Arohi Asset Exits a Big Software Bet by Selling 1.7M DoubleVerify (DV) Shares Worth $20.6 Million

2 weeks ago 9

Cory Renauer, The Motley Fool

Sun, February 22, 2026 astatine 12:41 PM CST 4 min read

According to an SEC filing dated Feb. 18, 2026, Arohi Asset Management PTE Ltd. sold each 1,717,770 shares of DoubleVerify (NYSE: DV) during the 4th quarter. The estimated transaction worth was $20.58 cardinal based connected the quarterly mean price. The quarter-end worth of the presumption fell by $20.58 million, reflecting the implicit exit and changes successful stock terms during the period.

The money sold retired of DoubleVerify; the involvement is present 0% of reported 13F assets
Top holdings aft the filing:
- NASDAQ: GLBE: $148.60 cardinal (44.6% of AUM)
- NYSE: SE: $144.38 cardinal (43% of AUM)
- NASDAQ: TEAM: $18.24 cardinal (5.5% of AUM)
- NASDAQ: AMZN: $11.31 cardinal (3.4% of AUM)
- NASDAQ: TOST: $8.58 cardinal (2.6% of AUM)
As of Feb. 18, 2026, shares were priced astatine $9.58, down 58.5% implicit the past year, underperforming the S&P 500 by 70.74 percent points

Metric

Value

Price (as of marketplace adjacent 2/18/26)	$9.58
Market Capitalization	$1.57 billion
Revenue (TTM)	$733.32 million
Net Income (TTM)	$44.72 million

Offers a bundle level for integer media measurement, analytics, and verification, including solutions specified arsenic DV Authentic Ad, DV Authentic Attention, and Custom Contextual.
Serves planetary brands, integer publishers, and supply-side customers crossed divers sectors specified arsenic user packaged goods, fiscal services, technology, automotive, and healthcare.
Founded successful 2008 and headquartered successful New York, DoubleVerify integrates with programmatic platforms, connected TV, and societal media channels.

DoubleVerify Holdings, Inc. is simply a starring supplier of integer media measurement and analytics solutions, enabling advertisers and publishers to heighten the effectiveness and prime of their integer advertizing investments. The institution leverages proprietary exertion to present unbiased metrics connected fraud, marque safety, viewability, and run show crossed aggregate integer channels. With its integrated level and beardown beingness successful the integer advertizing ecosystem, DoubleVerify supports clients successful optimizing instrumentality connected advertisement walk and maintaining precocious standards of media quality.

DoubleVerify’s banal terms show has been much than a small disappointing. Shares of the software-as-a-service (SaaS) supplier person collapsed by astir 57% implicit the past 12 months. Perhaps fearing further losses arsenic caller artificial quality tools marque it easier for businesses to physique customized applications and cancel their SaaS subscriptions, Arohi Asset Management wholly exited its position.

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