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, Q3 2023
Institutional positions in Dave Inc. as of Sep 30, 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
- 14
- −1 vs. Q2 2023
- Shares held
- 1.56M
- −13.3K (−0.8%) vs. Q2 2023
- Total value
- $9.66M
- +$1.30M (+15.5%) vs. Q2 2023
- New holders
- 0
- 2 more added
- Sold out
- 1
- 3 more reduced
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 31 | $192 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 93 | $577 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 107 | $663 | 0.00% | −692−86.6% | Reduced |
| Rhumbline Advisers | 254 | $1.61K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 284 | $2.00K | 0.00% | −3,332−92.1% | Reduced |
| Morgan Stanley | 1,034 | $6.41K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 17,612 | $111.8K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 21,000 | $133.3K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 53,875 | $342.2K | 0.00% | +5,632+11.7% | Added |
| BlackRock Inc. | 85,201 | $528.2K | 0.00% | +2,011+2.4% | Added |
| Vanguard Group Inc | 292,896 | $1.82M | 0.00% | −20.0% | Reduced |
| Whetstone Capital Advisors, LLC | 501,203 | $3.11M | 1.72% | 00.0% | Unchanged |
| NVP Associates, LLC | 582,675 | $3.61M | 3.23% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −16,935−100.0% | Sold out |