Creative Planning
DAVE icon

Creative Planning’s Dave Inc DAVE Stock Holding History

Creative Planning’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 		$2.83M Buy
7,587
+527
+7% +$137K ﹤0.01% 1830
2026
Q1 		$1.23M Buy
7,060
+2,086
+42% +$405K ﹤0.01% 2290
2025
Q4 		$1.1M Sell
4,974
-280
-5% -$60.2K ﹤0.01% 2200
2025
Q3 		$1.05M Buy
5,254
+142
+3% +$30.7K ﹤0.01% 2070
2025
Q2 		$1.37M Buy
5,112
+188
+4% +$29.6K ﹤0.01% 1607
2025
Q1 		$407K Buy
4,924
+265
+6% +$24.8K ﹤0.01% 2487
2024
Q4 		$405K Buy
+4,659
New +$312K ﹤0.01% 2424

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

Creative Planning's DAVE Position: Q2 2026 in Review

Creative Planning increased its Dave Inc (DAVE) stake by 7.5% in Q2 2026, buying an estimated $137K and bringing the position to 7,587 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Creative Planning first reported a position in DAVE in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Creative Planning held 7,587 shares of Dave Inc worth $2.83M as of Q2 2026.
  • Creative Planning bought 527 Dave Inc shares in Q2 2026, an estimated $137K.
  • Dave Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1830 holding.
  • Creative Planning first reported a position in Dave Inc in Q4 2024 and has held it in 7 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.