13FPulse
中
DL

DLX DELUXE CORP

2026Q2 · CUSIP 248019101 · Sector: Media & Telecom

Funds left

Funds are exiting, but the price is holding

Funds that own it
238
Institutions that reported holding it to the SEC
Net decrease in holders
15
Last quarter 253 → now 238
How unusual is that
Bottom 20%
Stronger than only 9% of US stocks
What the filings say, in one paragraph

238 funds held DLX at the end of 2026Q2, down 15 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $2.1B(YoY +0.3%), the P/E is 11.0x, return on equity is 14.2%. DLX has had 5 buying rushes in its history, and the price moved +4.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Media & Telecom sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=253 2013Q4: holders=270 2014Q1: holders=272 2014Q2: holders=281 2014Q3: holders=271 2014Q4: holders=300 2015Q1: holders=304 2015Q2: holders=322 2015Q3: holders=316 2015Q4: holders=312 2016Q1: holders=311 2016Q2: holders=333 2016Q3: holders=330 2016Q4: holders=346 2017Q1: holders=333 2017Q2: holders=330 2017Q3: holders=323 2017Q4: holders=342 2018Q1: holders=338 2018Q2: holders=342 2018Q3: holders=311 2018Q4: holders=291 2019Q1: holders=282 2019Q2: holders=260 2019Q3: holders=265 2019Q4: holders=275 2020Q1: holders=217 2020Q2: holders=205 2020Q3: holders=190 2020Q4: holders=195 2021Q1: holders=202 2021Q2: holders=200 2021Q3: holders=186 2021Q4: holders=199 2022Q1: holders=195 2022Q2: holders=176 2022Q3: holders=169 2022Q4: holders=173 2023Q1: holders=171 2023Q2: holders=165 2023Q3: holders=168 2023Q4: holders=173 2024Q1: holders=187 2024Q2: holders=200 2024Q3: holders=200 2024Q4: holders=211 2025Q1: holders=208 2025Q2: holders=204 2025Q3: holders=208 2025Q4: holders=230 2026Q1: holders=253 2026Q2: holders=238 -58 -29 +0 +29 +58 148256364 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% — —
2016Q2 Top 10% -0.3% +13.4%
2015Q2 Top 20% -13.3% -14.3%
2014Q4 Top 20% +0.3% -6.4%
2013Q4 Top 20% +18.9% +24.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
126
Change in large funds
-7
Total value they hold
$900M
Funds buying for the first time
36
Funds that sold out entirely
51
Price change that quarter
+0.9%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
11.0
EPS (TTM)
$2.17
EPS YoY
+68.2%
Revenue (TTM)
$2.1B
Revenue YoY
+0.3%
Net margin
4.8%
ROE
14.2%
Debt ratio
72.4%
FCF (TTM)
$209M
Dividend (TTM)
$1.20
Quarterly Revenue & EPS
2021-09-30: EPS 0.28 2021-12-31: EPS 0.32 2022-03-31: EPS 0.22 2022-06-30: EPS 0.50 2022-09-30: EPS 0.34 2022-12-31: EPS 0.44 2023-03-31: EPS 0.06 2023-06-30: EPS 0.37 2023-09-30: EPS -0.18 2023-12-31: EPS 0.34 2024-03-31: EPS 0.24 2024-06-30: EPS 0.46 2024-09-30: EPS 0.20 2024-12-31: EPS 0.28 2025-03-31: EPS 0.31 2025-06-30: EPS 0.50 2025-09-30: EPS 0.74 2025-12-31: EPS 0.25 2026-03-31: EPS 0.77 2026-06-30: EPS 0.41 0M 286M 572M $M -0.20 0.32 0.85 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 14 8 20 31 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-32M34M101M 20162017201820192020202120222023202420252026
Latest quarter $27M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.