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Livermore
Livermore
ZHEN

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

Q1 2025 vs. Q4 2024

How the institutions holding Dave Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of DAVE: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders1312160+31
Shares8.76M427.3K8.85M+517.6K (+6.2%)
Value$761.7M$37.1M$731.9M+$7.32M (+1.0%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Dave Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to DAVE in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC207,495$17.2M0.01%
Driehaus Capital Management LLC104,683$8.65M0.08%
Silvercrest Asset Management Group LLC70,114$5.80M0.04%
Great Lakes Advisors, LLC42,179$3.49M0.03%
Jupiter Asset Management Ltd32,634$2.70M0.03%
HRT Financial LP32,634$2.70M0.02%
Qube Research & Technologies Ltd30,192$2.50M0.00%
Calamos Advisors LLC26,336$2.18M0.01%
Alberta Investment Management Corp22,160$1.83M0.01%
Meros Investment Management, LP19,641$1.62M0.95%
State of Wisconsin Investment Board17,672$1.46M0.00%
Swiss National Bank17,400$1.44M0.00%
Victory Capital Management Inc14,107$1.17M0.00%
Integrated Quantitative Investments LLC11,913$984.7K0.49%
Sanctuary Advisors, LLC11,640$962.2K0.01%
Panagora Asset Management Inc10,585$875.0K0.00%
IMC-Chicago, LLC10,570$873.7K0.03%
P.A.W. Capital Corp10,000$826.6K2.04%
SummitTX Capital, L.P.9,649$797.6K0.04%
Manatuck Hill Partners, LLC9,500$785.3K0.36%
Alpine Global Management, LLC8,761$724.2K0.19%
UBS Asset Management Americas Inc7,736$639.5K0.00%
Dynamic Technology Lab Private Ltd7,190$594.0K0.09%
B. Riley Financial, Inc.7,000$578.6K0.73%
Polymer Capital Management (US) LLC6,915$571.6K0.17%
Wolverine Trading, LLC6,294$532.2K0.02%
Natixis6,000$499.4K0.00%
Uniplan Investment Counsel, Inc.5,910$488.5K0.05%
Catalyst Funds Management Pty Ltd5,800$479.4K0.13%
Nomura Holdings Inc4,897$404.8K0.00%
Scientech Research LLC4,435$366.6K0.10%
Quadrature Capital Ltd4,426$366.3K0.01%
Janus Henderson Group PLC4,000$338.4K0.00%
Precision Wealth Strategies, LLC3,751$310.1K0.24%
Laurion Capital Management LP3,180$262.9K0.02%
State Board of Administration of Florida Retirement System2,840$234.8K0.00%
Axim Planning & Wealth2,708$223.8K0.20%
Diversified Trust Co2,610$215.7K0.01%
Arizona State Retirement System2,579$213.2K0.00%
Change Path, LLC2,458$203.2K0.01%
Dark Forest Capital Management LP2,453$202.8K0.01%
Quest Partners LLC1,917$158.5K0.02%
KLP Kapitalforvaltning AS1,700$140.5K0.00%
Aster Capital Management (DIFC) Ltd842$84.8K0.02%
Garde Capital, Inc.890$73.6K0.00%
Spire Wealth Management500$41.3K0.00%
Comerica Bank96$7.97K0.00%
Vermillion & White Wealth Management Group, LLC43$3.55K0.00%
Larson Financial Group LLC36$2.98K0.00%
The PNC Financial Services Group, Inc.17$1.41K0.00%
Lazard Asset Management LLC14$1.00K0.00%
Massmutual Trust Co FSB7$5790.00%
Allworth Financial LP5$4500.00%
Parkside Financial Bank & Trust5$4140.00%
Stephens Consulting, LLC5$4140.00%
Nisa Investment Advisors, LLC3$2480.00%
Caitong International Asset Management Co., Ltd2$1650.00%
Covestor Ltd1$00.00%

Sold out (27)

Institutions that held Dave Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of DAVE in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Voloridge Investment Management, LLC104,411$9.08M
Healthcare of Ontario Pension Plan Trust Fund48,800$4.24M
Arrowstreet Capital, Limited Partnership43,637$3.79M
Shellback Capital, LP37,001$3.22M
Algert Global LLC35,250$3.06M
Canada Pension Plan Investment Board27,300$2.37M
Centiva Capital, LP26,648$2.32M
Penserra Capital Management LLC23,389$2.03M
Point72 Asset Management, L.P.18,191$1.58M
Cubist Systematic Strategies, LLC8,510$739.7K
Omers Administration Corp7,900$686.7K
Graham Capital Management, L.P.7,844$681.8K
Quantbot Technologies LP7,588$659.5K
PDT Partners, LLC5,717$496.9K
LPL Financial LLC5,685$494.1K
Counterpoint Mutual Funds LLC5,200$452.0K
Bryce Point Capital, LLC4,524$393.2K
Voya Investment Management LLC4,404$382.8K
Y-Intercept (Hong Kong) Ltd3,115$270.8K
Simplex Trading, LLC2,944$255.0K
Squarepoint Ops LLC2,803$243.6K
Caption Management, LLC2,100$182.5K
Group One Trading, L.P.564$49.0K
R Squared Ltd190$16.5K
Point72 (DIFC) Ltd78$6.78K
Richard W. Paul & Associates, LLC50$4.35K
Coppell Advisory Solutions LLC18$1.70K

Not filed for Q1 2025 yet (2)

Institutions that held Dave Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DAVE in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC426,801$37.1M
Global Retirement Partners, LLC504$43.8K