Dave Inc.

DAVE

Exchange: Nasdaq
Industry: Finance Services
SEC CIK: 0001841408

SEC filings (opens in a new tab)

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

Q4 2024 vs. Q3 2024

How the institutions holding Dave Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of DAVE: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	92	2	131	+41
Shares	5.78M	54.7K	8.76M	+3.03M (+52.9%)
Value	$231.0M	$1.94M	$761.7M	+$532.7M (+232.6%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Dave Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to DAVE in Q4 2024
Institution	Shares	Value	% of portfolio
Invesco Ltd.	349,541	$30.4M	0.01%
Proem Advisors LLC	297,771	$25.9M	11.83%
Cooper Creek Partners Management LLC	211,604	$18.4M	0.57%
Voloridge Investment Management, LLC	104,411	$9.08M	0.03%
Dimensional Fund Advisors LP	66,245	$5.76M	0.00%
Metavasi Capital LP	62,394	$5.42M	2.87%
Healthcare of Ontario Pension Plan Trust Fund	48,800	$4.24M	0.01%
Arrowstreet Capital, Limited Partnership	43,637	$3.79M	0.00%
Washington Harbour Partners LP	39,750	$3.46M	6.41%
Shellback Capital, LP	37,001	$3.22M	0.22%
BNP Paribas Arbitrage, SA	33,256	$2.89M	0.00%
Tudor Investment Corp Et Al	33,154	$2.88M	0.03%
Canada Pension Plan Investment Board	27,300	$2.37M	0.00%
Penserra Capital Management LLC	23,389	$2.03M	0.04%
EAM Investors, LLC	22,893	$1.99M	0.28%
S Squared Technology, LLC	22,851	$1.99M	0.83%
Point72 Asset Management, L.P.	18,191	$1.58M	0.00%
Raymond James Financial Inc	17,518	$1.52M	0.00%
Oppenheimer & Co Inc	9,895	$860.1K	0.01%
CWM Advisors, LLC	9,473	$823.4K	0.09%
Cubist Systematic Strategies, LLC	8,510	$739.7K	0.01%
Omers Administration Corp	7,900	$686.7K	0.01%
Graham Capital Management, L.P.	7,844	$681.8K	0.02%
Ieq Capital, LLC	7,605	$661.0K	0.01%
EntryPoint Capital, LLC	7,220	$627.6K	0.26%
Susquehanna International Group, LLP	6,578	$571.8K	0.00%
State of Wyoming	6,416	$557.7K	0.07%
Sierra Summit Advisors LLC	5,875	$510.7K	0.10%
LPL Financial LLC	5,685	$494.1K	0.00%
Counterpoint Mutual Funds LLC	5,200	$452.0K	0.06%
Creative Planning	4,659	$405.0K	0.00%
Intech Investment Management LLC	4,649	$404.1K	0.00%
Bryce Point Capital, LLC	4,524	$393.2K	0.11%
O'Shaughnessy Asset Management, LLC	4,354	$378.4K	0.00%
Price T Rowe Associates Inc	3,120	$272.0K	0.00%
Y-Intercept (Hong Kong) Ltd	3,115	$270.8K	0.02%
Manufacturers Life Insurance Company, The	2,883	$250.6K	0.00%
Citizens Financial Group Inc	2,800	$243.4K	0.00%
Harvest Fund Management Co., Ltd	2,761	$232.0K	0.01%
Leavell Investment Management, Inc.	2,560	$222.5K	0.01%
SBI Securities Co., Ltd.	1,929	$167.7K	0.01%
Police & Firemen's Retirement System of New Jersey	1,748	$151.9K	0.00%
Group One Trading, L.P.	564	$49.0K	0.00%
STRS Ohio	500	$43.5K	0.00%
Meeder Asset Management Inc	248	$21.6K	0.00%
R Squared Ltd	190	$16.5K	0.02%
Point72 (DIFC) Ltd	78	$6.78K	0.00%
Richard W. Paul & Associates, LLC	50	$4.35K	0.00%
Signaturefd, LLC	40	$3.48K	0.00%
US Bancorp	25	$2.17K	0.00%
Coppell Advisory Solutions LLC	18	$1.70K	0.00%
Golden State Wealth Management, LLC	15	$1.30K	0.00%
GAMMA Investing LLC	3	$261	0.00%
IFP Advisors, Inc	2	$174	0.00%

Sold out (13)

Institutions that held Dave Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of DAVE in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Segall Bryant & Hamill, LLC	41,241	$1.65M
Lazard Asset Management LLC	25,255	$1.01M
Quadrature Capital Ltd	18,402	$736.8K
Balyasny Asset Management LLC	17,806	$711.5K
Winton Group Ltd	13,148	$525.4K
Cetera Investment Advisers	10,222	$408.5K
Verition Fund Management LLC	8,189	$327.2K
HSBC Holdings PLC	6,700	$267.0K
MYDA Advisors LLC	6,000	$239.8K
Hillsdale Investment Management Inc.	3,900	$155.8K
Quarry LP	2,592	$103.6K
Capital Performance Advisors LLP	83	$3.32K
National Bank of Canada	1	$40

Not filed for Q4 2024 yet (2)

Institutions that held Dave Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DAVE in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Millrace Asset Group, Inc.	28,912	$1.16M
ClariVest Asset Management LLC	25,770	$780.8K