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 2024
Institutional positions in Dave Inc. as of Mar 31, 2024. 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
- 48
- +27 vs. Q4 2023
- Shares held
- 2.41M
- +791.4K (+48.9%) vs. Q4 2023
- Total value
- $89.5M
- +$76.0M (+559.1%) vs. Q4 2023
- New holders
- 31
- 10 more added
- Sold out
- 4
- 1 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NVP Associates, LLC | 582,675 | $21.6M | 17.18% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 400,785 | $14.9M | 6.52% | −100,418−20.0% | Reduced |
| Vanguard Group Inc | 307,011 | $11.4M | 0.00% | +13,891+4.7% | Added |
| Invesco Ltd. | 199,136 | $7.40M | 0.00% | +199,136 | New |
| Goldman Sachs Group Inc | 113,379 | $4.21M | 0.00% | +113,379 | New |
| BlackRock Inc. | 93,996 | $3.49M | 0.00% | +7,923+9.2% | Added |
| G2 Investment Partners Management LLC | 89,938 | $3.34M | 0.89% | +89,938 | New |
| Renaissance Technologies LLC | 78,600 | $2.92M | 0.00% | +45,900+140.4% | Added |
| Geode Capital Management, LLC | 68,953 | $2.56M | 0.00% | +15,078+28.0% | Added |
| Millennium Management LLC | 49,517 | $1.84M | 0.00% | +49,517 | New |
| Ameriprise Financial Inc | 46,401 | $1.72M | 0.00% | +46,401 | New |
| EAM Investors, LLC | 38,910 | $1.45M | 0.23% | +38,910 | New |
| Jane Street Group, LLC | 33,292 | $1.24M | 0.00% | +33,292 | New |
| Qube Research & Technologies Ltd | 29,069 | $1.08M | 0.00% | +29,069 | New |
| VGI Partners Ltd | 27,737 | $1.03M | 0.10% | +27,737 | New |
| MYDA Advisors LLC | 25,000 | $928.5K | 0.32% | +25,000 | New |
| State Street Corp | 23,312 | $865.8K | 0.00% | +5,700+32.4% | Added |
| Bridgeway Capital Management, LLC | 21,000 | $779.9K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 18,222 | $676.8K | 0.00% | +18,222 | New |
| Boothbay Fund Management, LLC | 17,464 | $648.6K | 0.02% | +17,464 | New |
| Trexquant Investment LP | 16,512 | $613.3K | 0.01% | +16,512 | New |
| Marathon Trading Investment Management LLC | 14,300 | $531.1K | 0.21% | +14,300 | New |
| Northern Trust Corp | 12,193 | $452.8K | 0.00% | +1,732+16.6% | Added |
| JPMorgan Chase & Co | 11,137 | $413.6K | 0.00% | +11,137 | New |
| Schonfeld Strategic Advisors LLC | 10,456 | $388.3K | 0.00% | +10,456 | New |
| Susquehanna International Group, LLP | 10,009 | $371.7K | 0.00% | +10,009 | New |
| Morgan Stanley | 9,311 | $345.8K | 0.00% | +8,759+1,586.8% | Added |
| Citigroup Inc | 8,911 | $331.0K | 0.00% | +8,911 | New |
| Balyasny Asset Management LLC | 7,652 | $284.2K | 0.00% | +7,652 | New |
| Brevan Howard Capital Management LP | 7,611 | $282.7K | 0.03% | +7,611 | New |
| CIBC Asset Management Inc | 6,708 | $249.1K | 0.00% | +6,708 | New |
| Y-Intercept (Hong Kong) Ltd | 6,026 | $223.8K | 0.02% | +6,026 | New |
| American Century Companies Inc | 5,895 | $218.9K | 0.00% | +5,895 | New |
| Charles Schwab Investment Management Inc | 5,855 | $217.5K | 0.00% | +5,855 | New |
| Lazard Asset Management LLC | 4,354 | $161.0K | 0.00% | +4,354 | New |
| Tower Research Capital LLC (TRC) | 3,457 | $128.4K | 0.00% | +2,538+276.2% | Added |
| LMR Partners LLP | 1,893 | $70.3K | 0.00% | +1,893 | New |
| Bank of America Corp | 1,824 | $67.7K | 0.00% | +1,820+45,500.0% | Added |
| Advisor Group Holdings, Inc. | 760 | $28.2K | 0.00% | +760 | New |
| UBS Group AG | 594 | $22.1K | 0.00% | +594 | New |
| Atlas Capital Advisors LLC | 379 | $14.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 274 | $10.0K | 0.00% | +274 | New |
| Rhumbline Advisers | 254 | $9.43K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 111 | $4.12K | 0.00% | +1+0.9% | Added |
| GWM Advisors LLC | 93 | $3.45K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 31 | $1.15K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 19 | $706 | 0.00% | +19 | New |
| Macquarie Group Ltd | 395 | $15 | 0.00% | +395 | New |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −16,079−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −2,659−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −18−100.0% | Sold out |