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Whipplewood Advisors’s Dave Inc DAVE Stock Holding History

Whipplewood 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 		$1.49K Hold
4
– – ﹤0.01% 482
2026
Q1 		$696 Buy
+4
New +$777 ﹤0.01% 952
2025
Q3 		– Sell
-4
Closed -$1.07K – 522
2025
Q2 		$1.07K Buy
+4
New +$630 ﹤0.01% 1007

Other funds holding DAVE

BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Whipplewood Advisors's DAVE Position: Q2 2026 in Review

Whipplewood Advisors held its Dave Inc (DAVE) position steady in Q2 2026 at 4 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Whipplewood Advisors first reported a position in DAVE in Q2 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Whipplewood Advisors held 4 shares of Dave Inc worth $1.49K as of Q2 2026.
  • Whipplewood Advisors left its Dave Inc share count unchanged in Q2 2026.
  • Dave Inc made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #482 holding.
  • Whipplewood Advisors first reported a position in Dave Inc in Q2 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.