,500 -500	-0.7%	-$10.2K	0.24%	63
2025 Q3	$1.81M	Hold	70,000	–	–	0.4%	52
2025 Q2	$1.76M	Hold	70,000	–	–	0.39%	57
2025 Q1	$1.58M	Hold	70,000	–	–	0.51%	44
2024 Q4	$1.63M	Hold	70,000	–	–	0.39%	53
2024 Q3	$2.53M	Hold	70,000	–	–	0.63%	41
2024 Q2	$1.81M	Buy	70,000 +500	+0.7%	+$15.8K	0.44%	48
2024 Q1	$3.04M	Sell	69,500 -500	-0.7%	-$17.6K	0.78%	42
2023 Q4	$2.49M	Sell	70,000 -170	-0.2%	-$4.23K	0.8%	37
2023 Q3	$1.56M	Buy	70,170 +170	+0.2%	+$4.42K	0.63%	39
2023 Q2	$1.72M	Buy	+70,000	New	+$1.26M	0.69%	39

Other funds holding DFH

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Jackson Square Capital's DFH Position: Q3 2026 in Review

Jackson Square Capital reduced its Dream Finders Homes (DFH) stake by 0.72% in Q3 2026, selling an estimated $7.06K and leaving 69,000 shares worth $738K. The position accounts for 0.11% of the portfolio, ranked #87.

Jackson Square Capital first reported a position in DFH in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.04M in Q1 2024. 16 funds tracked by Wall St. Rank hold DFH as of Q3 2026.

Jackson Square Capital held 69,000 shares of Dream Finders Homes worth $738K as of Q3 2026.
Jackson Square Capital sold 500 Dream Finders Homes shares in Q3 2026, an estimated $7.06K.
Dream Finders Homes made up 0.11% of Jackson Square Capital's portfolio in Q3 2026, its #87 holding.
Jackson Square Capital first reported a position in Dream Finders Homes in Q2 2023 and has held it in 14 quarters since.
Jackson Square Capital's Dream Finders Homes position peaked at $3.04M in Q1 2024.
16 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2026.

Based on Jackson Square Capital's 13F filing for Q3 2026, filed 19 Oct 2026.