GRP
DAVE icon

Global Retirement Partners’s Dave Inc DAVE Stock Holding History

Global Retirement 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
2025
Q4 		$235K Buy
1,063
+774
+268% +$166K ﹤0.01% 1374
2025
Q3 		$57.6K Sell
289
-73
-20% -$15.8K ﹤0.01% 1817
2025
Q2 		$97.2K Buy
+362
New +$57.1K ﹤0.01% 1449
2024
Q4 		$43.8K Buy
504
+304
+152% +$20.4K ﹤0.01% 1682
2024
Q3 		$7.99K Hold
200
– – ﹤0.01% 2379
2024
Q2 		$6.06K Buy
+200
New +$8.12K ﹤0.01% 2524

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Global Retirement Partners's DAVE Position: Q4 2025 in Review

Global Retirement Partners increased its Dave Inc (DAVE) stake by 268% in Q4 2025, buying an estimated $166K and bringing the position to 1,063 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Global Retirement Partners first reported a position in DAVE in Q2 2024 and has held it in 6 quarters since. 291 funds tracked by Wall St. Rank hold DAVE as of Q4 2025.

  • Global Retirement Partners held 1,063 shares of Dave Inc worth $235K as of Q4 2025.
  • Global Retirement Partners bought 774 Dave Inc shares in Q4 2025, an estimated $166K.
  • Dave Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1374 holding.
  • Global Retirement Partners first reported a position in Dave Inc in Q2 2024 and has held it in 6 quarters since.
  • 291 funds tracked by Wall St. Rank held Dave Inc as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.