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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
Pallas Capital Advisors LLC845$226.8K0.01%+845New
Independent Financial Group, LLC838$224.9K0.01%+838New
STRS Ohio800$214.7K0.00%+300+60.0%Added
Cornerstone Investment Partners, LLC793$212.8K0.01%+793New
Garde Capital, Inc.790$212.0K0.01%−100−11.2%Reduced
Kingswood Wealth Advisors, LLC775$208.0K0.02%+775New
New York State Teachers Retirement System714$192.0K0.00%00.0%Unchanged
State of Wyoming573$153.8K0.02%−1,919−77.0%Reduced
NBC Securities, Inc.533$143.0K0.01%+533New
Catalyst Capital Advisors LLC525$140.9K0.00%+525New
US Bancorp436$117.0K0.00%+327+300.0%Added
Atlas Capital Advisors LLC379$101.7K0.01%00.0%Unchanged
Global Retirement Partners, LLC362$97.2K0.00%+362New
KBC Group NV317$85.0K0.00%+317New
Amalgamated Bank271$73.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC151$40.5K0.00%+148+4,933.3%Added
Murphy & Mullick Capital Management Corp150$38.6K0.03%+150New
Comerica Bank117$31.4K0.00%+21+21.9%Added
WealthCollab, LLC110$29.5K0.02%+110New
GAMMA Investing LLC104$27.9K0.00%+2+2.0%Added
Essential Partners LLC100$26.8K0.01%+100New
Clearstead Advisors, LLC98$26.3K0.00%+98New
True Wealth Design, LLC89$23.9K0.01%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.85$23.0K0.00%+85New
EverSource Wealth Advisors, LLC54$14.5K0.00%+54New
Larson Financial Group LLC53$14.2K0.00%+17+47.2%Added
Hillsdale Investment Management Inc.35$9.39K0.00%+35New
LMR Partners LLP33$8.86K0.00%+33New
Steward Partners Investment Advisory, LLC31$8.32K0.00%00.0%Unchanged
IFP Advisors, Inc20$8.05K0.00%+18+900.0%Added
Sound Income Strategies, LLC30$8.05K0.00%+30New
Sterling Capital Management LLC23$6.17K0.00%+15+187.5%Added
Vermillion & White Wealth Management Group, LLC20$5.37K0.00%−23−53.5%Reduced
Allworth Financial LP18$4.83K0.00%+13+260.0%Added
Rothschild Investment LLC18$4.83K0.00%+18New
Golden State Wealth Management, LLC15$4.03K0.00%00.0%Unchanged
Jones Financial Companies LLLP16$3.99K0.00%+16New
Geneos Wealth Management Inc.13$3.49K0.00%+13New
Atlantic Union Bankshares Corp12$3.22K0.00%+12New
Principal Securities, Inc.6$1.61K0.00%+6New
Signaturefd, LLC5$1.34K0.00%00.0%Unchanged
WPG Advisers, LLC5$1.34K0.00%+5New
Whipplewood Advisors, LLC4$1.07K0.00%+4New
Hazlett, Burt & Watson, Inc.5$1.00K0.00%+5New
Twin Peaks Wealth Advisors, LLC3$5540.00%+3New
Stephens Consulting, LLC1$2690.00%−4−80.0%Reduced
The PNC Financial Services Group, Inc.1$2680.00%−16−94.1%Reduced
Tortoise Investment Management, LLC1$2680.00%+1New
Covestor Ltd1$00.00%00.0%Unchanged
Cooper Creek Partners Management LLC0$00.00%−190,077−100.0%Sold out
Alberta Investment Management Corp0$00.00%−22,160−100.0%Sold out
IMC-Chicago, LLC0$00.00%−10,570−100.0%Sold out
P.A.W. Capital Corp0$00.00%−10,000−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−9,649−100.0%Sold out
Manatuck Hill Partners, LLC0$00.00%−9,500−100.0%Sold out
CWM Advisors, LLC0$00.00%−8,856−100.0%Sold out
Alpine Global Management, LLC0$00.00%−8,761−100.0%Sold out
Natixis0$00.00%−6,000−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−5,800−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−3,931−100.0%Sold out
Laurion Capital Management LP0$00.00%−3,180−100.0%Sold out
Axim Planning & Wealth0$00.00%−2,708−100.0%Sold out
Change Path, LLC0$00.00%−2,458−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−842−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−564−100.0%Sold out
Spire Wealth Management0$00.00%−500−100.0%Sold out
Lazard Asset Management LLC0$00.00%−14−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−7−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−5−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−2−100.0%Sold out