Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in Dave Inc. as of Sep 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
268
+22 vs. Q2 2025
Shares held
10.5M
+664.2K (+6.8%) vs. Q2 2025
Total value
$2.09B
−$545.3M (−20.7%) vs. Q2 2025
New holders
71
102 more added
Sold out
49
71 more reduced

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 268 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 heldQ3 2025: $2.09B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q2 2025.

Institutions holding DAVE in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management1$00.00%+1New
Wealthspire Advisors, LLC1$1990.00%+1New
Tortoise Investment Management, LLC2$3990.00%+1+100.0%Added
Guerra Advisors Inc2$3990.00%+2New
Sunbelt Securities, Inc.3$5980.00%+3New
Caitong International Asset Management Co., Ltd3$5980.00%+3New
Parkside Financial Bank & Trust3$5990.00%+3New
Versant Capital Management, Inc4$7970.00%+4New
WPG Advisers, LLC5$9970.00%00.0%Unchanged
Caitlin John, LLC5$9970.00%+5New
Hazlett, Burt & Watson, Inc.5$1.00K0.00%00.0%Unchanged
Principal Securities, Inc.6$1.20K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.6$1.20K0.00%+5+500.0%Added
Toronto Dominion Bank6$1.20K0.00%+6New
Fortitude Family Office, LLC6$1.20K0.00%+6New
Signaturefd, LLC9$1.79K0.00%+4+80.0%Added
Root Financial Partners, LLC10$1.99K0.00%+10New
Allworth Financial LP11$2.19K0.00%−7−38.9%Reduced
Smartleaf Asset Management LLC11$2.32K0.00%+11New
Rothschild Investment LLC12$2.39K0.00%−6−33.3%Reduced
Compass Financial Services Inc12$2.39K0.00%+12New
Golden State Wealth Management, LLC15$2.99K0.00%00.0%Unchanged
Advisory Services Network, LLC18$3.59K0.00%+18New
Vermillion & White Wealth Management Group, LLC20$3.99K0.00%00.0%Unchanged
Sterling Capital Management LLC23$4.58K0.00%00.0%Unchanged
IFP Advisors, Inc25$4.98K0.00%+5+25.0%Added
Steward Partners Investment Advisory, LLC31$6.18K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$6.20K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC33$6.58K0.00%+33New
Hillsdale Investment Management Inc.35$6.98K0.00%00.0%Unchanged
Covestor Ltd35$7.00K0.00%+34+3,400.0%Added
Farther Finance Advisors, LLC37$7.38K0.00%+37New
Optiver Holding B.V.40$7.97K0.00%+40New
Larson Financial Group LLC53$10.6K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC57$11.4K0.00%+3+5.6%Added
Quarry LP61$12.2K0.00%+61New
Ronald Blue Trust, Inc.74$14.8K0.00%+74New
True Wealth Design, LLC87$17.3K0.01%−2−2.2%Reduced
Nisa Investment Advisors, LLC88$17.5K0.00%−63−41.7%Reduced
Jones Financial Companies LLLP81$17.7K0.00%+65+406.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.90$18.0K0.00%+5+5.9%Added
Clearstead Advisors, LLC99$19.7K0.00%+1+1.0%Added
Essential Partners LLC100$19.9K0.01%00.0%Unchanged
Westend Capital Management, LLC100$19.9K0.01%+100New
GAMMA Investing LLC107$21.3K0.00%+3+2.9%Added
WealthCollab, LLC110$21.9K0.01%00.0%Unchanged
Comerica Bank117$23.3K0.00%00.0%Unchanged
National Bank of Canada149$29.7K0.00%+149New
Murphy & Mullick Capital Management Corp150$32.4K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.184$36.7K0.00%+184New
Federated Hermes, Inc.234$46.6K0.00%−4,842−95.4%Reduced
Exchange Traded Concepts, LLC238$47.4K0.00%+238New
Team Financial Group, LLC269$53.6K0.02%+269New
Amalgamated Bank271$54.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC289$57.6K0.00%−73−20.2%Reduced
STRS Ohio300$59.8K0.00%−500−62.5%Reduced
KBC Group NV317$63.0K0.00%00.0%Unchanged
State of Alaska, Department of Revenue490$97.0K0.00%+490New
Gordian Capital Singapore Pte Ltd500$99.7K0.13%+500New
Catalyst Capital Advisors LLC525$104.7K0.00%00.0%Unchanged
NBC Securities, Inc.613$122.2K0.01%+80+15.0%Added
Ameritas Investment Partners, Inc.775$154.5K0.00%−172−18.2%Reduced
Tower Research Capital LLC (TRC)798$159.1K0.00%−442−35.6%Reduced
New York State Teachers Retirement System840$167.0K0.00%+126+17.6%Added
Point72 (DIFC) Ltd846$168.8K0.01%−240−22.1%Reduced
State of Wyoming927$184.8K0.02%+354+61.8%Added
Whittier Trust Co1,000$203.4K0.00%+1,000New
Mercer Global Advisors Inc1,137$226.7K0.00%+128+12.7%Added
EntryPoint Capital, LLC1,140$227.3K0.09%+89+8.5%Added
Optivise Advisory Services LLC1,148$228.9K0.14%+1,148New
Thrivent Financial for Lutherans1,170$233.0K0.00%+1,170New
Prudential Financial Inc1,211$241.4K0.00%+5+0.4%Added
DRW Securities, LLC1,221$242.9K0.01%+1,221New
Teacher Retirement System of Texas1,236$246.4K0.00%−169−12.0%Reduced
Pictet Asset Management Holding SA1,237$246.6K0.00%00.0%Unchanged
Worth Venture Partners, LLC1,258$250.8K0.73%+108+9.4%Added
Virginia Retirement Systems Et Al1,300$259.2K0.00%−2,100−61.8%Reduced
Raymond James Financial Inc1,500$299.0K0.00%−20,533−93.2%Reduced
Cetera Investment Advisers1,526$304.2K0.00%−3,370−68.8%Reduced
US Bancorp1,535$306.0K0.00%+1,099+252.1%Added
Axq Capital, LP1,560$311.0K0.12%+1,560New
Citigroup Inc1,576$314.2K0.00%−2,680−63.0%Reduced
ProShare Advisors LLC1,586$316.2K0.00%−316−16.6%Reduced
D.A. Davidson & Co.1,668$332.5K0.00%+1,668New
FJ Capital Management LLC1,820$362.8K0.04%+774+74.0%Added
Silver Oak Wealth Advisors Services, LLC1,866$372.0K0.25%00.0%Unchanged
KLP Kapitalforvaltning AS1,900$378.8K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC1,917$382.0K0.00%−558−22.5%Reduced
Integrated Quantitative Investments LLC1,923$383.4K0.11%+4+0.2%Added
Royal Bank of Canada1,939$387.0K0.00%−370−16.0%Reduced
Numerai GP LLC1,951$388.9K0.05%+1,951New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,050$408.7K0.01%+2,050New
Twinbeech Capital LP2,109$420.4K0.02%+2,109New
Caxton Associates LLP2,145$427.6K0.01%+2,145New
Mather Group, LLC.2,187$436.0K0.00%00.0%Unchanged
Allianz Asset Management GmbH2,193$437.2K0.00%+2,193New
GoalVest Advisory LLC2,200$438.6K0.09%+2,200New
Aviva PLC2,211$440.8K0.00%−177−7.4%Reduced
Cresset Asset Management, LLC2,226$443.8K0.00%+728+48.6%Added
Cim, LLC2,352$468.9K0.06%−3−0.1%Reduced