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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, Q3 2024

Institutional positions in Dave Inc. as of Sep 30, 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
92
+27 vs. Q2 2024
Shares held
5.78M
+2.08M (+56.2%) vs. Q2 2024
Total value
$231.0M
+$118.6M (+105.6%) vs. Q2 2024
New holders
35
31 more added
Sold out
8
17 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 92 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 heldQ3 2024: $231.0M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q2 2024.

Institutions holding DAVE in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
NVP Associates, LLC582,675$23.3M13.22%00.0%Unchanged
BlackRock, Inc.513,859$20.5M0.00%+513,859New
Vanguard Group Inc443,620$17.7M0.00%+72,946+19.7%Added
G2 Investment Partners Management LLC372,757$14.9M4.23%+252,110+209.0%Added
Divisadero Street Capital Management, LP365,917$14.6M1.88%−251,369−40.7%Reduced
UBS Group AG335,298$13.4M0.00%+332,932+14,071.5%Added
Nuveen Asset Management, LLC261,290$10.4M0.00%+175,003+202.8%Added
Marshall Wace, LLP234,999$9.39M0.01%+58,839+33.4%Added
Renaissance Technologies LLC222,200$8.88M0.01%+99,374+80.9%Added
Whetstone Capital Advisors, LLC208,021$8.31M4.01%−1,591−0.8%Reduced
Hood River Capital Management LLC188,825$7.55M0.12%+188,825New
Geode Capital Management, LLC171,788$6.87M0.00%+11,195+7.0%Added
Trexquant Investment LP163,571$6.54M0.08%+82,972+102.9%Added
State Street Corp160,274$6.40M0.00%−3,416−2.1%Reduced
Citadel Advisors LLC142,703$5.70M0.01%+101,574+247.0%Added
D. E. Shaw & Co., Inc.118,428$4.73M0.01%+118,428New
AQR Capital Management LLC102,365$4.09M0.01%+102,365New
Acadian Asset Management LLC77,843$3.11M0.01%+20,172+35.0%Added
Boothbay Fund Management, LLC76,198$3.04M0.10%+48,966+179.8%Added
Millennium Management LLC69,600$2.78M0.00%−62,722−47.4%Reduced
Charles Schwab Investment Management Inc64,416$2.57M0.00%+39,126+154.7%Added
Northern Trust Corp60,791$2.43M0.00%+45,051+286.2%Added
Jane Street Group, LLC49,871$1.99M0.00%+35,212+240.2%Added
JPMorgan Chase & Co49,168$1.96M0.00%+37,571+324.0%Added
SEI Investments Co46,511$1.86M0.00%+46,511New
Gsa Capital Partners LLP46,265$1.85M0.14%+46,265New
Segall Bryant & Hamill, LLC41,241$1.65M0.02%+41,241New
Goldman Sachs Group Inc37,745$1.51M0.00%+27,426+265.8%Added
Morgan Stanley32,062$1.28M0.00%−73,108−69.5%Reduced
Alliancebernstein L.P.29,747$1.19M0.00%+23,117+348.7%Added
Ameriprise Financial Inc29,403$1.17M0.00%00.0%Unchanged
Millrace Asset Group, Inc.28,912$1.16M1.17%+28,912New
VGI Partners Ltd25,315$1.01M0.09%+25,315New
Lazard Asset Management LLC25,255$1.01M0.00%+25,255New
Jump Financial, LLC24,404$975.2K0.02%−8,084−24.9%Reduced
Algert Global LLC23,981$958.3K0.03%+23,981New
Two Sigma Investments, LP22,710$907.5K0.00%−4,640−17.0%Reduced
ClariVest Asset Management LLC25,770$780.8K0.08%00.0%Unchanged
Quadrature Capital Ltd18,402$736.8K0.02%+863+4.9%Added
Balyasny Asset Management LLC17,806$711.5K0.00%−12,123−40.5%Reduced
Aviva PLC17,188$686.8K0.00%+17,188New
Centiva Capital, LP17,029$680.5K0.03%+17,029New
Bank of New York Mellon Corp16,026$640.4K0.00%−6,331−28.3%Reduced
Franklin Resources Inc12,384$542.5K0.00%+12,384New
Winton Group Ltd13,148$525.4K0.04%−9,825−42.8%Reduced
Barclays PLC11,157$445.8K0.00%+2,883+34.8%Added
Quantbot Technologies LP11,123$444.5K0.02%+10,158+1,052.6%Added
Options Solutions, LLC10,425$416.6K0.20%+2,460+30.9%Added
Rhumbline Advisers10,317$412.3K0.00%+925+9.8%Added
Cetera Investment Advisers10,222$408.5K0.00%+10,222New
Two Sigma Advisers, LP9,900$395.6K0.00%+9,900New
Squarepoint Ops LLC9,859$394.0K0.00%−21,941−69.0%Reduced
Bank of America Corp9,763$390.1K0.00%+3,599+58.4%Added
PDT Partners, LLC9,517$380.3K0.03%+9,517New
American Century Companies Inc9,452$377.7K0.00%+66+0.7%Added
Verition Fund Management LLC8,189$327.2K0.00%−8,662−51.4%Reduced
Sterling Capital Management LLC8,018$320.4K0.00%+8,018New
HSBC Holdings PLC6,700$267.0K0.00%+6,700New
Citigroup Inc6,220$248.6K0.00%+4,519+265.7%Added
Voya Investment Management LLC6,040$241.4K0.00%+6,040New
MYDA Advisors LLC6,000$239.8K0.07%−24,000−80.0%Reduced
Caption Management, LLC5,300$211.8K0.02%+5,300New
Federated Hermes, Inc.5,242$209.5K0.00%+5,091+3,371.5%Added
MetLife Investment Management4,763$190.3K0.00%+2,684+129.1%Added
Deutsche Bank AG4,565$182.4K0.00%+1,270+38.5%Added
Mirae Asset Global ETFs Holdings Ltd.4,278$170.9K0.00%+4,278New
Corebridge Financial, Inc.4,180$167.0K0.00%−26−0.6%Reduced
Hillsdale Investment Management Inc.3,900$155.8K0.01%+3,900New
New York State Common Retirement Fund3,400$135.9K0.00%00.0%Unchanged
SG Americas Securities, LLC2,665$106.0K0.00%+2,665New
Quarry LP2,592$103.6K0.03%+2,592New
Wells Fargo & Company2,469$98.7K0.00%−95−3.7%Reduced
Mather Group, LLC.2,187$87.4K0.00%+2,187New
CWM, LLC2,057$82.0K0.00%+2,057New
Royal Bank of Canada1,157$45.0K0.00%+317+37.7%Added
Legal & General Group Plc841$33.6K0.00%−24−2.8%Reduced
Ameritas Investment Partners, Inc.766$30.6K0.00%00.0%Unchanged
New York State Teachers Retirement System714$29.0K0.00%+714New
California State Teachers Retirement System566$22.6K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)552$22.1K0.00%+552New
Simplex Trading, LLC467$18.0K0.00%−389−45.4%Reduced
Atlas Capital Advisors LLC379$15.1K0.00%00.0%Unchanged
Amalgamated Bank270$11.0K0.00%00.0%Unchanged
GWM Advisors LLC221$8.83K0.00%+128+137.6%Added
Global Retirement Partners, LLC200$7.99K0.00%00.0%Unchanged
True Wealth Design, LLC86$3.44K0.00%+86New
Capital Performance Advisors LLP83$3.32K0.00%+83New
FMR LLC79$3.16K0.00%+79New
Steward Partners Investment Advisory, LLC38$1.52K0.00%+7+22.6%Added
Advisor Group Holdings, Inc.28$1.12K0.00%+28New
Russell Investments Group, Ltd.25$9990.00%+25New
National Bank of Canada1$400.00%+1New
Cubist Systematic Strategies, LLC0$00.00%−83,023−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−32,947−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−26,003−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−25,168−100.0%Sold out
Bank of Montreal0$00.00%−13,736−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−14,231−100.0%Sold out
XTX Topco Ltd0$00.00%−11,922−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−3,816−100.0%Sold out