DoubleVerify Ownership 2024 | Who Owns DoubleVerify Now?
Institutional Ownership
101.04%
Insider Ownership
0.58%
Retail Ownership
-1.62%
Institutional Holders
322.00
DoubleVerify Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PROVIDENCE EQUITY PARTNERS L.L.C. | 15.32% | 47.20% | 26,290,908 | - | - | 511,883,979 | Jun 30, 2024 |
BLACKROCK INC. | 13.03% | 0.01% | 22,364,276 | 65,489 | 0.29% | 435,432,455 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.80% | 0.01% | 16,819,260 | 1,091,901 | 6.94% | 327,470,993 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.58% | 0.08% | 6,151,496 | 600,207 | 10.81% | 119,770,000 | Jun 30, 2024 |
STATE STREET CORP | 2.65% | 0.00% | 4,553,020 | 116,517 | 2.63% | 88,647,299,000 | Jun 30, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | 2.19% | 0.16% | 3,763,100 | 3,763,100 | 100.00% | 73,267,557 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 2.03% | 0.01% | 3,487,143 | -1,196,010 | -25.54% | 67,894,674 | Jun 30, 2024 |
CONGRESS ASSET MANAGEMENT CO /MA | 1.84% | 0.44% | 3,160,425 | -857,074 | -21.33% | 61,533,477 | Jun 30, 2024 |
RIVERBRIDGE PARTNERS LLC | 1.82% | 0.83% | 3,125,851 | 628,451 | 25.16% | 60,860,317 | Jun 30, 2024 |
JERICHO CAPITAL ASSET MANAGEMENT L.P. | 1.78% | 1.79% | 3,056,000 | 1,532,000 | 100.52% | 59,500,320 | Jun 30, 2024 |
VAN BERKOM & ASSOCIATES INC. | 1.78% | 1.77% | 3,046,200 | 626,586 | 25.90% | 59,310,000 | Jun 30, 2024 |
BURGUNDY ASSET MANAGEMENT LTD. | 1.62% | 0.57% | 2,778,586 | 2,778,586 | 100.00% | 54,099,069 | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | 1.59% | 0.08% | 2,722,926 | 2,722,926 | 100.00% | 53,015,369 | Jun 30, 2024 |
GENEVA CAPITAL MANAGEMENT LLC | 1.45% | 0.88% | 2,484,697 | -262,189 | -9.54% | 48,377,044 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.41% | 0.01% | 2,422,061 | 643,679 | 36.19% | 47,153,659 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.33% | 0.00% | 2,288,496 | 94,411 | 4.30% | 44,569,600 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 1.13% | 0.02% | 1,940,560 | -62,712 | -3.13% | 37,782,747,000 | Jun 30, 2024 |
FMR LLC | 1.11% | 0.00% | 1,903,758 | -786,223 | -29.23% | 37,066,172 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.10% | 0.14% | 1,893,714 | 1,893,714 | 100.00% | 36,870,612 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 1.09% | 0.01% | 1,871,385 | 190,000 | 11.30% | 36,435,866 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PROVIDENCE EQUITY PARTNERS L.L.C. | 15.32% | 47.20% | 26,290,908 | - | - | 511,883,979 | Jun 30, 2024 |
STADIUM CAPITAL MANAGEMENT LLC | 0.23% | 8.58% | 400,258 | 163,600 | 69.13% | 7,793,023 | Jun 30, 2024 |
CRESTWOOD CAPITAL MANAGEMENT, L.P. | 0.28% | 6.73% | 484,073 | 113,893 | 30.77% | 9,424,901 | Jun 30, 2024 |
LAURUS INVESTMENT COUNSEL INC. | 0.27% | 5.18% | 470,485 | - | - | 12,539,777 | Jun 30, 2024 |
REPERTOIRE PARTNERS LP | 0.04% | 2.21% | 60,000 | 60,000 | 100.00% | 1,168,200 | Jun 30, 2024 |
GAGNON ADVISORS, LLC | 0.08% | 2.01% | 135,410 | 67,705 | 100.00% | 2,636,433 | Jun 30, 2024 |
JSF FINANCIAL, LLC | 0.19% | 1.97% | 329,831 | 3,000 | 0.92% | 6,421,810 | Jun 30, 2024 |
JERICHO CAPITAL ASSET MANAGEMENT L.P. | 1.78% | 1.79% | 3,056,000 | 1,532,000 | 100.52% | 59,500,320 | Jun 30, 2024 |
VAN BERKOM & ASSOCIATES INC. | 1.78% | 1.77% | 3,046,200 | 626,586 | 25.90% | 59,310,000 | Jun 30, 2024 |
ASHFORD CAPITAL MANAGEMENT INC | 0.38% | 1.71% | 648,860 | 148,940 | 29.79% | 12,633,304 | Jun 30, 2024 |
LUMBARD & KELLNER, LLC | 0.10% | 1.50% | 163,569 | 163,569 | 100.00% | 3,184,688 | Jun 30, 2024 |
B. RILEY ASSET MANAGEMENT, LLC | 0.09% | 1.49% | 152,200 | 152,200 | 100.00% | 2,963,334 | Jun 30, 2024 |
ADVANTAGE ALPHA CAPITAL PARTNERS LP | 0.16% | 1.18% | 277,734 | 172,607 | 164.19% | 5,407,481 | Jun 30, 2024 |
PEREGRINE CAPITAL MANAGEMENT LLC | 1.05% | 1.02% | 1,799,786 | 527,982 | 41.51% | 35,041,833 | Jun 30, 2024 |
APERTURE INVESTORS, LLC | 0.20% | 1.00% | 350,381 | -168,133 | -32.43% | 6,821,918 | Jun 30, 2024 |
PIER CAPITAL, LLC | 0.18% | 0.90% | 310,098 | 59,099 | 23.55% | 6,037,608 | Jun 30, 2024 |
GENEVA CAPITAL MANAGEMENT LLC | 1.45% | 0.88% | 2,484,697 | -262,189 | -9.54% | 48,377,044 | Jun 30, 2024 |
GAGNON SECURITIES LLC | 0.11% | 0.86% | 196,590 | 110,572 | 128.55% | 3,827,607 | Jun 30, 2024 |
SCALAR GAUGE MANAGEMENT, LLC | 0.04% | 0.85% | 75,000 | 75,000 | 100.00% | 1,460,250 | Jun 30, 2024 |
RANGER INVESTMENT MANAGEMENT, L.P. | 0.36% | 0.83% | 625,989 | -158,127 | -20.17% | 12,188,006 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ASSENAGON ASSET MANAGEMENT S.A. | 2.19% | 0.16% | 3,763,100 | 3,763,100 | 100.00% | 73,267,557 | Jun 30, 2024 |
BURGUNDY ASSET MANAGEMENT LTD. | 1.62% | 0.57% | 2,778,586 | 2,778,586 | 100.00% | 54,099,069 | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | 1.59% | 0.08% | 2,722,926 | 2,722,926 | 100.00% | 53,015,369 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.10% | 0.14% | 1,893,714 | 1,893,714 | 100.00% | 36,870,612 | Jun 30, 2024 |
NORGES BANK | 1.02% | 0.01% | 1,743,446 | 1,743,446 | 100.00% | 33,944,894 | Jun 30, 2024 |
JERICHO CAPITAL ASSET MANAGEMENT L.P. | 1.78% | 1.79% | 3,056,000 | 1,532,000 | 100.52% | 59,500,320 | Jun 30, 2024 |
MAN GROUP PLC | 0.78% | 0.07% | 1,333,990 | 1,262,691 | 1770.98% | 25,972,785 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.80% | 0.01% | 16,819,260 | 1,091,901 | 6.94% | 327,470,993 | Jun 30, 2024 |
LONDON CO OF VIRGINIA | 0.55% | 0.10% | 935,894 | 935,894 | 100.00% | 18,221,857 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.71% | 0.01% | 1,217,145 | 772,244 | 173.58% | 23,697,813 | Jun 30, 2024 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 0.39% | 0.08% | 667,686 | 667,686 | 100.00% | 12,999,846 | Jun 30, 2024 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 0.38% | 0.01% | 647,955 | 647,955 | 100.00% | 12,615,684 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.41% | 0.01% | 2,422,061 | 643,679 | 36.19% | 47,153,659 | Jun 30, 2024 |
RIVERBRIDGE PARTNERS LLC | 1.82% | 0.83% | 3,125,851 | 628,451 | 25.16% | 60,860,317 | Jun 30, 2024 |
VAN BERKOM & ASSOCIATES INC. | 1.78% | 1.77% | 3,046,200 | 626,586 | 25.90% | 59,310,000 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.58% | 0.08% | 6,151,496 | 600,207 | 10.81% | 119,770,000 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.32% | 0.02% | 543,488 | 543,488 | 100.00% | 10,581,711 | Jun 30, 2024 |
PEREGRINE CAPITAL MANAGEMENT LLC | 1.05% | 1.02% | 1,799,786 | 527,982 | 41.51% | 35,041,833 | Jun 30, 2024 |
M&G PLC | 0.28% | 0.04% | 486,779 | 486,779 | 100.00% | 9,248,801 | Jun 30, 2024 |
MORGAN STANLEY | 0.88% | 0.00% | 1,511,128 | 420,878 | 38.60% | 29,421,702 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MACQUARIE GROUP LTD | 0.41% | 0.02% | 711,854 | -3,682,031 | -83.80% | 13,860,000 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.85% | 0.01% | 1,463,359 | -2,250,325 | -60.60% | 28,491,591 | Jun 30, 2024 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | - | - | - | -2,087,426 | -100.00% | - | Jun 30, 2024 |
CHICAGO CAPITAL, LLC | 0.01% | 0.01% | 24,586 | -1,885,631 | -98.71% | 478,689 | Jun 30, 2024 |
COOPER CREEK PARTNERS MANAGEMENT LLC | - | - | - | -1,468,579 | -100.00% | - | Jun 30, 2024 |
INVESCO LTD. | 0.44% | 0.00% | 755,081 | -1,337,837 | -63.92% | 14,701,427 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.24% | 0.00% | 405,263 | -1,329,633 | -76.64% | 7,890,470 | Jun 30, 2024 |
AMUNDI | 0.05% | 0.00% | 79,708 | -1,304,144 | -94.24% | 1,599,740 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | - | - | - | -1,209,250 | -100.00% | - | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 2.03% | 0.01% | 3,487,143 | -1,196,010 | -25.54% | 67,894,674 | Jun 30, 2024 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 0.00% | - | 104 | -1,055,422 | -99.99% | 2,025 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 0.82% | 0.00% | 1,411,871 | -1,052,546 | -42.71% | 27,489,129 | Jun 30, 2024 |
EVENTIDE ASSET MANAGEMENT, LLC | 0.76% | 0.44% | 1,309,820 | -1,036,190 | -44.17% | 25,502,195 | Jun 30, 2024 |
JENNISON ASSOCIATES LLC | - | - | - | -1,015,057 | -100.00% | - | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.18% | 0.00% | 315,044 | -949,044 | -75.08% | 6,133,907 | Jun 30, 2024 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | - | - | - | -900,000 | -100.00% | - | Jun 30, 2024 |
GRANAHAN INVESTMENT MANAGEMENT, LLC | 0.10% | 0.14% | 178,979 | -894,861 | -83.33% | 3,484,721 | Jun 30, 2024 |
FULLERTON FUND MANAGEMENT CO LTD. | 0.01% | 0.02% | 21,845 | -876,909 | -97.57% | 425,322 | Jun 30, 2024 |
CONGRESS ASSET MANAGEMENT CO /MA | 1.84% | 0.44% | 3,160,425 | -857,074 | -21.33% | 61,533,477 | Jun 30, 2024 |
FMR LLC | 1.11% | 0.00% | 1,903,758 | -786,223 | -29.23% | 37,066,172 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ASSENAGON ASSET MANAGEMENT S.A. | 2.19% | 0.16% | 3,763,100 | 3,763,100 | 100.00% | 73,267,557 | Jun 30, 2024 |
BURGUNDY ASSET MANAGEMENT LTD. | 1.62% | 0.57% | 2,778,586 | 2,778,586 | 100.00% | 54,099,069 | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | 1.59% | 0.08% | 2,722,926 | 2,722,926 | 100.00% | 53,015,369 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.10% | 0.14% | 1,893,714 | 1,893,714 | 100.00% | 36,870,612 | Jun 30, 2024 |
NORGES BANK | 1.02% | 0.01% | 1,743,446 | 1,743,446 | 100.00% | 33,944,894 | Jun 30, 2024 |
LONDON CO OF VIRGINIA | 0.55% | 0.10% | 935,894 | 935,894 | 100.00% | 18,221,857 | Jun 30, 2024 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 0.39% | 0.08% | 667,686 | 667,686 | 100.00% | 12,999,846 | Jun 30, 2024 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 0.38% | 0.01% | 647,955 | 647,955 | 100.00% | 12,615,684 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.32% | 0.02% | 543,488 | 543,488 | 100.00% | 10,581,711 | Jun 30, 2024 |
M&G PLC | 0.28% | 0.04% | 486,779 | 486,779 | 100.00% | 9,248,801 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.23% | 0.12% | 391,710 | 391,710 | 100.00% | 7,626,594 | Jun 30, 2024 |
DNCA FINANCE | 0.18% | 0.52% | 309,000 | 309,000 | 100.00% | 6,016,230 | Jun 30, 2024 |
CERITY PARTNERS LLC | 0.16% | 0.01% | 277,266 | 277,266 | 100.00% | 5,398,370 | Jun 30, 2024 |
LUMBARD & KELLNER, LLC | 0.10% | 1.50% | 163,569 | 163,569 | 100.00% | 3,184,688 | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | 0.09% | 0.02% | 161,100 | 161,100 | 100.00% | 3,136,617 | Jun 30, 2024 |
B. RILEY ASSET MANAGEMENT, LLC | 0.09% | 1.49% | 152,200 | 152,200 | 100.00% | 2,963,334 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.08% | 0.00% | 132,500 | 132,500 | 100.00% | 2,579,775 | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | 0.08% | 0.12% | 129,238 | 129,238 | 100.00% | 2,516,264 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.07% | 0.00% | 115,300 | 115,300 | 100.00% | 2,244,891 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.06% | 0.01% | 106,632 | 106,632 | 100.00% | 2,076,000 | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | 0.05% | 0.04% | 90,625 | 90,625 | 100.00% | 1,764,469 | Jun 30, 2024 |
LECAP ASSET MANAGEMENT LTD | 0.05% | 0.36% | 84,505 | 84,505 | 100.00% | 1,645,312 | Jun 30, 2024 |
TEZA CAPITAL MANAGEMENT LLC | 0.05% | 0.19% | 81,015 | 81,015 | 100.00% | 1,577,362 | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | 0.05% | 0.00% | 77,900 | 77,900 | 100.00% | 1,516,713 | Jun 30, 2024 |
SCALAR GAUGE MANAGEMENT, LLC | 0.04% | 0.85% | 75,000 | 75,000 | 100.00% | 1,460,250 | Jun 30, 2024 |
INTECH INVESTMENT MANAGEMENT LLC | 0.04% | 0.02% | 72,609 | 72,609 | 100.00% | 1,413,698 | Jun 30, 2024 |
JOHNSON INVESTMENT COUNSEL INC | 0.04% | 0.01% | 68,930 | 68,930 | 100.00% | 1,342,067 | Jun 30, 2024 |
GTS SECURITIES LLC | 0.04% | 0.00% | 64,700 | 64,700 | 100.00% | 1,259,709 | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | 0.04% | 0.00% | 63,357 | 63,357 | 100.00% | 1,233,560 | Jun 30, 2024 |
REPERTOIRE PARTNERS LP | 0.04% | 2.21% | 60,000 | 60,000 | 100.00% | 1,168,200 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.03% | 0.00% | 56,500 | 56,500 | 100.00% | 1,100,055 | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | 0.03% | 0.06% | 53,763 | 53,763 | 100.00% | 1,046,766 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.02% | 0.00% | 40,000 | 40,000 | 100.00% | 778,800 | Jun 30, 2024 |
NOMURA HOLDINGS INC | 0.02% | 0.00% | 39,800 | 39,800 | 100.00% | 774,906 | Jun 30, 2024 |
ENTROPY TECHNOLOGIES, LP | 0.02% | 0.08% | 39,603 | 39,603 | 100.00% | 771,070 | Jun 30, 2024 |
AVANTAX ADVISORY SERVICES, INC. | 0.02% | 0.01% | 35,843 | 35,843 | 100.00% | 697,866 | Jun 30, 2024 |
WOLVERINE TRADING, LLC | 0.02% | 0.00% | 31,176 | 31,176 | 100.00% | 606,997 | Jun 30, 2024 |
III CAPITAL MANAGEMENT | 0.02% | 0.03% | 29,294 | 29,294 | 100.00% | 570,354 | Jun 30, 2024 |
PALOMA PARTNERS MANAGEMENT CO | 0.02% | 0.01% | 27,021 | 27,021 | 100.00% | 526,099 | Jun 30, 2024 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.01% | 0.04% | 22,719 | 22,719 | 100.00% | 442,339 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.01% | 0.03% | 18,983 | 18,983 | 100.00% | 370,000 | Jun 30, 2024 |
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | 0.01% | 0.02% | 16,120 | 16,120 | 100.00% | 313,856 | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | 0.01% | 0.00% | 15,739 | 15,739 | 100.00% | 306,438 | Jun 30, 2024 |
SCIENTECH RESEARCH LLC | 0.01% | 0.06% | 15,159 | 15,159 | 100.00% | 295,146 | Jun 30, 2024 |
ATOM INVESTORS LP | 0.01% | 0.03% | 14,811 | 14,811 | 100.00% | 288,370 | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | 0.01% | 0.00% | 14,720 | 14,720 | 100.00% | 286,598,000 | Jun 30, 2024 |
IMC-CHICAGO, LLC | 0.01% | 0.00% | 14,195 | 14,195 | 100.00% | 276,377 | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.01% | 0.00% | 12,702 | 12,702 | 100.00% | 247,000 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.01% | 0.00% | 11,200 | 11,200 | 100.00% | 218,064 | Jun 30, 2024 |
CLARET ASSET MANAGEMENT CORP | 0.01% | 0.04% | 10,688 | 10,688 | 100.00% | 208,000 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.01% | 0.00% | 10,530 | 10,530 | 100.00% | 205,020 | Jun 30, 2024 |
SILVER LAKE ADVISORY, LLC | 0.01% | 0.03% | 10,368 | 10,368 | 100.00% | 201,865 | Jun 30, 2024 |
PRIVATE CAPITAL MANAGEMENT LLC | 0.01% | 0.04% | 10,368 | 10,368 | 100.00% | 201,865 | Jun 30, 2024 |
BRIDGES INVESTMENT MANAGEMENT INC | 0.01% | 0.00% | 10,243 | 10,243 | 100.00% | 199,431 | Jun 30, 2024 |
NVERSES CAPITAL, LLC | 0.00% | 0.10% | 8,400 | 8,400 | 100.00% | 163,547 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 8,037 | 8,037 | 100.00% | 156,480 | Jun 30, 2024 |
POINT72 (DIFC) LTD | 0.00% | 0.01% | 7,954 | 7,954 | 100.00% | 154,859 | Jun 30, 2024 |
CORECAP ADVISORS, LLC | 0.00% | 0.02% | 7,465 | 7,465 | 100.00% | 145,344 | Jun 30, 2024 |
CENTRAL PACIFIC BANK - TRUST DIVISION | 0.00% | 0.01% | 6,157 | 6,157 | 100.00% | 119,877 | Jun 30, 2024 |
QUARRY LP | 0.00% | 0.01% | 1,246 | 1,246 | 100.00% | 24,260 | Jun 30, 2024 |
IFP ADVISORS, INC | 0.00% | 0.00% | 708 | 708 | 100.00% | 13,785 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 400 | 400 | 100.00% | 7,788 | Jun 30, 2024 |
CREWE ADVISORS LLC | 0.00% | 0.00% | 140 | 140 | 100.00% | 2,726 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 109 | 109 | 100.00% | 2,122 | Jun 30, 2024 |
RONALD BLUE TRUST, INC. | - | - | 71 | 71 | 100.00% | 2,496 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 66 | 66 | 100.00% | 1,285 | Jun 30, 2024 |
ADVISORNET FINANCIAL, INC | - | 0.00% | 65 | 65 | 100.00% | 1,266 | Jun 30, 2024 |
JFS WEALTH ADVISORS, LLC | - | 0.00% | 39 | 39 | 100.00% | 760 | Jun 30, 2024 |
JONES FINANCIAL COMPANIES LLLP | - | - | 37 | 37 | 100.00% | 720 | Jun 30, 2024 |
BRUCE G. ALLEN INVESTMENTS, LLC | - | 0.00% | 33 | 33 | 100.00% | 643 | Jun 30, 2024 |
CVA FAMILY OFFICE, LLC | - | 0.00% | 28 | 28 | 100.00% | 545 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | - | - | 18 | 18 | 100.00% | 350 | Jun 30, 2024 |
SJS INVESTMENT CONSULTING INC. | - | - | 10 | 10 | 100.00% | 195 | Jun 30, 2024 |
MV CAPITAL MANAGEMENT, INC. | - | - | 8 | 8 | 100.00% | 156 | Jun 30, 2024 |
DINUZZO PRIVATE WEALTH, INC. | - | - | 6 | 6 | 100.00% | 117 | Jun 30, 2024 |
RAKUTEN SECURITIES, INC. | - | - | 5 | 5 | 100.00% | 97 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ZEVENBERGEN CAPITAL INVESTMENTS LLC | - | - | - | -2,087,426 | -100.00% | - | Jun 30, 2024 |
COOPER CREEK PARTNERS MANAGEMENT LLC | - | - | - | -1,468,579 | -100.00% | - | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | - | - | - | -1,209,250 | -100.00% | - | Jun 30, 2024 |
JENNISON ASSOCIATES LLC | - | - | - | -1,015,057 | -100.00% | - | Jun 30, 2024 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | - | - | - | -900,000 | -100.00% | - | Jun 30, 2024 |
GRANITE INVESTMENT PARTNERS, LLC | - | - | - | -750,715 | -100.00% | - | Jun 30, 2024 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | - | - | - | -600,000 | -100.00% | - | Jun 30, 2024 |
LORD, ABBETT & CO. LLC | - | - | - | -506,564 | -100.00% | - | Jun 30, 2024 |
FRED ALGER MANAGEMENT, LLC | - | - | - | -414,237 | -100.00% | - | Jun 30, 2024 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -268,000 | -100.00% | - | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | - | - | - | -250,000 | -100.00% | - | Jun 30, 2024 |
OSTERWEIS CAPITAL MANAGEMENT INC | - | - | - | -213,085 | -100.00% | - | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | - | - | - | -167,500 | -100.00% | - | Jun 30, 2024 |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | - | - | - | -161,249 | -100.00% | - | Jun 30, 2024 |
CONCENTRIC CAPITAL STRATEGIES, LP | - | - | - | -116,283 | -100.00% | - | Jun 30, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -110,811 | -100.00% | - | Jun 30, 2024 |
METAVASI CAPITAL LP | - | - | - | -110,000 | -100.00% | - | Jun 30, 2024 |
POLAR CAPITAL HOLDINGS PLC | - | - | - | -103,251 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE CAPITAL LLC | - | - | - | -92,520 | -100.00% | - | Jun 30, 2024 |
AMJ FINANCIAL WEALTH MANAGEMENT | - | - | - | -82,487 | -100.00% | - | Jun 30, 2024 |
ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -70,667 | -100.00% | - | Jun 30, 2024 |
NEXT CENTURY GROWTH INVESTORS LLC | - | - | - | -64,193 | -100.00% | - | Jun 30, 2024 |
INSIGHT WEALTH STRATEGIES, LLC | - | - | - | -61,883 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -53,300 | -100.00% | - | Jun 30, 2024 |
ROYCE & ASSOCIATES LP | - | - | - | -52,500 | -100.00% | - | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | - | - | - | -50,501 | -100.00% | - | Jun 30, 2024 |
NWI MANAGEMENT LP | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -49,779 | -100.00% | - | Jun 30, 2024 |
SILVANT CAPITAL MANAGEMENT LLC | - | - | - | -46,068 | -100.00% | - | Jun 30, 2024 |
MOODY NATIONAL BANK TRUST DIVISION | - | - | - | -43,851 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -43,000 | -100.00% | - | Jun 30, 2024 |
AZZAD ASSET MANAGEMENT INC /ADV | - | - | - | -41,282 | -100.00% | - | Jun 30, 2024 |
STRS OHIO | - | - | - | -39,646 | -100.00% | - | Jun 30, 2024 |
TCW GROUP INC | - | - | - | -39,061 | -100.00% | - | Jun 30, 2024 |
OVERSEA-CHINESE BANKING CORP LTD | - | - | - | -32,000 | -100.00% | - | Jun 30, 2024 |
INTRINSIC EDGE CAPITAL MANAGEMENT LLC | - | - | - | -31,724 | -100.00% | - | Jun 30, 2024 |
CALAMOS ADVISORS LLC | - | - | - | -31,480 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -28,871 | -100.00% | - | Jun 30, 2024 |
ALLIANCE WEALTH ADVISORS, LLC /UT | - | - | - | -22,589 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | - | - | - | -17,800 | -100.00% | - | Jun 30, 2024 |
JUNCTURE WEALTH STRATEGIES, LLC | - | - | - | -15,496 | -100.00% | - | Jun 30, 2024 |
BAKER TILLY WEALTH MANAGEMENT, LLC | - | - | - | -13,458 | -100.00% | - | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -13,263 | -100.00% | - | Jun 30, 2024 |
PORTSIDE WEALTH GROUP, LLC | - | - | - | -13,155 | -100.00% | - | Jun 30, 2024 |
ORION PORTFOLIO SOLUTIONS, LLC | - | - | - | -12,187 | -100.00% | - | Jun 30, 2024 |
PREMIER FUND MANAGERS LTD | - | - | - | -11,453 | -100.00% | - | Jun 30, 2024 |
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -10,700 | -100.00% | - | Jun 30, 2024 |
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | - | - | - | -10,610 | -100.00% | - | Jun 30, 2024 |
FDX ADVISORS, INC. | - | - | - | -10,043 | -100.00% | - | Jun 30, 2024 |
ATRIA WEALTH SOLUTIONS, INC. | - | - | - | -9,610 | -100.00% | - | Jun 30, 2024 |
DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -9,544 | -100.00% | - | Jun 30, 2024 |
BBR PARTNERS, LLC | - | - | - | -8,916 | -100.00% | - | Jun 30, 2024 |
YORKTOWN MANAGEMENT & RESEARCH CO INC | - | - | - | -8,900 | -100.00% | - | Jun 30, 2024 |
CONNECTICUT WEALTH MANAGEMENT, LLC | - | - | - | -8,841 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -8,810 | -100.00% | - | Jun 30, 2024 |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | - | - | - | -8,797 | -100.00% | - | Jun 30, 2024 |
COVENANT PARTNERS, LLC | - | - | - | -8,746 | -100.00% | - | Jun 30, 2024 |
CANANDAIGUA NATIONAL BANK & TRUST CO | - | - | - | -8,560 | -100.00% | - | Jun 30, 2024 |
WEST TOWER GROUP, LLC | - | - | - | -8,500 | -100.00% | - | Jun 30, 2024 |
LEGACY WEALTH ASSET MANAGEMENT, LLC | - | - | - | -8,386 | -100.00% | - | Jun 30, 2024 |
WEDBUSH SECURITIES INC | - | - | - | -8,363 | -100.00% | - | Jun 30, 2024 |
UTAH RETIREMENT SYSTEMS | - | - | - | -7,800 | -100.00% | - | Jun 30, 2024 |
BRIDGEFRONT CAPITAL, LLC | - | - | - | -7,772 | -100.00% | - | Jun 30, 2024 |
NICOLET ADVISORY SERVICES, LLC | - | - | - | -7,749 | -100.00% | - | Jun 30, 2024 |
SHAY CAPITAL LLC | - | - | - | -7,500 | -100.00% | - | Jun 30, 2024 |
SHEAFF BROCK INVESTMENT ADVISORS, LLC | - | - | - | -7,122 | -100.00% | - | Jun 30, 2024 |
WEDMONT PRIVATE CAPITAL | - | - | - | -6,925 | -100.00% | - | Jun 30, 2024 |
TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -6,410 | -100.00% | - | Jun 30, 2024 |
SHELTON CAPITAL MANAGEMENT | - | - | - | -6,144 | -100.00% | - | Jun 30, 2024 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | - | - | - | -5,351 | -100.00% | - | Jun 30, 2024 |
YHB INVESTMENT ADVISORS, INC. | - | - | - | -5,109 | -100.00% | - | Jun 30, 2024 |
NISA INVESTMENT ADVISORS, LLC | - | - | - | -2,055 | -100.00% | - | Jun 30, 2024 |
RIVERPARK ADVISORS, LLC | - | - | - | -1,529 | -100.00% | - | Jun 30, 2024 |
WHITTIER TRUST CO | - | - | - | -791 | -100.00% | - | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | - | - | - | -464 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -338 | -100.00% | - | Jun 30, 2024 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | - | - | - | -279 | -100.00% | - | Jun 30, 2024 |
SYSTM WEALTH SOLUTIONS LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
FINTRUST CAPITAL ADVISORS, LLC | - | - | - | -158 | -100.00% | - | Jun 30, 2024 |
GLOBAL RETIREMENT PARTNERS, LLC | - | - | - | -130 | -100.00% | - | Jun 30, 2024 |
J.SAFRA ASSET MANAGEMENT CORP | - | - | - | -128 | -100.00% | - | Jun 30, 2024 |
BESSEMER GROUP INC | - | - | - | -101 | -100.00% | - | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -84 | -100.00% | - | Jun 30, 2024 |
MCF ADVISORS LLC | - | - | - | -72 | -100.00% | - | Jun 30, 2024 |
PRIVATE TRUST CO NA | - | - | - | -62 | -100.00% | - | Jun 30, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -60 | -100.00% | - | Jun 30, 2024 |
FIRST PREMIER BANK | - | - | - | -51 | -100.00% | - | Jun 30, 2024 |
BOKF, NA | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
DoubleVerify Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
AGF Investments Trust | 1.25% | -23,644 | 11,066 | -31.88% | Mar 31, 2024 |
LORD ABBETT DEVELOPING GROWTH FUND, INC. | 1.11% | 1,029,425 | 437,519 | 73.92% | Jan 31, 2024 |
RANGER FUNDS INVESTMENT TRUST | 0.87% | 20,032 | 4,322 | 27.51% | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.66% | 387,047 | 95,680 | 32.84% | Mar 31, 2024 |
BNY MELLON VARIABLE INVESTMENT FUND | 0.55% | 133,529 | -19,585 | -12.79% | Mar 31, 2024 |
Brown Capital Management Mutual Funds | 0.54% | 1,609,349 | 1,114,816 | 225.43% | Dec 31, 2023 |
T. Rowe Price Small-Cap Stock Fund, Inc. | 0.52% | 1,880,460 | -136,400 | -6.76% | Mar 31, 2024 |
HARTFORD HLS SERIES FUND II INC | 0.44% | 107,152 | 12,064 | 12.69% | Dec 31, 2023 |
LORD ABBETT SECURITIES TRUST | 0.36% | 1,722,521 | - | - | Jan 31, 2024 |
WANGER ADVISORS TRUST | 0.36% | 197,259 | 38,309 | 24.10% | Mar 31, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.36% | 421,046 | -59,442 | -12.37% | Mar 28, 2024 |
COLUMBIA ACORN TRUST | 0.32% | 1,038,759 | 193,138 | 22.84% | Mar 31, 2024 |
NEW ECONOMY FUND | 0.31% | 1,414,785 | -1,489 | -0.11% | Feb 29, 2024 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.31% | 979,551 | 24,900 | 2.61% | Mar 31, 2024 |
T. Rowe Price Communications & Technology Fund, Inc. | 0.26% | 219,383 | - | - | Mar 31, 2024 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.20% | 70,475 | - | - | Mar 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.17% | 756,590 | 38,180 | 5.31% | Feb 29, 2024 |
Neuberger Berman Next Generation Connectivity Fund Inc. | 0.17% | 322,055 | - | - | Jan 31, 2024 |
BUFFALO FUNDS | 0.16% | 1,082,663 | -162,940 | -13.08% | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.16% | 81,402 | - | - | Mar 31, 2024 |
PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.15% | 646,932 | -195,881 | -23.24% | Mar 28, 2024 |
BNY MELLON INDEX FUNDS, INC. | 0.13% | 141,125 | -4,026 | -2.77% | Jan 31, 2024 |
Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.13% | 15,187 | - | - | Mar 31, 2024 |
RENAISSANCE CAPITAL GREENWICH FUNDS | 0.12% | 92,520 | 4,706 | 5.36% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.12% | 468,661 | -195,978 | -29.49% | Jan 31, 2024 |
LORD ABBETT RESEARCH FUND INC | 0.11% | 108,025 | -90,269 | -45.52% | Feb 29, 2024 |
T. Rowe Price Small-Cap Value Fund, Inc. | 0.11% | 851,195 | -900 | -0.11% | Mar 31, 2024 |
ALLSPRING VARIABLE TRUST | 0.10% | 64,500 | 8,300 | 14.77% | Mar 31, 2024 |
VIRTUS EQUITY TRUST | 0.10% | 792,175 | -22,699 | -2.79% | Mar 28, 2024 |
AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.09% | 900,272 | 216,267 | 31.62% | Jan 31, 2024 |
T. Rowe Price Equity Funds, Inc. | 0.08% | 878,606 | -44,100 | -4.78% | Mar 31, 2024 |
SMALLCAP WORLD FUND INC | 0.07% | 4,597,133 | -41,830 | -0.90% | Mar 31, 2024 |
Federated Hermes Equity Funds | 0.06% | 1,100,000 | 800,000 | 266.67% | Jan 31, 2024 |
PRUDENTIAL JENNISON BLEND FUND, INC. | 0.05% | 33,528 | 33,528 | - | Feb 29, 2024 |
MFS SERIES TRUST I | 0.05% | 1,038,971 | -174,019 | -14.35% | Feb 29, 2024 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.04% | 1,847,169 | -704,341 | -27.60% | Feb 29, 2024 |
PROFESSIONALLY MANAGED PORTFOLIOS | 0.03% | 181,880 | - | - | Feb 29, 2024 |
FIDELITY DESTINY PORTFOLIOS | 0.03% | 64,200 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.03% | 11,797,458 | -1,985,700 | -14.41% | Mar 31, 2024 |
SYNTAX ETF TRUST | 0.02% | 677 | 89 | 15.14% | Mar 31, 2024 |
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.02% | 150,000 | - | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.02% | 169,756 | -10,100 | -5.62% | Mar 31, 2024 |
T. Rowe Price Tax-Efficient Funds, Inc. | 0.02% | 1,900 | - | - | Feb 29, 2024 |
Calvert Responsible Index Series, Inc. | 0.02% | 29,521 | 29,521 | - | Mar 31, 2024 |
AZZAD FUNDS | 0.02% | 41,265 | - | - | Mar 31, 2024 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.02% | 545,163 | -37,932 | -6.51% | Mar 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.02% | 37,290 | -10,360 | -21.74% | Feb 29, 2024 |
NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.02% | 206,988 | - | - | Jan 31, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.02% | 175,000 | 200,934 | -774.79% | Mar 31, 2024 |
Nushares ETF Trust | 0.01% | 106,745 | -3,509 | -3.18% | Jan 31, 2024 |
DRIEHAUS MUTUAL FUNDS | 0.01% | 127,215 | - | - | Mar 28, 2024 |
Ivy Variable Insurance Portfolios | 0.01% | 309,882 | -8,682 | -2.73% | Mar 28, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 3,008 | - | - | Mar 31, 2024 |
VIRTUS ASSET TRUST | 0.01% | 355,500 | - | - | Mar 28, 2024 |
MFS VARIABLE INSURANCE TRUST | 0.01% | 397,753 | 43,215 | 12.19% | Mar 31, 2024 |
UBS FUNDS | 0.01% | 55,092 | 9,971 | 22.10% | Mar 31, 2024 |
John Hancock Exchange-Traded Fund Trust | 0.01% | 65,380 | -346 | -0.53% | Jan 31, 2024 |
Virtus Investment Trust | 0.01% | 356,068 | -30,000 | -7.77% | Mar 28, 2024 |
DEUTSCHE DWS INVESTMENT TRUST | 0.01% | 29,500 | 29,500 | - | Jan 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.01% | 7,500 | 7,500 | - | Mar 31, 2024 |
Securian Funds Trust | 0.01% | 88,051 | 640 | 0.73% | Mar 31, 2024 |
FIDELITY COVINGTON TRUST | 0.01% | 149,998 | 9,230 | 6.56% | Jan 31, 2024 |
ARCHER INVESTMENT SERIES TRUST | 0.01% | 2,360 | 2,360 | - | Feb 29, 2024 |
IVY FUNDS | 0.01% | 2,573,808 | -91,845 | -3.45% | Mar 28, 2024 |
FIDELITY SECURITIES FUND | 0.01% | 679,767 | 21,300 | 3.23% | Jan 31, 2024 |
FIDELITY MT VERNON STREET TRUST | 0.01% | 208,822 | - | - | Feb 29, 2024 |
ROYCE FUND | 0.01% | 45,000 | 8,000 | 21.62% | Mar 31, 2024 |
HARTFORD SERIES FUND INC | 0.01% | 275,047 | 82,805 | 43.07% | Mar 31, 2024 |
FIDELITY ADVISOR SERIES I | 0.01% | 1,187,185 | -8,700 | -0.73% | Feb 29, 2024 |
Trust for Advised Portfolios | 0.01% | 125,100 | 2,368 | 1.93% | Dec 31, 2023 |
FIDELITY CONCORD STREET TRUST | 0.01% | 1,231,810 | 64,370 | 5.51% | Feb 29, 2024 |
MML SERIES INVESTMENT FUND | 0.01% | 55,279 | - | - | Dec 31, 2023 |
VANGUARD WORLD FUND | 0.01% | 1,417,389 | 99,551 | 7.55% | Feb 29, 2024 |
T. Rowe Price Spectrum Funds II, Inc. | 0.01% | 80,955 | -10,328 | -11.31% | Feb 29, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.01% | 729,192 | 135,539 | 22.83% | Jan 31, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.01% | 1,121,264 | -22,133 | -1.94% | Mar 31, 2024 |
AdvisorShares Trust | 0.00% | 18,410 | - | - | Mar 28, 2024 |
FEDERATED HERMES INSURANCE SERIES | 0.00% | 20,500 | 10,429 | 103.55% | Mar 31, 2024 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 1,054,274 | 28,412 | 2.77% | Feb 29, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.00% | 40,335 | -61,464 | -60.38% | Feb 29, 2024 |
DELAWARE VIP TRUST | 0.00% | 14,262 | -350 | -2.40% | Mar 28, 2024 |
SHELTON FUNDS | 0.00% | 6,491 | 3,291 | 102.84% | Feb 29, 2024 |
FORUM FUNDS | 0.00% | 8,800 | - | - | Jan 31, 2024 |
ALPS ETF Trust | 0.00% | 46,301 | 398 | 0.87% | Feb 29, 2024 |
Goldman Sachs ETF Trust II | 0.00% | 3,835 | 9 | 0.24% | Feb 29, 2024 |
Destra Investment Trust | 0.00% | 5,945 | -245 | -3.96% | Mar 31, 2024 |
STEWARD FUNDS, INC. | 0.00% | 7,169 | 736 | 11.44% | Jan 31, 2024 |
BNY MELLON FUNDS TRUST | 0.00% | 212,874 | 212,874 | - | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 27,639 | - | - | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 84,780 | -6,582 | -7.20% | Mar 31, 2024 |
ALLSPRING MASTER TRUST | 0.00% | 170,339 | -5,566 | -3.16% | Feb 29, 2024 |
Lattice Strategies Trust | 0.00% | 3,951 | -5,569 | -58.50% | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 204,386 | 50,721 | 33.01% | Jan 31, 2024 |
MANNING & NAPIER FUND, INC. | 0.00% | 109,953 | - | - | Jan 31, 2024 |
AMERICAN CENTURY WORLD MUTUAL FUNDS INC | 0.00% | 25,232 | 3,746 | 17.43% | Feb 29, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 89,930 | 12,551 | 16.22% | Jan 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 68,440 | 4,949 | 7.79% | Mar 31, 2024 |
PENN SERIES FUNDS INC | 0.00% | 61,850 | -3,923 | -5.96% | Mar 28, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 1,120,293 | 44,258 | 4.11% | Feb 29, 2024 |
GUINNESS ATKINSON FUNDS | 0.00% | 912 | -304 | -25.00% | Mar 31, 2024 |
DoubleVerify Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 322 | -5.57% |
31 Mar, 24 | 341 | 11.80% |
31 Dec, 23 | 305 | 11.31% |
30 Sep, 23 | 274 | 6.61% |
30 Jun, 23 | 257 | 14.73% |
31 Mar, 23 | 224 | 14.87% |
31 Dec, 22 | 195 | 13.37% |
30 Sep, 22 | 172 | 26.47% |
30 Jun, 22 | 136 | 12.40% |
31 Mar, 22 | 121 | -9.70% |
31 Dec, 21 | 134 | 55.81% |
30 Sep, 21 | 86 | -6.52% |
30 Jun, 21 | 92 | 9100.00% |
31 Mar, 21 | 1 | - |
31 Dec, 20 | 1 | - |
30 Sep, 20 | 1 | - |
30 Jun, 20 | 1 | - |
31 Mar, 20 | 1 | - |
31 Dec, 19 | 1 | - |
30 Sep, 19 | 1 | - |
30 Jun, 19 | 1 | - |
31 Mar, 19 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 173,415,848 | -1.64% |
31 Mar, 24 | 176,310,880 | 4.25% |
31 Dec, 23 | 169,130,614 | 4.20% |
30 Sep, 23 | 162,310,298 | -0.85% |
30 Jun, 23 | 163,708,954 | 3.55% |
31 Mar, 23 | 158,092,740 | 4.38% |
31 Dec, 22 | 151,463,417 | 1.62% |
30 Sep, 22 | 149,049,092 | 4.52% |
30 Jun, 22 | 142,606,373 | 3.81% |
31 Mar, 22 | 137,372,861 | -0.75% |
31 Dec, 21 | 138,417,654 | 7.44% |
30 Sep, 21 | 128,832,217 | 0.16% |
30 Jun, 21 | 128,623,682 | 29912384.19% |
31 Mar, 21 | 430 | - |
31 Dec, 20 | 430 | - |
30 Sep, 20 | 430 | - |
30 Jun, 20 | 430 | - |
31 Mar, 20 | 430 | - |
31 Dec, 19 | 430 | - |
30 Sep, 19 | 430 | - |
30 Jun, 19 | 430 | - |
31 Mar, 19 | 430 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 101.04% | 0.95% |
31 Mar, 24 | 102.92% | 1.01% |
31 Dec, 23 | 100.79% | 1.09% |
30 Sep, 23 | 96.27% | 1.00% |
30 Jun, 23 | 98.30% | 1.08% |
31 Mar, 23 | 95.45% | 1.12% |
31 Dec, 22 | 92.42% | 1.12% |
30 Sep, 22 | 90.72% | 1.19% |
30 Jun, 22 | 87.16% | 1.22% |
31 Mar, 22 | 84.48% | 1.16% |
31 Dec, 21 | 85.29% | 1.28% |
30 Sep, 21 | 81.52% | 1.10% |
30 Jun, 21 | 85.98% | 103573352200.00% |
31 Mar, 21 | 0.00% | 333200.00% |
31 Dec, 20 | 0.00% | 333333.33% |
30 Sep, 20 | 0.00% | 333333.33% |
30 Jun, 20 | 0.00% | 333333.33% |
31 Mar, 20 | 0.00% | 336233.33% |
31 Dec, 19 | 0.00% | 301266.67% |
30 Sep, 19 | 0.00% | 333333.33% |
30 Jun, 19 | 0.00% | 365666.67% |
31 Mar, 19 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 184 | -11.54% |
31 Mar, 24 | 208 | -3.70% |
31 Dec, 23 | 216 | 25.58% |
30 Sep, 23 | 172 | 8.18% |
30 Jun, 23 | 159 | -3.05% |
31 Mar, 23 | 164 | 23.31% |
31 Dec, 22 | 133 | 9.92% |
30 Sep, 22 | 121 | 23.47% |
30 Jun, 22 | 98 | 13.95% |
31 Mar, 22 | 86 | -18.10% |
31 Dec, 21 | 105 | 123.40% |
30 Sep, 21 | 47 | -47.78% |
30 Jun, 21 | 90 | - |
31 Mar, 21 | - | - |
31 Dec, 20 | - | - |
30 Sep, 20 | - | - |
30 Jun, 20 | - | - |
31 Mar, 20 | - | - |
31 Dec, 19 | - | - |
30 Sep, 19 | - | - |
30 Jun, 19 | - | -100.00% |
31 Mar, 19 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 99 | 6.45% |
31 Mar, 24 | 93 | 78.85% |
31 Dec, 23 | 52 | -24.64% |
30 Sep, 23 | 69 | - |
30 Jun, 23 | 69 | 56.82% |
31 Mar, 23 | 44 | -12.00% |
31 Dec, 22 | 50 | 42.86% |
30 Sep, 22 | 35 | 12.90% |
30 Jun, 22 | 31 | 10.71% |
31 Mar, 22 | 28 | 40.00% |
31 Dec, 21 | 20 | -25.93% |
30 Sep, 21 | 27 | - |
30 Jun, 21 | - | - |
31 Mar, 21 | - | - |
31 Dec, 20 | - | - |
30 Sep, 20 | - | - |
30 Jun, 20 | - | - |
31 Mar, 20 | - | - |
31 Dec, 19 | - | - |
30 Sep, 19 | - | - |
30 Jun, 19 | - | - |
31 Mar, 19 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 322 | -5.57% | 173,415,848 | -1.64% | 101.04% | 0.95% | 184 | -11.54% | 99 | 6.45% |
31 Mar, 24 | 341 | 11.80% | 176,310,880 | 4.25% | 102.92% | 1.01% | 208 | -3.70% | 93 | 78.85% |
31 Dec, 23 | 305 | 11.31% | 169,130,614 | 4.20% | 100.79% | 1.09% | 216 | 25.58% | 52 | -24.64% |
30 Sep, 23 | 274 | 6.61% | 162,310,298 | -0.85% | 96.27% | 1.00% | 172 | 8.18% | 69 | - |
30 Jun, 23 | 257 | 14.73% | 163,708,954 | 3.55% | 98.30% | 1.08% | 159 | -3.05% | 69 | 56.82% |
31 Mar, 23 | 224 | 14.87% | 158,092,740 | 4.38% | 95.45% | 1.12% | 164 | 23.31% | 44 | -12.00% |
31 Dec, 22 | 195 | 13.37% | 151,463,417 | 1.62% | 92.42% | 1.12% | 133 | 9.92% | 50 | 42.86% |
30 Sep, 22 | 172 | 26.47% | 149,049,092 | 4.52% | 90.72% | 1.19% | 121 | 23.47% | 35 | 12.90% |
30 Jun, 22 | 136 | 12.40% | 142,606,373 | 3.81% | 87.16% | 1.22% | 98 | 13.95% | 31 | 10.71% |
31 Mar, 22 | 121 | -9.70% | 137,372,861 | -0.75% | 84.48% | 1.16% | 86 | -18.10% | 28 | 40.00% |
31 Dec, 21 | 134 | 55.81% | 138,417,654 | 7.44% | 85.29% | 1.28% | 105 | 123.40% | 20 | -25.93% |
30 Sep, 21 | 86 | -6.52% | 128,832,217 | 0.16% | 81.52% | 1.10% | 47 | -47.78% | 27 | - |
30 Jun, 21 | 92 | 9100.00% | 128,623,682 | 29912384.19% | 85.98% | 103573352200.00% | 90 | - | - | - |
31 Mar, 21 | 1 | - | 430 | - | 0.00% | 333200.00% | - | - | - | - |
31 Dec, 20 | 1 | - | 430 | - | 0.00% | 333333.33% | - | - | - | - |
30 Sep, 20 | 1 | - | 430 | - | 0.00% | 333333.33% | - | - | - | - |
30 Jun, 20 | 1 | - | 430 | - | 0.00% | 333333.33% | - | - | - | - |
31 Mar, 20 | 1 | - | 430 | - | 0.00% | 336233.33% | - | - | - | - |
31 Dec, 19 | 1 | - | 430 | - | 0.00% | 301266.67% | - | - | - | - |
30 Sep, 19 | 1 | - | 430 | - | 0.00% | 333333.33% | - | - | - | - |
30 Jun, 19 | 1 | - | 430 | - | 0.00% | 365666.67% | - | -100.00% | - | - |
31 Mar, 19 | 1 | - | 430 | - | 0.00% | - | 1 | - | - | - |
DoubleVerify Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
DoubleVerify Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 4 | 14 | 28.57% |
Q2 2024 | 35 | 60 | 58.33% |
Q1 2024 | 20 | 48 | 41.67% |
Q4 2023 | 31 | 80 | 38.75% |
Q3 2023 | 26 | 73 | 35.62% |
Q2 2023 | 29 | 50 | 58.00% |
Q1 2023 | 19 | 62 | 30.65% |
Q4 2022 | 32 | 67 | 47.76% |
Q3 2022 | 12 | 43 | 27.91% |
Q2 2022 | 14 | 29 | 48.28% |
Q1 2022 | 7 | 37 | 18.92% |
Q4 2021 | 25 | 27 | 92.59% |
Q3 2021 | 2 | 4 | 50.00% |
Q2 2021 | 12 | 23 | 52.17% |
Q2 2017 | - | 3 | - |
Q1 2017 | 4 | 8 | 50.00% |
Q4 2016 | 3 | 69 | 4.35% |
Q3 2016 | 55 | 102 | 53.92% |
Q2 2016 | 3 | 3 | 100.00% |
Q1 2016 | - | 9 | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 6 | - |
Q2 2024 | 2 | 16 | 12.50% |
Q1 2024 | - | 13 | - |
Q4 2023 | 1 | 37 | 2.70% |
Q3 2023 | 1 | 31 | 3.23% |
Q2 2023 | - | 13 | - |
Q1 2023 | - | 29 | - |
Q4 2022 | - | 31 | - |
Q3 2022 | - | 20 | - |
Q2 2022 | - | 6 | - |
Q1 2022 | 1 | 19 | 5.26% |
Q4 2021 | 1 | 12 | 8.33% |
Q3 2021 | - | - | - |
Q2 2021 | - | 2 | - |
Q2 2017 | - | 1 | - |
Q1 2017 | 2 | 4 | 50.00% |
Q4 2016 | - | 64 | - |
Q3 2016 | 1 | 35 | 2.86% |
Q2 2016 | - | - | - |
Q1 2016 | - | 3 | - |
DoubleVerify Peer Ownership
Ticker | Company |
---|---|
CWAN | Clearwater Analytics Holdings, Inc. |
PCTY | Paylocity Holding Corporation |
SMAR | Smartsheet Inc. |
GWRE | Guidewire Software, Inc. |
LAW | CS Disco, Inc. |
CDNS | Cadence Design Systems, Inc. |
HUBS | HubSpot, Inc. |
MANH | Manhattan Associates, Inc. |
BRZE | Braze, Inc. |
MNDY | monday.com Ltd. |
ENV | Envestnet, Inc. |
DDOG | Datadog, Inc. |
ENFN | Enfusion, Inc. |
VERX | Vertex, Inc. |
CXM | Sprinklr, Inc. |
EXFY | Expensify, Inc. |
BLKB | Blackbaud, Inc. |
AZPN | Aspen Technology, Inc. |
ANSS | ANSYS, Inc. |
BL | BlackLine, Inc. |
ALKT | Alkami Technology, Inc. |
DV Ownership FAQ
Who Owns DoubleVerify?
DoubleVerify is owned by institutional shareholders (101.04%), insiders (0.58%), and public (-1.62%). The largest institutional shareholder of DoubleVerify is PROVIDENCE EQUITY PARTNERS L.L.C. (15.32% of total shares) and the top mutual fund owner is AGF Investments Trust (1.25% of total shares).
Who are the major institutional shareholders of DoubleVerify?
DoubleVerify's major institutional shareholders are PROVIDENCE EQUITY PARTNERS L.L.C., BLACKROCK INC., VANGUARD GROUP INC, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., and STATE STREET CORP. The top five shareholders own together 44.39% of the company's share outstanding.
How many DoubleVerify shareholders are there?
As of Jun 2024, there are 322 institutional shareholders of DoubleVerify.
What percentage of DoubleVerify is owned by PROVIDENCE EQUITY PARTNERS L.L.C?
PROVIDENCE EQUITY PARTNERS L.L.C owns 26.29M shares of DoubleVerify, representing 15.32% of the company's total shares outstanding, valued at $511.88M (as of Jun 2024).
What percentage of DoubleVerify is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 22.36M shares of DoubleVerify (DV), compromising 13.03% of the company, valued at $435.43M.
What percentage of DoubleVerify is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of DoubleVerify. The company owns 16.82M of the company's shares outstanding (worth $327.47M).