Sierra Summit Advisors’s Dave Inc DAVE Stock Holding History

Sierra Summit Advisors’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 Q2	$1.84M	Buy	+4,926	New	+$1.28M	0.21%	73
2026 Q1	–	Sell	-3,160	Closed	-$700K	–	189
2025 Q4	$700K	Sell	3,160 -1,581	-33%	-$340K	0.11%	133
2025 Q3	$945K	Sell	4,741 -64	-1%	-$13.8K	0.14%	97
2025 Q2	$1.29M	Sell	4,805 -3,298	-41%	-$520K	0.23%	65
2025 Q1	$670K	Buy	8,103 +2,228	+38%	+$209K	0.15%	104
2024 Q4	$511K	Buy	+5,875	New	+$394K	0.1%	118

Other funds holding DAVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sierra Summit Advisors's DAVE Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in Dave Inc (DAVE) in Q2 2026: 4,926 shares worth $1.84M. The stake represents 0.21% of the portfolio and ranks #73 among its holdings. This is a return to the name: Sierra Summit Advisors previously reported a position in DAVE as recently as Q4 2025.

Sierra Summit Advisors first reported a position in DAVE in Q4 2024 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

Sierra Summit Advisors held 4,926 shares of Dave Inc worth $1.84M as of Q2 2026.
Dave Inc was a new Sierra Summit Advisors position in Q2 2026.
Dave Inc made up 0.21% of Sierra Summit Advisors's portfolio in Q2 2026, its #73 holding.
Sierra Summit Advisors first reported a position in Dave Inc in Q4 2024 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.