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Harvest Investment Services’s Dave Inc DAVE Stock Holding History

Harvest Investment Services’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 		$1.48M Sell
8,507
-452
-5% -$87.8K 0.27% 94
2025
Q4 		$1.98M Sell
8,959
-3,152
-26% -$678K 0.37% 70
2025
Q3 		$2.41M Buy
12,111
+6,118
+102% +$1.32M 0.49% 60
2025
Q2 		$1.61M Buy
+5,993
New +$945K 0.36% 76

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Investment Services's DAVE Position: Q1 2026 in Review

Harvest Investment Services reduced its Dave Inc (DAVE) stake by 5% in Q1 2026, selling an estimated $87.8K and leaving 8,507 shares worth $1.48M. The position accounts for 0.27% of the portfolio, ranked #94.

Harvest Investment Services first reported a position in DAVE in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.41M in Q3 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Harvest Investment Services held 8,507 shares of Dave Inc worth $1.48M as of Q1 2026.
  • Harvest Investment Services sold 452 Dave Inc shares in Q1 2026, an estimated $87.8K.
  • Dave Inc made up 0.27% of Harvest Investment Services's portfolio in Q1 2026, its #94 holding.
  • Harvest Investment Services first reported a position in Dave Inc in Q2 2025 and has held it in 4 quarters since.
  • Harvest Investment Services's Dave Inc position peaked at $2.41M in Q3 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.