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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 2,630 | $705.9K | 0.00% | +2,630 | New |
| Fox Run Management, L.L.C. | 2,643 | $709.4K | 0.12% | +2,643 | New |
| Arizona State Retirement System | 2,699 | $724.4K | 0.00% | +120+4.7% | Added |
| GWM Advisors LLC | 2,739 | $735.2K | 0.00% | +2,646+2,845.2% | Added |
| Oppenheimer & Co Inc | 2,756 | $739.7K | 0.01% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 2,823 | $758.0K | 0.17% | +2,823 | New |
| Capstone Investment Advisors, LLC | 2,837 | $761.5K | 0.01% | +2,837 | New |
| Bryce Point Capital, LLC | 2,900 | $778.4K | 0.66% | +2,900 | New |
| State Board of Administration of Florida Retirement System | 2,931 | $786.7K | 0.00% | +91+3.2% | Added |
| HighTower Advisors, LLC | 2,950 | $791.8K | 0.00% | +2,950 | New |
| VGI Partners Ltd | 2,966 | $796.1K | 0.07% | −8,963−75.1% | Reduced |
| B. Riley Financial, Inc. | 3,000 | $805.2K | 0.91% | −4,000−57.1% | Reduced |
| CWM, LLC | 3,083 | $828.0K | 0.00% | −45−1.4% | Reduced |
| New York State Common Retirement Fund | 3,100 | $832.1K | 0.00% | −300−8.8% | Reduced |
| Virginia Retirement Systems Et Al | 3,400 | $912.6K | 0.01% | +3,400 | New |
| Legato Capital Management LLC | 3,520 | $944.8K | 0.11% | +3,520 | New |
| Polymer Capital Management (US) LLC | 3,528 | $947.0K | 0.16% | −3,387−49.0% | Reduced |
| Citizens Financial Group Inc | 3,613 | $969.8K | 0.02% | −87−2.4% | Reduced |
| Nomura Holdings Inc | 3,687 | $989.6K | 0.01% | −1,210−24.7% | Reduced |
| Virtu Financial LLC | 3,754 | $1.01M | 0.05% | +3,754 | New |
| Brevan Howard Capital Management LP | 3,784 | $1.02M | 0.01% | +3,784 | New |
| Entropy Technologies, LP | 3,800 | $1.02M | 0.08% | +3,800 | New |
| SG Americas Securities, LLC | 4,223 | $1.13M | 0.00% | +1,092+34.9% | Added |
| Dark Forest Capital Management LP | 4,234 | $1.14M | 0.05% | +1,781+72.6% | Added |
| Citigroup Inc | 4,256 | $1.14M | 0.00% | −2,031−32.3% | Reduced |
| Meeder Asset Management Inc | 4,305 | $1.16M | 0.07% | +3,845+835.9% | Added |
| Quest Partners LLC | 4,318 | $1.16M | 0.11% | +2,401+125.2% | Added |
| Leavell Investment Management, Inc. | 4,510 | $1.21M | 0.05% | +200+4.6% | Added |
| Price T Rowe Associates Inc | 4,631 | $1.24M | 0.00% | +1,149+33.0% | Added |
| Sierra Summit Advisors LLC | 4,805 | $1.29M | 0.23% | −3,298−40.7% | Reduced |
| Scientech Research LLC | 4,882 | $1.31M | 0.32% | +447+10.1% | Added |
| Cetera Investment Advisers | 4,896 | $1.31M | 0.00% | +4,896 | New |
| Uniplan Investment Counsel, Inc. | 4,992 | $1.34M | 0.14% | −918−15.5% | Reduced |
| Jain Global LLC | 5,019 | $1.35M | 0.02% | +5,019 | New |
| Intech Investment Management LLC | 5,051 | $1.36M | 0.01% | +1,002+24.7% | Added |
| Wells Fargo & Company | 5,072 | $1.36M | 0.00% | +107+2.2% | Added |
| Federated Hermes, Inc. | 5,076 | $1.36M | 0.00% | −224−4.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,083 | $1.36M | 0.00% | +308+6.5% | Added |
| Creative Planning | 5,112 | $1.37M | 0.00% | +188+3.8% | Added |
| Manufacturers Life Insurance Company, The | 5,183 | $1.39M | 0.00% | +871+20.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,214 | $1.40M | 0.03% | +5,214 | New |
| Los Angeles Capital Management LLC | 5,343 | $1.43M | 0.01% | +5,343 | New |
| MetLife Investment Management | 5,566 | $1.49M | 0.01% | +908+19.5% | Added |
| Harvest Investment Services, LLC | 5,993 | $1.61M | 0.36% | +5,993 | New |
| Bayesian Capital Management, LP | 6,200 | $1.66M | 0.26% | +6,200 | New |
| FORA Capital, LLC | 6,548 | $1.76M | 0.20% | +6,548 | New |
| Ensign Peak Advisors, Inc | 6,998 | $1.88M | 0.00% | +6,998 | New |
| Ieq Capital, LLC | 8,162 | $2.19M | 0.01% | +2,098+34.6% | Added |
| Franklin Resources Inc | 8,397 | $2.25M | 0.00% | −3,192−27.5% | Reduced |
| California State Teachers Retirement System | 8,435 | $2.26M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,863 | $2.38M | 0.00% | −5,244−37.2% | Reduced |
| JPMorgan Chase & Co | 8,986 | $2.41M | 0.00% | +65+0.7% | Added |
| Graham Capital Management, L.P. | 9,123 | $2.45M | 0.07% | +9,123 | New |
| Quadrature Capital Ltd | 9,751 | $2.61M | 0.05% | +5,325+120.3% | Added |
| ExodusPoint Capital Management, LP | 9,851 | $2.64M | 0.03% | +9,851 | New |
| Panagora Asset Management Inc | 10,543 | $2.83M | 0.01% | −42−0.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 10,694 | $2.87M | 0.00% | +10,694 | New |
| Options Solutions, LLC | 11,480 | $3.08M | 1.10% | −6,796−37.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,507 | $3.09M | 0.02% | +11,507 | New |
| Legal & General Group Plc | 11,801 | $3.17M | 0.00% | +3,037+34.7% | Added |
| Penserra Capital Management LLC | 12,002 | $3.22M | 0.04% | +12,002 | New |
| Polen Capital Management LLC | 12,621 | $3.39M | 0.01% | +12,621 | New |
| Sanctuary Advisors, LLC | 12,812 | $3.44M | 0.02% | +1,172+10.1% | Added |
| Gsa Capital Partners LLP | 13,666 | $3.67M | 0.26% | −1,432−9.5% | Reduced |
| Advisor Group Holdings, Inc. | 13,724 | $3.68M | 0.01% | +13,415+4,341.4% | Added |
| State of Wisconsin Investment Board | 13,746 | $3.69M | 0.01% | −3,926−22.2% | Reduced |
| Point72 Asset Management, L.P. | 13,944 | $3.74M | 0.01% | +13,944 | New |
| Rhumbline Advisers | 14,081 | $3.78M | 0.00% | +2,954+26.5% | Added |
| Washington Harbour Partners LP | 14,084 | $3.78M | 11.20% | −5,916−29.6% | Reduced |
| LPL Financial LLC | 14,542 | $3.90M | 0.00% | +14,542 | New |
| Walleye Capital LLC | 15,538 | $4.17M | 0.04% | +15,538 | New |
| Meros Investment Management, LP | 16,797 | $4.51M | 2.14% | −2,844−14.5% | Reduced |
| Swiss National Bank | 17,700 | $4.75M | 0.00% | +300+1.7% | Added |
| Verition Fund Management LLC | 17,958 | $4.82M | 0.03% | +17,958 | New |
| Prospect Capital Advisors, LLC | 18,180 | $4.88M | 2.94% | +18,180 | New |
| Lisanti Capital Growth, LLC | 18,565 | $4.98M | 1.38% | +18,565 | New |
| Barclays PLC | 19,260 | $5.17M | 0.00% | −8,845−31.5% | Reduced |
| Quantbot Technologies LP | 19,530 | $5.24M | 0.13% | +19,530 | New |
| 1832 Asset Management L.P. | 19,800 | $5.31M | 0.01% | +19,800 | New |
| Raymond James Financial Inc | 22,033 | $5.91M | 0.00% | +8,978+68.8% | Added |
| Susquehanna International Group, LLP | 22,164 | $5.95M | 0.01% | −38,148−63.3% | Reduced |
| Ameriprise Financial Inc | 22,735 | $6.10M | 0.00% | −12,097−34.7% | Reduced |
| Deutsche Bank AG | 23,635 | $6.34M | 0.00% | −343−1.4% | Reduced |
| Tenzing Global Management, LLC | 24,000 | $6.44M | 4.33% | +24,000 | New |
| Boothbay Fund Management, LLC | 24,044 | $6.45M | 0.20% | −29,206−54.8% | Reduced |
| Oberweis Asset Management Inc | 24,322 | $6.53M | 0.28% | +24,322 | New |
| UBS Asset Management Americas Inc | 24,996 | $6.71M | 0.00% | +17,260+223.1% | Added |
| Calamos Advisors LLC | 25,206 | $6.77M | 0.03% | −1,130−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 27,211 | $7.30M | 0.00% | +3,963+17.0% | Added |
| EAM Investors, LLC | 27,425 | $7.36M | 1.11% | +17,255+169.7% | Added |
| Janus Henderson Group PLC | 30,004 | $8.05M | 0.00% | +26,004+650.1% | Added |
| Alliancebernstein L.P. | 32,955 | $8.85M | 0.00% | −12,272−27.1% | Reduced |
| Goldman Sachs Group Inc | 34,862 | $9.36M | 0.00% | −56,485−61.8% | Reduced |
| Bank of New York Mellon Corp | 34,992 | $9.39M | 0.00% | +7,893+29.1% | Added |
| Ardsley Advisory Partners LP | 35,000 | $9.39M | 1.54% | +35,000 | New |
| HRT Financial LP | 35,761 | $9.60M | 0.04% | +3,127+9.6% | Added |
| Russell Investments Group, Ltd. | 37,215 | $9.99M | 0.01% | −2,908−7.2% | Reduced |
| Great Lakes Advisors, LLC | 37,563 | $10.1M | 0.08% | −4,616−10.9% | Reduced |
| AQR Capital Management LLC | 37,963 | $10.2M | 0.01% | −4,349−10.3% | Reduced |
| Silvercrest Asset Management Group LLC | 39,482 | $10.6M | 0.07% | −30,632−43.7% | Reduced |