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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$84.4M Sell
485,000
-240,100
-33% -$46.6M 3.53% 7
2025
Q4
$161M Buy
+725,100
New +$156M 7.51% 1
2025
Q2
Sell
-18,100
Closed -$1.5M 137
2025
Q1
$1.5M Sell
18,100
-131,900
-88% -$12.4M 0.15% 62
2024
Q4
$13M Buy
+150,000
New +$10.1M 1.52% 21

Other funds holding DAVE

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.