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Emerald Advisers’s Dave Inc DAVE Stock Holding History

Emerald Advisers’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 		$10.1M Buy
+26,993
New +$7.02M 0.24% 109

Other funds holding DAVE

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Emerald Advisers's DAVE Position: Q2 2026 in Review

Emerald Advisers opened a new position in Dave Inc (DAVE) in Q2 2026: 26,993 shares worth $10.1M. The stake represents 0.24% of the portfolio and ranks #109 among its holdings.

108 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Emerald Advisers held 26,993 shares of Dave Inc worth $10.1M as of Q2 2026.
  • Dave Inc was a new Emerald Advisers position in Q2 2026.
  • Dave Inc made up 0.24% of Emerald Advisers's portfolio in Q2 2026, its #109 holding.
  • 108 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.