Beaconlight Capital’s DoubleVerify DV Stock Holding History

Beaconlight Capital’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-93,163	Closed	-$1.12M	–	28
2025 Q3	$1.12M	Sell	93,163 -294,059	-76%	-$4.36M	0.55%	28
2025 Q2	$5.8M	Buy	387,222 +198,195	+105%	+$2.72M	3.31%	11
2025 Q1	$2.53M	Buy	189,027 +101,735	+117%	+$1.88M	1.69%	18
2024 Q4	$1.68M	Buy	+87,292	New	+$1.64M	0.62%	26

Other funds holding DV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Beaconlight Capital's DV Position: Q4 2025 in Review

Beaconlight Capital sold out of DoubleVerify (DV) in Q4 2025, closing a stake of 93,163 shares — an estimated $1.12M sold.

Beaconlight Capital first reported a position in DV in Q4 2024 and held it in 4 quarters. The position peaked at $5.8M in Q2 2025. 294 funds tracked by Wall St. Rank hold DV as of Q4 2025.

Beaconlight Capital reported no remaining DoubleVerify position as of Q4 2025 after selling out during the quarter.
Beaconlight Capital sold 93,163 DoubleVerify shares in Q4 2025, an estimated $1.12M.
Beaconlight Capital first reported a position in DoubleVerify in Q4 2024 and held it in 4 quarters.
Beaconlight Capital's DoubleVerify position peaked at $5.8M in Q2 2025.
294 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2025.

Based on Beaconlight Capital's 13F filing for Q4 2025, filed 17 Feb 2026.