Caitlin John’s Dave Inc DAVE Stock Holding History

Caitlin John’s Portfolio DAVE Stock Details DAVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.86K	Hold	5	–	–	﹤0.01%	787
2026 Q1	$870	Hold	5	–	–	﹤0.01%	818
2025 Q4	$1.11K	Hold	5	–	–	﹤0.01%	784
2025 Q3	$997	Buy	+5	New	+$1.08K	﹤0.01%	765

Other funds holding DAVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Caitlin John's DAVE Position: Q2 2026 in Review

Caitlin John held its Dave Inc (DAVE) position steady in Q2 2026 at 5 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Caitlin John first reported a position in DAVE in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

Caitlin John held 5 shares of Dave Inc worth $1.86K as of Q2 2026.
Caitlin John left its Dave Inc share count unchanged in Q2 2026.
Dave Inc made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #787 holding.
Caitlin John first reported a position in Dave Inc in Q3 2025 and has held it in 4 quarters since.
348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.