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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

Q4 2025 vs. Q3 2025

How the institutions holding Dave Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of DAVE: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2685291+28
Shares10.5M22.3K10.4M−73.0K (−0.7%)
Value$2.09B$4.52M$2.30B+$214.5M (+10.3%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (66)

Institutions that held Dave Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to DAVE in Q4 2025
InstitutionSharesValue% of portfolio
Jefferies Financial Group Inc.125,891$27.9M0.23%
Buckley Capital Advisors, LLC62,528$13.8M12.04%
Portolan Capital Management, LLC44,001$9.74M0.52%
Peregrine Capital Management LLC38,230$8.46M0.26%
Gratia Capital, LLC29,625$6.56M5.87%
Segall Bryant & Hamill, LLC25,442$5.63M0.08%
4D Advisors, LLC25,000$5.54M3.03%
F/M Investments LLC17,578$3.89M0.15%
Magnetar Financial LLC16,430$3.64M0.04%
Group One Trading, L.P.14,767$3.27M0.10%
ExodusPoint Capital Management, LP14,698$3.25M0.04%
Nomura Asset Management International Inc.10,722$2.37M0.00%
Future Fund LLC9,280$2.05M0.72%
One Capital Management, LLC9,280$2.05M0.06%
Axxcess Wealth Management, LLC7,356$1.63M0.03%
Quent Capital, LLC6,000$1.33M0.10%
OP Asset Management Ltd5,942$1.32M0.02%
FirstWave Capital Management LLC5,293$1.17M0.70%
CIBC World Markets Inc.5,132$1.14M0.00%
Mangrove Partners4,748$1.05M0.09%
Havemeyer Place LP4,617$1.02M0.20%
Independent Financial Group, LLC4,355$964.2K0.02%
MML Investors Services, LLC4,136$915.8K0.00%
LTS Liquid Investments LLC3,768$834.3K0.79%
Pathstone Holdings, LLC2,954$654.1K0.00%
Delta Global Management LP2,452$542.9K0.04%
Dynamic Technology Lab Private Ltd2,381$527.0K0.12%
Yorktown Management & Research Co Inc2,200$487.1K0.39%
Hennion & Walsh Asset Management, Inc.2,137$473.2K0.02%
Envestnet Asset Management Inc1,971$436.4K0.00%
Handelsbanken Fonder AB1,900$421.0K0.00%
Massachusetts Financial Services Co1,695$375.3K0.00%
Bridgefront Capital, LLC1,437$318.2K0.08%
Toth Financial Advisory Corp1,400$310.0K0.03%
Fieldview Capital Management, LLC1,366$302.4K0.05%
Janney Capital Management LLC1,362$302.0K0.02%
Janney Montgomery Scott LLC1,340$297.0K0.00%
Swiss Life Asset Management Ltd1,326$293.6K0.00%
Arista Wealth Management, LLC1,300$287.8K0.04%
Freestone Grove Partners LP1,258$278.5K0.00%
Atria Investments LLC1,204$266.6K0.00%
Toroso Investments, LLC1,196$264.8K0.00%
Parallax Volatility Advisers, L.P.1,181$261.5K0.01%
Quantinno Capital Management LP1,014$224.5K0.00%
Gryphon Financial Partners LLC1,003$222.1K0.02%
Inspire Advisors, LLC935$207.0K0.02%
Colony Group, LLC918$203.3K0.00%
Kemnay Advisory Services Inc.734$162.5K0.02%
Spire Wealth Management509$112.7K0.00%
Pinnacle Wealth Planning Services, Inc.479$106.1K0.01%
Atlas Capital Advisors LLC379$83.9K0.01%
Harbour Investments, Inc.300$66.4K0.00%
Kestra Advisory Services, LLC163$36.1K0.00%
Bogart Wealth, LLC94$20.8K0.00%
Aster Capital Management (DIFC) Ltd78$17.3K0.01%
Rockefeller Capital Management L.P.67$14.8K0.00%
Proffitt & Goodson Inc46$10.2K0.00%
Torren Management, LLC23$5.09K0.00%
LRI Investments, LLC18$4.08K0.00%
Greenline Wealth Management LLC10$2.14K0.00%
Strategic Wealth Partners, Ltd.6$1.33K0.00%
Keating Financial Advisory Services, Inc.3$6640.00%
CIBC Private Wealth Group, LLC2$4430.00%
SJS Investment Consulting Inc.1$2220.00%
Rialto Wealth Management, LLC1$2220.00%
Godfrey Financial Associates, Inc.1$2210.00%

Sold out (38)

Institutions that held Dave Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of DAVE in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Proem Advisors LLC97,771$19.5M
HRT Financial LP33,975$6.77M
Tudor Investment Corp Et Al27,337$5.45M
Quantbot Technologies LP27,131$5.41M
Lisanti Capital Growth, LLC20,724$4.13M
Macquarie Group Ltd19,788$3.94M
EAM Investors, LLC13,564$2.67M
Castleark Management LLC9,863$1.97M
Hudson Bay Capital Management LP9,162$1.83M
Wilson Asset Management (International) Pty Ltd7,830$1.56M
Uniplan Investment Counsel, Inc.7,732$1.54M
Omers Administration Corp5,300$1.06M
Entropy Technologies, LP4,500$897.1K
Legato Capital Management LLC3,850$767.5K
Fox Run Management, L.L.C.3,461$690.0K
Connective Capital Management, LLC2,804$559.0K
Aquatic Capital Management LLC2,696$537.4K
Counterpoint Mutual Funds LLC2,372$472.9K
Aviva PLC2,211$440.8K
Twinbeech Capital LP2,109$420.4K
Numerai GP LLC1,951$388.9K
Integrated Quantitative Investments LLC1,923$383.4K
Axq Capital, LP1,560$311.0K
Teacher Retirement System of Texas1,236$246.4K
DRW Securities, LLC1,221$242.9K
Thrivent Financial for Lutherans1,170$233.0K
Optivise Advisory Services LLC1,148$228.9K
Gordian Capital Singapore Pte Ltd500$99.7K
Optiver Holding B.V.40$7.97K
Blue Bell Private Wealth Management, LLC33$6.58K
Advisory Services Network, LLC18$3.59K
Principal Securities, Inc.6$1.20K
Toronto Dominion Bank6$1.20K
Hazlett, Burt & Watson, Inc.5$1.00K
Parkside Financial Bank & Trust3$599
Caitong International Asset Management Co., Ltd3$598
Tortoise Investment Management, LLC2$399
Wealthspire Advisors, LLC1$199

Not filed for Q4 2025 yet (5)

Institutions that held Dave Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DAVE in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Cubist Systematic Strategies, LLC16,050$3.20M
Wolverine Trading, LLC5,440$1.15M
Point72 (DIFC) Ltd846$168.8K
Guerra Advisors Inc2$399
Hemington Wealth Management1$0