Vault-13

DAWSON GEOPHYSICAL CO NEW DWSN

COM · Common Stock · CUSIP 239360100

33 institutional holders +4 vs Q4 2025
2,046,2322.0m shares reported held*
6.6% of all shares outstanding*
$7.1mreported value*
12 new 7 added 8 reduced 9 sold out net sold ≈ $2.3m (-655.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 31.1m as of 2026-03-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $3.46.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 13Q4 22: 17Q1 23: 17Q2 23: 18Q3 23: 20Q4 23: 21Q1 24: 18Q2 24: 20Q3 24: 22Q4 24: 23Q1 25: 24Q2 25: 26Q3 25: 27Q4 25: 29Q1 26: 3333Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202213
Q4 202217
Q1 202317
Q2 202318
Q3 202320
Q4 202321
Q1 202418
Q2 202420
Q3 202422
Q4 202423
Q1 202524
Q2 202526
Q3 202527
Q4 202529
Q1 202633

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q2 24: 4 bought or addedQ2 24: 8 cut or sold outQ3 24: 5 bought or addedQ3 24: 6 cut or sold outQ3 24Q4 24: 7 bought or addedQ4 24: 6 cut or sold outQ1 25: 6 bought or addedQ1 25: 7 cut or sold outQ1 25Q2 25: 10 bought or addedQ2 25: 9 cut or sold outQ3 25: 13 bought or addedQ3 25: 9 cut or sold outQ3 25Q4 25: 11 bought or addedQ4 25: 9 cut or sold outQ1 26: 19 bought or addedQ1 26: 17 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202448
Q3 202456
Q4 202476
Q1 202567
Q2 2025109
Q3 2025139
Q4 2025119
Q1 20261917

Biggest buyers

MARSHALL WACE, LLP New +41,019+41.0k
Hillsdale Investment Management Inc. New +34,404+34.4k
Point72 Asset Management, L.P. New +30,370+30.4k
GSA CAPITAL PARTNERS LLP New +29,230+29.2k
GEODE CAPITAL MANAGEMENT, LLC Added +27,867+27.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +15,390+15.4k
KINGSWOOD WEALTH ADVISORS, LLC New +14,035+14.0k
Cetera Investment Advisers New +11,722+11.7k
OMERS ADMINISTRATION Corp New +11,700+11.7k
STATE STREET CORP Added +10,200+10.2k

Biggest sellers

RBF Capital, LLC Reduced -479,799-479.8k
GRACE & WHITE INC /NY Reduced -127,403-127.4k
US BANCORP \DE\ Reduced -58,961-59.0k
SALEM INVESTMENT COUNSELORS INC Reduced -51,575-51.6k
CITADEL ADVISORS LLC Sold out -46,470-46.5k
Mink Brook Asset Management LLC Sold out -37,460-37.5k
RENAISSANCE TECHNOLOGIES LLC Sold out -21,600-21.6k
XTX Topco Ltd Sold out -21,127-21.1k
Virtu Financial LLC Sold out -18,418-18.4k
HRT FINANCIAL LP Sold out -16,935-16.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Wilks Farris 13D · may seek influence filed 2026-01-05
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented to include the following: On December 31, 2025, WBA adopted the Plan of Complete Liquidation and Dissolution of WBA (the "Dissolution Plan"), which Dissolution Plan was approved by Parent, as the sole stockholder of WBA (the "Dissolution"). In connection with the Dissolution, WBA and Parent entered into the Distribution Agreement by and between WBA and Parent, pursuant to which WBA agreed to distribute all of the 15,547,010 shares of Common Stock directly held by WBA to Parent in an in-kind distribution for no additional consideration, effective as of December 31, 2025 (the "Distribution"). Immediately following the Distribution, WBA beneficially owned 0 shares of Common Stock and Parent directly owned 24,658,746 shares of Co… Full filing
 79.4% 24.7m≈ $146.5m 2026-01-05
Wilks Dan H. 13D · may seek influence filed 2025-10-29
Stated purposeThe Reporting Persons have had and intend to continue to engage in discussions with the Issuer with respect to one or more transactions involving assets owned by the Reporting Persons and/or certain of their affiliates, which may include, among other things, asset sales, a business combination transaction or other similar transactions. There is no guarantee that the Reporting Persons (or their applicable affiliates) and the Issuer will enter into a definitive agreement regarding any such a transaction, nor is there certainty as to the form or structure that any such transaction may take. The Reporting Persons intend to review their investment in the Issuer on a continuing basis. Depending on various factors including, without limitation, the Issuer's financial position and investment … Full filing
 79.4% 24.7m≈ $146.5m 2025-10-29

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GRACE & WHITE INC /NY 0.48% of their portfolio NY, NY 779,143779.1k $2.7m $2.7m 0.48% Reduced -127.4k -127,403
2 RBF Capital, LLC 0.07% of their portfolio RENO, NV 423,797423.8k $1.5m $1.5m 0.07% Reduced -479.8k -479,799
3 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 145,200145.2k $502.4k $502.4k 0.00% Unchanged
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 113,241113.2k $391.8k $391.8k 0.00% First filing
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 81,18681.2k $280.9k $280.9k 0.00% Added +27.9k +27,867
6 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 53,44353.4k $184.9k $184.9k 0.00% Reduced -59.0k -58,961
7 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 41,01941.0k $141.9k $141.9k 0.00% New
8 PINNACLE ASSOCIATES LTD 0.00% of their portfolio NEW YORK, NY 40,36040.4k $139.6k $139.6k 0.00% Reduced -12.0k -12,000
9 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 34,61634.6k $119.8k $119.8k 0.00% Reduced -2.8k -2,800
10 Hillsdale Investment Management Inc. 0.00% of their portfolio Toronto, A6 34,40434.4k $119.0k $119.0k 0.00% New
11 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 33,22033.2k $114.9k $114.9k 0.00% First filing
12 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 30,37030.4k $105.1k $105.1k 0.00% New
13 GSA CAPITAL PARTNERS LLP 0.01% of their portfolio LONDON, X0 29,23029.2k $101.0k $101.0k 0.01% New
14 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 28,89028.9k $100.0k $100.0k 0.00% Added +10.2k +10,200
15 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 26,22526.2k $90.7k $90.7k 0.00% Reduced -51.6k -51,575
16 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 21,71021.7k $75.1k $75.1k 0.00% Unchanged
17 Teton Advisors, LLC 0.05% of their portfolio GREENWICH, CT 20,00020.0k $69.2k $69.2k 0.05% Unchanged
18 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 17,65917.7k $61.1k $61.1k 0.00% Added +5.8k +5,782
19 BlackRock, Inc. 0.00% of their portfolio New York, NY 16,65316.7k $57.6k $57.6k 0.00% Reduced -955 -955
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,39015.4k $53.2k $53.2k 0.00% New
21 KINGSWOOD WEALTH ADVISORS, LLC 0.00% of their portfolio SAN DIEGO, CA 14,03514.0k $48.6k $48.6k 0.00% New
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 11,72211.7k $40.6k $40.6k 0.00% New
23 OMERS ADMINISTRATION Corp 0.00% of their portfolio TORONTO, A6 11,70011.7k $40.5k $40.5k 0.00% New
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 10,89310.9k $37.7k $37.7k 0.00% Added +300 +300
25 PIN OAK INVESTMENT ADVISORS INC 0.02% of their portfolio HOUSTON, TX 7,0727.1k $24.0k $24.0k 0.02% Added +6.0k +6,000
26 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,3111.3k $4.5k $4.5k 0.00% Added +1.3k +1,309
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,2001.2k $4.2k $4.2k 0.00% Added +546 +546
28 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,0001.0k $3.5k $3.5k 0.00% New
29 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 662662 $2.3k $2.3k 0.00% New
30 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 480480 $1.7k $1.7k 0.00% Reduced -483 -483
31 TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio LEESBURG, VA 250250 $865 $865 0.00% New
32 Wilkerson Advisory Group LLC 0.00% of their portfolio COLUMBIA, MO 150150 $519 $519 0.00% New
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $3 $3 0.00% Unchanged