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Dave Inc./DE hedge fund holdings

DAVEWNASDAQ
$1.08+0.03 (+2.86%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

DAVEW · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Jul 17, 2026 to Oct 2, 2026. Price (+76.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202543$5.29M$7.36K16Aug 14, 2025
Q3 202525$348K$1.08M15Nov 14, 2025
Q4 202551$419K$22.8K15Feb 14, 2026
Q1 202634$345K$226K16May 15, 2026
Q2 202634$144K$1.42M16Aug 14, 2026

Quarterly action breakdown

Q2 2026
16 filers
New position
0
$00 sh
Increased
3
$144K+59.9K sh
Reduced
3
-$1.41M-294K sh
Out / sold
1
-$11K-36.8K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Walled Lake Planning & Wealth Management, LLCSell 100%-$11K$00.00%Jul 20, 2026

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