BAM
DV icon

Burgundy Asset Management’s DoubleVerify DV Stock Holding History

Burgundy Asset Management’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
Q3 		$58.7M Sell
3,608,272
-16,604
-0.5% -$246K 0.55% 65
2025
Q2 		$54.3M Sell
3,624,876
-1,601,092
-31% -$21.9M 0.53% 67
2025
Q1 		$69.9M Buy
5,225,968
+319,055
+7% +$5.91M 0.72% 55
2024
Q4 		$94.3M Buy
4,906,913
+2,073,279
+73% +$39M 0.95% 45
2024
Q3 		$47.7M Buy
2,833,634
+55,048
+2% +$1.05M 0.47% 69
2024
Q2 		$54.1M Buy
+2,778,586
New +$67.1M 0.57% 65

Other funds holding DV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return