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Root Financial Partners’s DoubleVerify DV Stock Holding History

Root Financial 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
2026
Q1 		$8.59K Buy
904
+892
+7,433% +$9.12K ﹤0.01% 1743
2025
Q4 		$137 Sell
12
-75
-86% -$827 ﹤0.01% 2313
2025
Q3 		$1.04K Buy
+87
New +$1.29K ﹤0.01% 2047

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Root Financial Partners's DV Position: Q1 2026 in Review

Root Financial Partners increased its DoubleVerify (DV) stake by 7,433% in Q1 2026, buying an estimated $9.12K and bringing the position to 904 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Root Financial Partners first reported a position in DV in Q3 2025 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold DV as of Q1 2026.

  • Root Financial Partners held 904 shares of DoubleVerify worth $8.59K as of Q1 2026.
  • Root Financial Partners bought 892 DoubleVerify shares in Q1 2026, an estimated $9.12K.
  • DoubleVerify made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1743 holding.
  • Root Financial Partners first reported a position in DoubleVerify in Q3 2025 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.