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
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

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cerity Partners's DAVE Position: Q1 2026 in Review

Cerity Partners increased its Dave Inc (DAVE) stake by 2.7% in Q1 2026, buying an estimated $14.9K and bringing the position to 2,913 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Cerity Partners first reported a position in DAVE in Q2 2025 and has held it in 4 quarters since. The position peaked at $628K in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Cerity Partners held 2,913 shares of Dave Inc worth $507K as of Q1 2026.
  • Cerity Partners bought 77 Dave Inc shares in Q1 2026, an estimated $14.9K.
  • Dave Inc made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2279 holding.
  • Cerity Partners first reported a position in Dave Inc in Q2 2025 and has held it in 4 quarters since.
  • Cerity Partners's Dave Inc position peaked at $628K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.