Smart Money Radar / Tickers / DPZ

DPZ Consumer Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
513
of 789 total, index funds excluded
This quarter
+105
128 out
Conviction
1 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $12.8B held
FundValueNote
FMR LLC $921M
Soroban Capital Partners LP $895M
BlackRock, Inc. $850M
VANGUARD CAPITAL MANAGEMENT… $715M
T. Rowe Price Investment Ma… $678M
VANGUARD PORTFOLIO MANAGEME… $647M
STATE STREET CORP $490M
Invesco Ltd. $448M
GEODE CAPITAL MANAGEMENT, L… $381M
AQR CAPITAL MANAGEMENT LLC $299M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.