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O'Neil Global Advisors’s Dave Inc DAVE Stock Holding History

O'Neil Global Advisors’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
2025
Q3 		– Sell
-2,823
Closed -$758K – 68
2025
Q2 		$758K Buy
+2,823
New +$445K 0.17% 44

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DSCM
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

O'Neil Global Advisors's DAVE Position: Q3 2025 in Review

O'Neil Global Advisors sold out of Dave Inc (DAVE) in Q3 2025, closing a stake of 2,823 shares — an estimated $758K sold.

O'Neil Global Advisors first reported a position in DAVE in Q2 2025 and held it in 1 quarter. The position peaked at $758K in Q2 2025. 268 funds tracked by Wall St. Rank hold DAVE as of Q3 2025.

  • O'Neil Global Advisors reported no remaining Dave Inc position as of Q3 2025 after selling out during the quarter.
  • O'Neil Global Advisors sold 2,823 Dave Inc shares in Q3 2025, an estimated $758K.
  • O'Neil Global Advisors first reported a position in Dave Inc in Q2 2025 and held it in 1 quarter.
  • O'Neil Global Advisors's Dave Inc position peaked at $758K in Q2 2025.
  • 268 funds tracked by Wall St. Rank held Dave Inc as of Q3 2025.

Based on O'Neil Global Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.