Edgestream Partners’s DoubleVerify DV Stock Holding History

Edgestream Partners’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	$3.82M	Sell	352,786 -44,733	-11%	-$460K	0.11%	336
2026 Q1	$3.78M	Sell	397,519 -176,539	-31%	-$1.8M	0.12%	316
2025 Q4	$6.57M	Buy	574,058 +164,742	+40%	+$1.82M	0.18%	163
2025 Q3	$4.9M	Buy	409,316 +237,656	+138%	+$3.52M	0.14%	255
2025 Q2	$2.57M	Buy	171,660 +25,438	+17%	+$349K	0.07%	472
2025 Q1	$1.95M	Buy	146,222 +15,407	+12%	+$285K	0.07%	494
2024 Q4	$2.51M	Sell	130,815 -209,487	-62%	-$3.95M	0.11%	347
2024 Q3	$5.73M	Buy	340,302 +211,064	+163%	+$4.02M	0.25%	104
2024 Q2	$2.52M	Buy	+129,238	New	+$3.12M	0.12%	278
2023 Q4	–	Sell	-133,105	Closed	-$3.72M	–	886
2023 Q3	$3.72M	Buy	+133,105	New	+$4.55M	0.3%	49

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 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

Edgestream Partners's DV Position: Q2 2026 in Review

Edgestream Partners reduced its DoubleVerify (DV) stake by 11% in Q2 2026, selling an estimated $460K and leaving 352,786 shares worth $3.82M. The position accounts for 0.11% of the portfolio, ranked #336.

Edgestream Partners first reported a position in DV in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.57M in Q4 2025. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

Edgestream Partners held 352,786 shares of DoubleVerify worth $3.82M as of Q2 2026.
Edgestream Partners sold 44,733 DoubleVerify shares in Q2 2026, an estimated $460K.
DoubleVerify made up 0.11% of Edgestream Partners's portfolio in Q2 2026, its #336 holding.
Edgestream Partners first reported a position in DoubleVerify in Q3 2023 and has held it in 10 quarters since.
Edgestream Partners's DoubleVerify position peaked at $6.57M in Q4 2025.
317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.