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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 2,187 | $190.1K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 2,100 | $182.5K | 0.01% | −3,200−60.4% | Reduced |
| SBI Securities Co., Ltd. | 1,929 | $167.7K | 0.01% | +1,929 | New |
| Police & Firemen's Retirement System of New Jersey | 1,748 | $151.9K | 0.00% | +1,748 | New |
| Advisor Group Holdings, Inc. | 1,368 | $118.9K | 0.00% | +1,340+4,785.7% | Added |
| Legal & General Group Plc | 885 | $76.9K | 0.00% | +44+5.2% | Added |
| Ameritas Investment Partners, Inc. | 766 | $66.6K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 714 | $62.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 647 | $56.2K | 0.00% | +95+17.2% | Added |
| California State Teachers Retirement System | 589 | $51.2K | 0.00% | +23+4.1% | Added |
| Group One Trading, L.P. | 564 | $49.0K | 0.00% | +564 | New |
| Global Retirement Partners, LLC | 504 | $43.8K | 0.00% | +304+152.0% | Added |
| STRS Ohio | 500 | $43.5K | 0.00% | +500 | New |
| GWM Advisors LLC | 497 | $43.2K | 0.00% | +276+124.9% | Added |
| Royal Bank of Canada | 485 | $42.0K | 0.00% | −672−58.1% | Reduced |
| Atlas Capital Advisors LLC | 379 | $32.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 270 | $23.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 248 | $21.6K | 0.00% | +248 | New |
| R Squared Ltd | 190 | $16.5K | 0.02% | +190 | New |
| Russell Investments Group, Ltd. | 111 | $9.65K | 0.00% | +86+344.0% | Added |
| True Wealth Design, LLC | 89 | $7.74K | 0.00% | +3+3.5% | Added |
| Point72 (DIFC) Ltd | 78 | $6.78K | 0.00% | +78 | New |
| Richard W. Paul & Associates, LLC | 50 | $4.35K | 0.00% | +50 | New |
| Signaturefd, LLC | 40 | $3.48K | 0.00% | +40 | New |
| Steward Partners Investment Advisory, LLC | 31 | $2.69K | 0.00% | −7−18.4% | Reduced |
| US Bancorp | 25 | $2.17K | 0.00% | +25 | New |
| Coppell Advisory Solutions LLC | 18 | $1.70K | 0.00% | +18 | New |
| Golden State Wealth Management, LLC | 15 | $1.30K | 0.00% | +15 | New |
| Sterling Capital Management LLC | 8 | $695 | 0.00% | −8,010−99.9% | Reduced |
| GAMMA Investing LLC | 3 | $261 | 0.00% | +3 | New |
| IFP Advisors, Inc | 2 | $174 | 0.00% | +2 | New |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −41,241−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −25,255−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −18,402−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −17,806−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,148−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,222−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,189−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,592−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Millrace Asset Group, Inc. | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |