13FPulse
中
DV

DV DOUBLEVERIFY HOLDINGS INC

2026Q2 · CUSIP 25862V105 · Sector: Technology

Funds left

Funds are exiting, but the price is holding

Funds that own it
308
Institutions that reported holding it to the SEC
Net decrease in holders
17
Last quarter 325 → now 308
How unusual is that
Bottom 20%
Stronger than only 8% of US stocks
What the filings say, in one paragraph

308 funds held DV at the end of 2026Q2, down 17 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $769M(YoY +7.6%), the P/E is 37.1x, return on equity is 5.4%. DV has had 10 buying rushes in its history, and the price moved -1.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q3: holders=80 2021Q4: holders=130 2022Q1: holders=121 2022Q2: holders=136 2022Q3: holders=165 2022Q4: holders=188 2023Q1: holders=215 2023Q2: holders=243 2023Q3: holders=256 2023Q4: holders=277 2024Q1: holders=318 2024Q2: holders=308 2024Q3: holders=313 2024Q4: holders=318 2025Q1: holders=293 2025Q2: holders=315 2025Q3: holders=326 2025Q4: holders=292 2026Q1: holders=325 2026Q2: holders=308 -50 -25 +0 +25 +50 72208343 21Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 10 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10% — —
2025Q2 Top 20% -35.6% -40.8%
2024Q1 Top 10% -0.8% -2.0%
2023Q3 Top 20% +32.7% -38.9%
2023Q2 Top 10% -4.4% +27.0%
2023Q1 Top 10% +12.4% +10.0%
2022Q4 Top 20% +7.7% +19.5%
2022Q3 Top 5% +4.3% +14.9%
2022Q2 Top 10% -2.0% +2.4%
2021Q4 Top 10% -24.7% -3.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
150
Change in large funds
-3
Total value they hold
$1.8B
Funds buying for the first time
53
Funds that sold out entirely
70
Price change that quarter
+44.0%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
37.1
EPS (TTM)
$0.36
EPS YoY
+20.0%
Revenue (TTM)
$0.8B
Revenue YoY
+7.6%
Net margin
7.7%
ROE
5.4%
Debt ratio
16.5%
FCF (TTM)
$161M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.05 2021-12-31: EPS 0.17 2022-03-31: EPS 0.03 2022-06-30: EPS 0.06 2022-09-30: EPS 0.06 2022-12-31: EPS 0.10 2023-03-31: EPS 0.07 2023-06-30: EPS 0.07 2023-09-30: EPS 0.08 2023-12-31: EPS 0.19 2024-03-31: EPS 0.04 2024-06-30: EPS 0.04 2024-09-30: EPS 0.10 2024-12-31: EPS 0.14 2025-03-31: EPS 0.01 2025-06-30: EPS 0.05 2025-09-30: EPS 0.06 2025-12-31: EPS 0.18 2026-03-31: EPS 0.04 2026-06-30: EPS 0.08 0M 103M 206M $M 0.00 0.10 0.21 202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 54 25 70 116 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-7M28M62M 2020202120222023202420252026
Latest quarter $-6M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.