MIM
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Meros Investment Management’s Dave Inc DAVE Stock Holding History

Meros 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
Q2 		$768K Sell
2,060
-1,502
-42% -$390K 0.24% 50
2026
Q1 		$620K Sell
3,562
-105
-3% -$20.4K 0.27% 48
2025
Q4 		$812K Sell
3,667
-3,102
-46% -$667K 0.32% 45
2025
Q3 		$1.35M Sell
6,769
-10,028
-60% -$2.17M 0.58% 33
2025
Q2 		$4.51M Sell
16,797
-2,844
-14% -$448K 2.14% 21
2025
Q1 		$1.62M Buy
+19,641
New +$1.84M 0.95% 37

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

Meros Investment Management's DAVE Position: Q2 2026 in Review

Meros Investment Management reduced its Dave Inc (DAVE) stake by 42% in Q2 2026, selling an estimated $390K and leaving 2,060 shares worth $768K. The position accounts for 0.24% of the portfolio, ranked #50.

Meros Investment Management first reported a position in DAVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.51M in Q2 2025. 347 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Meros Investment Management held 2,060 shares of Dave Inc worth $768K as of Q2 2026.
  • Meros Investment Management sold 1,502 Dave Inc shares in Q2 2026, an estimated $390K.
  • Dave Inc made up 0.24% of Meros Investment Management's portfolio in Q2 2026, its #50 holding.
  • Meros Investment Management first reported a position in Dave Inc in Q1 2025 and has held it in 6 quarters since.
  • Meros Investment Management's Dave Inc position peaked at $4.51M in Q2 2025.
  • 347 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Meros Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.