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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 8,397 | $2.25M | 0.00% | −3,192−27.5% | Reduced |
| Ieq Capital, LLC | 8,162 | $2.19M | 0.01% | +2,098+34.6% | Added |
| Ensign Peak Advisors, Inc | 6,998 | $1.88M | 0.00% | +6,998 | New |
| FORA Capital, LLC | 6,548 | $1.76M | 0.20% | +6,548 | New |
| Bayesian Capital Management, LP | 6,200 | $1.66M | 0.26% | +6,200 | New |
| Harvest Investment Services, LLC | 5,993 | $1.61M | 0.36% | +5,993 | New |
| MetLife Investment Management | 5,566 | $1.49M | 0.01% | +908+19.5% | Added |
| Los Angeles Capital Management LLC | 5,343 | $1.43M | 0.01% | +5,343 | New |
| Y-Intercept (Hong Kong) Ltd | 5,214 | $1.40M | 0.03% | +5,214 | New |
| Manufacturers Life Insurance Company, The | 5,183 | $1.39M | 0.00% | +871+20.2% | Added |
| Creative Planning | 5,112 | $1.37M | 0.00% | +188+3.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,083 | $1.36M | 0.00% | +308+6.5% | Added |
| Federated Hermes, Inc. | 5,076 | $1.36M | 0.00% | −224−4.2% | Reduced |
| Wells Fargo & Company | 5,072 | $1.36M | 0.00% | +107+2.2% | Added |
| Intech Investment Management LLC | 5,051 | $1.36M | 0.01% | +1,002+24.7% | Added |
| Jain Global LLC | 5,019 | $1.35M | 0.02% | +5,019 | New |
| Uniplan Investment Counsel, Inc. | 4,992 | $1.34M | 0.14% | −918−15.5% | Reduced |
| Cetera Investment Advisers | 4,896 | $1.31M | 0.00% | +4,896 | New |
| Scientech Research LLC | 4,882 | $1.31M | 0.32% | +447+10.1% | Added |
| Sierra Summit Advisors LLC | 4,805 | $1.29M | 0.23% | −3,298−40.7% | Reduced |
| Price T Rowe Associates Inc | 4,631 | $1.24M | 0.00% | +1,149+33.0% | Added |
| Leavell Investment Management, Inc. | 4,510 | $1.21M | 0.05% | +200+4.6% | Added |
| Quest Partners LLC | 4,318 | $1.16M | 0.11% | +2,401+125.2% | Added |
| Meeder Asset Management Inc | 4,305 | $1.16M | 0.07% | +3,845+835.9% | Added |
| Citigroup Inc | 4,256 | $1.14M | 0.00% | −2,031−32.3% | Reduced |
| Dark Forest Capital Management LP | 4,234 | $1.14M | 0.05% | +1,781+72.6% | Added |
| SG Americas Securities, LLC | 4,223 | $1.13M | 0.00% | +1,092+34.9% | Added |
| Entropy Technologies, LP | 3,800 | $1.02M | 0.08% | +3,800 | New |
| Brevan Howard Capital Management LP | 3,784 | $1.02M | 0.01% | +3,784 | New |
| Virtu Financial LLC | 3,754 | $1.01M | 0.05% | +3,754 | New |
| Nomura Holdings Inc | 3,687 | $989.6K | 0.01% | −1,210−24.7% | Reduced |
| Citizens Financial Group Inc | 3,613 | $969.8K | 0.02% | −87−2.4% | Reduced |
| Polymer Capital Management (US) LLC | 3,528 | $947.0K | 0.16% | −3,387−49.0% | Reduced |
| Legato Capital Management LLC | 3,520 | $944.8K | 0.11% | +3,520 | New |
| Virginia Retirement Systems Et Al | 3,400 | $912.6K | 0.01% | +3,400 | New |
| New York State Common Retirement Fund | 3,100 | $832.1K | 0.00% | −300−8.8% | Reduced |
| CWM, LLC | 3,083 | $828.0K | 0.00% | −45−1.4% | Reduced |
| B. Riley Financial, Inc. | 3,000 | $805.2K | 0.91% | −4,000−57.1% | Reduced |
| VGI Partners Ltd | 2,966 | $796.1K | 0.07% | −8,963−75.1% | Reduced |
| HighTower Advisors, LLC | 2,950 | $791.8K | 0.00% | +2,950 | New |
| State Board of Administration of Florida Retirement System | 2,931 | $786.7K | 0.00% | +91+3.2% | Added |
| Bryce Point Capital, LLC | 2,900 | $778.4K | 0.66% | +2,900 | New |
| Capstone Investment Advisors, LLC | 2,837 | $761.5K | 0.01% | +2,837 | New |
| O'Neil Global Advisors, Inc. | 2,823 | $758.0K | 0.17% | +2,823 | New |
| Oppenheimer & Co Inc | 2,756 | $739.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,739 | $735.2K | 0.00% | +2,646+2,845.2% | Added |
| Arizona State Retirement System | 2,699 | $724.4K | 0.00% | +120+4.7% | Added |
| Fox Run Management, L.L.C. | 2,643 | $709.4K | 0.12% | +2,643 | New |
| Fuller & Thaler Asset Management, Inc. | 2,630 | $705.9K | 0.00% | +2,630 | New |
| Diversified Trust Co | 2,548 | $683.9K | 0.02% | −62−2.4% | Reduced |
| Voya Investment Management LLC | 2,530 | $679.1K | 0.00% | +2,530 | New |
| Commonwealth Equity Services, LLC | 2,475 | $664.0K | 0.00% | +2,475 | New |
| Wealth Enhancement Advisory Services, LLC | 2,327 | $655.7K | 0.00% | +2,327 | New |
| Aviva PLC | 2,388 | $641.0K | 0.00% | −4,243−64.0% | Reduced |
| Cim, LLC | 2,355 | $632.1K | 0.09% | +2,355 | New |
| Wolverine Trading, LLC | 2,521 | $629.3K | 0.02% | −3,773−59.9% | Reduced |
| Centiva Capital, LP | 2,336 | $627.0K | 0.04% | +2,336 | New |
| Harbour Capital Advisors, LLC | 2,300 | $621.1K | 0.13% | +2,300 | New |
| Royal Bank of Canada | 2,309 | $619.0K | 0.00% | −2,486−51.8% | Reduced |
| Baader Bank INC | 2,200 | $590.5K | 0.05% | +2,200 | New |
| Mather Group, LLC. | 2,187 | $587.0K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,096 | $562.6K | 0.01% | +348+19.9% | Added |
| Precision Wealth Strategies, LLC | 2,023 | $543.0K | 0.18% | −1,728−46.1% | Reduced |
| Richmond Investment Services, LLC | 2,008 | $539.0K | 0.11% | +2,008 | New |
| Mariner, LLC | 1,998 | $536.3K | 0.00% | +1,998 | New |
| Algert Global LLC | 1,980 | $531.5K | 0.01% | +1,980 | New |
| SBI Securities Co., Ltd. | 1,953 | $524.2K | 0.02% | +60+3.2% | Added |
| Integrated Quantitative Investments LLC | 1,919 | $515.1K | 0.15% | −9,994−83.9% | Reduced |
| ProShare Advisors LLC | 1,902 | $510.5K | 0.00% | +1,902 | New |
| KLP Kapitalforvaltning AS | 1,900 | $510.0K | 0.00% | +200+11.8% | Added |
| Bridgefront Capital, LLC | 1,884 | $505.7K | 0.13% | +1,884 | New |
| Silver Oak Wealth Advisors Services, LLC | 1,866 | $500.9K | 0.36% | +1,866 | New |
| PDT Partners, LLC | 1,646 | $441.8K | 0.02% | +1,646 | New |
| Sigma Planning Corp | 1,582 | $424.6K | 0.01% | +1,582 | New |
| Cresset Asset Management, LLC | 1,498 | $402.1K | 0.00% | +1,498 | New |
| O'Shaughnessy Asset Management, LLC | 1,490 | $399.9K | 0.00% | −2,493−62.6% | Reduced |
| Prelude Capital Management, LLC | 1,474 | $395.6K | 0.04% | +1,474 | New |
| Mach-1 Financial Group, Inc. | 1,436 | $385.4K | 0.11% | +1,436 | New |
| Cerity Partners LLC | 1,412 | $379.0K | 0.00% | +1,412 | New |
| Teacher Retirement System of Texas | 1,405 | $377.1K | 0.00% | +1,405 | New |
| Comprehensive Financial Planning, Inc. | 1,339 | $359.4K | 0.28% | +1,339 | New |
| Semanteon Capital Management, LP | 1,333 | $357.8K | 0.54% | +1,333 | New |
| Arete Wealth Advisors, LLC | 1,257 | $337.0K | 0.02% | +1,257 | New |
| Tower Research Capital LLC (TRC) | 1,240 | $332.8K | 0.01% | −1,745−58.5% | Reduced |
| Pictet Asset Management Holding SA | 1,237 | $332.0K | 0.00% | +1,237 | New |
| Prudential Financial Inc | 1,206 | $323.7K | 0.00% | +1,206 | New |
| Worth Venture Partners, LLC | 1,150 | $308.7K | 0.47% | +1,150 | New |
| CIBC World Markets Corp | 1,143 | $306.8K | 0.00% | +1,143 | New |
| Point72 (DIFC) Ltd | 1,086 | $291.4K | 0.02% | +1,086 | New |
| EntryPoint Capital, LLC | 1,051 | $282.1K | 0.14% | −2,064−66.3% | Reduced |
| FJ Capital Management LLC | 1,046 | $280.8K | 0.03% | +1,046 | New |
| Mercer Global Advisors Inc | 1,009 | $270.8K | 0.00% | +1,009 | New |
| Private Advisor Group, LLC | 1,000 | $268.4K | 0.00% | +1,000 | New |
| Dynamic Technology Lab Private Ltd | 990 | $266.0K | 0.04% | −6,200−86.2% | Reduced |
| HSBC Holdings PLC | 941 | $260.0K | 0.00% | +941 | New |
| LGT Group Foundation | 960 | $257.7K | 0.00% | +960 | New |
| Ameritas Investment Partners, Inc. | 947 | $254.2K | 0.01% | +181+23.6% | Added |
| Aigen Investment Management, LP | 862 | $231.4K | 0.03% | +862 | New |
| Walled Lake Planning & Wealth Management, LLC | 856 | $229.8K | 0.07% | +856 | New |
| Inspire Advisors, LLC | 854 | $229.2K | 0.02% | +854 | New |