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 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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Divisadero Street Capital Management's DAVE Position: Q1 2026 in Review

Divisadero Street Capital Management increased its Dave Inc (DAVE) stake by 145% in Q1 2026, buying an estimated $73.6M and bringing the position to 640,840 shares worth $112M. The position accounts for 4.66% of the portfolio, ranked #4.

Divisadero Street Capital Management first reported a position in DAVE in Q2 2024 and has held it in 8 quarters since. The position peaked at $184M in Q3 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

Divisadero Street Capital Management held 640,840 shares of Dave Inc worth $112M as of Q1 2026.
Divisadero Street Capital Management bought 379,232 Dave Inc shares in Q1 2026, an estimated $73.6M.
Dave Inc made up 4.66% of Divisadero Street Capital Management's portfolio in Q1 2026, its #4 holding.
Divisadero Street Capital Management first reported a position in Dave Inc in Q2 2024 and has held it in 8 quarters since.
Divisadero Street Capital Management's Dave Inc position peaked at $184M in Q3 2025.
272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Divisadero Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.