Disciplined Growth Investors’s DoubleVerify DV Stock Holding History

Disciplined Growth Investors’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 Q2	$105M	Buy	9,689,140 +5,781,039	+148%	+$59.5M	1.78%	22
2026 Q1	$37.1M	Buy	3,908,101 +169,708	+5%	+$1.73M	0.76%	37
2025 Q4	$42.8M	Buy	3,738,393 +842,699	+29%	+$9.29M	0.82%	35
2025 Q3	$34.7M	Buy	2,895,694 +863,899	+43%	+$12.8M	0.63%	38
2025 Q2	$30.4M	Sell	2,031,795 -17,561	-0.9%	-$241K	0.58%	42
2025 Q1	$27.4M	Buy	2,049,356 +858,757	+72%	+$15.9M	0.57%	42
2024 Q4	$22.9M	Buy	1,190,599 +35,215	+3%	+$663K	0.43%	44
2024 Q3	$19.5M	Buy	+1,155,384	New	+$22M	0.37%	45

Other funds holding DV

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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Disciplined Growth Investors's DV Position: Q2 2026 in Review

Disciplined Growth Investors increased its DoubleVerify (DV) stake by 148% in Q2 2026, buying an estimated $59.5M and bringing the position to 9,689,140 shares worth $105M. The position accounts for 1.78% of the portfolio, ranked #22.

Disciplined Growth Investors first reported a position in DV in Q3 2024 and has held it in 8 quarters since. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

Disciplined Growth Investors held 9,689,140 shares of DoubleVerify worth $105M as of Q2 2026.
Disciplined Growth Investors bought 5,781,039 DoubleVerify shares in Q2 2026, an estimated $59.5M.
DoubleVerify made up 1.78% of Disciplined Growth Investors's portfolio in Q2 2026, its #22 holding.
Disciplined Growth Investors first reported a position in DoubleVerify in Q3 2024 and has held it in 8 quarters since.
317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Disciplined Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.