DV β€” DOUBLEVERIFY HLDGS INC

Ownership history in Bridgefront Capital, LLC  Β·  6 quarters on record

This page tracks every 13F SEC filing in which Bridgefront Capital, LLC reported a position in DOUBLEVERIFY HLDGS INC (DV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.3% (2025 Q3)
πŸ“Š Avg. % of fund
0.16%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
6

Position Intelligence

Bridgefront Capital, LLC Γ— DV AI Analytics

πŸ“‰ Bridgefront Capital, LLC underperformed the S&P 500 by –41.5% annually on this DV position. Timing score: 50% (2/4 decisions correct). Average cost basis: $13.55. Maximum drawdown during holding period: –37.6%.

πŸ“ˆ Position Alpha vs SPY
-41.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 41.5% ann.
4 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$13.55
-11.6% vs current ($11.98)

Best entry: $11.98 (2025 Q3)  Β·  Worst: $16.84 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–37.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

4 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.3% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 85,280 +54,737 +179.2% 0.30% $1.0M $11.98
2025 Q2 ADDED 30,543 +19,837 +185.3% 0.12% $457K $14.97
2025 Q1 REDUCED 10,706 -13,128 -55.1% 0.04% $143K $13.37
2024 Q4 REDUCED 23,834 -1,544 -6.1% 0.15% $458K $19.21
2024 Q3 ADDED 25,378 +17,606 +226.5% 0.16% $427K $16.84
2024 Q1 INITIATED 7,772 β€” β€” 0.21% $273K β€”
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