DoubleVerify Holdings, Inc.
In the published model solve dated 2026-Q2, anchored at $13.38, DoubleVerify Holdings, Inc. (DV) is priced for +22.3% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• Revenue growth has stepped down in a straight line, from 14.7% in 2024 to 13.9% in 2025, with the company guiding 8% to 10% for 2026. • Equity awards cost more than the business earns: stock-based compensation was $104.2 million in 2025 against operating profit of $79.2 million, and a further $166.8 million of unrecognized awards is due to be expensed over roughly the next year and a half. • The company has spent about $360 million buying its own shares since mid-2024, most of it at prices wel
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316 institutional managers reported holding DV in 13F filings for the quarter ended 2026-03-31. 61 opened new positions that quarter. Held by BlackRock, Vanguard Group, AQR Capital, among others. On the short side, 10.0M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (3.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DV's share count grew 7.5% over the past five years even with $352.75M spent on repurchases. It pays no dividend. Cash returned over the past three years: $337.95M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at DV over the trailing three years: 2023: 2 buys totaling $61k; 2024: 3 buys totaling $45k; 2025: 2 buys totaling $26k. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DV's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-01 | -13.5% | -23.7% |
| 2023-11-10 | +4.0% | +20.3% |
| 2024-02-29 | -25.7% | -1.8% |
| 2024-05-08 | -39.5% | +6.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DV's latest 8-K filings: 2026-08-10 (items 1.01, 5.02, 9.01); 2026-08-06 (items 8.01, 9.01); 2026-08-06 (items 2.02, 9.01); 2026-05-22 (items 5.07); 2026-05-06 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.