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Principal Securities’s DoubleVerify DV Stock Holding History

Principal Securities’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
Q4 		– Sell
-10
Closed -$120 – 1915
2025
Q3 		$120 Hold
10
– – ﹤0.01% 3685
2025
Q2 		$150 Sell
10
-1,100
-99% -$15.1K ﹤0.01% 3621
2025
Q1 		$21.3K Hold
1,110
– – ﹤0.01% 2161
2024
Q4 		$21.3K Sell
1,110
-3,613
-76% -$68K ﹤0.01% 2157
2024
Q3 		$79.5K Sell
4,723
-3,663
-44% -$69.8K ﹤0.01% 1493
2024
Q2 		$163K Buy
8,386
+610
+8% +$14.7K ﹤0.01% 1125
2024
Q1 		$273K Buy
7,776
+3,210
+70% +$119K 0.01% 892
2023
Q4 		$168K Buy
+4,566
New +$142K 0.01% 990

Other funds holding DV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Principal Securities's DV Position: Q4 2025 in Review

Principal Securities sold out of DoubleVerify (DV) in Q4 2025, closing a stake of 10 shares — an estimated $120 sold.

Principal Securities first reported a position in DV in Q4 2023 and held it in 8 quarters. The position peaked at $273K in Q1 2024. 294 funds tracked by Wall St. Rank hold DV as of Q4 2025.

  • Principal Securities reported no remaining DoubleVerify position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 10 DoubleVerify shares in Q4 2025, an estimated $120.
  • Principal Securities first reported a position in DoubleVerify in Q4 2023 and held it in 8 quarters.
  • Principal Securities's DoubleVerify position peaked at $273K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.