DV
DoubleVerify Holdings, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -8.3% ·
flujo de acciones +0.9% ·
nuevas posiciones netas -9.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 98 | -4 | 94.32M | $1.02B | +5 | −10 |
| Q1 2026 | 106 | +2 | 99.33M | $943.79M | +7 | −5 |
| Q4 2025 | 104 | -1 | 103.14M | $1.18B | — | −1 |
| Q3 2025 | 20 | 0 | 58.16M | $696.73M | — | −1 |
| Q2 2025 | 18 | +2 | 52.50M | $785.93M | +2 | — |
| Q1 2025 | 13 | -1 | 15.70M | $209.04M | — | −1 |
| Q4 2024 | 14 | +2 | 19.68M | $378.06M | +2 | — |
| Q3 2024 | 11 | -1 | 15.16M | $255.33M | +1 | −2 |
| Q2 2024 | 12 | — | 15.03M | $292.62M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 2.86M | +135.3% | $48.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 2.30M | +0.5% | $38.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.30M | +0.5% | $38.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 2.01M | +1307.6% | $33.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 2.01M | +1307.6% | $33.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 2.01M | +1307.6% | $33.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Norges Bank ✦ (pasivo) | 1.77M | +1.4% | $29.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 1.74M | +31.3% | $29.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 1.74M | +31.3% | $29.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 1.73M | +2955.2% | $29.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 1.73M | +2955.2% | $29.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 1.05M | +92.6% | $17.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 799.03K | -54.1% | $13.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 366.26K | -74.1% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 354.30K | +70.8% | $5.97M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 192.70K | Nuevo | $3.25M | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $3.25M | 0.0% |
Posición cerrada
| Capital World Investors | $67.89M | era 0.0% |
| Point72 Asset Management | $16.97M | era 0.1% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 325 tenedores, 160.56M acciones, $1.48B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.