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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, Q2 2025

Institutional positions in Dave Inc. as of Jun 30, 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
249
+89 vs. Q1 2025
Shares held
9.83M
+978.7K (+11.1%) vs. Q1 2025
Total value
$2.64B
+$1.91B (+260.6%) vs. Q1 2025
New holders
110
66 more added
Sold out
21
62 more reduced

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 249 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 1 institutionQ1 2022: 42 institutionsQ2 2022: 41 institutionsQ3 2022: 38 institutionsQ4 2022: 33 institutionsQ1 2023: 15 institutionsQ2 2023: 15 institutionsQ3 2023: 14 institutionsQ4 2023: 21 institutionsQ1 2024: 48 institutionsQ2 2024: 66 institutionsQ3 2024: 92 institutionsQ4 2024: 131 institutionsQ1 2025: 160 institutionsQ2 2025: 249 institutionsQ3 2025: 268 institutionsQ4 2025: 291 institutionsQ1 2026: 273 institutionsQ2 2026: 347 institutions
Value heldQ2 2025: $2.64B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $13.3MQ1 2022: $198.7MQ2 2022: $15.7MQ3 2022: $7.26MQ4 2022: $10.3MQ1 2023: $8.37MQ2 2023: $8.36MQ3 2023: $9.66MQ4 2023: $13.6MQ1 2024: $89.5MQ2 2024: $127.7MQ3 2024: $231.0MQ4 2024: $761.7MQ1 2025: $731.9MQ2 2025: $2.64BQ3 2025: $2.09BQ4 2025: $2.30BQ1 2026: $1.86BQ2 2026: $4.54B
Institutions holding DAVE and their total value by quarter
QuarterHoldersValue
Q2 2026347$4.54B
Q1 2026273$1.86B
Q4 2025291$2.30B
Q3 2025268$2.09B
Q2 2025249$2.64B
Q1 2025160$731.9M
Q4 2024131$761.7M
Q3 202492$231.0M
Q2 202466$127.7M
Q1 202448$89.5M
Q4 202321$13.6M
Q3 202314$9.66M
Q2 202315$8.36M
Q1 202315$8.37M
Q4 202233$10.3M
Q3 202238$7.26M
Q2 202241$15.7M
Q1 202242$198.7M
Q4 20211$13.3M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q1 2025.

Institutions holding DAVE in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd1$00.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1$2680.00%−16−94.1%Reduced
Tortoise Investment Management, LLC1$2680.00%+1New
Stephens Consulting, LLC1$2690.00%−4−80.0%Reduced
Twin Peaks Wealth Advisors, LLC3$5540.00%+3New
Hazlett, Burt & Watson, Inc.5$1.00K0.00%+5New
Whipplewood Advisors, LLC4$1.07K0.00%+4New
Signaturefd, LLC5$1.34K0.00%00.0%Unchanged
WPG Advisers, LLC5$1.34K0.00%+5New
Principal Securities, Inc.6$1.61K0.00%+6New
Atlantic Union Bankshares Corp12$3.22K0.00%+12New
Geneos Wealth Management Inc.13$3.49K0.00%+13New
Jones Financial Companies LLLP16$3.99K0.00%+16New
Golden State Wealth Management, LLC15$4.03K0.00%00.0%Unchanged
Rothschild Investment LLC18$4.83K0.00%+18New
Allworth Financial LP18$4.83K0.00%+13+260.0%Added
Vermillion & White Wealth Management Group, LLC20$5.37K0.00%−23−53.5%Reduced
Sterling Capital Management LLC23$6.17K0.00%+15+187.5%Added
IFP Advisors, Inc20$8.05K0.00%+18+900.0%Added
Sound Income Strategies, LLC30$8.05K0.00%+30New
Steward Partners Investment Advisory, LLC31$8.32K0.00%00.0%Unchanged
LMR Partners LLP33$8.86K0.00%+33New
Hillsdale Investment Management Inc.35$9.39K0.00%+35New
Larson Financial Group LLC53$14.2K0.00%+17+47.2%Added
EverSource Wealth Advisors, LLC54$14.5K0.00%+54New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.85$23.0K0.00%+85New
True Wealth Design, LLC89$23.9K0.01%00.0%Unchanged
Clearstead Advisors, LLC98$26.3K0.00%+98New
Essential Partners LLC100$26.8K0.01%+100New
GAMMA Investing LLC104$27.9K0.00%+2+2.0%Added
WealthCollab, LLC110$29.5K0.02%+110New
Comerica Bank117$31.4K0.00%+21+21.9%Added
Murphy & Mullick Capital Management Corp150$38.6K0.03%+150New
Nisa Investment Advisors, LLC151$40.5K0.00%+148+4,933.3%Added
Amalgamated Bank271$73.0K0.00%00.0%Unchanged
KBC Group NV317$85.0K0.00%+317New
Global Retirement Partners, LLC362$97.2K0.00%+362New
Atlas Capital Advisors LLC379$101.7K0.01%00.0%Unchanged
US Bancorp436$117.0K0.00%+327+300.0%Added
Catalyst Capital Advisors LLC525$140.9K0.00%+525New
NBC Securities, Inc.533$143.0K0.01%+533New
State of Wyoming573$153.8K0.02%−1,919−77.0%Reduced
New York State Teachers Retirement System714$192.0K0.00%00.0%Unchanged
Kingswood Wealth Advisors, LLC775$208.0K0.02%+775New
Garde Capital, Inc.790$212.0K0.01%−100−11.2%Reduced
Cornerstone Investment Partners, LLC793$212.8K0.01%+793New
STRS Ohio800$214.7K0.00%+300+60.0%Added
Independent Financial Group, LLC838$224.9K0.01%+838New
Pallas Capital Advisors LLC845$226.8K0.01%+845New
Inspire Advisors, LLC854$229.2K0.02%+854New
Walled Lake Planning & Wealth Management, LLC856$229.8K0.07%+856New
Aigen Investment Management, LP862$231.4K0.03%+862New
Ameritas Investment Partners, Inc.947$254.2K0.01%+181+23.6%Added
LGT Group Foundation960$257.7K0.00%+960New
HSBC Holdings PLC941$260.0K0.00%+941New
Dynamic Technology Lab Private Ltd990$266.0K0.04%−6,200−86.2%Reduced
Private Advisor Group, LLC1,000$268.4K0.00%+1,000New
Mercer Global Advisors Inc1,009$270.8K0.00%+1,009New
FJ Capital Management LLC1,046$280.8K0.03%+1,046New
EntryPoint Capital, LLC1,051$282.1K0.14%−2,064−66.3%Reduced
Point72 (DIFC) Ltd1,086$291.4K0.02%+1,086New
CIBC World Markets Corp1,143$306.8K0.00%+1,143New
Worth Venture Partners, LLC1,150$308.7K0.47%+1,150New
Prudential Financial Inc1,206$323.7K0.00%+1,206New
Pictet Asset Management Holding SA1,237$332.0K0.00%+1,237New
Tower Research Capital LLC (TRC)1,240$332.8K0.01%−1,745−58.5%Reduced
Arete Wealth Advisors, LLC1,257$337.0K0.02%+1,257New
Semanteon Capital Management, LP1,333$357.8K0.54%+1,333New
Comprehensive Financial Planning, Inc.1,339$359.4K0.28%+1,339New
Teacher Retirement System of Texas1,405$377.1K0.00%+1,405New
Cerity Partners LLC1,412$379.0K0.00%+1,412New
Mach-1 Financial Group, Inc.1,436$385.4K0.11%+1,436New
Prelude Capital Management, LLC1,474$395.6K0.04%+1,474New
O'Shaughnessy Asset Management, LLC1,490$399.9K0.00%−2,493−62.6%Reduced
Cresset Asset Management, LLC1,498$402.1K0.00%+1,498New
Sigma Planning Corp1,582$424.6K0.01%+1,582New
PDT Partners, LLC1,646$441.8K0.02%+1,646New
Silver Oak Wealth Advisors Services, LLC1,866$500.9K0.36%+1,866New
Bridgefront Capital, LLC1,884$505.7K0.13%+1,884New
KLP Kapitalforvaltning AS1,900$510.0K0.00%+200+11.8%Added
ProShare Advisors LLC1,902$510.5K0.00%+1,902New
Integrated Quantitative Investments LLC1,919$515.1K0.15%−9,994−83.9%Reduced
SBI Securities Co., Ltd.1,953$524.2K0.02%+60+3.2%Added
Algert Global LLC1,980$531.5K0.01%+1,980New
Mariner, LLC1,998$536.3K0.00%+1,998New
Richmond Investment Services, LLC2,008$539.0K0.11%+2,008New
Precision Wealth Strategies, LLC2,023$543.0K0.18%−1,728−46.1%Reduced
Police & Firemen's Retirement System of New Jersey2,096$562.6K0.01%+348+19.9%Added
Mather Group, LLC.2,187$587.0K0.01%00.0%Unchanged
Baader Bank INC2,200$590.5K0.05%+2,200New
Royal Bank of Canada2,309$619.0K0.00%−2,486−51.8%Reduced
Harbour Capital Advisors, LLC2,300$621.1K0.13%+2,300New
Centiva Capital, LP2,336$627.0K0.04%+2,336New
Wolverine Trading, LLC2,521$629.3K0.02%−3,773−59.9%Reduced
Cim, LLC2,355$632.1K0.09%+2,355New
Aviva PLC2,388$641.0K0.00%−4,243−64.0%Reduced
Wealth Enhancement Advisory Services, LLC2,327$655.7K0.00%+2,327New
Commonwealth Equity Services, LLC2,475$664.0K0.00%+2,475New
Voya Investment Management LLC2,530$679.1K0.00%+2,530New
Diversified Trust Co2,548$683.9K0.02%−62−2.4%Reduced