Position in DAVE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,480,983
-$502,629 QoQ
Shares Held
8,507
-5.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DAVE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Harvest Investment Services, LLC holds $14,312,260 across 5 Software - Application names. DAVE ranks #3 (10.3% of the industry book) .
All Filings in DAVE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,480,983 | 8,507 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,983,612 | 8,959 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,414,327 | 12,111 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,608,581 | 5,993 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||