Abc Arbitrage 13F: New $7.4M Stake in DoubleVerify (DV)

DoubleVerify Holdings, Inc. (DV) business photo

Key Points

  • Abc Arbitrage opened a new position in DoubleVerify Holdings, Inc. DV, picking up 547,900 shares worth about $7.39 million in a filing on October 23, 2026.
  • Other large shareholders made mixed moves on the stock, with Disciplined Growth Investors, Inc. adding 5,780,968 shares while AQR Capital Management, LLC cut its stake by 3,895,202 shares.
  • The digital measurement firm trades near its 52-week high of $13.65, backed by trailing twelve-month revenue of $768.8 million and a P/E ratio of 38.7.

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Abc Arbitrage took a brand-new position in DoubleVerify Holdings, Inc. DV, picking up 547,900 shares valued at approximately $7.39 million. The institutional investment was revealed in a Form 13F filing with the SEC on October 23, 2026.

DV DoubleVerify Holdings, Inc.
$13.55 +24.77% year to date
Daily close · Oct 23, 2026

What Changed in Abc Arbitrage's DoubleVerify Holdings, Inc. Position

The fund opened a fresh stake in the advertising software provider, jumping from zero shares to 547,900 shares. The reported market value of the holding reached $7.39 million at the time of the filing.

Other Institutional Activity in DoubleVerify Holdings, Inc.

Other big investment firms adjusted their own holdings in the stock during recent quarters. Providence Equity Partners L.l.c. grew its holdings by 51,213 shares, ending with 18,341,574 shares worth about $248.5 million. Disciplined Growth Investors, Inc. raised its stake by 5,780,968 shares, finishing with 9,689,140 shares valued at roughly $131.3 million. On the other side, AQR Capital Management, LLC reduced its position by 3,895,202 shares to hold 7,784,565 shares worth about $105.5 million. Topline Capital Management, LLC cut its stake by 1,808,165 shares, closing the period with 3,214,515 shares valued at roughly $43.6 million.

DoubleVerify Holdings, Inc. Stock Down 0.1%

The stock closed at $13.55 on the day of the filing. That price sits just below the company's 52-week high of $13.65 and well above its 52-week low of $7.64.

Recent Earnings

DoubleVerify reported trailing twelve-month revenue of $768.8 million with earnings of $0.35 per share. The company posted a net margin of 7.7% and a return on equity of 5.4%.

Insider Buying and Selling at DoubleVerify Holdings, Inc.

Company officer Andrew E Grimmig completed three separate stock sales earlier in the year. He sold 1,000 shares on January 2, 2026, at an average price of $11.49 for $11,490. He sold another 1,000 shares on February 2, 2026, at $10.71 per share for a total of $10,710. Finally, he parted with 1,000 shares on March 2, 2026, at $10.31 per share for $10,310.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock in August 2026. On August 7, 2026, RBC Capital downgraded the stock to Sector Perform with a $13.60 price target. Citizens lowered its rating to Market Perform on the same day. Truist Securities moved its rating to Hold with a $13.60 target, while Needham shifted to a Hold rating. Later on August 21, 2026, JP Morgan downgraded the shares to Neutral with a $13.60 price target.

About DoubleVerify Holdings, Inc.

DoubleVerify Holdings, Inc. builds software platforms that measure digital media quality and effectiveness for advertisers. The company helps brands verify ad placement, viewability, and fraud protection across online channels.

Bottom Line

Investors are keeping an eye on the company's next financial results scheduled for November 5, 2026. Institutional filings show steady portfolio shifts as the digital ad verification firm navigates changing market conditions.

Source: Abc Arbitrage's 13F filing on $DV (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts

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