Envestnet Asset Management
DV icon

Envestnet Asset Management’s DoubleVerify DV Stock Holding History

Envestnet Asset Management’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 		$2.8M Sell
258,033
-49,392
-16% -$508K ﹤0.01% 2907
2026
Q1 		$2.92M Buy
307,425
+32,454
+12% +$332K ﹤0.01% 2725
2025
Q4 		$3.15M Sell
274,971
-91,731
-25% -$1.01M ﹤0.01% 2508
2025
Q3 		$4.39M Buy
366,702
+48,983
+15% +$726K ﹤0.01% 2347
2025
Q2 		$4.76M Sell
317,719
-36,203
-10% -$496K ﹤0.01% 2227
2025
Q1 		$4.73M Sell
353,922
-321,353
-48% -$5.95M ﹤0.01% 2168
2024
Q4 		$13M Buy
675,275
+41,022
+6% +$773K ﹤0.01% 1473
2024
Q3 		$10.7M Sell
634,253
-320,268
-34% -$6.11M ﹤0.01% 1589
2024
Q2 		$18.6M Buy
954,521
+32,883
+4% +$794K 0.01% 1171
2024
Q1 		$32.4M Buy
921,638
+293,006
+47% +$10.9M 0.01% 852
2023
Q4 		$23.1M Buy
628,632
+435,860
+226% +$13.6M 0.01% 952
2023
Q3 		$5.39M Buy
192,772
+55,322
+40% +$1.89M ﹤0.01% 1738
2023
Q2 		$5.35M Sell
137,450
-19,712
-13% -$636K ﹤0.01% 1670
2023
Q1 		$4.21M Buy
157,162
+43,149
+38% +$1.13M ﹤0.01% 1736
2022
Q4 		$2.5M Buy
114,013
+3,974
+4% +$104K ﹤0.01% 2015
2022
Q3 		$3.01M Buy
110,039
+8,289
+8% +$214K ﹤0.01% 1830
2022
Q2 		$2.31M Buy
101,750
+47,131
+86% +$1.06M ﹤0.01% 2011
2022
Q1 		$1.38M Buy
54,619
+30,274
+124% +$788K ﹤0.01% 2425
2021
Q4 		$810K Buy
+24,345
New +$812K ﹤0.01% 2763
2021
Q3 		– Sell
-4,845
Closed -$205K – 3692
2021
Q2 		$205K Buy
+4,845
New +$173K ﹤0.01% 3477

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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

Envestnet Asset Management's DV Position: Q2 2026 in Review

Envestnet Asset Management reduced its DoubleVerify (DV) stake by 16% in Q2 2026, selling an estimated $508K and leaving 258,033 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

Envestnet Asset Management first reported a position in DV in Q2 2021 and has held it in 20 quarters since. The position peaked at $32.4M in Q1 2024. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Envestnet Asset Management held 258,033 shares of DoubleVerify worth $2.8M as of Q2 2026.
  • Envestnet Asset Management sold 49,392 DoubleVerify shares in Q2 2026, an estimated $508K.
  • DoubleVerify made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2907 holding.
  • Envestnet Asset Management first reported a position in DoubleVerify in Q2 2021 and has held it in 20 quarters since.
  • Envestnet Asset Management's DoubleVerify position peaked at $32.4M in Q1 2024.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.