OF
DAVE icon

Optimize Financial’s Dave Inc DAVE Stock Holding History

Optimize Financial’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 		$381K Buy
+2,191
New +$425K 0.19% 203

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

Optimize Financial's DAVE Position: Q1 2026 in Review

Optimize Financial opened a new position in Dave Inc (DAVE) in Q1 2026: 2,191 shares worth $381K. The stake represents 0.19% of the portfolio and ranks #203 among its holdings.

272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Optimize Financial held 2,191 shares of Dave Inc worth $381K as of Q1 2026.
  • Dave Inc was a new Optimize Financial position in Q1 2026.
  • Dave Inc made up 0.19% of Optimize Financial's portfolio in Q1 2026, its #203 holding.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.