Rise Advisors’s DoubleVerify DV Stock Holding History

Rise Advisors’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	–	Sell	-461	Closed	-$8.86K	–	1515
2024 Q4	$8.86K	Hold	461	–	–	﹤0.01%	1002
2024 Q3	$7.76K	Sell	461 -230	-33%	-$4.38K	﹤0.01%	1046
2024 Q2	$13.5K	Hold	691	–	–	0.01%	885
2024 Q1	$24.3K	Hold	691	–	–	0.01%	511
2023 Q4	$25.4K	Hold	691	–	–	0.02%	227
2023 Q3	$19.3K	Buy	+691	New	+$23.6K	0.02%	242

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

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

Rise Advisors's DV Position: Q1 2025 in Review

Rise Advisors sold out of DoubleVerify (DV) in Q1 2025, closing a stake of 461 shares — an estimated $8.86K sold.

Rise Advisors first reported a position in DV in Q3 2023 and held it in 6 quarters. The position peaked at $25.4K in Q4 2023. 293 funds tracked by Wall St. Rank hold DV as of Q1 2025.

Rise Advisors reported no remaining DoubleVerify position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 461 DoubleVerify shares in Q1 2025, an estimated $8.86K.
Rise Advisors first reported a position in DoubleVerify in Q3 2023 and held it in 6 quarters.
Rise Advisors's DoubleVerify position peaked at $25.4K in Q4 2023.
293 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.