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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 4,000 | $338.4K | 0.00% | +4,000 | New |
| Intech Investment Management LLC | 4,049 | $334.7K | 0.00% | −600−12.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,983 | $329.2K | 0.00% | −371−8.5% | Reduced |
| 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 |
| Precision Wealth Strategies, LLC | 3,751 | $310.1K | 0.24% | +3,751 | New |
| Citizens Financial Group Inc | 3,700 | $305.8K | 0.01% | +900+32.1% | Added |
| Price T Rowe Associates Inc | 3,482 | $288.0K | 0.00% | +362+11.6% | Added |
| New York State Common Retirement Fund | 3,400 | $281.0K | 0.00% | 00.0% | Unchanged |
| Laurion Capital Management LP | 3,180 | $262.9K | 0.02% | +3,180 | New |
| 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 |
| EntryPoint Capital, LLC | 3,115 | $257.5K | 0.12% | −4,105−56.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,985 | $246.7K | 0.01% | +2,338+361.4% | Added |
| State Board of Administration of Florida Retirement System | 2,840 | $234.8K | 0.00% | +2,840 | New |
| Oppenheimer & Co Inc | 2,756 | $227.8K | 0.00% | −7,139−72.1% | Reduced |
| Axim Planning & Wealth | 2,708 | $223.8K | 0.20% | +2,708 | New |
| Diversified Trust Co | 2,610 | $215.7K | 0.01% | +2,610 | New |
| Arizona State Retirement System | 2,579 | $213.2K | 0.00% | +2,579 | New |
| State of Wyoming | 2,492 | $206.0K | 0.03% | −3,924−61.2% | Reduced |
| Change Path, LLC | 2,458 | $203.2K | 0.01% | +2,458 | New |
| Dark Forest Capital Management LP | 2,453 | $202.8K | 0.01% | +2,453 | New |
| Mather Group, LLC. | 2,187 | $180.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,917 | $158.5K | 0.02% | +1,917 | New |
| SBI Securities Co., Ltd. | 1,893 | $156.5K | 0.01% | −36−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,748 | $144.5K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,700 | $140.5K | 0.00% | +1,700 | New |
| Aster Capital Management (DIFC) Ltd | 842 | $84.8K | 0.02% | +842 | New |
| Garde Capital, Inc. | 890 | $73.6K | 0.00% | +890 | New |
| Ameritas Investment Partners, Inc. | 766 | $63.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 714 | $59.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 598 | $49.4K | 0.00% | −32,658−98.2% | Reduced |
| Harvest Fund Management Co., Ltd | 564 | $47.0K | 0.00% | −2,197−79.6% | Reduced |
| STRS Ohio | 500 | $41.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $41.3K | 0.00% | +500 | New |
| Meeder Asset Management Inc | 460 | $38.0K | 0.00% | +212+85.5% | Added |
| Atlas Capital Advisors LLC | 379 | $31.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 309 | $25.5K | 0.00% | −1,059−77.4% | Reduced |
| Amalgamated Bank | 271 | $22.0K | 0.00% | +1+0.4% | Added |
| US Bancorp | 109 | $9.01K | 0.00% | +84+336.0% | Added |
| GAMMA Investing LLC | 102 | $8.43K | 0.00% | +99+3,300.0% | Added |
| Comerica Bank | 96 | $7.97K | 0.00% | +96 | New |
| GWM Advisors LLC | 93 | $7.69K | 0.00% | −404−81.3% | Reduced |
| True Wealth Design, LLC | 89 | $7.36K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 43 | $3.55K | 0.00% | +43 | New |
| Larson Financial Group LLC | 36 | $2.98K | 0.00% | +36 | New |
| Steward Partners Investment Advisory, LLC | 31 | $2.56K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17 | $1.41K | 0.00% | +17 | New |
| Golden State Wealth Management, LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 14 | $1.00K | 0.00% | +14 | New |
| Sterling Capital Management LLC | 8 | $661 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $579 | 0.00% | +7 | New |
| Allworth Financial LP | 5 | $450 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 5 | $414 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $414 | 0.00% | +5 | New |
| Signaturefd, LLC | 5 | $413 | 0.00% | −35−87.5% | Reduced |
| Nisa Investment Advisors, LLC | 3 | $248 | 0.00% | +3 | New |
| IFP Advisors, Inc | 2 | $165 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $165 | 0.00% | +2 | New |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −104,411−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −48,800−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −43,637−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −37,001−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −35,250−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −27,300−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −26,648−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −23,389−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −18,191−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −8,510−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,844−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,588−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,717−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −5,685−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −4,524−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −4,404−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,115−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,944−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −2,803−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |