JFG
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Jefferies Financial Group’s Dave Inc DAVE Stock Holding History

Jefferies Financial Group’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 		– Sell
-158,277
Closed -$27.6M – 1733
2026
Q1 		$27.6M Buy
158,277
+32,386
+26% +$6.29M 0.19% 86
2025
Q4 		$27.9M Buy
+125,891
New +$27.1M 0.14% 138

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

Jefferies Financial Group's DAVE Position: Q2 2026 in Review

Jefferies Financial Group sold out of Dave Inc (DAVE) in Q2 2026, closing a stake of 158,277 shares — an estimated $27.6M sold.

Jefferies Financial Group first reported a position in DAVE in Q4 2025 and held it in 2 quarters. The position peaked at $27.9M in Q4 2025. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Jefferies Financial Group reported no remaining Dave Inc position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 158,277 Dave Inc shares in Q2 2026, an estimated $27.6M.
  • Jefferies Financial Group first reported a position in Dave Inc in Q4 2025 and held it in 2 quarters.
  • Jefferies Financial Group's Dave Inc position peaked at $27.9M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.