Dave Inc.
DAVE- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001841408
No open-market purchases or sales by Dave Inc. insiders were filed in the last 90 days; 347 institutions reported holding it in 13F filings for Q2 2026, worth $4.54B in total; no superinvestor holds it.
Other share classesDAVEW
13F holders, Q4 2022
Institutional positions in Dave Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 33
- −5 vs. Q3 2022
- Shares held
- 35.5M
- +15.3M (+75.5%) vs. Q3 2022
- Total value
- $10.3M
- +$3.01M (+41.4%) vs. Q3 2022
- New holders
- 8
- 4 more added
- Sold out
- 13
- 11 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DAVE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 347 | $4.54B |
| Q1 2026 | 273 | $1.86B |
| Q4 2025 | 291 | $2.30B |
| Q3 2025 | 268 | $2.09B |
| Q2 2025 | 249 | $2.64B |
| Q1 2025 | 160 | $731.9M |
| Q4 2024 | 131 | $761.7M |
| Q3 2024 | 92 | $231.0M |
| Q2 2024 | 66 | $127.7M |
| Q1 2024 | 48 | $89.5M |
| Q4 2023 | 21 | $13.6M |
| Q3 2023 | 14 | $9.66M |
| Q2 2023 | 15 | $8.36M |
| Q1 2023 | 15 | $8.37M |
| Q4 2022 | 33 | $10.3M |
| Q3 2022 | 38 | $7.26M |
| Q2 2022 | 41 | $15.7M |
| Q1 2022 | 42 | $198.7M |
| Q4 2021 | 1 | $13.3M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NVP Associates, LLC | 18,645,614 | $5.41M | 5.28% | +18,645,614 | New |
| Vanguard Group Inc | 8,684,821 | $2.52M | 0.00% | +3,5670.0% | Added |
| Corbin Capital Partners, L.P. | 2,419,795 | $701.7K | 0.21% | −2,227,616−47.9% | Reduced |
| BlackRock Inc. | 2,139,980 | $620.6K | 0.00% | −9,748−0.5% | Reduced |
| Geode Capital Management, LLC | 1,472,322 | $427.0K | 0.00% | −3,567−0.2% | Reduced |
| State Street Corp | 563,722 | $163.5K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 281,675 | $81.7K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 232,400 | $67.0K | 0.00% | +232,400 | New |
| Bank of New York Mellon Corp | 211,619 | $61.4K | 0.00% | −1,073−0.5% | Reduced |
| Vetamer Capital Management, L.P. | 208,935 | $60.6K | 0.08% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100,969 | $29.3K | 0.00% | −41,693−29.2% | Reduced |
| Highbridge Capital Management LLC | 99,319 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cowen and Company, LLC | 70,000 | $20.3K | 0.00% | −30,000−30.0% | Reduced |
| Sequoia Financial Advisors, LLC | 60,000 | $17.4K | 0.00% | +60,000 | New |
| Levin Capital Strategies, L.P. | 46,726 | $13.6K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 29,412 | $8.53K | 0.00% | +29,412 | New |
| Susquehanna International Group, LLP | 28,767 | $8.34K | 0.00% | −6,380−18.2% | Reduced |
| UBS Group AG | 21,862 | $6.34K | 0.00% | +6,534+42.6% | Added |
| Morgan Stanley | 20,378 | $5.91K | 0.00% | −1,754−7.9% | Reduced |
| Victory Capital Management Inc | 19,612 | $5.69K | 0.00% | −80.0% | Reduced |
| Toroso Investments, LLC | 18,544 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 14,500 | $4.21K | 0.00% | +1,500+11.5% | Added |
| Bank of Montreal | 10,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 13,461 | $3.00K | 0.00% | +13,461 | New |
| CI Private Wealth, LLC | 10,000 | $2.90K | 0.00% | +10,000 | New |
| Simplex Trading, LLC | 5,619 | $1.00K | 0.00% | −2,085−27.1% | Reduced |
| Wells Fargo & Company | 3,033 | $880 | 0.00% | +2,039+205.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $290 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 215 | $62 | 0.00% | +215 | New |
| Private Advisor Group, LLC | 100,725 | $29 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,000 | $1 | 0.00% | +3,000 | New |
| Cutler Group LP | 1,541 | $0 | 0.00% | −2,710−63.7% | Reduced |
| Ronald Blue Trust, Inc. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −541,755−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −211,345−100.0% | Sold out |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −186,735−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −166,276−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −128,282−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −56,065−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −28,602−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −14,025−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |