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
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

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

Jefferies Financial Group's DAVE Position: Q1 2026 in Review

Jefferies Financial Group increased its Dave Inc (DAVE) stake by 26% in Q1 2026, buying an estimated $6.29M and bringing the position to 158,277 shares worth $27.6M. The position accounts for 0.19% of the portfolio, ranked #86.

Jefferies Financial Group first reported a position in DAVE in Q4 2025 and has held it in 2 quarters since. The position peaked at $27.9M in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Jefferies Financial Group held 158,277 shares of Dave Inc worth $27.6M as of Q1 2026.
  • Jefferies Financial Group bought 32,386 Dave Inc shares in Q1 2026, an estimated $6.29M.
  • Dave Inc made up 0.19% of Jefferies Financial Group's portfolio in Q1 2026, its #86 holding.
  • Jefferies Financial Group first reported a position in Dave Inc in Q4 2025 and has held it in 2 quarters since.
  • Jefferies Financial Group's Dave Inc position peaked at $27.9M in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.