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SummitTX Capital’s Dave Inc DAVE Stock Holding History

SummitTX Capital’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 		– Sell
-2,019
Closed -$447K – 819
2025
Q4 		$447K Sell
2,019
-804
-28% -$173K 0.01% 542
2025
Q3 		$563K Buy
+2,823
New +$610K 0.02% 504
2025
Q2 		– Sell
-9,649
Closed -$798K – 801
2025
Q1 		$798K Buy
+9,649
New +$904K 0.03% 448

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

SummitTX Capital's DAVE Position: Q1 2026 in Review

SummitTX Capital sold out of Dave Inc (DAVE) in Q1 2026, closing a stake of 2,019 shares — an estimated $447K sold.

SummitTX Capital first reported a position in DAVE in Q1 2025 and held it in 3 quarters. The position peaked at $798K in Q1 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • SummitTX Capital reported no remaining Dave Inc position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 2,019 Dave Inc shares in Q1 2026, an estimated $447K.
  • SummitTX Capital first reported a position in Dave Inc in Q1 2025 and held it in 3 quarters.
  • SummitTX Capital's Dave Inc position peaked at $798K in Q1 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.