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Hillsdale Investment Management’s Dave Inc DAVE Stock Holding History

Hillsdale Investment Management’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 		– Sell
-35
Closed -$7.75K – 685
2025
Q4 		$7.75K Hold
35
– – ﹤0.01% 613
2025
Q3 		$6.98K Hold
35
– – ﹤0.01% 606
2025
Q2 		$9.39K Buy
+35
New +$5.52K ﹤0.01% 522
2024
Q4 		– Sell
-3,900
Closed -$156K – 603
2024
Q3 		$156K Buy
+3,900
New +$141K 0.01% 418

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hillsdale Investment Management's DAVE Position: Q1 2026 in Review

Hillsdale Investment Management sold out of Dave Inc (DAVE) in Q1 2026, closing a stake of 35 shares — an estimated $7.75K sold.

Hillsdale Investment Management first reported a position in DAVE in Q3 2024 and held it in 4 quarters. The position peaked at $156K in Q3 2024. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Hillsdale Investment Management reported no remaining Dave Inc position as of Q1 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 35 Dave Inc shares in Q1 2026, an estimated $7.75K.
  • Hillsdale Investment Management first reported a position in Dave Inc in Q3 2024 and held it in 4 quarters.
  • Hillsdale Investment Management's Dave Inc position peaked at $156K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.