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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

13F holders, Q1 2023

Institutional positions in Dave Inc. as of Mar 31, 2023. 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
15
−18 vs. Q4 2022
Shares held
1.38M
+270.9K (+24.4%) vs. Q4 2022Converted for a 1-for-32 split
Total value
$8.37M
−$1.90M (−18.5%) vs. Q4 2022
New holders
4
5 more added
Sold out
22
3 more reduced

Compare with Q4 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.

Institutional holdersQ1 2023: 15 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 1 institutionQ1 2022: 42 institutionsQ2 2022: 41 institutionsQ3 2022: 38 institutionsQ4 2022: 33 institutionsQ1 2023: 15 institutionsQ2 2023: 15 institutionsQ3 2023: 14 institutionsQ4 2023: 21 institutionsQ1 2024: 48 institutionsQ2 2024: 66 institutionsQ3 2024: 92 institutionsQ4 2024: 131 institutionsQ1 2025: 160 institutionsQ2 2025: 249 institutionsQ3 2025: 268 institutionsQ4 2025: 291 institutionsQ1 2026: 273 institutionsQ2 2026: 347 institutions
Value heldQ1 2023: $8.37M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $13.3MQ1 2022: $198.7MQ2 2022: $15.7MQ3 2022: $7.26MQ4 2022: $10.3MQ1 2023: $8.37MQ2 2023: $8.36MQ3 2023: $9.66MQ4 2023: $13.6MQ1 2024: $89.5MQ2 2024: $127.7MQ3 2024: $231.0MQ4 2024: $761.7MQ1 2025: $731.9MQ2 2025: $2.64BQ3 2025: $2.09BQ4 2025: $2.30BQ1 2026: $1.86BQ2 2026: $4.54B
Institutions holding DAVE and their total value by quarter
QuarterHoldersValue
Q2 2026347$4.54B
Q1 2026273$1.86B
Q4 2025291$2.30B
Q3 2025268$2.09B
Q2 2025249$2.64B
Q1 2025160$731.9M
Q4 2024131$761.7M
Q3 202492$231.0M
Q2 202466$127.7M
Q1 202448$89.5M
Q4 202321$13.6M
Q3 202314$9.66M
Q2 202315$8.36M
Q1 202315$8.37M
Q4 202233$10.3M
Q3 202238$7.26M
Q2 202241$15.7M
Q1 202242$198.7M
Q4 20211$13.3M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q4 2022.

Institutions holding DAVE in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
NVP Associates, LLC582,675$3.53M4.06%00.0%UnchangedConverted for a 1-for-32 split
Whetstone Capital Advisors, LLC320,829$1.94M1.25%+320,829New
Vanguard Group Inc292,898$1.77M0.00%+21,497+7.9%AddedConverted for a 1-for-32 split
BlackRock Inc.68,719$416.4K0.00%+1,845+2.8%AddedConverted for a 1-for-32 split
Geode Capital Management, LLC48,243$292.4K0.00%+2,233+4.9%AddedConverted for a 1-for-32 split
Bridgeway Capital Management, LLC21,000$127.3K0.00%+21,000New
State Street Corp17,612$106.7K0.00%00.0%UnchangedConverted for a 1-for-32 split
HighTower Advisors, LLC16,935$103.0K0.00%+16,935New
Susquehanna International Group, LLP10,690$64.8K0.00%+9,791+1,089.1%AddedConverted for a 1-for-32 split
Royal Bank of Canada983$6.00K0.00%+983New
Morgan Stanley706$4.28K0.00%+69+10.9%AddedConverted for a 1-for-32 split
Wells Fargo & Company95$5760.00%00.0%UnchangedConverted for a 1-for-32 split
GWM Advisors LLC93$5640.00%−1−0.8%ReducedConverted for a 1-for-32 split
Steward Partners Investment Advisory, LLC31$1880.00%−0−0.8%ReducedConverted for a 1-for-32 split
Cutler Group LP18$00.00%−30−62.6%ReducedConverted for a 1-for-32 split
Corbin Capital Partners, L.P.0$00.00%−75,619−100.0%Sold outConverted for a 1-for-32 split
Northern Trust Corp0$00.00%−8,802−100.0%Sold outConverted for a 1-for-32 split
Renaissance Technologies LLC0$00.00%−7,263−100.0%Sold outConverted for a 1-for-32 split
Bank of New York Mellon Corp0$00.00%−6,613−100.0%Sold outConverted for a 1-for-32 split
Vetamer Capital Management, L.P.0$00.00%−6,529−100.0%Sold outConverted for a 1-for-32 split
Group One Trading, L.P.0$00.00%−3,155−100.0%Sold outConverted for a 1-for-32 split
Highbridge Capital Management LLC0$00.00%−3,104−100.0%Sold outConverted for a 1-for-32 split
Cowen and Company, LLC0$00.00%−2,188−100.0%Sold outConverted for a 1-for-32 split
Sequoia Financial Advisors, LLC0$00.00%−1,875−100.0%Sold outConverted for a 1-for-32 split
Levin Capital Strategies, L.P.0$00.00%−1,460−100.0%Sold outConverted for a 1-for-32 split
Johnson Investment Counsel Inc0$00.00%−919−100.0%Sold outConverted for a 1-for-32 split
UBS Group AG0$00.00%−683−100.0%Sold outConverted for a 1-for-32 split
Victory Capital Management Inc0$00.00%−613−100.0%Sold outConverted for a 1-for-32 split
Toroso Investments, LLC0$00.00%−580−100.0%Sold outConverted for a 1-for-32 split
Moors & Cabot, Inc.0$00.00%−453−100.0%Sold outConverted for a 1-for-32 split
Bank of Montreal0$00.00%−313−100.0%Sold outConverted for a 1-for-32 split
HRT Financial LP0$00.00%−421−100.0%Sold outConverted for a 1-for-32 split
CI Private Wealth, LLC0$00.00%−313−100.0%Sold outConverted for a 1-for-32 split
Simplex Trading, LLC0$00.00%−176−100.0%Sold outConverted for a 1-for-32 split
Bank of America Corp0$00.00%−7−100.0%Sold outConverted for a 1-for-32 split
Private Advisor Group, LLC0$00.00%−3,148−100.0%Sold outConverted for a 1-for-32 split
Ronald Blue Trust, Inc.0$00.00%−3−100.0%Sold outConverted for a 1-for-32 split