Prelude Capital Management’s DoubleVerify DV Stock Holding History

Prelude Capital 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 Q1	$262K	Buy	27,623 +134	+0.5%	+$1.37K	0.02%	772
2025 Q4	$314K	Buy	+27,489	New	+$303K	0.02%	769
2025 Q2	–	Sell	-65,233	Closed	-$872K	–	1089
2025 Q1	$872K	Buy	65,233 +21,228	+48%	+$393K	0.07%	345
2024 Q4	$845K	Buy	44,005 +19,784	+82%	+$373K	0.05%	436
2024 Q3	$408K	Buy	+24,221	New	+$462K	0.02%	712
2023 Q1	–	Sell	-23,630	Closed	-$519K	–	1255
2022 Q4	$519K	Buy	23,630 +11,765	+99%	+$306K	0.03%	552
2022 Q3	$325K	Buy	+11,865	New	+$306K	0.01%	835
2021 Q3	–	Sell	-42,143	Closed	-$1.78M	–	1811
2021 Q2	$1.78M	Buy	+42,143	New	+$1.5M	0.05%	344

Other funds holding DV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return