SummitTX Capital’s DoubleVerify DV Stock Holding History

SummitTX Capital’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	-10,400	Closed	-$125K	–	759
2025 Q3	$125K	Buy	+10,400	New	+$154K	0.01%	716
2025 Q2	–	Sell	-68,457	Closed	-$915K	–	810
2025 Q1	$915K	Buy	+68,457	New	+$1.27M	0.04%	424

Other funds holding DV

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

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

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

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

SummitTX Capital's DV Position: Q4 2025 in Review

SummitTX Capital sold out of DoubleVerify (DV) in Q4 2025, closing a stake of 10,400 shares — an estimated $125K sold.

SummitTX Capital first reported a position in DV in Q1 2025 and held it in 2 quarters. The position peaked at $915K in Q1 2025. 294 funds tracked by Wall St. Rank hold DV as of Q4 2025.

SummitTX Capital reported no remaining DoubleVerify position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 10,400 DoubleVerify shares in Q4 2025, an estimated $125K.
SummitTX Capital first reported a position in DoubleVerify in Q1 2025 and held it in 2 quarters.
SummitTX Capital's DoubleVerify position peaked at $915K in Q1 2025.
294 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.