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, Q4 2024
Institutional positions in Dave Inc. as of Dec 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
- 131
- +41 vs. Q3 2024
- Shares held
- 8.76M
- +3.03M (+52.9%) vs. Q3 2024
- Total value
- $761.7M
- +$532.7M (+232.6%) vs. Q3 2024
- New holders
- 54
- 43 more added
- Sold out
- 13
- 26 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2 | $174 | 0.00% | +2 | New |
| GAMMA Investing LLC | 3 | $261 | 0.00% | +3 | New |
| Sterling Capital Management LLC | 8 | $695 | 0.00% | −8,010−99.9% | Reduced |
| Golden State Wealth Management, LLC | 15 | $1.30K | 0.00% | +15 | New |
| Coppell Advisory Solutions LLC | 18 | $1.70K | 0.00% | +18 | New |
| US Bancorp | 25 | $2.17K | 0.00% | +25 | New |
| Steward Partners Investment Advisory, LLC | 31 | $2.69K | 0.00% | −7−18.4% | Reduced |
| Signaturefd, LLC | 40 | $3.48K | 0.00% | +40 | New |
| Richard W. Paul & Associates, LLC | 50 | $4.35K | 0.00% | +50 | New |
| Point72 (DIFC) Ltd | 78 | $6.78K | 0.00% | +78 | New |
| True Wealth Design, LLC | 89 | $7.74K | 0.00% | +3+3.5% | Added |
| Russell Investments Group, Ltd. | 111 | $9.65K | 0.00% | +86+344.0% | Added |
| R Squared Ltd | 190 | $16.5K | 0.02% | +190 | New |
| Meeder Asset Management Inc | 248 | $21.6K | 0.00% | +248 | New |
| Amalgamated Bank | 270 | $23.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 379 | $32.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 485 | $42.0K | 0.00% | −672−58.1% | Reduced |
| GWM Advisors LLC | 497 | $43.2K | 0.00% | +276+124.9% | Added |
| STRS Ohio | 500 | $43.5K | 0.00% | +500 | New |
| Global Retirement Partners, LLC | 504 | $43.8K | 0.00% | +304+152.0% | Added |
| Group One Trading, L.P. | 564 | $49.0K | 0.00% | +564 | New |
| California State Teachers Retirement System | 589 | $51.2K | 0.00% | +23+4.1% | Added |
| Tower Research Capital LLC (TRC) | 647 | $56.2K | 0.00% | +95+17.2% | Added |
| New York State Teachers Retirement System | 714 | $62.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 766 | $66.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 885 | $76.9K | 0.00% | +44+5.2% | Added |
| Advisor Group Holdings, Inc. | 1,368 | $118.9K | 0.00% | +1,340+4,785.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,748 | $151.9K | 0.00% | +1,748 | New |
| SBI Securities Co., Ltd. | 1,929 | $167.7K | 0.01% | +1,929 | New |
| Caption Management, LLC | 2,100 | $182.5K | 0.01% | −3,200−60.4% | Reduced |
| Mather Group, LLC. | 2,187 | $190.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,424 | $211.0K | 0.00% | +367+17.8% | Added |
| Leavell Investment Management, Inc. | 2,560 | $222.5K | 0.01% | +2,560 | New |
| Harvest Fund Management Co., Ltd | 2,761 | $232.0K | 0.01% | +2,761 | New |
| Citizens Financial Group Inc | 2,800 | $243.4K | 0.00% | +2,800 | New |
| Squarepoint Ops LLC | 2,803 | $243.6K | 0.00% | −7,056−71.6% | Reduced |
| Manufacturers Life Insurance Company, The | 2,883 | $250.6K | 0.00% | +2,883 | New |
| Simplex Trading, LLC | 2,944 | $255.0K | 0.01% | +2,477+530.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,115 | $270.8K | 0.02% | +3,115 | New |
| Price T Rowe Associates Inc | 3,120 | $272.0K | 0.00% | +3,120 | New |
| New York State Common Retirement Fund | 3,400 | $295.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,934 | $342.0K | 0.00% | +1,269+47.6% | Added |
| Corebridge Financial, Inc. | 3,988 | $346.6K | 0.00% | −192−4.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,354 | $378.4K | 0.00% | +4,354 | New |
| Voya Investment Management LLC | 4,404 | $382.8K | 0.00% | −1,636−27.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,506 | $391.7K | 0.00% | +228+5.3% | Added |
| Bryce Point Capital, LLC | 4,524 | $393.2K | 0.11% | +4,524 | New |
| Intech Investment Management LLC | 4,649 | $404.1K | 0.00% | +4,649 | New |
| Creative Planning | 4,659 | $405.0K | 0.00% | +4,659 | New |
| MetLife Investment Management | 4,763 | $414.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 5,200 | $452.0K | 0.06% | +5,200 | New |
| Federated Hermes, Inc. | 5,596 | $486.4K | 0.00% | +354+6.8% | Added |
| LPL Financial LLC | 5,685 | $494.1K | 0.00% | +5,685 | New |
| PDT Partners, LLC | 5,717 | $496.9K | 0.04% | −3,800−39.9% | Reduced |
| Sierra Summit Advisors LLC | 5,875 | $510.7K | 0.10% | +5,875 | New |
| State of Wyoming | 6,416 | $557.7K | 0.07% | +6,416 | New |
| Susquehanna International Group, LLP | 6,578 | $571.8K | 0.00% | +6,578 | New |
| Aviva PLC | 6,724 | $584.5K | 0.00% | −10,464−60.9% | Reduced |
| Deutsche Bank AG | 6,940 | $603.2K | 0.00% | +2,375+52.0% | Added |
| EntryPoint Capital, LLC | 7,220 | $627.6K | 0.26% | +7,220 | New |
| Quantbot Technologies LP | 7,588 | $659.5K | 0.02% | −3,535−31.8% | Reduced |
| Ieq Capital, LLC | 7,605 | $661.0K | 0.01% | +7,605 | New |
| Graham Capital Management, L.P. | 7,844 | $681.8K | 0.02% | +7,844 | New |
| Omers Administration Corp | 7,900 | $686.7K | 0.01% | +7,900 | New |
| Cubist Systematic Strategies, LLC | 8,510 | $739.7K | 0.01% | +8,510 | New |
| Jane Street Group, LLC | 8,890 | $772.7K | 0.00% | −40,981−82.2% | Reduced |
| Bank of America Corp | 8,940 | $777.1K | 0.00% | −823−8.4% | Reduced |
| CWM Advisors, LLC | 9,473 | $823.4K | 0.09% | +9,473 | New |
| Wells Fargo & Company | 9,833 | $854.7K | 0.00% | +7,364+298.3% | Added |
| Oppenheimer & Co Inc | 9,895 | $860.1K | 0.01% | +9,895 | New |
| Rhumbline Advisers | 10,559 | $917.8K | 0.00% | +242+2.3% | Added |
| Franklin Resources Inc | 10,669 | $927.3K | 0.00% | −1,715−13.8% | Reduced |
| American Century Companies Inc | 10,835 | $941.8K | 0.00% | +1,383+14.6% | Added |
| Citigroup Inc | 12,736 | $1.11M | 0.00% | +6,516+104.8% | Added |
| Jump Financial, LLC | 13,576 | $1.18M | 0.02% | −10,828−44.4% | Reduced |
| Raymond James Financial Inc | 17,518 | $1.52M | 0.00% | +17,518 | New |
| Point72 Asset Management, L.P. | 18,191 | $1.58M | 0.00% | +18,191 | New |
| S Squared Technology, LLC | 22,851 | $1.99M | 0.83% | +22,851 | New |
| EAM Investors, LLC | 22,893 | $1.99M | 0.28% | +22,893 | New |
| Barclays PLC | 22,913 | $1.99M | 0.00% | +11,756+105.4% | Added |
| Penserra Capital Management LLC | 23,389 | $2.03M | 0.04% | +23,389 | New |
| Options Solutions, LLC | 24,591 | $2.14M | 0.96% | +14,166+135.9% | Added |
| Ameriprise Financial Inc | 24,604 | $2.14M | 0.00% | −4,799−16.3% | Reduced |
| Gsa Capital Partners LLP | 26,108 | $2.27M | 0.17% | −20,157−43.6% | Reduced |
| Bank of New York Mellon Corp | 26,454 | $2.30M | 0.00% | +10,428+65.1% | Added |
| Centiva Capital, LP | 26,648 | $2.32M | 0.09% | +9,619+56.5% | Added |
| Canada Pension Plan Investment Board | 27,300 | $2.37M | 0.00% | +27,300 | New |
| Charles Schwab Investment Management Inc | 30,244 | $2.63M | 0.00% | −34,172−53.0% | Reduced |
| Tudor Investment Corp Et Al | 33,154 | $2.88M | 0.03% | +33,154 | New |
| BNP Paribas Arbitrage, SA | 33,256 | $2.89M | 0.00% | +33,256 | New |
| Algert Global LLC | 35,250 | $3.06M | 0.07% | +11,269+47.0% | Added |
| Shellback Capital, LP | 37,001 | $3.22M | 0.22% | +37,001 | New |
| JPMorgan Chase & Co | 37,372 | $3.25M | 0.00% | −11,796−24.0% | Reduced |
| Alliancebernstein L.P. | 38,187 | $3.32M | 0.00% | +8,440+28.4% | Added |
| Washington Harbour Partners LP | 39,750 | $3.46M | 6.41% | +39,750 | New |
| Arrowstreet Capital, Limited Partnership | 43,637 | $3.79M | 0.00% | +43,637 | New |
| Citadel Advisors LLC | 43,696 | $3.80M | 0.00% | −99,007−69.4% | Reduced |
| Boothbay Fund Management, LLC | 45,811 | $3.98M | 0.12% | −30,387−39.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 48,800 | $4.24M | 0.01% | +48,800 | New |
| AQR Capital Management LLC | 52,563 | $4.57M | 0.01% | −49,802−48.7% | Reduced |