Divisadero Street Capital Management’s Dave Inc DAVE Stock Holding History

Divisadero Street Capital Management’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	$261M	Buy	699,366 +58,526	+9%	+$15.2M	5.91%	4
2026 Q1	$112M	Buy	640,840 +379,232	+145%	+$73.6M	4.66%	4
2025 Q4	$57.9M	Sell	261,608 -663,658	-72%	-$143M	2.71%	13
2025 Q3	$184M	Buy	925,266 +390,676	+73%	+$84.4M	8.05%	1
2025 Q2	$143M	Sell	534,590 -460,551	-46%	-$72.6M	9.15%	2
2025 Q1	$82.3M	Buy	995,141 +425,461	+75%	+$39.9M	8.28%	2
2024 Q4	$49.5M	Buy	569,680 +203,763	+56%	+$13.7M	5.78%	3
2024 Q3	$14.6M	Sell	365,917 -251,369	-41%	-$9.09M	1.77%	18
2024 Q2	$18.7M	Buy	+617,286	New	+$25.1M	2.84%	12

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Divisadero Street Capital Management's DAVE Position: Q2 2026 in Review

Divisadero Street Capital Management increased its Dave Inc (DAVE) stake by 9.1% in Q2 2026, buying an estimated $15.2M and bringing the position to 699,366 shares worth $261M. The position accounts for 5.91% of the portfolio, ranked #4.

Divisadero Street Capital Management first reported a position in DAVE in Q2 2024 and has held it in 9 quarters since. 347 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

Divisadero Street Capital Management held 699,366 shares of Dave Inc worth $261M as of Q2 2026.
Divisadero Street Capital Management bought 58,526 Dave Inc shares in Q2 2026, an estimated $15.2M.
Dave Inc made up 5.91% of Divisadero Street Capital Management's portfolio in Q2 2026, its #4 holding.
Divisadero Street Capital Management first reported a position in Dave Inc in Q2 2024 and has held it in 9 quarters since.
347 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Divisadero Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.