Position in DV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,175,728
+$1,153,256 QoQ
Shares Held
229,024
+156.2% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 0.9335266172977504.ToString("F0")%
Shared 0.ToString("F0")%
None 99.06647338270224.ToString("F0")%
Common Shares in DV Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026Creative Planning holds $57,350,833 across 12 Advertising Agencies names. DV ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
78,694 | $31,320,212 | |
| 2 | OMC |
Omnicom Group Inc.
|
135,545 | $10,207,893 | |
| 3 | TTD |
Trade Desk, Inc.
|
273,100 | $6,196,639 | |
| 4 | ZD |
Ziff Davis, Inc.
|
109,757 | $4,605,403 | |
| 5 | DV |
DoubleVerify Holdings, Inc.
This page
|
229,024 | $2,175,728 | |
| 6 | QNST |
Quinstreet, Inc
|
89,517 | $1,075,099 | |
| 7 | MGNI |
Magnite, Inc.
|
72,178 | $857,474 | |
| 8 | CCO |
Clear Channel Outdoor Holdings, Inc.
|
91,170 | $216,071 |
All Filings in DV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,175,728 | 229,024 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,022,472 | 89,377 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $483,584 | 40,366 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $386,629 | 25,827 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $293,163 | 21,927 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,517 | 79 | Shares | Defined | 2025-02-14 | |
| 2023-03-31 | $120 | 4 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||