Crestwood Capital Management, L.P. DV DOUBLEVERIFY HLDGS INC

Ownership history in Crestwood Capital Management, L.P.  ·  14 quarters on record

AI Ownership Summary

Crestwood Capital Management, L.P. reported DOUBLEVERIFY HLDGS INC (DV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 9.78% in 2025 Q2. The latest visible filing shows DV at 6.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crestwood Capital Management, L.P.'s position in DOUBLEVERIFY HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DV was reported at 6.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.78% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crestwood Capital Management, L.P. held DV — position size vs. price
% of Fund (quarterly)    DV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 979,157 -160,000 -14.0% 6.39% $9.3M 2026-05-12 $10.01
2025 Q4 UNCHANGED 1,139,157 0% 8.25% $13.0M 2026-02-11 $9.61
2025 Q3 ADDED 1,139,157 +180,000 +18.8% 9.50% $13.6M 2025-11-12 $10.50
2025 Q2 ADDED 959,157 +485,000 +102.3% 9.78% $14.4M 2025-08-11 $14.82
2025 Q1 ADDED 474,157 +150,000 +46.3% 4.87% $6.3M 2025-05-13 $14.69
2024 Q4 REDUCED 13.4% -30.4% 324,157 -50,000 -13.4% 4.58% $6.2M 2025-02-12 $22.90
2024 Q3 REDUCED 22.7% +15.0% 374,157 -109,916 -22.7% 4.86% $6.3M 2024-11-13 $20.33
2024 Q2 ADDED 484,073 +113,893 +30.8% 6.73% $9.4M 2024-08-13 $18.31
2024 Q1 ADDED 370,180 +19,649 +5.6% 8.04% $13.0M 2024-05-13 $19.29
2023 Q4 ADDED 350,531 +55,807 +18.9% 7.63% $12.9M 2024-02-14 $41.50
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crestwood Capital Management, L.P. and DV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crestwood Capital Management, L.P. reported owning DV?

Crestwood Capital Management, L.P. reported DV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DV position in Crestwood Capital Management, L.P.'s portfolio?

The largest reported portfolio weight for DV was 9.78% in 2025 Q2.

What is the latest reported DV position on this page?

The most recent filing on this page is 2026 Q1, when Crestwood Capital Management, L.P. reported 979,157 shares, equal to 6.39% of portfolio, with an estimated market value of $9.3M.

What does the chart on this DV ownership page compare?

The chart compares Crestwood Capital Management, L.P.'s quarterly DV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Crestwood Capital Management, L.P. time their DV position?

Based on 13F filing dates vs. subsequent DV price moves, Crestwood Capital Management, L.P. correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on DV relative to SPY over the holding period was -37.7%.

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