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John Overdeck’s Dave Inc DAVE Stock Holding History

John Overdeck’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 		$3.02M Buy
8,100
+5,600
+224% +$1.46M ﹤0.01% 2620
2026
Q1 		$435K Sell
2,500
-7,500
-75% -$1.46M ﹤0.01% 3818
2025
Q4 		$2.21M Buy
+10,000
New +$2.15M ﹤0.01% 2363

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

John Overdeck's DAVE Position: Q2 2026 in Review

John Overdeck increased its Dave Inc (DAVE) stake by 58% in Q2 2026, buying an estimated $4.8M and bringing the position to 49,985 shares worth $18.6M. The position accounts for 0.01% of the portfolio, ranked #1108.

John Overdeck first reported a position in DAVE in Q2 2022 and has held it in 11 quarters since. The position peaked at $55.2M in Q2 2025. 344 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • John Overdeck held 49,985 shares of Dave Inc worth $18.6M as of Q2 2026.
  • John Overdeck bought 18,448 Dave Inc shares in Q2 2026, an estimated $4.8M.
  • Dave Inc made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1108 holding.
  • John Overdeck first reported a position in Dave Inc in Q2 2022 and has held it in 11 quarters since.
  • John Overdeck's Dave Inc position peaked at $55.2M in Q2 2025.
  • 344 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.