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DAG Ventures, LLC — 13F Holdings & Portfolio

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

Backtest portfolio

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 and exited 0; 2 existing positions rose in reported value and 0 fell.

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.

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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
WLTH98.9% · -0%XYZ0.9% · 0%OPRT0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 100%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 14, 2026.

Address
251 LYTTON AVE.
SUITE 200
PALO ALTO, CA 94301
Phone
(650) 543-8180
Website
Name Title / Status Ownership Type
CADEDDU, JOHN, JAMES ControlMANAGING DIRECTOR
since Jan 2008
25–50%Individual
CADEDDU, JOHN, JAMES ControlMANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC
since Jun 2011
50–75%Individual
CADEDDU, JOHN, JAMES ControlMANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC
since Dec 2008
10–25%Individual
CADEDDU, JOHN, JAMES ControlMANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC
since Dec 2007
10–25%Individual
CADEDDU, JOHN, JAMES ControlMANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC
since Jun 2006
10–25%Individual
DUFF, JOHN, M ControlMANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC
since Jun 2006
10–25%Individual
GOODRICH, R, THOMAS ControlMANAGING DIRECTOR
since Jan 2008
25–50%Individual
GOODRICH, R, THOMAS ControlMANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC
since Jun 2011
50–75%Individual
GOODRICH, R, THOMAS ControlMANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC
since Dec 2008
10–25%Individual
GOODRICH, R, THOMAS ControlMANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC
since Dec 2007
10–25%Individual
GOODRICH, R, THOMAS ControlMANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC
since Jun 2006
25–50%Individual
ACKERMAN, ARNOLD, WMEMBER, DAG VENTURES MANAGEMENT II, LLC
since Jun 2006
Less than 5%Individual
CHUNG, YOUNG, JOONMANAGING DIRECTOR
since Sep 2011
10–25%Individual
CHUNG, YOUNG, JOONMANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC
since Dec 2008
10–25%Individual
CHUNG, YOUNG, JOONMANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC
since Dec 2007
10–25%Individual
CHUNG, YOUNG, JOONMANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC
since Jan 2013
10–25%Individual
CHUNG, YOUNG, JOONMANAGING DIRECTOR, DAG VENTURES MANAGEMENT VI, LLC
since Nov 2014
25–50%Individual
DUFF, JOHN, MMEMBER, DAG VENTURES MANAGEMENT V, LLC
since Jan 2013
5–10%Individual
DUFF, JOHN, MMEMBER, DAG VENTURES MANAGEMENT III, LLC
since Dec 2007
Less than 5%Individual
PAULSON, GREG, ERICMEMBER, DAG VENTURES MANAGEMENT V, LLC
since Jan 2013
5–10%Individual
PIANIM, NICHOLAS, KWASIMANAGING DIRECTOR
since Sep 2011
10–25%Individual
PIANIM, NICHOLAS, KWASIMANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC
since Dec 2008
10–25%Individual
PIANIM, NICHOLAS, KWASIMANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC
since Dec 2007
10–25%Individual
PIANIM, NICHOLAS, KWASIMANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC
since Jan 2013
10–25%Individual
PIANIM, NICHOLAS, KWASIMANAGING DIRECTOR, DAG VENTURES MANAGEMENT VI, LLC
since Nov 2014
25–50%Individual
RAGATZ, KENDRA, HARRISMEMBER, DAG VENTURES MANAGEMENT IV, LLC
since Dec 2008
Less than 5%Individual
WILLIAMS, GREGORY, RICHARD ALANMANAGING DIRECTOR
since Sep 2011
10–25%Individual
WILLIAMS, GREGORY, RICHARD ALANMANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC
since Dec 2008
10–25%Individual
WILLIAMS, GREGORY, RICHARD ALANMANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC
since Dec 2007
10–25%Individual
WILLIAMS, GREGORY, RICHARD ALANMANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC
since Jan 2013
10–25%Individual
WILLIAMS, GREGORY, RICHARD ALANMANAGING DIRECTOR, DAG VENTURES MANAGEMENT VI, LLC
since Nov 2014
25–50%Individual
ZANONE, JOSEPH, JOHNCHIEF FINANCIAL OFFICER
since Sep 2008
Less than 5%Individual
ZANONE, JOSEPH, JOHNMEMBER, DAG VENTURES MANAGEMENT V, LLC
since Jan 2013
5–10%Individual
Ownership & leadership changes · 3 filings with changes since Mar 29, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2025 filing
  • ChangedACKERMAN, ARNOLD, W · title MEMBER, DAG VENTURES MANAGEMENT II, LLC / MEMBER, DAG VENTURES MANAGEMENT, LLC → MEMBER, DAG VENTURES MANAGEMENT II, LLC; ownership 5–10% → Less than 5%
  • ChangedCADEDDU, JOHN, JAMES · title MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT, LLC → MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC
  • ChangedDUFF, JOHN, M · title MANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT, LLC / MEMBER, DAG VENTURES MANAGEMENT III, LLC / MEMBER, DAG VENTURES MANAGEMENT V, LLC → MANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC / MEMBER, DAG VENTURES MANAGEMENT III, LLC / MEMBER, DAG VENTURES MANAGEMENT V, LLC; ownership 25–50% → 10–25%
  • ChangedGOODRICH, R, THOMAS · title MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT, LLC → MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC
Apr 1, 2015 filing
  • ChangedCHUNG, YOUNG, JOON · title MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC → MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT VI, LLC; ownership 10–25% → 25–50%
  • ChangedPIANIM, NICHOLAS, KWASI · title MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC → MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT VI, LLC; ownership 10–25% → 25–50%
  • ChangedWILLIAMS, GREGORY, RICHARD ALAN · title MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC → MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT VI, LLC; ownership 10–25% → 25–50%
Apr 1, 2014 filing
  • AddedPAULSON, GREG, ERIC · MEMBER, DAG VENTURES MANAGEMENT V, LLC · 5–10%
  • AddedRAGATZ, KENDRA, HARRIS · MEMBER, DAG VENTURES MANAGEMENT IV, LLC · Less than 5%
  • ChangedACKERMAN, ARNOLD, W · title MEMBER, DAG VENTURES MANAGEMENT, LLC → MEMBER, DAG VENTURES MANAGEMENT II, LLC / MEMBER, DAG VENTURES MANAGEMENT, LLC
  • ChangedCHUNG, YOUNG, JOON · title MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC → MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC
  • ChangedDUFF, JOHN, M · title MANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT, LLC → MANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT, LLC / MEMBER, DAG VENTURES MANAGEMENT III, LLC / MEMBER, DAG VENTURES MANAGEMENT V, LLC
  • ChangedPIANIM, NICHOLAS, KWASI · title MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC → MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC
  • ChangedWILLIAMS, GREGORY, RICHARD ALAN · title MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC → MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC
  • ChangedZANONE, JOSEPH, JOHN · title CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER / MEMBER, DAG VENTURES MANAGEMENT V, LLC; ownership Less than 5% → 5–10%
Mar 29, 2012 filing (earliest on record)
  • ListedACKERMAN, ARNOLD, W · MEMBER, DAG VENTURES MANAGEMENT, LLC · 5–10%
  • ListedCADEDDU, JOHN, JAMES · MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT, LLC · 50–75% · control person
  • ListedCHUNG, YOUNG, JOON · MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC · 10–25%
  • ListedDUFF, JOHN, M · MANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT, LLC · 25–50% · control person
  • ListedGOODRICH, R, THOMAS · MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT II, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT V, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT, LLC · 50–75% · control person
  • ListedPIANIM, NICHOLAS, KWASI · MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC · 10–25%
  • ListedWILLIAMS, GREGORY, RICHARD ALAN · MANAGING DIRECTOR / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT III, LLC / MANAGING DIRECTOR, DAG VENTURES MANAGEMENT IV, LLC · 10–25%
  • ListedZANONE, JOSEPH, JOHN · CHIEF FINANCIAL OFFICER · Less than 5%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

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 →

DAG Ventures, LLC Holdings (2026-06-30)

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
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