Fidelity Investments
DAVE icon

Fidelity Investments’s Dave Inc DAVE Stock Holding History

Fidelity Investments’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 		$40.2M Buy
231,035
+60,038
+35% +$11.7M ﹤0.01% 1521
2025
Q4 		$37.9M Sell
170,997
-32,393
-16% -$6.97M ﹤0.01% 1541
2025
Q3 		$40.5M Buy
203,390
+142,217
+232% +$30.7M ﹤0.01% 1508
2025
Q2 		$16.4M Sell
61,173
-13,938
-19% -$2.2M ﹤0.01% 1748
2025
Q1 		$6.21M Buy
75,111
+17,845
+31% +$1.67M ﹤0.01% 2074
2024
Q4 		$4.98M Buy
57,266
+57,187
+72,389% +$3.83M ﹤0.01% 2152
2024
Q3 		$3.16K Buy
+79
New +$2.86K ﹤0.01% 4716

Other funds holding DAVE

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments's DAVE Position: Q1 2026 in Review

Fidelity Investments increased its Dave Inc (DAVE) stake by 35% in Q1 2026, buying an estimated $11.7M and bringing the position to 231,035 shares worth $40.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Fidelity Investments first reported a position in DAVE in Q3 2024 and has held it in 7 quarters since. The position peaked at $40.5M in Q3 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Fidelity Investments held 231,035 shares of Dave Inc worth $40.2M as of Q1 2026.
  • Fidelity Investments bought 60,038 Dave Inc shares in Q1 2026, an estimated $11.7M.
  • Dave Inc made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1521 holding.
  • Fidelity Investments first reported a position in Dave Inc in Q3 2024 and has held it in 7 quarters since.
  • Fidelity Investments's Dave Inc position peaked at $40.5M in Q3 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.