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 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 $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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Growth Investors's DV Position: Q1 2026 in Review

Disciplined Growth Investors increased its DoubleVerify (DV) stake by 4.5% in Q1 2026, buying an estimated $1.73M and bringing the position to 3,908,101 shares worth $37.1M. The position accounts for 0.76% of the portfolio, ranked #37.

Disciplined Growth Investors first reported a position in DV in Q3 2024 and has held it in 7 quarters since. The position peaked at $42.8M in Q4 2025. 327 funds tracked by Wall St. Rank hold DV as of Q1 2026.

Disciplined Growth Investors held 3,908,101 shares of DoubleVerify worth $37.1M as of Q1 2026.
Disciplined Growth Investors bought 169,708 DoubleVerify shares in Q1 2026, an estimated $1.73M.
DoubleVerify made up 0.76% of Disciplined Growth Investors's portfolio in Q1 2026, its #37 holding.
Disciplined Growth Investors first reported a position in DoubleVerify in Q3 2024 and has held it in 7 quarters since.
Disciplined Growth Investors's DoubleVerify position peaked at $42.8M in Q4 2025.
327 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2026.

Based on Disciplined Growth Investors's 13F filing for Q1 2026, filed 15 May 2026.