DoubleVerify Holdings Inc (DV) grew to 1.78% of Fred Martin's Disciplined Growth Investors portfolio in 2026 Q2, from 0.76%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count rose 148% to 9.69M shares, and the position is worth about $105M and ranks 22nd of 58 stocks by weight.
What did the 2026 Q2 filing report for DV?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 3.91M | 9.69M |
| Shares added | +5.78M (148%) | |
| Reported value | $37.1M | $105M |
| Portfolio weight | 0.76% | 1.78% |
| Rank in portfolio | 22nd of 58 |
How much did Fred Martin add to DV?
Fred Martin added 5.78M shares of DV during 2026 Q2, taking the stake from 3.91M to 9.69M. The reported value of the position rose by about $67.9M, from about $37.1M to about $105M.
Where does DV sit in the Fred Martin portfolio?
DV ranks 22nd of 58 stock positions in the Fred Martin portfolio at 1.78%, about the fund's average stock position of 2%. The DV addition was the 9th largest of the quarter's 63 position changes by percent change to portfolio. The largest stock position is PLXS at 7.34%. Next come VSAT at 7.21% and P at 6.2%. The three largest stocks together are 20.74% of the book. Across the 2026 Q2 portfolio, Fred Martin reported 58 stock positions, with 3 opened and 6 closed. The total portfolio value is about $5.9B, up 21% from the prior quarter.
How long has Fred Martin held DV?
Fred Martin first reported DV in the quarter ended September 30, 2024. The current weight is the highest the fund has reported for the name. The fund added to it last quarter as well, by 5%. Every reported trade is on the Fred Martin DV trade history page.
FAQ
How many DV shares did Fred Martin buy in 2026 Q2?
Fred Martin added 5.78M shares of DV, a 148% increase, to 9.69M shares.
What is the DV position of Fred Martin worth now?
The DV position of Fred Martin is worth about $105M at June 30, 2026 prices, 1.78% of the portfolio.
Is DV a top holding of Fred Martin?
DV ranks 22nd of 58 stock positions in the Fred Martin portfolio, at 1.78%.