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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

Q4 2022 vs. Q3 2022

How the institutions holding Dave Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of DAVE: Q3 2022 compared with Q4 2022
MeasureQ3 2022Q4 2022Change
Holders3833−5
Shares20.3M35.5M+15.3M (+75.5%)
Value$7.26M$10.3M+$3.01M (+41.4%)

New holders (8)

Institutions that held Dave Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to DAVE in Q4 2022
InstitutionSharesValue% of portfolio
NVP Associates, LLC18,645,614$5.41M5.28%
Renaissance Technologies LLC232,400$67.0K0.00%
Sequoia Financial Advisors, LLC60,000$17.4K0.00%
Johnson Investment Counsel Inc29,412$8.53K0.00%
HRT Financial LP13,461$3.00K0.00%
CI Private Wealth, LLC10,000$2.90K0.00%
Bank of America Corp215$620.00%
GWM Advisors LLC3,000$10.00%

Sold out (13)

Institutions that held Dave Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of DAVE in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
HighTower Advisors, LLC541,755$194.0K
Marshall Wace, LLP211,345$75.0K
Luxor Capital Group, LP186,735$67.0K
Virtu Financial LLC166,276$60.0K
LMR Partners LLP128,282$46.0K
JPMorgan Chase & Co56,065$20.0K
Main Street Financial Solutions, LLC30,000$11.0K
Squarepoint Ops LLC28,602$10.0K
Walleye Capital LLC19,200$7.00K
Goldman Sachs Group Inc14,025$5.00K
Walleye Trading LLC10,800$4.00K
Royal Bank of Canada18$0
Advisor Group Holdings, Inc.500$0