Franklin Resources’s Dave Inc DAVE Stock Holding History

Franklin Resources’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	$23.8M	Buy	136,796 +13,071	+11%	+$2.54M	0.01%	918
2025 Q4	$27.4M	Buy	123,725 +62,375	+102%	+$13.4M	0.01%	851
2025 Q3	$12.2M	Buy	61,350 +52,953	+631%	+$11.4M	﹤0.01%	1106
2025 Q2	$2.25M	Sell	8,397 -3,192	-28%	-$503K	﹤0.01%	1667
2025 Q1	$958K	Buy	11,589 +920	+9%	+$86.2K	﹤0.01%	1977
2024 Q4	$927K	Sell	10,669 -1,715	-14%	-$115K	﹤0.01%	2020
2024 Q3	$543K	Buy	+12,384	New	+$448K	﹤0.01%	2247

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

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 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

Franklin Resources's DAVE Position: Q1 2026 in Review

Franklin Resources increased its Dave Inc (DAVE) stake by 11% in Q1 2026, buying an estimated $2.54M and bringing the position to 136,796 shares worth $23.8M. The position accounts for 0.01% of the portfolio, ranked #918.

Franklin Resources first reported a position in DAVE in Q3 2024 and has held it in 7 quarters since. The position peaked at $27.4M in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

Franklin Resources held 136,796 shares of Dave Inc worth $23.8M as of Q1 2026.
Franklin Resources bought 13,071 Dave Inc shares in Q1 2026, an estimated $2.54M.
Dave Inc made up 0.01% of Franklin Resources's portfolio in Q1 2026, its #918 holding.
Franklin Resources first reported a position in Dave Inc in Q3 2024 and has held it in 7 quarters since.
Franklin Resources's Dave Inc position peaked at $27.4M in Q4 2025.
272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.