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, Q1 2025
Institutional positions in Dave Inc. as of Mar 31, 2025. 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
- 160
- +31 vs. Q4 2024
- Shares held
- 8.85M
- +517.6K (+6.2%) vs. Q4 2024
- Total value
- $731.9M
- +$7.32M (+1.0%) vs. Q4 2024
- New holders
- 58
- 47 more added
- Sold out
- 27
- 41 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $165 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $165 | 0.00% | +2 | New |
| Nisa Investment Advisors, LLC | 3 | $248 | 0.00% | +3 | New |
| Signaturefd, LLC | 5 | $413 | 0.00% | −35−87.5% | Reduced |
| Parkside Financial Bank & Trust | 5 | $414 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $414 | 0.00% | +5 | New |
| Allworth Financial LP | 5 | $450 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 7 | $579 | 0.00% | +7 | New |
| Sterling Capital Management LLC | 8 | $661 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 14 | $1.00K | 0.00% | +14 | New |
| Golden State Wealth Management, LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17 | $1.41K | 0.00% | +17 | New |
| Steward Partners Investment Advisory, LLC | 31 | $2.56K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $2.98K | 0.00% | +36 | New |
| Vermillion & White Wealth Management Group, LLC | 43 | $3.55K | 0.00% | +43 | New |
| True Wealth Design, LLC | 89 | $7.36K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 93 | $7.69K | 0.00% | −404−81.3% | Reduced |
| Comerica Bank | 96 | $7.97K | 0.00% | +96 | New |
| GAMMA Investing LLC | 102 | $8.43K | 0.00% | +99+3,300.0% | Added |
| US Bancorp | 109 | $9.01K | 0.00% | +84+336.0% | Added |
| Amalgamated Bank | 271 | $22.0K | 0.00% | +1+0.4% | Added |
| Advisor Group Holdings, Inc. | 309 | $25.5K | 0.00% | −1,059−77.4% | Reduced |
| Atlas Capital Advisors LLC | 379 | $31.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 460 | $38.0K | 0.00% | +212+85.5% | Added |
| STRS Ohio | 500 | $41.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $41.3K | 0.00% | +500 | New |
| Harvest Fund Management Co., Ltd | 564 | $47.0K | 0.00% | −2,197−79.6% | Reduced |
| BNP Paribas Arbitrage, SA | 598 | $49.4K | 0.00% | −32,658−98.2% | Reduced |
| New York State Teachers Retirement System | 714 | $59.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 766 | $63.3K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 890 | $73.6K | 0.00% | +890 | New |
| Aster Capital Management (DIFC) Ltd | 842 | $84.8K | 0.02% | +842 | New |
| KLP Kapitalforvaltning AS | 1,700 | $140.5K | 0.00% | +1,700 | New |
| Police & Firemen's Retirement System of New Jersey | 1,748 | $144.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,893 | $156.5K | 0.01% | −36−1.9% | Reduced |
| Quest Partners LLC | 1,917 | $158.5K | 0.02% | +1,917 | New |
| Mather Group, LLC. | 2,187 | $180.8K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,453 | $202.8K | 0.01% | +2,453 | New |
| Change Path, LLC | 2,458 | $203.2K | 0.01% | +2,458 | New |
| State of Wyoming | 2,492 | $206.0K | 0.03% | −3,924−61.2% | Reduced |
| Arizona State Retirement System | 2,579 | $213.2K | 0.00% | +2,579 | New |
| Diversified Trust Co | 2,610 | $215.7K | 0.01% | +2,610 | New |
| Axim Planning & Wealth | 2,708 | $223.8K | 0.20% | +2,708 | New |
| Oppenheimer & Co Inc | 2,756 | $227.8K | 0.00% | −7,139−72.1% | Reduced |
| State Board of Administration of Florida Retirement System | 2,840 | $234.8K | 0.00% | +2,840 | New |
| Tower Research Capital LLC (TRC) | 2,985 | $246.7K | 0.01% | +2,338+361.4% | Added |
| EntryPoint Capital, LLC | 3,115 | $257.5K | 0.12% | −4,105−56.9% | Reduced |
| SG Americas Securities, LLC | 3,131 | $259.0K | 0.00% | −803−20.4% | Reduced |
| CWM, LLC | 3,128 | $259.0K | 0.00% | +704+29.0% | Added |
| Laurion Capital Management LP | 3,180 | $262.9K | 0.02% | +3,180 | New |
| New York State Common Retirement Fund | 3,400 | $281.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 3,482 | $288.0K | 0.00% | +362+11.6% | Added |
| Citizens Financial Group Inc | 3,700 | $305.8K | 0.01% | +900+32.1% | Added |
| Precision Wealth Strategies, LLC | 3,751 | $310.1K | 0.24% | +3,751 | New |
| Invesco Ltd. | 3,931 | $324.9K | 0.00% | −345,610−98.9% | Reduced |
| Corebridge Financial, Inc. | 3,931 | $324.9K | 0.00% | −57−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,983 | $329.2K | 0.00% | −371−8.5% | Reduced |
| Intech Investment Management LLC | 4,049 | $334.7K | 0.00% | −600−12.9% | Reduced |
| Janus Henderson Group PLC | 4,000 | $338.4K | 0.00% | +4,000 | New |
| Leavell Investment Management, Inc. | 4,310 | $356.3K | 0.02% | +1,750+68.4% | Added |
| Manufacturers Life Insurance Company, The | 4,312 | $356.4K | 0.00% | +1,429+49.6% | Added |
| Quadrature Capital Ltd | 4,426 | $366.3K | 0.01% | +4,426 | New |
| Scientech Research LLC | 4,435 | $366.6K | 0.10% | +4,435 | New |
| MetLife Investment Management | 4,658 | $385.0K | 0.00% | −105−2.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,775 | $394.7K | 0.00% | +269+6.0% | Added |
| Royal Bank of Canada | 4,795 | $396.0K | 0.00% | +4,310+888.7% | Added |
| Nomura Holdings Inc | 4,897 | $404.8K | 0.00% | +4,897 | New |
| Creative Planning | 4,924 | $407.0K | 0.00% | +265+5.7% | Added |
| Wells Fargo & Company | 4,965 | $410.4K | 0.00% | −4,868−49.5% | Reduced |
| Federated Hermes, Inc. | 5,300 | $438.1K | 0.00% | −296−5.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 5,800 | $479.4K | 0.13% | +5,800 | New |
| Uniplan Investment Counsel, Inc. | 5,910 | $488.5K | 0.05% | +5,910 | New |
| Natixis | 6,000 | $499.4K | 0.00% | +6,000 | New |
| Ieq Capital, LLC | 6,064 | $501.3K | 0.00% | −1,541−20.3% | Reduced |
| Citigroup Inc | 6,287 | $519.7K | 0.00% | −6,449−50.6% | Reduced |
| Wolverine Trading, LLC | 6,294 | $532.2K | 0.02% | +6,294 | New |
| Aviva PLC | 6,631 | $548.1K | 0.00% | −93−1.4% | Reduced |
| Polymer Capital Management (US) LLC | 6,915 | $571.6K | 0.17% | +6,915 | New |
| B. Riley Financial, Inc. | 7,000 | $578.6K | 0.73% | +7,000 | New |
| Dynamic Technology Lab Private Ltd | 7,190 | $594.0K | 0.09% | +7,190 | New |
| UBS Asset Management Americas Inc | 7,736 | $639.5K | 0.00% | +7,736 | New |
| Sierra Summit Advisors LLC | 8,103 | $669.8K | 0.15% | +2,228+37.9% | Added |
| California State Teachers Retirement System | 8,435 | $697.2K | 0.00% | +7,846+1,332.1% | Added |
| Alpine Global Management, LLC | 8,761 | $724.2K | 0.19% | +8,761 | New |
| Legal & General Group Plc | 8,764 | $724.4K | 0.00% | +7,879+890.3% | Added |
| CWM Advisors, LLC | 8,856 | $732.0K | 0.09% | −617−6.5% | Reduced |
| JPMorgan Chase & Co | 8,921 | $737.4K | 0.00% | −28,451−76.1% | Reduced |
| Manatuck Hill Partners, LLC | 9,500 | $785.3K | 0.36% | +9,500 | New |
| SummitTX Capital, L.P. | 9,649 | $797.6K | 0.04% | +9,649 | New |
| P.A.W. Capital Corp | 10,000 | $826.6K | 2.04% | +10,000 | New |
| EAM Investors, LLC | 10,170 | $840.7K | 0.15% | −12,723−55.6% | Reduced |
| IMC-Chicago, LLC | 10,570 | $873.7K | 0.03% | +10,570 | New |
| Panagora Asset Management Inc | 10,585 | $875.0K | 0.00% | +10,585 | New |
| Rhumbline Advisers | 11,127 | $919.8K | 0.00% | +568+5.4% | Added |
| Two Sigma Advisers, LP | 11,300 | $934.1K | 0.00% | −46,373−80.4% | Reduced |
| Franklin Resources Inc | 11,589 | $957.9K | 0.00% | +920+8.6% | Added |
| Sanctuary Advisors, LLC | 11,640 | $962.2K | 0.01% | +11,640 | New |
| Integrated Quantitative Investments LLC | 11,913 | $984.7K | 0.49% | +11,913 | New |
| VGI Partners Ltd | 11,929 | $986.1K | 0.10% | −71,759−85.7% | Reduced |