DFLI

Dragonfly Energy Holdings Co Cross-source read$1.03 0.00%
IndustrialsCUSIP 26145B403· EOD Sep 11, 2026

Among active 13F managers last quarter, 2 opened and 3 added, while none reduced or exited; the largest holder to move was Alyeska Investment Group, L.P. (+100%). No open-market insider trades in the last 180 days.

Tracked 13F holders
26
11 in Q2 2026 filings
13F value (tracked)
$2.6M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
5 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$1.03 0.00%5Y -99.9%
$0.93$524.10$1,047$1,570$2,0942021202220232024202520263104622
Hover for who · click for detailEnd-of-day closing prices52w $1.01 – $19.70

Who owns DFLI?

26 tracked 13F filers · ranked by shares held

26 tracked 13F filers disclose a position in DFLI as of the latest SEC 13F filings, a combined $2.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Alyeska Investment Group, L.P.500K
$980K
+100%
Added · +250K sh
Q2 2026
2Vanguard Capital Management LLC354K
$694K
+233%
Added · +248K sh
Q2 2026
3UBS Group AG164K
$285K
+9.0%
Added · +14K sh
Q1 2026
4Geode Capital Management, LLC104K
$205K
−9.8%
Reduced · −11K sh
Q2 2026
5Citadel Advisors LLC74K
$145K
New
+74K sh
Q2 2026
6Vanguard Fiduciary Trust Co49K
$95K
Held
Q2 2026
7State Street Corp30K
$59K
Held
Q2 2026
8KFG Wealth Management, LLC28K
$55K
Held
Q2 2026
9Northern Trust Corp17K
$29K
Held
Q1 2026
10BlackRock, Inc.14K
$28K
Held
Q2 2026
11Citigroup Inc12K
$20K
−51%
Reduced · −12K sh
Q1 2026
12Vanguard Global Advisers, LLC5K
$10K
Held
Q2 2026
13Tower Research Capital LLC (TRC)5K
$8K
796×
Added · +5K sh
Q1 2026
14Osaic Holdings, Inc.831
$1K
−57%
Reduced · −1K sh
Q1 2026
15Morgan Stanley231
$402
−62%
Reduced · −377 sh
Q1 2026
16Royal Bank Of Canada139
$0
New
+139 sh
Q1 2026
17CoreCap Advisors, LLC115
$200
Held
Q1 2026
18SBI Securities Co., Ltd.55
$108
+57%
Added · +20 sh
Q2 2026
19Jones Financial Companies LLLP44
$76
Held
Q1 2026
20Caitong International Asset Management Co., Ltd10
$20
New
+10 sh
Q2 2026
21Colonial Trust Advisors10
$20
Held
Q2 2026
22JPMorgan Chase & Co7
$11
Held
Q1 2026
23Danske Bank A/s3
$6
Held
Q2 2026
24Asset Dedication, LLC1
$2
Held
Q2 2026
25New England Capital Financial Advisors LLC1
$2
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DFLI being bought or sold by institutions?

Last quarter, 2 funds opened a new position in DFLI and 3 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
3
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own DFLI also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA9 funds$3.3B
Amazon.com IncAMZN9 funds$3.2B
Alphabet Inc-CL AGOOGL9 funds$1.4B
Eli Lilly & CoLLY9 funds$1.2B
Seagate Technology HoldingsSTX9 funds$1.0B
Arista Networks IncANET9 funds$1.0B
Micron Technology IncMU9 funds$954.4M
Applied Materials IncAMAT9 funds$928.0M
JPMorgan Chase & CoJPM9 funds$902.2M
Abbott LaboratoriesABT9 funds$896.4M
Salesforce IncCRM9 funds$815.3M
Tesla IncTSLA9 funds$809.9M

Ranked by how many of DFLI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DFLI.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Feb 23, 2023Edmonds KarinaDirectorBuy (P)100$428
Oct 25, 2022Edmonds KarinaDirectorBuy (P)200$2K
Sep 30, 2022Grossman JonasCEO, President, Secy. & Treas., Director, 10% OwnerBuy (P)485K$5.0M
Sep 30, 2022Propper KerryDirectorBuy (P)485K$5.0M

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
54
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
DFLI is in Industrials, which smart money is rotating INTO
+$838.2M

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

11 tracked filers in Q2 2026 filingsstill filing
01530Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $319K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
DFLIthis pageStock26 funds$2.6M
DFLIWSPAC Combination8 funds$35K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for DFLI

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Ask your agent what changed in DFLI

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DFLI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DFLI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DFLI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.