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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

Q3 2025 vs. Q2 2025

How the institutions holding Dave Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of DAVE: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders2493268+22
Shares9.83M15.6K10.5M+664.2K (+6.8%)
Value$2.64B$4.19M$2.09B−$545.3M (−20.7%)

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (71)

Institutions that held Dave Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to DAVE in Q3 2025
InstitutionSharesValue% of portfolio
Neuberger Berman Group LLC134,064$26.7M0.02%
Findell Capital Management LLC38,000$7.58M3.46%
Capital Fund Management S.A.31,071$6.19M0.06%
Interval Partners, LP26,430$5.27M0.11%
IMC-Chicago, LLC22,649$4.52M0.08%
Macquarie Group Ltd19,788$3.94M0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH18,405$3.67M0.01%
Granahan Investment Management Inc12,037$2.40M0.10%
Castleark Management LLC9,863$1.97M0.06%
Hudson Bay Capital Management LP9,162$1.83M0.01%
Engineers Gate Manager LP8,203$1.64M0.02%
Credit Agricole S A8,002$1.60M0.01%
Wilson Asset Management (International) Pty Ltd7,830$1.56M0.39%
Globeflex Capital L P7,281$1.45M0.22%
Maverick Capital LtdSuperinvestorMaverick Capital6,926$1.38M0.02%
Squarepoint Ops LLC6,652$1.33M0.00%
Stifel Financial Corp5,876$1.17M0.00%
Omers Administration Corp5,300$1.06M0.01%
Canada Pension Plan Investment Board4,900$976.8K0.00%
XTX Topco Ltd4,848$966.4K0.05%
Teachers Retirement System of the State of Kentucky4,302$858.0K0.01%
Moran Wealth Management, LLC4,162$829.7K0.03%
Vident Advisory, LLC3,964$790.2K0.01%
Simplex Trading, LLC3,527$703.0K0.02%
PEAK6 LLC2,874$572.9K0.01%
SummitTX Capital, L.P.2,823$562.8K0.02%
Connective Capital Management, LLC2,804$559.0K0.51%
Aquatic Capital Management LLC2,696$537.4K0.01%
Blackstone Group Inc.2,577$513.7K0.00%
Harbor Capital Advisors, Inc.2,530$504.0K0.04%
Emerald Mutual Fund Advisers Trust2,478$494.0K0.03%
Voleon Capital Management LP2,411$480.6K0.01%
Counterpoint Mutual Funds LLC2,372$472.9K0.04%
GoalVest Advisory LLC2,200$438.6K0.09%
Allianz Asset Management GmbH2,193$437.2K0.00%
Caxton Associates LLP2,145$427.6K0.01%
Twinbeech Capital LP2,109$420.4K0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,050$408.7K0.01%
Numerai GP LLC1,951$388.9K0.05%
D.A. Davidson & Co.1,668$332.5K0.00%
Axq Capital, LP1,560$311.0K0.12%
DRW Securities, LLC1,221$242.9K0.01%
Thrivent Financial for Lutherans1,170$233.0K0.00%
Optivise Advisory Services LLC1,148$228.9K0.14%
Whittier Trust Co1,000$203.4K0.00%
Gordian Capital Singapore Pte Ltd500$99.7K0.13%
State of Alaska, Department of Revenue490$97.0K0.00%
Team Financial Group, LLC269$53.6K0.02%
Exchange Traded Concepts, LLC238$47.4K0.00%
SRS Capital Advisors, Inc.184$36.7K0.00%
National Bank of Canada149$29.7K0.00%
Westend Capital Management, LLC100$19.9K0.01%
Ronald Blue Trust, Inc.74$14.8K0.00%
Quarry LP61$12.2K0.00%
Optiver Holding B.V.40$7.97K0.00%
Farther Finance Advisors, LLC37$7.38K0.00%
Blue Bell Private Wealth Management, LLC33$6.58K0.00%
Advisory Services Network, LLC18$3.59K0.00%
Compass Financial Services Inc12$2.39K0.00%
Smartleaf Asset Management LLC11$2.32K0.00%
Root Financial Partners, LLC10$1.99K0.00%
Toronto Dominion Bank6$1.20K0.00%
Fortitude Family Office, LLC6$1.20K0.00%
Caitlin John, LLC5$9970.00%
Versant Capital Management, Inc4$7970.00%
Parkside Financial Bank & Trust3$5990.00%
Sunbelt Securities, Inc.3$5980.00%
Caitong International Asset Management Co., Ltd3$5980.00%
Guerra Advisors Inc2$3990.00%
Wealthspire Advisors, LLC1$1990.00%
Hemington Wealth Management1$00.00%

Sold out (49)

Institutions that held Dave Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of DAVE in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
NVP Associates, LLC232,675$62.5M
Rokos Capital Management LLP67,278$18.1M
Jupiter Asset Management Ltd63,252$17.0M
Shellback Capital, LP55,345$14.9M
Silvercrest Asset Management Group LLC39,482$10.6M
Ardsley Advisory Partners LP35,000$9.39M
1832 Asset Management L.P.19,800$5.31M
Options Solutions, LLC11,480$3.08M
ExodusPoint Capital Management, LP9,851$2.64M
FORA Capital, LLC6,548$1.76M
Bayesian Capital Management, LP6,200$1.66M
Scientech Research LLC4,882$1.31M
Virtu Financial LLC3,754$1.01M
Nomura Holdings Inc3,687$989.6K
Polymer Capital Management (US) LLC3,528$947.0K
B. Riley Financial, Inc.3,000$805.2K
HighTower Advisors, LLC2,950$791.8K
Bryce Point Capital, LLC2,900$778.4K
O'Neil Global Advisors, Inc.2,823$758.0K
Oppenheimer & Co Inc2,756$739.7K
Centiva Capital, LP2,336$627.0K
Baader Bank INC2,200$590.5K
Precision Wealth Strategies, LLC2,023$543.0K
Richmond Investment Services, LLC2,008$539.0K
Bridgefront Capital, LLC1,884$505.7K
PDT Partners, LLC1,646$441.8K
Sigma Planning Corp1,582$424.6K
O'Shaughnessy Asset Management, LLC1,490$399.9K
Mach-1 Financial Group, Inc.1,436$385.4K
Comprehensive Financial Planning, Inc.1,339$359.4K
Semanteon Capital Management, LP1,333$357.8K
Arete Wealth Advisors, LLC1,257$337.0K
Private Advisor Group, LLC1,000$268.4K
Dynamic Technology Lab Private Ltd990$266.0K
LGT Group Foundation960$257.7K
Aigen Investment Management, LP862$231.4K
Walled Lake Planning & Wealth Management, LLC856$229.8K
Inspire Advisors, LLC854$229.2K
Pallas Capital Advisors LLC845$226.8K
Independent Financial Group, LLC838$224.9K
Cornerstone Investment Partners, LLC793$212.8K
Garde Capital, Inc.790$212.0K
Kingswood Wealth Advisors, LLC775$208.0K
LMR Partners LLP33$8.86K
Geneos Wealth Management Inc.13$3.49K
Atlantic Union Bankshares Corp12$3.22K
Whipplewood Advisors, LLC4$1.07K
Twin Peaks Wealth Advisors, LLC3$554
Stephens Consulting, LLC1$269

Not filed for Q3 2025 yet (3)

Institutions that held Dave Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DAVE in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Washington Harbour Partners LP14,084$3.78M
CIBC World Markets Corp1,143$306.8K
Atlas Capital Advisors LLC379$101.7K