Position in DAVE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$558,885
New position
Shares Held
1,500
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#212
of 343 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Advyzon Investment Management, LLC holds $7,066,439 across 13 Software - Application names. DAVE ranks #7 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,324 | $968,358 | |
| 2 | NOW |
ServiceNow, Inc.
|
9,715 | $964,504 | |
| 3 | PAYX |
Paychex Inc
|
8,841 | $869,334 | |
| 4 | UBER |
Uber Technologies, Inc
|
9,992 | $721,022 | |
| 5 | IDCC |
InterDigital, Inc.
|
2,185 | $618,639 | |
| 6 | CRM |
Salesforce, Inc.
|
3,827 | $599,537 | |
| 7 | DAVE |
Dave Inc./DE
This page
|
1,500 | $558,885 | |
| 8 | SHOP |
Shopify Inc.
|
3,958 | $451,923 |
All Filings in DAVE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,885 | 1,500 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||