Lindbrook Capital’s DoubleVerify DV Stock Holding History

Lindbrook Capital’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	$15.2K	Buy	1,135 +1,100	+3,143%	+$20.4K	﹤0.01%	1473
2024 Q4	$672	Sell	35 -328	-90%	-$6.18K	﹤0.01%	2556
2024 Q3	$6.11K	Sell	363 -24	-6%	-$458	﹤0.01%	1928
2024 Q2	$7.54K	Buy	387 +96	+33%	+$2.32K	﹤0.01%	1788
2024 Q1	$10.2K	Buy	291 +42	+17%	+$1.56K	﹤0.01%	1558
2023 Q4	$9.16K	Buy	249 +129	+108%	+$4.02K	﹤0.01%	1596
2023 Q3	$3.35K	Buy	120 +18	+18%	+$615	﹤0.01%	1937
2023 Q2	$3.97K	Hold	102	–	–	﹤0.01%	1902
2023 Q1	$3.08K	Hold	102	–	–	﹤0.01%	2062
2022 Q4	$2.24K	Buy	+102	New	+$2.66K	﹤0.01%	2184

Other funds holding DV

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 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 $83.3B AUM 31.19% 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 $1.66T AUM 25.57% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Lindbrook Capital's DV Position: Q1 2025 in Review

Lindbrook Capital increased its DoubleVerify (DV) stake by 3,143% in Q1 2025, buying an estimated $20.4K and bringing the position to 1,135 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Lindbrook Capital first reported a position in DV in Q4 2022 and has held it in 10 quarters since. 293 funds tracked by Wall St. Rank hold DV as of Q1 2025.

Lindbrook Capital held 1,135 shares of DoubleVerify worth $15.2K as of Q1 2025.
Lindbrook Capital bought 1,100 DoubleVerify shares in Q1 2025, an estimated $20.4K.
DoubleVerify made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1473 holding.
Lindbrook Capital first reported a position in DoubleVerify in Q4 2022 and has held it in 10 quarters since.
293 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.