Paloma Partners’s DoubleVerify DV Stock Holding History

Paloma 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
2024 Q4	–	Sell	-16,443	Closed	-$277K	–	506
2024 Q3	$277K	Sell	16,443 -10,578	-39%	-$202K	0.01%	836
2024 Q2	$526K	Buy	+27,021	New	+$653K	0.01%	724
2022 Q2	–	Sell	-15,887	Closed	-$400K	–	1271
2022 Q1	$400K	Buy	+15,887	New	+$413K	0.01%	936

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Paloma Partners's DV Position: Q4 2024 in Review

Paloma Partners sold out of DoubleVerify (DV) in Q4 2024, closing a stake of 16,443 shares — an estimated $277K sold.

Paloma Partners first reported a position in DV in Q1 2022 and held it in 3 quarters. The position peaked at $526K in Q2 2024. 318 funds tracked by Wall St. Rank hold DV as of Q4 2024.

Paloma Partners reported no remaining DoubleVerify position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 16,443 DoubleVerify shares in Q4 2024, an estimated $277K.
Paloma Partners first reported a position in DoubleVerify in Q1 2022 and held it in 3 quarters.
Paloma Partners's DoubleVerify position peaked at $526K in Q2 2024.
318 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.