Goodman Financial’s DoubleVerify DV Stock Holding History

Goodman Financial’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 Q3	–	Sell	-859,394	Closed	-$12.9M	–	70
2025 Q2	$12.9M	Buy	859,394 +57,582	+7%	+$789K	2.59%	21
2025 Q1	$10.7M	Buy	801,812 +114,705	+17%	+$2.12M	2.31%	27
2024 Q4	$13.2M	Buy	+687,107	New	+$12.9M	2.82%	20

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 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

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

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

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

Goodman Financial's DV Position: Q3 2025 in Review

Goodman Financial sold out of DoubleVerify (DV) in Q3 2025, closing a stake of 859,394 shares — an estimated $12.9M sold.

Goodman Financial first reported a position in DV in Q4 2024 and held it in 3 quarters. The position peaked at $13.2M in Q4 2024. 326 funds tracked by Wall St. Rank hold DV as of Q3 2025.

Goodman Financial reported no remaining DoubleVerify position as of Q3 2025 after selling out during the quarter.
Goodman Financial sold 859,394 DoubleVerify shares in Q3 2025, an estimated $12.9M.
Goodman Financial first reported a position in DoubleVerify in Q4 2024 and held it in 3 quarters.
Goodman Financial's DoubleVerify position peaked at $13.2M in Q4 2024.
326 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2025.

Based on Goodman Financial's 13F filing for Q3 2025, filed 10 Nov 2025.