Punch & Associates Investment Management’s Viant Technology DSP Stock Holding History

Punch & Associates Investment Management’s Portfolio DSP Stock Details DSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19M	Buy	1,501,487 +154,324	+11%	+$1.74M	0.94%	33
2026 Q1	$15.1M	Buy	1,347,163 +190,248	+16%	+$2.1M	0.87%	39
2025 Q4	$13.9M	Sell	1,156,915 -42,575	-4%	-$425K	0.81%	44
2025 Q3	$10.4M	Buy	1,199,490 +44,357	+4%	+$506K	0.6%	66
2025 Q2	$15.3M	Buy	1,155,133 +165,362	+17%	+$2.26M	0.94%	36
2025 Q1	$12.3M	Buy	989,771 +267,326	+37%	+$4.9M	0.8%	48
2024 Q4	$13.7M	Buy	722,445 +46,023	+7%	+$719K	0.75%	47
2024 Q3	$7.49M	Buy	676,422 +316,422	+88%	+$3.37M	0.41%	104
2024 Q2	$3.55M	Buy	+360,000	New	+$3.36M	0.21%	131

Other funds holding DSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PCM

Potomac Capital Management New York $147M AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NIP

Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

Punch & Associates Investment Management's DSP Position: Q2 2026 in Review

Punch & Associates Investment Management increased its Viant Technology (DSP) stake by 11% in Q2 2026, buying an estimated $1.74M and bringing the position to 1,501,487 shares worth $19M. The position accounts for 0.94% of the portfolio, ranked #33.

Punch & Associates Investment Management first reported a position in DSP in Q2 2024 and has held it in 9 quarters since. 120 funds tracked by Wall St. Rank hold DSP as of Q2 2026.

Punch & Associates Investment Management held 1,501,487 shares of Viant Technology worth $19M as of Q2 2026.
Punch & Associates Investment Management bought 154,324 Viant Technology shares in Q2 2026, an estimated $1.74M.
Viant Technology made up 0.94% of Punch & Associates Investment Management's portfolio in Q2 2026, its #33 holding.
Punch & Associates Investment Management first reported a position in Viant Technology in Q2 2024 and has held it in 9 quarters since.
120 funds tracked by Wall St. Rank held Viant Technology as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.