Moran Wealth Management, LLC
Position in DFIN — Donnelley Financial Solutions, Inc.
CIK 1965334
Naples, FL
Position in DFIN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,144,540
+$71,738 QoQ
Shares Held
45,493
+2.5% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Moran Wealth Management, LLC holds $111,145,547 across 18 Software - Application names. DFIN ranks #12 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
104,512 | $29,040,748 | |
| 2 | INTU |
Intuit Inc.
|
36,256 | $15,676,368 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
205,890 | $13,911,987 | |
| 4 | ADSK |
Autodesk, Inc.
|
37,979 | $9,092,171 | |
| 5 | ZM |
Zoom Communications, Inc.
|
107,601 | $8,650,044 | |
| 6 | NOW |
ServiceNow, Inc.
|
67,165 | $7,022,100 | |
| 7 | UBER |
Uber Technologies, Inc
|
76,156 | $5,477,900 | |
| 8 | CRM |
Salesforce, Inc.
|
27,788 | $5,187,185 |
All Filings in DFIN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,144,540 | 45,493 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,072,802 | 44,395 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,442,307 | 47,488 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,210,238 | 52,072 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,636,193 | 60,311 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||