RFP
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Root Financial Partners’s Dave Inc DAVE Stock Holding History

Root Financial 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 		$3.66K Buy
21
+8
+62% +$1.55K ﹤0.01% 2069
2025
Q4 		$2.88K Buy
13
+3
+30% +$645 ﹤0.01% 1913
2025
Q3 		$1.99K Buy
+10
New +$2.16K ﹤0.01% 1957

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

Root Financial Partners's DAVE Position: Q1 2026 in Review

Root Financial Partners increased its Dave Inc (DAVE) stake by 62% in Q1 2026, buying an estimated $1.55K and bringing the position to 21 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Root Financial Partners first reported a position in DAVE in Q3 2025 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Root Financial Partners held 21 shares of Dave Inc worth $3.66K as of Q1 2026.
  • Root Financial Partners bought 8 Dave Inc shares in Q1 2026, an estimated $1.55K.
  • Dave Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2069 holding.
  • Root Financial Partners first reported a position in Dave Inc in Q3 2025 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.