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
2026
Q2 		$350K Buy
+939
New +$244K 0.01% 1220
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

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

Global Retirement Partners's DAVE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Dave Inc (DAVE) in Q2 2026: 939 shares worth $350K. The stake represents 0.01% of the portfolio and ranks #1220 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DAVE as recently as Q4 2025.

Global Retirement Partners first reported a position in DAVE in Q2 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Global Retirement Partners held 939 shares of Dave Inc worth $350K as of Q2 2026.
  • Dave Inc was a new Global Retirement Partners position in Q2 2026.
  • Dave Inc made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1220 holding.
  • Global Retirement Partners first reported a position in Dave Inc in Q2 2024 and has held it in 7 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.