Regal Partners’s Dave Inc DAVE Stock Holding History

Regal Partners’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	$519K	Sell	2,981 -12,020	-80%	-$2.33M	0.03%	85
2025 Q4	$3.32M	Buy	15,001 +9,735	+185%	+$2.09M	0.19%	43
2025 Q3	$1.05M	Buy	5,266 +2,300	+78%	+$497K	0.08%	51
2025 Q2	$796K	Sell	2,966 -8,963	-75%	-$1.41M	0.07%	39
2025 Q1	$986K	Sell	11,929 -71,759	-86%	-$6.72M	0.1%	34
2024 Q4	$7.27M	Buy	83,688 +58,373	+231%	+$3.91M	0.74%	27
2024 Q3	$1.01M	Buy	+25,315	New	+$916K	0.09%	42
2024 Q2	–	Sell	-27,737	Closed	-$1.03M	–	51
2024 Q1	$1.03M	Buy	+27,737	New	+$639K	0.1%	35

Other funds holding DAVE

HRCM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regal Partners's DAVE Position: Q1 2026 in Review

Regal Partners reduced its Dave Inc (DAVE) stake by 80% in Q1 2026, selling an estimated $2.33M and leaving 2,981 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #85.

Regal Partners first reported a position in DAVE in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.27M in Q4 2024. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

Regal Partners held 2,981 shares of Dave Inc worth $519K as of Q1 2026.
Regal Partners sold 12,020 Dave Inc shares in Q1 2026, an estimated $2.33M.
Dave Inc made up 0.03% of Regal Partners's portfolio in Q1 2026, its #85 holding.
Regal Partners first reported a position in Dave Inc in Q1 2024 and has held it in 8 quarters since.
Regal Partners's Dave Inc position peaked at $7.27M in Q4 2024.
272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Regal Partners's 13F filing for Q1 2026, filed 15 May 2026.