DeFi Development Corporation (DFDV)

In February 2026, DFDV's stock dropped after its dfdvSOL token was added as collateral on Jupiter Lend. In January 2026, Hadley Stern was appointed to the Board of Directors, DisclaimerCoin (DONT) was launched, a partnership with Solstice was formed, Solana per share increased, the Chief Strategy Officer spoke at the Needham Growth Conference, and dfdvSOL was selected as collateral for Mooncake. In December 2025, the company deployed its Nasdaq Balance Sheet On-Chain. In November 2025, DFDV released its Q3 2025 earnings, reporting a revenue increase, but also experienced a delayed filing of its Form 10Q and a stock price decline, and announced a warrant-based dividend and a preferred stock offering. In September 2025, the stock buyback program was raised. In August 2025, an equity raise was announced to expand its Solana Treasury and a Letter of Intent (LOI) was signed with Solflare Wallet. In July 2025, DFDV purchased Solana (SOL) tokens, becoming the largest public Solana treasury company, corrected its SOL holdings, and provided forward-looking guidance on Solana performance metrics and accumulation strategy.

Information specifically detailing the demand seasonality for DeFi Development Corp.'s products and services is not readily available.

DeFi Development Corp. operates in the financial services sector, providing business and commercial property financing services through an AI-powered online platform. The platform connects commercial mortgage borrowers with lenders for refinancing, building, or purchasing commercial properties. DFDV is also a blockchain-focused entity with a treasury strategy centered on Solana (SOL), holding and staking SOL, operating validator infrastructure, and engaging with DeFi initiatives, offering products like the dfdvSOL liquid staking token.

DeFi Development Corp. is headquartered in Boca Raton, Florida, United States. The company also has an international presence through its UK affiliate, DeFi Development Corporation UK PLC, with which it has established a revolving credit facility.

DeFi Development Corp.'s brand reputation has shown mixed signals, with "Very Bullish" news sentiment and "Bullish" blogger sentiment, but "Very Negative" Crowd Wisdom. The stock has experienced high volatility. Events affecting its reputation include a stock drop following the dfdvSOL token being added as collateral, a delayed filing of its Form 10Q, and the launch of DisclaimerCoin (DONT).

Institutional shareholders own 17.91% of DeFi Development Corp., with major holders including Vanguard Group Inc. and Pantera Capital Partners LP. Individual insiders hold 3.83% of the shares, with Parker White being the largest individual shareholder. Retail investors constitute the largest ownership group, holding 78.26% of the shares.