13FPulse
DX

DX DYNEX CAPITAL INC

2026Q2 · CUSIP 26817Q886 · Sector: REITs

Piling in

Net holder growth ranks near the top of the market

Funds that own it
284
Institutions that reported holding it to the SEC
Net increase in holders
+18
Last quarter 266 → now 284
How unusual is that
Top 20%
Stronger buying than 81% of US stocks
What the filings say, in one paragraph

284 funds held DX at the end of 2026Q2, up 18 from the quarter before. That is stronger buying than 81.4% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 4.2x, return on equity is 13.7%. DX has had 6 buying rushes in its history, and the price moved +16.5% 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 REITs sector.

How many funds owned it, quarter by quarter

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

2016Q2: holders=1 2016Q3: holders=1 2016Q4: holders=1 2017Q1: holders=1 2017Q2: holders=1 2017Q3: holders=2 2017Q4: holders=1 2018Q1: holders=1 2018Q2: holders=1 2019Q2: holders=113 2019Q3: holders=109 2019Q4: holders=117 2020Q1: holders=115 2020Q2: holders=99 2020Q3: holders=110 2020Q4: holders=121 2021Q1: holders=120 2021Q2: holders=118 2021Q3: holders=107 2021Q4: holders=107 2022Q1: holders=113 2022Q2: holders=135 2022Q3: holders=133 2022Q4: holders=133 2023Q1: holders=133 2023Q2: holders=131 2023Q3: holders=127 2023Q4: holders=122 2024Q1: holders=128 2024Q2: holders=146 2024Q3: holders=163 2024Q4: holders=183 2025Q1: holders=202 2025Q2: holders=200 2025Q3: holders=210 2025Q4: holders=263 2026Q1: holders=266 2026Q2: holders=284 -112 -56 +0 +56 +112 0150299 16Q217Q218Q220Q121Q122Q123Q124Q125Q126Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q4 Top 10% -4.5%
2025Q1 Top 20% +4.3% +17.4%
2024Q2 Top 20% +3.8% +20.0%
2022Q2 Top 5% -19.6% -10.0%
2019Q2 Top 1% in the market +12.8% +38.5%

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
132
Change in large funds
+18
Total value they hold
$1.5B
Funds buying for the first time
55
Funds that sold out entirely
37
Price change that quarter
+2.1%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
4

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)
4.2
EPS (TTM)
$3.06
EPS YoY
+282.5%
Revenue (TTM)
Revenue YoY
Net margin
ROE
13.7%
Debt ratio
88.0%
FCF (TTM)
Dividend (TTM)
$2.04
Quarterly Revenue & EPS
2022-09-30: EPS -1.07 2022-12-31: EPS 0.44 2023-03-31: EPS -0.81 2023-06-30: EPS 0.96 2023-09-30: EPS -0.82 2023-12-31: EPS 0.42 2024-03-31: EPS 0.64 2024-06-30: EPS -0.15 2024-09-30: EPS 0.38 2024-12-31: EPS 0.62 2025-03-31: EPS -0.06 2025-06-30: EPS -0.14 2025-09-30: EPS 1.08 2025-12-31: EPS 1.59 2026-03-31: EPS -0.41 2026-06-30: EPS 0.80 -1.18 0.29 1.75 2022202320242025202606/26 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 8 4 55 106 202420252026

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

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.