Cerity Partners
DAVE icon

Cerity Partners’s Dave Inc DAVE Stock Holding History

Cerity Partners’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 		$644K Sell
1,729
-1,184
-41% -$308K ﹤0.01% 2278
2026
Q1 		$507K Buy
2,913
+77
+3% +$14.9K ﹤0.01% 2279
2025
Q4 		$628K Sell
2,836
-143
-5% -$30.8K ﹤0.01% 1965
2025
Q3 		$594K Buy
2,979
+1,567
+111% +$338K ﹤0.01% 1870
2025
Q2 		$379K Buy
+1,412
New +$223K ﹤0.01% 2022

Other funds holding DAVE

BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cerity Partners's DAVE Position: Q2 2026 in Review

Cerity Partners reduced its Dave Inc (DAVE) stake by 41% in Q2 2026, selling an estimated $308K and leaving 1,729 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Cerity Partners first reported a position in DAVE in Q2 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Cerity Partners held 1,729 shares of Dave Inc worth $644K as of Q2 2026.
  • Cerity Partners sold 1,184 Dave Inc shares in Q2 2026, an estimated $308K.
  • Dave Inc made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2278 holding.
  • Cerity Partners first reported a position in Dave Inc in Q2 2025 and has held it in 5 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.