DEFSEC TECHNOLOGIES INC DFSC
COM · Common Stock · CUSIP 244778106
- SectorTechnology
- IndustryServices-Prepackaged Software
- FilingsSEC EDGAR
* 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. Implied quarter-end price ≈ $2.52.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 2 |
| Q3 2025 | 6 |
| Q4 2025 | 4 |
| Q1 2026 | 4 |
| Q2 2026 | 7 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 4 | 1 |
| Q4 2025 | 2 | 4 |
| Q1 2026 | 3 | 2 |
| Q2 2026 | 5 | 1 |
Biggest buyers
| ARMISTICE CAPITAL, LLC | New | +218.0k |
| JANE STREET GROUP, LLC | New | +15.1k |
| UBS Group AG | Added | +13.8k |
| NATIONAL BANK OF CANADA /FI/ | New | +3.2k |
| Caitong International Asset Management Co., Ltd | New | +2 |
Biggest sellers
| HRT FINANCIAL LP | Sold out | -14.6k |
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.
| Holder | Stake |
|---|---|
| CLEAR STREET LLC 13G · exempt (held before listing) new · filed 2026-05-13 | 18.6% |
| Lind Global Fund III LP 13G · passive investor +5.0 pts · filed 2026-08-25 | 10.0% |
Fell to 5% or below in the last year: Ayrton Capital LLC (3.0%, 2026-08-13), Iroquois Capital Management, LLC (5.0%, 2025-11-14)
Insider purchases and sales since 1 Apr 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 since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| ARMISTICE CAPITAL, LLC 0.02% of their portfolio | 218.0k $551.5k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 15.1k $38.2k | New |
| UBS Group AG 0.00% of their portfolio | 14.4k $36.5k | Added +13.8k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 3.2k $6.7k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 300 $759 | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 200 $506 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 2 $5 | New |