Position in DAVE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,207,658
+$1,503,675 QoQ
Shares Held
11,293
-16.7% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#93
of 343 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in DAVE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $20,587,625 across 7 Software - Application names. DAVE ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDFS |
Pdf Solutions Inc
|
88,116 | $6,237,731 | |
| 2 | DAVE |
Dave Inc./DE
This page
|
11,293 | $4,207,658 | |
| 3 | FROG |
JFrog Ltd
|
39,187 | $3,561,314 | |
| 4 | YOU |
Clear Secure, Inc.
|
56,934 | $3,172,931 | |
| 5 | MITK |
Mitek Systems Inc
|
70,111 | $1,411,334 | |
| 6 | OOMA |
Ooma Inc
|
63,562 | $1,221,661 | |
| 7 | DUOT |
Duos Technologies Group, Inc.
|
64,583 | $774,996 |
All Filings in DAVE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,207,658 | 11,293 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $2,703,983 | 13,564 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,361,144 | 27,425 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $840,652 | 10,170 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,989,859 | 22,893 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $1,445,117 | 38,910 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||