R Squared’s Dave Inc DAVE Stock Holding History

R Squared’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 Q1	–	Sell	-190	Closed	-$16.5K	–	602
2024 Q4	$16.5K	Buy	+190	New	+$12.7K	0.02%	965

Other funds holding DAVE

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Proem Advisors Dallas, Texas $1.68B AUM 199.97% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

R Squared's DAVE Position: Q1 2025 in Review

R Squared sold out of Dave Inc (DAVE) in Q1 2025, closing a stake of 190 shares — an estimated $16.5K sold.

R Squared first reported a position in DAVE in Q4 2024 and held it in 1 quarter. The position peaked at $16.5K in Q4 2024. 160 funds tracked by Wall St. Rank hold DAVE as of Q1 2025.

R Squared reported no remaining Dave Inc position as of Q1 2025 after selling out during the quarter.
R Squared sold 190 Dave Inc shares in Q1 2025, an estimated $16.5K.
R Squared first reported a position in Dave Inc in Q4 2024 and held it in 1 quarter.
R Squared's Dave Inc position peaked at $16.5K in Q4 2024.
160 funds tracked by Wall St. Rank held Dave Inc as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.