DAG Ventures, LLC — 13F Holdings & Portfolio

CIK 1624576 · latest 13F-HR filed 2026-05-14

DAG Ventures, LLC manages $128.8M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are WLTH (99.19%), XYZ (0.67%), OPRT (0.14%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 3.

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.

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AUM

$128.8M

Long-equity book

Holdings

3

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+0 / −0 / ↑0 / ↓3

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • WEALTHFRONT CORP-$60.0M -31.9%
  • BLOCK INC-$226.1K -20.7%
  • OPORTUN FINL CORP-$26.1K -12.9%
Show all 3

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 $127.8M 99.19% 13,813,474 SH
2 BLOCK INC XYZ 852234103 $868.2K 0.67% 14,427 SH
3 OPORTUN FINL CORP OPRT 68376D104 $177.3K 0.14% 38,452 SH
Filing History
Period Filed AUM Holdings Accession
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