Janney Montgomery Scott LLC
Position in DFIN — Donnelley Financial Solutions, Inc.
CIK 1329948
PHILADELPHIA, PA
Position in DFIN
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,672,555
+$162,594 QoQ
Shares Held
56,694
+5.5% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DFIN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Janney Montgomery Scott LLC holds $367,537,597 across 50 Software - Application names. DFIN ranks #19 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
282,028 | $57,302,449 | |
| 2 | CRM |
Salesforce, Inc.
|
251,970 | $47,035,239 | |
| 3 | INTU |
Intuit Inc.
|
86,618 | $37,451,890 | |
| 4 | NOW |
ServiceNow, Inc.
|
317,470 | $33,191,488 | |
| 5 | YOU |
Clear Secure, Inc.
|
595,983 | $28,851,537 | |
| 6 | SHOP |
Shopify Inc.
|
229,628 | $27,238,473 | |
| 7 | PAYX |
Paychex Inc
|
229,578 | $21,148,725 | |
| 8 | ADSK |
Autodesk, Inc.
|
71,913 | $17,215,972 |
All Filings in DFIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,672,555 | 56,694 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,509,961 | 53,758 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,885,634 | 56,108 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,408,196 | 55,283 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,417,425 | 55,306 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,479,884 | 55,474 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,719,855 | 56,507 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,284,108 | 55,084 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,310,155 | 53,381 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,176,067 | 50,923 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $1,921,593 | 42,205 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,625,901 | 39,792 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,412,000 | 36,533 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,305,041 | 35,300 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $945,949 | 32,296 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $1,196,224 | 25,376 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $771,368 | 22,281 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||