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
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

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

Meros Investment Management's DAVE Position: Q1 2026 in Review

Meros Investment Management reduced its Dave Inc (DAVE) stake by 2.9% in Q1 2026, selling an estimated $20.4K and leaving 3,562 shares worth $620K. The position accounts for 0.27% of the portfolio, ranked #48.

Meros Investment Management first reported a position in DAVE in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.51M in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Meros Investment Management held 3,562 shares of Dave Inc worth $620K as of Q1 2026.
  • Meros Investment Management sold 105 Dave Inc shares in Q1 2026, an estimated $20.4K.
  • Dave Inc made up 0.27% of Meros Investment Management's portfolio in Q1 2026, its #48 holding.
  • Meros Investment Management first reported a position in Dave Inc in Q1 2025 and has held it in 5 quarters since.
  • Meros Investment Management's Dave Inc position peaked at $4.51M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Meros Investment Management's 13F filing for Q1 2026, filed 14 May 2026.