Capstone Investment Advisors
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Capstone Investment Advisors’s DoubleVerify DV Stock Holding History

Capstone 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
2026
Q1 		$405K Buy
+42,679
New +$436K ﹤0.01% 1237
2025
Q4 		– Sell
-27,578
Closed -$330K – 1714
2025
Q3 		$330K Buy
+27,578
New +$409K ﹤0.01% 1611
2024
Q4 		– Sell
-15,904
Closed -$268K – 1889
2024
Q3 		$268K Buy
+15,904
New +$303K ﹤0.01% 1458
2023
Q4 		– Sell
-110,000
Closed -$3.07M – 2173
2023
Q3 		$3.07M Buy
110,000
+101,141
+1,142% +$3.46M 0.01% 575
2023
Q2 		$345K Buy
+8,859
New +$286K ﹤0.01% 1322

Other funds holding DV

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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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return