DAG Ventures, LLC — 13F Holdings & Portfolio

CIK 1624576 · latest 13F-HR filed 2026-08-11

DAG Ventures, LLC manages $124.8M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WLTH (98.95%), XYZ (0.88%), OPRT (0.18%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 2, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
251 LYTTON AVENUE, SUITE 200
PALO ALTO, CA 94301
Phone
(650) 543-8180
Filing Manager
DAG VENTURES, LLC
PALO ALTO, CA
Signatory
Joseph Zanone
Chief Financial Officer
Loading holdings…
AUM

$124.8M

Long-equity book

Holdings

3

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+0 / −0 / ↑2 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BLOCK INC$228.2K +26.3%
  • OPORTUN FINL CORP$42.3K +23.9%
Show all 2

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 WEALTHFRONT CORP WLTH 947002101 $123.5M 98.95% 13,813,473 SH
2 BLOCK INC XYZ 852234103 $1.1M 0.88% 14,427 SH
3 OPORTUN FINL CORP OPRT 68376D104 $219.6K 0.18% 38,452 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $124.8M 3 0001624576-26-000008
2026-03-31 2026-05-14 $128.8M 3 0001624576-26-000005
2025-12-31 2026-02-04 $189.0M 3 0001624576-26-000002
2024-09-30 2024-11-07 $7.2M 3 0001104659-24-115322