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Clune & Associates’s DoubleVerify DV Stock Holding History

Clune & Associates’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
-42,617
Closed -$511K – 167
2025
Q3 		$511K Sell
42,617
-9,111
-18% -$135K 0.13% 110
2025
Q2 		$774K Sell
51,728
-3,046
-6% -$41.7K 0.21% 90
2025
Q1 		$732K Buy
54,774
+19,572
+56% +$362K 0.22% 87
2024
Q4 		$676K Buy
+35,202
New +$663K 0.22% 87

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 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 $386M AUM 2.37% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $552B AUM 44.19% 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 $5.91B AUM 53.97% 1-Year Est. Return

Clune & Associates's DV Position: Q4 2025 in Review

Clune & Associates sold out of DoubleVerify (DV) in Q4 2025, closing a stake of 42,617 shares — an estimated $511K sold.

Clune & Associates first reported a position in DV in Q4 2024 and held it in 4 quarters. The position peaked at $774K in Q2 2025. 294 funds tracked by Wall St. Rank hold DV as of Q4 2025.

  • Clune & Associates reported no remaining DoubleVerify position as of Q4 2025 after selling out during the quarter.
  • Clune & Associates sold 42,617 DoubleVerify shares in Q4 2025, an estimated $511K.
  • Clune & Associates first reported a position in DoubleVerify in Q4 2024 and held it in 4 quarters.
  • Clune & Associates's DoubleVerify position peaked at $774K in Q2 2025.
  • 294 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2025.

Based on Clune & Associates's 13F filing for Q4 2025, filed 9 Feb 2026.