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, Q4 2025
Institutional positions in Dave Inc. as of Dec 31, 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
- 291
- +28 vs. Q3 2025
- Shares held
- 10.4M
- −73.0K (−0.7%) vs. Q3 2025
- Total value
- $2.30B
- +$214.5M (+10.3%) vs. Q3 2025
- New holders
- 66
- 101 more added
- Sold out
- 38
- 90 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quarry LP | 1 | $221 | 0.00% | −60−98.4% | Reduced |
| Godfrey Financial Associates, Inc. | 1 | $221 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $222 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $222 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 2 | $443 | 0.00% | −182−98.9% | Reduced |
| CIBC Private Wealth Group, LLC | 2 | $443 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 3 | $664 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 3 | $664 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 4 | $886 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5 | $1.11K | 0.00% | −4−44.4% | Reduced |
| Caitlin John, LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6 | $1.33K | 0.00% | +1+20.0% | Added |
| Strategic Wealth Partners, Ltd. | 6 | $1.33K | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 8 | $1.77K | 0.00% | +2+33.3% | Added |
| Farther Finance Advisors, LLC | 9 | $1.99K | 0.00% | −28−75.7% | Reduced |
| Greenline Wealth Management LLC | 10 | $2.14K | 0.00% | +10 | New |
| Smartleaf Asset Management LLC | 10 | $2.21K | 0.00% | −1−9.1% | Reduced |
| Rothschild Investment LLC | 10 | $2.21K | 0.00% | −2−16.7% | Reduced |
| Allworth Financial LP | 11 | $2.44K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 12 | $2.66K | 0.00% | −87−87.9% | Reduced |
| Compass Financial Services Inc | 12 | $2.66K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 13 | $2.88K | 0.00% | +3+30.0% | Added |
| Golden State Wealth Management, LLC | 15 | $3.32K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 18 | $4.08K | 0.00% | +18 | New |
| The PNC Financial Services Group, Inc. | 19 | $4.21K | 0.00% | +13+216.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 20 | $4.43K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 23 | $5.09K | 0.00% | +23 | New |
| IFP Advisors, Inc | 25 | $5.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $5.82K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 31 | $6.86K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 35 | $7.75K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 37 | $8.00K | 0.00% | +2+5.7% | Added |
| Proffitt & Goodson Inc | 46 | $10.2K | 0.00% | +46 | New |
| Rockefeller Capital Management L.P. | 67 | $14.8K | 0.00% | +67 | New |
| Nisa Investment Advisors, LLC | 68 | $15.1K | 0.00% | −20−22.7% | Reduced |
| Sterling Capital Management LLC | 68 | $15.1K | 0.00% | +45+195.7% | Added |
| National Bank of Canada | 76 | $16.7K | 0.00% | −73−49.0% | Reduced |
| Larson Financial Group LLC | 76 | $16.8K | 0.00% | +23+43.4% | Added |
| Aster Capital Management (DIFC) Ltd | 78 | $17.3K | 0.01% | +78 | New |
| Jones Financial Companies LLLP | 79 | $17.5K | 0.00% | −2−2.5% | Reduced |
| True Wealth Design, LLC | 81 | $17.9K | 0.01% | −6−6.9% | Reduced |
| EverSource Wealth Advisors, LLC | 92 | $20.4K | 0.00% | +35+61.4% | Added |
| GWM Advisors LLC | 93 | $20.6K | 0.00% | −2,401−96.3% | Reduced |
| Bogart Wealth, LLC | 94 | $20.8K | 0.00% | +94 | New |
| Essential Partners LLC | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 109 | $24.1K | 0.00% | −1,426−92.9% | Reduced |
| WealthCollab, LLC | 110 | $24.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 142 | $31.4K | 0.00% | +35+32.7% | Added |
| Murphy & Mullick Capital Management Corp | 150 | $33.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 153 | $33.9K | 0.00% | +79+106.8% | Added |
| Kestra Advisory Services, LLC | 163 | $36.1K | 0.00% | +163 | New |
| Federated Hermes, Inc. | 181 | $40.1K | 0.00% | −53−22.6% | Reduced |
| Westend Capital Management, LLC | 200 | $44.3K | 0.01% | +100+100.0% | Added |
| Exchange Traded Concepts, LLC | 247 | $54.7K | 0.00% | +9+3.8% | Added |
| Team Financial Group, LLC | 269 | $59.6K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $66.4K | 0.00% | +300 | New |
| KBC Group NV | 317 | $70.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 326 | $72.0K | 0.00% | +55+20.3% | Added |
| Atlas Capital Advisors LLC | 379 | $83.9K | 0.01% | +379 | New |
| Comerica Bank | 384 | $85.0K | 0.00% | +267+228.2% | Added |
| PEAK6 LLC | 399 | $88.3K | 0.00% | −2,475−86.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 479 | $106.1K | 0.01% | +479 | New |
| Spire Wealth Management | 509 | $112.7K | 0.00% | +509 | New |
| Catalyst Capital Advisors LLC | 525 | $116.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 533 | $118.0K | 0.00% | −265−33.2% | Reduced |
| NBC Securities, Inc. | 615 | $136.2K | 0.01% | +2+0.3% | Added |
| Kemnay Advisory Services Inc. | 734 | $162.5K | 0.02% | +734 | New |
| New York State Teachers Retirement System | 840 | $186.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 842 | $186.4K | 0.01% | +67+8.6% | Added |
| Mercer Global Advisors Inc | 915 | $202.6K | 0.00% | −222−19.5% | Reduced |
| Colony Group, LLC | 918 | $203.3K | 0.00% | +918 | New |
| Inspire Advisors, LLC | 935 | $207.0K | 0.02% | +935 | New |
| Gryphon Financial Partners LLC | 1,003 | $222.1K | 0.02% | +1,003 | New |
| Quantinno Capital Management LP | 1,014 | $224.5K | 0.00% | +1,014 | New |
| Whittier Trust Co | 1,000 | $233.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,063 | $235.3K | 0.00% | +774+267.8% | Added |
| EntryPoint Capital, LLC | 1,140 | $252.4K | 0.10% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,181 | $261.5K | 0.01% | +1,181 | New |
| Toroso Investments, LLC | 1,196 | $264.8K | 0.00% | +1,196 | New |
| Atria Investments LLC | 1,204 | $266.6K | 0.00% | +1,204 | New |
| Jain Global LLC | 1,226 | $271.4K | 0.00% | −5,372−81.4% | Reduced |
| Freestone Grove Partners LP | 1,258 | $278.5K | 0.00% | +1,258 | New |
| Arista Wealth Management, LLC | 1,300 | $287.8K | 0.04% | +1,300 | New |
| Swiss Life Asset Management Ltd | 1,326 | $293.6K | 0.00% | +1,326 | New |
| Janney Montgomery Scott LLC | 1,340 | $297.0K | 0.00% | +1,340 | New |
| Janney Capital Management LLC | 1,362 | $302.0K | 0.02% | +1,362 | New |
| Fieldview Capital Management, LLC | 1,366 | $302.4K | 0.05% | +1,366 | New |
| Worth Venture Partners, LLC | 1,375 | $304.4K | 2.20% | +117+9.3% | Added |
| Toth Financial Advisory Corp | 1,400 | $310.0K | 0.03% | +1,400 | New |
| Dark Forest Capital Management LP | 1,409 | $312.0K | 0.01% | −1,943−58.0% | Reduced |
| Bridgefront Capital, LLC | 1,437 | $318.2K | 0.08% | +1,437 | New |
| State of Wyoming | 1,452 | $321.5K | 0.04% | +525+56.6% | Added |
| Graham Capital Management, L.P. | 1,473 | $326.1K | 0.01% | −1,315−47.2% | Reduced |
| Citigroup Inc | 1,473 | $326.1K | 0.00% | −103−6.5% | Reduced |
| D.A. Davidson & Co. | 1,541 | $341.2K | 0.00% | −127−7.6% | Reduced |
| Brevan Howard Capital Management LP | 1,588 | $351.6K | 0.01% | −2,258−58.7% | Reduced |
| Capstone Investment Advisors, LLC | 1,692 | $374.6K | 0.00% | −1,375−44.8% | Reduced |
| Massachusetts Financial Services Co | 1,695 | $375.3K | 0.00% | +1,695 | New |
| Commonwealth Equity Services, LLC | 1,790 | $396.3K | 0.00% | −127−6.6% | Reduced |
| FJ Capital Management LLC | 1,820 | $403.0K | 0.04% | 00.0% | Unchanged |