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Dave shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Dave (DAVE) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Dave

Tip: Access up to 7 years of quarterly data

All positions including Dave held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dave by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 4.6k 372.59
2026-03-31 $521k 3.0k 174.13
2025-12-31 $654k 3.0k 221.43

More positions owned by Pathstone Holdings

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Pathstone Holdings

Top funds holding Dave

BlackRock
Hood River Capital Management
Jane Street
Divisadero Street Capital Management
FMR
Vanguard Capital Management
Susquehanna International
Renaissance Technologies
Geode Capital Management
Driehaus Capital Management
Citadel Advisors
Invesco
UBS Group
Dimensional Fund Advisors
Goldman Sachs Group

View all funds holding Dave