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Edgestream Partners’s Dave Inc DAVE Stock Holding History

Edgestream Partners’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 		$847K Buy
2,274
+130
+6% +$33.8K 0.03% 697
2026
Q1 		$373K Buy
+2,144
New +$416K 0.01% 775

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

Edgestream Partners's DAVE Position: Q2 2026 in Review

Edgestream Partners increased its Dave Inc (DAVE) stake by 6.1% in Q2 2026, buying an estimated $33.8K and bringing the position to 2,274 shares worth $847K. The position accounts for 0.03% of the portfolio, ranked #697.

Edgestream Partners first reported a position in DAVE in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Edgestream Partners held 2,274 shares of Dave Inc worth $847K as of Q2 2026.
  • Edgestream Partners bought 130 Dave Inc shares in Q2 2026, an estimated $33.8K.
  • Dave Inc made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #697 holding.
  • Edgestream Partners first reported a position in Dave Inc in Q1 2026 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.