TwinBeech Capital’s DoubleVerify DV Stock Holding History

TwinBeech 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
2026 Q1	$883K	Buy	+92,925	New	+$950K	0.09%	277
2025 Q4	–	Sell	-206,634	Closed	-$2.48M	–	661
2025 Q3	$2.48M	Buy	206,634 +145,440	+238%	+$2.16M	0.1%	209
2025 Q2	$916K	Sell	61,194 -222,450	-78%	-$3.05M	0.02%	421
2025 Q1	$3.79M	Buy	+283,644	New	+$5.25M	0.07%	294
2024 Q4	–	Sell	-462,609	Closed	-$7.79M	–	680
2024 Q3	$7.79M	Buy	+462,609	New	+$8.82M	0.15%	171
2023 Q4	–	Sell	-205,151	Closed	-$5.73M	–	710
2023 Q3	$5.73M	Buy	+205,151	New	+$7.01M	0.11%	238
2023 Q1	–	Sell	-159,411	Closed	-$3.5M	–	689
2022 Q4	$3.5M	Buy	+159,411	New	+$4.15M	0.07%	335

Other funds holding DV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

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

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return