According to an SEC filing dated February 18, 2026, Arohi Asset Management PTE Ltd. all 1,717,770 shares of Double Verify (NYSE: DV) during the fourth quarter. The estimated transaction value was $20.58 million, based on the average quarterly price. The quarter-end value of the position decreased by $20.58 million, reflecting the full exit and share price changes over the period.
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DoubleVerify’s fund sold out; the stake is now 0% of reported 13F assets
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Top positions after filing:
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NASDAQ: GLBE: $148.60 million (44.6% of assets under management)
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NYSE: SE: $144.38 million (43% of assets under management)
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NASDAQ: TEAM: $18.24 million (5.5% of assets under management)
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NASDAQ: AMZN: $11.31 million (3.4% of assets under management)
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NASDAQ: TOST: $8.58 million (2.6% of assets under management)
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On February 18, 2026, shares were priced at $9.58, down 58.5% from the past year, underperforming the S&P 500 by 70.74 percentage points.
|
Metric |
Value |
|---|---|
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Price (as of market closing 18-02-26) |
$9.58 |
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Market capitalization |
$1.57 billion |
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Yield (TTM) |
$733.32 million |
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Net income (TTM) |
$44.72 million |
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Provides a software platform for measuring, analyzing and verifying digital media, including solutions such as DV Authentic Ad, DV Authentic Attention and Custom Contextual.
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Serves global brands, digital publishers and supply-side clients across industries including consumer packaged goods, financial services, technology, automotive and healthcare.
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Founded in 2008 and headquartered in New York, DoubleVerify integrates with programmatic platforms, connected TV and social media channels.
DoubleVerify Holdings, Inc. is a leading provider of digital media measurement and analytics solutions that help advertisers and publishers improve the effectiveness and quality of their digital advertising investments. The company uses proprietary technology to deliver unbiased statistics on fraud, brand safety, viewability and campaign performance across multiple digital channels. With its integrated platform and strong presence in the digital advertising ecosystem, DoubleVerify supports clients in optimizing return on ad spend and maintaining high media quality standards.
DoubleVerify’s stock price performance has been more than a little disappointing. Shares of the software-as-a-service (SaaS) provider have collapsed by about 57% in the past twelve months. Perhaps fearing further losses as new artificial intelligence tools make it easier for companies to build custom applications and cancel their SaaS subscriptions, Arohi Asset Management has exited its position entirely.
DoubleVerify expects to release fourth-quarter results after the market closes on Thursday, February 26, 2026. The company’s results through the first nine months of 2025 showed shrinking margins, sending investors running for the hills. While revenue grew 16% year over year, costs rose even faster, leading to a contraction in profits. Through the first nine months of 2025, net income fell 35% year-over-year to just $21.3 million.
DoubleVerify looks forward to the increasing demand from advertisers who are increasingly dependent on TV streaming. The company launched its new DV Authentic Streaming TV solution in January.
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Cory Renauer has positions in Amazon and Global-E Online. The Motley Fool holds positions in and recommends Amazon, Atlassian, DoubleVerify, Global-E Online, Sea Limited, and Toast. The Motley Fool has a disclosure policy.
Arohi Asset Makes Big Software Bet by Selling 1.7 Million DoubleVerify (DV) Shares Worth $20.6 Million was originally published by The Motley Fool
