DLX
Deluxe Corporation · Industrials · Specialty Business Services
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -23.1% ·
Aktienfluss +1.2% ·
neue Nettopositionen -20.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | -5 | 28.05M | $670.12M | +5 | −10 |
| Q1 2026 | 95 | +8 | 27.74M | $763.80M | +10 | −2 |
| Q4 2025 | 86 | 0 | 30.60M | $683.36M | — | — |
| Q3 2025 | 14 | +1 | 17.82M | $344.96M | +1 | — |
| Q2 2025 | 10 | -3 | 16.56M | $263.41M | — | −3 |
| Q1 2025 | 10 | 0 | 4.39M | $69.35M | +1 | −1 |
| Q4 2024 | 10 | +1 | 3.79M | $85.56M | +1 | — |
| Q3 2024 | 8 | -3 | 2.13M | $41.54M | — | −3 |
| Q2 2024 | 11 | — | 2.25M | $50.64M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passiv) | 6.84M | — | $108.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passiv) | 5.12M | — | $81.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passiv) | 5.12M | — | $81.52M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passiv) | 5.12M | — | $81.52M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passiv) | 5.12M | — | $81.52M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passiv) | 5.12M | — | $81.52M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passiv) | 2.75M | +5.5% | $43.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passiv) | 1.06M | +1.4% | $16.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passiv) | 1.06M | +1.4% | $16.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 543.36K | +99.7% | $8.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 543.36K | +99.7% | $8.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 543.36K | +99.7% | $8.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 543.36K | +99.7% | $8.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 95.94K | -47.6% | $1.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Millennium Management ✦ | 70.00K | +105.6% | $1.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 42.04K | +5.8% | $669,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 27.61K | -66.3% | $439,211 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 3.39K | — | $53,871 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 3.39K | — | $53,871 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Norges Bank | $965,232 | war 0.0% |
| Renaissance Technologies | $551,769 | war 0.0% |
| Marshall Wace | $415,613 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 253 Inhaber, 39.59M Anteile, $1.02B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.