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 |
|---|---|---|---|---|---|
| Cutler Group LP | 1,541 | $0 | 0.00% | −2,710−63.7% | Reduced |
| Ronald Blue Trust, Inc. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,000 | $1 | 0.00% | +3,000 | New |
| Private Advisor Group, LLC | 100,725 | $29 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 215 | $62 | 0.00% | +215 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $290 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,033 | $880 | 0.00% | +2,039+205.1% | Added |
| Simplex Trading, LLC | 5,619 | $1.00K | 0.00% | −2,085−27.1% | Reduced |
| CI Private Wealth, LLC | 10,000 | $2.90K | 0.00% | +10,000 | New |
| Bank of Montreal | 10,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 13,461 | $3.00K | 0.00% | +13,461 | New |
| Moors & Cabot, Inc. | 14,500 | $4.21K | 0.00% | +1,500+11.5% | Added |
| Toroso Investments, LLC | 18,544 | $5.00K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,612 | $5.69K | 0.00% | −80.0% | Reduced |
| Morgan Stanley | 20,378 | $5.91K | 0.00% | −1,754−7.9% | Reduced |
| UBS Group AG | 21,862 | $6.34K | 0.00% | +6,534+42.6% | Added |
| Susquehanna International Group, LLP | 28,767 | $8.34K | 0.00% | −6,380−18.2% | Reduced |
| Johnson Investment Counsel Inc | 29,412 | $8.53K | 0.00% | +29,412 | New |
| Levin Capital Strategies, L.P. | 46,726 | $13.6K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 60,000 | $17.4K | 0.00% | +60,000 | New |
| Cowen and Company, LLC | 70,000 | $20.3K | 0.00% | −30,000−30.0% | Reduced |
| Highbridge Capital Management LLC | 99,319 | $29.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100,969 | $29.3K | 0.00% | −41,693−29.2% | Reduced |
| Vetamer Capital Management, L.P. | 208,935 | $60.6K | 0.08% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 211,619 | $61.4K | 0.00% | −1,073−0.5% | Reduced |
| Renaissance Technologies LLC | 232,400 | $67.0K | 0.00% | +232,400 | New |
| Northern Trust Corp | 281,675 | $81.7K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 563,722 | $163.5K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,472,322 | $427.0K | 0.00% | −3,567−0.2% | Reduced |
| BlackRock Inc. | 2,139,980 | $620.6K | 0.00% | −9,748−0.5% | Reduced |
| Corbin Capital Partners, L.P. | 2,419,795 | $701.7K | 0.21% | −2,227,616−47.9% | Reduced |
| Vanguard Group Inc | 8,684,821 | $2.52M | 0.00% | +3,5670.0% | Added |
| NVP Associates, LLC | 18,645,614 | $5.41M | 5.28% | +18,645,614 | New |
| 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 |