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DAVE icon

Covestor’s Dave Inc DAVE Stock Holding History

Covestor’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 		$0 Sell
1
-36
-97% -$6.99K ﹤0.01% 2349
2025
Q4 		$8K Buy
37
+2
+6% +$430 ﹤0.01% 1695
2025
Q3 		$7K Buy
35
+34
+3,400% +$7.34K ﹤0.01% 1793
2025
Q2 		$0 Hold
1
– – ﹤0.01% 2298
2025
Q1 		$0 Buy
+1
New +$94 ﹤0.01% 2310

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

Covestor's DAVE Position: Q1 2026 in Review

Covestor reduced its Dave Inc (DAVE) stake by 97% in Q1 2026, selling an estimated $6.99K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Covestor first reported a position in DAVE in Q1 2025 and has held it in 5 quarters since. The position peaked at $8K in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Covestor held 1 share of Dave Inc worth $0 as of Q1 2026.
  • Covestor sold 36 Dave Inc shares in Q1 2026, an estimated $6.99K.
  • Dave Inc made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2349 holding.
  • Covestor first reported a position in Dave Inc in Q1 2025 and has held it in 5 quarters since.
  • Covestor's Dave Inc position peaked at $8K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.