DV
DoubleVerify Holdings, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -7.1% ·
flujo de acciones -20.2% ·
nuevas posiciones netas -7.7%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| 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 | State Street Global Advisors ✦ (pasivo) | 4.65M | -2.1% | $62.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 2.39M | +4.8% | $31.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.39M | +4.8% | $31.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 2.06M | +18.9% | $27.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 2.06M | +18.9% | $27.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 2.12M | -18.5% | $27.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 2.12M | -18.5% | $27.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 2.12M | -18.5% | $27.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 2.12M | -18.5% | $27.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 2.12M | -18.5% | $27.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Norges Bank ✦ (pasivo) | 1.77M | 0.0% | $23.63M | 0.0% | Held | 4 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 894.48K | -49.0% | $11.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Millennium Management ✦ | 801.46K | -61.5% | $10.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Wellington Management ✦ | 368.59K | -11.3% | $4.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Wellington Management ✦ | 368.59K | -11.3% | $4.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 357.41K | +26.7% | $4.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 182.75K | -82.3% | $2.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Marshall Wace ✦ | 66.75K | -71.6% | $892,433 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Marshall Wace ✦ | 66.75K | -71.6% | $892,433 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 28.53K | -93.5% | $381,393 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 18.25K | -93.4% | $244,016 | 0.0% | ▼ Trim | 4 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Renaissance Technologies | $687,718 | era 0.0% |
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.