Covestor
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Covestor’s DoubleVerify DV Stock Holding History

Covestor’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
Q3 		$21K Buy
1,502
+802
+115% +$10.1K 0.01% 1094
2026
Q2 		$8K Buy
700
+35
+5% +$360 ﹤0.01% 1722
2026
Q1 		$6K Buy
665
+65
+11% +$664 ﹤0.01% 1722
2025
Q4 		$7K Buy
600
+16
+3% +$176 ﹤0.01% 1767
2025
Q3 		$7K Buy
584
+42
+8% +$623 ﹤0.01% 1795
2025
Q2 		$8K Sell
542
-6,749
-93% -$92.5K ﹤0.01% 1671
2025
Q1 		$97K Buy
7,291
+889
+14% +$16.5K 0.06% 510
2024
Q4 		$123K Sell
6,402
-241
-4% -$4.54K 0.08% 391
2024
Q3 		$112K Buy
6,643
+1,235
+23% +$23.5K 0.07% 462
2024
Q2 		$105K Buy
5,408
+2,388
+79% +$57.7K 0.07% 452
2024
Q1 		$106K Sell
3,020
-209
-6% -$7.78K 0.07% 504
2023
Q4 		$119K Sell
3,229
-1,499
-32% -$46.7K 0.08% 386
2023
Q3 		$132K Sell
4,728
-249
-5% -$8.51K 0.1% 277
2023
Q2 		$194K Sell
4,977
-1,594
-24% -$51.4K 0.15% 129
2023
Q1 		$198K Buy
6,571
+1,552
+31% +$40.7K 0.17% 109
2022
Q4 		$110K Buy
5,019
+5,006
+38,508% +$130K 0.09% 339
2022
Q3 		$0 Sell
13
-670
-98% -$17.3K ﹤0.01% 2112
2022
Q2 		$15K Buy
683
+370
+118% +$8.32K 0.01% 1054
2022
Q1 		$8K Buy
313
+138
+79% +$3.59K 0.01% 1381
2021
Q4 		$6K Buy
+175
New +$5.84K 0.01% 1216

Other funds holding DV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Covestor's DV Position: Q3 2026 in Review

Covestor increased its DoubleVerify (DV) stake by 115% in Q3 2026, buying an estimated $10.1K and bringing the position to 1,502 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #1094.

Covestor first reported a position in DV in Q4 2021 and has held it in 20 quarters since. The position peaked at $198K in Q1 2023. 135 funds tracked by Wall St. Rank hold DV as of Q3 2026.

  • Covestor held 1,502 shares of DoubleVerify worth $21K as of Q3 2026.
  • Covestor bought 802 DoubleVerify shares in Q3 2026, an estimated $10.1K.
  • DoubleVerify made up 0.01% of Covestor's portfolio in Q3 2026, its #1094 holding.
  • Covestor first reported a position in DoubleVerify in Q4 2021 and has held it in 20 quarters since.
  • Covestor's DoubleVerify position peaked at $198K in Q1 2023.
  • 135 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.