WESTWOOD HOLDINGS GROUP INC
Position in DFIN — Donnelley Financial Solutions, Inc.
CIK 1165002
DALLAS, TX
Position in DFIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,881,223
-$457,650 QoQ
Shares Held
761,163
-2.2% QoQ
Ownership
3.10%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in DFIN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $51,445,763 across 15 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BL |
Blackline, Inc.
|
1,318,230 | $37,002,716 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
18,923 | $7,102,180 | |
| 3 | UBER |
Uber Technologies, Inc
|
16,379 | $1,181,908 | |
| 4 | CRM |
Salesforce, Inc.
|
6,988 | $1,094,740 | |
| 5 | ADBE |
Adobe Inc.
|
5,064 | $1,038,221 | |
| 6 | SNOW |
Snowflake Inc.
|
3,742 | $952,339 | |
| 7 | SHOP |
Shopify Inc.
|
4,673 | $533,563 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,517 | $489,355 |
All Filings in DFIN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,881,223 | 761,163 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $36,338,873 | 778,301 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $37,313,185 | 725,514 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $37,602,739 | 609,939 | Shares | Defined | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||