Meros Investment Management, LP DAVE — DAVE INC

Ownership history in Meros Investment Management, LP  ·  5 quarters on record

AI Ownership Summary

Meros Investment Management, LP reported DAVE INC (DAVE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 2.14% in 2025 Q2. The latest visible filing shows DAVE at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DAVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meros Investment Management, LP's position in DAVE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DAVE was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.14% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DAVE stock page Meros Investment Management, LP fund profile Meros Investment Management, LP full holdings
How Meros Investment Management, LP held DAVE — position size vs. price
% of Fund (quarterly)    DAVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,562 -105 -2.9% 0.27% $620K 2026-05-14 $234.49
2025 Q4 REDUCED 45.8% -21.4% ✅ 3,667 -3,102 -45.8% 0.32% $812K 2026-02-17 $176.61
2025 Q3 REDUCED 59.7% +14.2% ❌ 6,769 -10,028 -59.7% 0.58% $1.3M 2025-11-14 $205.30
2025 Q2 REDUCED 14.5% -21.4% ✅ 16,797 -2,844 -14.5% 2.14% $4.5M 2025-08-14 $201.06
2025 Q1 INITIATED — — — 19,641 — — 0.95% $1.6M 2025-05-13 $181.76

🏢 Other funds also holding DAVE

As of 2026 Q1 — sorted by position size

Whetstone Capital Advisors, LLC 3Y 7Y 13.53% Buckley Capital Advisors, LLC 9.59% FINDELL CAPITAL MANAGEMENT LLC 8.67% Metavasi Capital LP 3Y 7.41% Tenzing Global Management, LLC 3Y 7Y 5.78% G2 Investment Partners Management LLC 3Y 7Y 5.14% Prospect Capital Advisors, LLC 3Y 7Y 5.06% S SQUARED TECHNOLOGY, LLC 3Y 7Y 4.94% Divisadero Street Capital Management, LP 3Y 4.66% Estuary Capital Management LP 3.44%

FAQ About Meros Investment Management, LP and DAVE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meros Investment Management, LP reported owning DAVE?

Meros Investment Management, LP reported DAVE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DAVE position in Meros Investment Management, LP's portfolio?

The largest reported portfolio weight for DAVE was 2.14% in 2025 Q2.

What is the latest reported DAVE position on this page?

The most recent filing on this page is 2026 Q1, when Meros Investment Management, LP reported 3,562 shares, equal to 0.27% of portfolio, with an estimated market value of $620K.

What does the chart on this DAVE ownership page compare?

The chart compares Meros Investment Management, LP's quarterly DAVE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Meros Investment Management, LP time their DAVE position?

Based on 13F filing dates vs. subsequent DAVE price moves, Meros Investment Management, LP correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on DAVE relative to SPY over the holding period was +0.0%.

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