Moisand Fitzgerald Tamayo, LLC
Position in DFIN — Donnelley Financial Solutions, Inc.
CIK 1649107
ORLANDO, FL
Position in DFIN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,307
-$285 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 242 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DFIN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Moisand Fitzgerald Tamayo, LLC holds $236,209 across 9 Software - Application names. DFIN ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
850 | $84,388 | |
| 2 | PAYX |
Paychex Inc
|
504 | $49,558 | |
| 3 | MSTR |
Strategy Inc
|
441 | $38,336 | |
| 4 | FICO |
Fair Isaac Corp
|
19 | $22,700 | |
| 5 | UBER |
Uber Technologies, Inc
|
235 | $16,957 | |
| 6 | INTU |
Intuit Inc.
|
60 | $15,660 | |
| 7 | ADP |
Automatic Data Processing Inc
|
22 | $4,926 | |
| 8 | DFIN |
Donnelley Financial Solutions, Inc.
This page
|
55 | $2,307 |
All Filings in DFIN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,307 | 55 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,592 | 55 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,567 | 55 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,828 | 55 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,390 | 55 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,404 | 55 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,450 | 55 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,620 | 55 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,279 | 55 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,410 | 55 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,430 | 55 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $7,203 | 128 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $5,827 | 128 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $5,230 | 128 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,947 | 128 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $4,584 | 124 | Shares | Sole | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||