Position in DAVE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,002,671
+$1,692,697 QoQ
Shares Held
5,375
+283.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2
of 24 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in DAVE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $5,563,668 across 23 Software - Application names. DAVE ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
10,317 | $2,310,492 | |
| 2 | DAVE |
Dave Inc./DE
This page
|
5,375 | $2,002,671 | |
| 3 | SHOP |
Shopify Inc.
|
2,643 | $301,777 | |
| 4 | YOU |
Clear Secure, Inc.
|
4,400 | $245,212 | |
| 5 | NOW |
ServiceNow, Inc.
|
1,686 | $167,386 | |
| 6 | ROP |
Roper Technologies Inc
|
471 | $159,381 | |
| 7 | LIF |
Life360, Inc.
|
1,200 | $66,432 | |
| 8 | KARO |
Karooooo Ltd.
|
1,100 | $54,296 |
All Filings in DAVE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,002,671 | 5,375 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $309,974 | 1,400 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||