Position in DAVE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$212,376
New position
Shares Held
570
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#262
of 340 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, 2026CAPITAL ADVISORS INC/OK holds $85,343,866 across 7 Software - Application names. DAVE ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
559,087 | $40,343,717 | |
| 2 | PAYX |
Paychex Inc
|
302,296 | $29,724,765 | |
| 3 | QNT |
Quantinuum Inc.
|
140,103 | $11,452,019 | |
| 4 | SHOP |
Shopify Inc.
|
15,217 | $1,737,477 | |
| 5 | ADP |
Automatic Data Processing Inc
|
5,327 | $1,192,981 | |
| 6 | CRM |
Salesforce, Inc.
|
4,344 | $680,531 | |
| 7 | DAVE |
Dave Inc./DE
This page
|
570 | $212,376 |
All Filings in DAVE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,376 | 570 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||