Lazard Asset Management’s Dave Inc DAVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-14
Closed -$1K 2339
2025
Q1
$1K Buy
+14
New +$1.31K ﹤0.01% 2234
2024
Q4
Sell
-25,255
Closed -$1.01M 2335
2024
Q3
$1.01M Buy
+25,255
New +$914K ﹤0.01% 1071
2024
Q2
Sell
-4,354
Closed -$161K 2270
2024
Q1
$161K Buy
+4,354
New +$100K ﹤0.01% 1378

Other funds holding DAVE

Lazard Asset Management's DAVE Position: Q2 2025 in Review

Lazard Asset Management sold out of Dave Inc (DAVE) in Q2 2025, closing a stake of 14 shares — an estimated $1K sold.

Lazard Asset Management first reported a position in DAVE in Q1 2024 and held it in 3 quarters. The position peaked at $1.01M in Q3 2024. 249 funds tracked by Wall St. Rank hold DAVE as of Q2 2025.

  • Lazard Asset Management reported no remaining Dave Inc position as of Q2 2025 after selling out during the quarter.
  • Lazard Asset Management sold 14 Dave Inc shares in Q2 2025, an estimated $1K.
  • Lazard Asset Management first reported a position in Dave Inc in Q1 2024 and held it in 3 quarters.
  • Lazard Asset Management's Dave Inc position peaked at $1.01M in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Dave Inc as of Q2 2025.

Based on Lazard Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.