Envestnet Portfolio Solutions’s DoubleVerify DV Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q1	–	Sell	-18,900	Closed	-$363K	–	1610
2024 Q4	$363K	Sell	18,900 -3,447	-15%	-$64.9K	﹤0.01%	1401
2024 Q3	$376K	Sell	22,347 -14,869	-40%	-$283K	﹤0.01%	1338
2024 Q2	$725K	Sell	37,216 -4,942	-12%	-$119K	﹤0.01%	980
2024 Q1	$1.48M	Buy	42,158 +13,579	+48%	+$505K	0.01%	723
2023 Q4	$1.05M	Buy	28,579 +18,134	+174%	+$565K	﹤0.01%	784
2023 Q3	$292K	Buy	+10,445	New	+$357K	﹤0.01%	1242

Other funds holding DV

PEP

Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Envestnet Portfolio Solutions's DV Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of DoubleVerify (DV) in Q1 2025, closing a stake of 18,900 shares — an estimated $363K sold.

Envestnet Portfolio Solutions first reported a position in DV in Q3 2023 and held it in 6 quarters. The position peaked at $1.48M in Q1 2024. 293 funds tracked by Wall St. Rank hold DV as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining DoubleVerify position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 18,900 DoubleVerify shares in Q1 2025, an estimated $363K.
Envestnet Portfolio Solutions first reported a position in DoubleVerify in Q3 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's DoubleVerify position peaked at $1.48M in Q1 2024.
293 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.