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Segall Bryant & Hamill’s Dave Inc DAVE Stock Holding History

Segall Bryant & Hamill’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 		$4.21M Sell
24,187
-1,255
-5% -$244K 0.06% 329
2025
Q4 		$5.63M Buy
+25,442
New +$5.47M 0.08% 301
2024
Q4 		– Sell
-41,241
Closed -$1.65M – 592
2024
Q3 		$1.65M Buy
+41,241
New +$1.49M 0.02% 463

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

Segall Bryant & Hamill's DAVE Position: Q1 2026 in Review

Segall Bryant & Hamill reduced its Dave Inc (DAVE) stake by 4.9% in Q1 2026, selling an estimated $244K and leaving 24,187 shares worth $4.21M. The position accounts for 0.06% of the portfolio, ranked #329.

Segall Bryant & Hamill first reported a position in DAVE in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.63M in Q4 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Segall Bryant & Hamill held 24,187 shares of Dave Inc worth $4.21M as of Q1 2026.
  • Segall Bryant & Hamill sold 1,255 Dave Inc shares in Q1 2026, an estimated $244K.
  • Dave Inc made up 0.06% of Segall Bryant & Hamill's portfolio in Q1 2026, its #329 holding.
  • Segall Bryant & Hamill first reported a position in Dave Inc in Q3 2024 and has held it in 3 quarters since.
  • Segall Bryant & Hamill's Dave Inc position peaked at $5.63M in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.