13FPulse
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DL

DLX DELUXE CORP

2026Q2 · CUSIP 248019101 · Sector: Media & Telecom

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
238
Institutions that reported holding it to the SEC
Net decrease in holders
15
Last quarter 253 → now 238
How unusual is that
Bottom 20%
Stronger than only 9% of US stocks
What the filings say, in one paragraph

238 funds held DLX at the end of 2026Q2, down 15 from the quarter before. Buying is stronger than only 9.1% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $2.1B(YoY +0.3%), the P/E is 10.8x, return on equity is 14.2%. DLX has had 5 buying rushes in its history, and the price moved +4.3% 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 Media & Telecom sector.

How many funds owned it, quarter by quarter

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

2013Q3: holders=253 2013Q4: holders=270 2014Q1: holders=272 2014Q2: holders=281 2014Q3: holders=271 2014Q4: holders=300 2015Q1: holders=304 2015Q2: holders=322 2015Q3: holders=316 2015Q4: holders=312 2016Q1: holders=311 2016Q2: holders=333 2016Q3: holders=330 2016Q4: holders=346 2017Q1: holders=333 2017Q2: holders=330 2017Q3: holders=323 2017Q4: holders=342 2018Q1: holders=338 2018Q2: holders=342 2018Q3: holders=311 2018Q4: holders=291 2019Q1: holders=282 2019Q2: holders=260 2019Q3: holders=265 2019Q4: holders=275 2020Q1: holders=217 2020Q2: holders=205 2020Q3: holders=190 2020Q4: holders=195 2021Q1: holders=202 2021Q2: holders=200 2021Q3: holders=186 2021Q4: holders=199 2022Q1: holders=195 2022Q2: holders=176 2022Q3: holders=169 2022Q4: holders=173 2023Q1: holders=171 2023Q2: holders=165 2023Q3: holders=168 2023Q4: holders=173 2024Q1: holders=187 2024Q2: holders=200 2024Q3: holders=200 2024Q4: holders=211 2025Q1: holders=208 2025Q2: holders=204 2025Q3: holders=208 2025Q4: holders=230 2026Q1: holders=253 2026Q2: holders=238 -58 -29 +0 +29 +58 148256364 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% — —
2016Q2 Top 10% -0.3% +13.4%
2015Q2 Top 20% -13.3% -14.3%
2014Q4 Top 20% +0.3% -6.4%
2013Q4 Top 20% +18.9% +24.6%

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
126
Change in large funds
-7
Total value they hold
$900M
Funds buying for the first time
36
Funds that sold out entirely
51
Price change that quarter
-0.3%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
3

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)
10.8
EPS (TTM)
$2.17
EPS YoY
+68.2%
Revenue (TTM)
$2.1B
Revenue YoY
+0.3%
Net margin
4.8%
ROE
14.2%
Debt ratio
72.4%
FCF (TTM)
$209M
Dividend (TTM)
$1.20
Quarterly Revenue & EPS
2021-09-30: EPS 0.28 2021-12-31: EPS 0.32 2022-03-31: EPS 0.22 2022-06-30: EPS 0.50 2022-09-30: EPS 0.34 2022-12-31: EPS 0.44 2023-03-31: EPS 0.06 2023-06-30: EPS 0.37 2023-09-30: EPS -0.18 2023-12-31: EPS 0.34 2024-03-31: EPS 0.24 2024-06-30: EPS 0.46 2024-09-30: EPS 0.20 2024-12-31: EPS 0.28 2025-03-31: EPS 0.31 2025-06-30: EPS 0.50 2025-09-30: EPS 0.74 2025-12-31: EPS 0.25 2026-03-31: EPS 0.77 2026-06-30: EPS 0.41 0M 286M 572M $M -0.20 0.32 0.85 2016201720182019202020212022202320242025202606/26 Revenue 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 14 8 20 31 20222023202420252026

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

Quarterly free cash flow
-32M34M101M 20162017201820192020202120222023202420252026
Latest quarter $27M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are 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.