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Caerus Investment Advisors’s DoubleVerify DV Stock Holding History

Caerus Investment Advisors’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
-11,383
Closed -$136K – 328
2025
Q3 		$136K Buy
+11,383
New +$169K 0.06% 267

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Caerus Investment Advisors's DV Position: Q4 2025 in Review

Caerus Investment Advisors sold out of DoubleVerify (DV) in Q4 2025, closing a stake of 11,383 shares — an estimated $136K sold.

Caerus Investment Advisors first reported a position in DV in Q3 2025 and held it in 1 quarter. The position peaked at $136K in Q3 2025. 294 funds tracked by Wall St. Rank hold DV as of Q4 2025.

  • Caerus Investment Advisors reported no remaining DoubleVerify position as of Q4 2025 after selling out during the quarter.
  • Caerus Investment Advisors sold 11,383 DoubleVerify shares in Q4 2025, an estimated $136K.
  • Caerus Investment Advisors first reported a position in DoubleVerify in Q3 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's DoubleVerify position peaked at $136K in Q3 2025.
  • 294 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.