DoubleVerify Holdings, Inc. (DV): A Bull Case Theory
We came across a bullish thesis on DoubleVerify Holdings, Inc. on Valueinvestorsclub.com by Houdini. In this article, we will summarize the bulls’ thesis on DV.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 2,352,396 | $28,181,705 | +28% | 0.02% |
| 2. | D E Shaw D. E. Shaw | 2,124,179 | $25,447,664 | +29% | 0.01% |
| 3. | Invenomic Capital Management Ali Motamed | 1,808,905 | $21,670,682 | 1.05% | |
| 4. | Arohi Asset Management Baburaj Pillai | 1,717,770 | $20,578,885 | +50% | 5.21% |
| 5. | Sunriver Management Will Cook | 1,523,175 | $18,247,637 | -10% | 1.98% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.68 | 1,096 | $12,801.28 | 199,243 | 2025-05-31 | Filing | |
| $11.68 | 1,141 | $13,326.88 | 439,226 | 2025-05-31 | Filing | |
| $15.30 | 705 | $10,786.50 | 406,090 | 2024-11-30 | Filing | |
| $15.47 | 712 | $11,014.64 | 383,317 | 2024-05-31 | Filing | |
| $15.47 | 1,497 | $23,158.59 | 147,441 | 2024-05-31 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.49 | 1,000 | $11,490.00 | 101,497 | 2026-01-02 | Filing | |
| $10.81 | 3,096 | $33,467.76 | 102,497 | 2025-12-16 | Filing | |
| $10.46 | 1,000 | $10,460.00 | 93,301 | 2025-12-01 | Filing | |
| $11.30 | 1,000 | $11,300.00 | 94,301 | 2025-11-03 | Filing | |
| $11.88 | 1,000 | $11,880.00 | 95,301 | 2025-10-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,776,618 | $169,044,510 | 0% | |
| 2. | 3,268,126 | $37,387,361 | 0.05% | |
| 3. | 1,882,832 | $21,539,598 | 0.11% | |
| 4. | 1,661,695 | $19,009,791 | 0.36% | |
| 5. | 1,640,121 | $18,762,984 | 0.68% |