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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 1,824 | $404.0K | 0.03% | −706−27.9% | Reduced |
| Silver Oak Wealth Advisors Services, LLC | 1,866 | $413.2K | 0.27% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,883 | $416.9K | 0.00% | −7,208−79.3% | Reduced |
| ProShare Advisors LLC | 1,893 | $419.1K | 0.00% | +307+19.4% | Added |
| Handelsbanken Fonder AB | 1,900 | $421.0K | 0.00% | +1,900 | New |
| Mariner, LLC | 1,902 | $421.1K | 0.00% | −850−30.9% | Reduced |
| Granahan Investment Management Inc | 1,911 | $423.1K | 0.02% | −10,126−84.1% | Reduced |
| Raymond James Financial Inc | 1,957 | $433.3K | 0.00% | +457+30.5% | Added |
| Envestnet Asset Management Inc | 1,971 | $436.4K | 0.00% | +1,971 | New |
| SummitTX Capital, L.P. | 2,019 | $447.0K | 0.01% | −804−28.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,050 | $453.9K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 2,137 | $473.2K | 0.02% | +2,137 | New |
| Mather Group, LLC. | 2,187 | $484.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2,200 | $487.1K | 0.09% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,200 | $487.1K | 0.39% | +2,200 | New |
| Cresset Asset Management, LLC | 2,219 | $491.3K | 0.00% | −7−0.3% | Reduced |
| Voleon Capital Management LP | 2,222 | $492.0K | 0.01% | −189−7.8% | Reduced |
| Cim, LLC | 2,253 | $498.8K | 0.07% | −99−4.2% | Reduced |
| Acadian Asset Management LLC | 2,283 | $504.0K | 0.00% | −4,841−68.0% | Reduced |
| KLP Kapitalforvaltning AS | 2,300 | $509.2K | 0.00% | +400+21.1% | Added |
| Dynamic Technology Lab Private Ltd | 2,381 | $527.0K | 0.12% | +2,381 | New |
| Wealth Enhancement Advisory Services, LLC | 2,262 | $527.6K | 0.00% | −86−3.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,400 | $531.4K | 0.00% | 00.0% | Unchanged |
| Delta Global Management LP | 2,452 | $542.9K | 0.04% | +2,452 | New |
| Emerald Mutual Fund Advisers Trust | 2,478 | $548.7K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,523 | $559.1K | 0.00% | −2,694−51.6% | Reduced |
| CWM, LLC | 2,610 | $578.0K | 0.00% | −15−0.6% | Reduced |
| Jump Financial, LLC | 2,632 | $582.8K | 0.01% | −105,491−97.6% | Reduced |
| Prelude Capital Management, LLC | 2,720 | $602.2K | 0.04% | +183+7.2% | Added |
| State Board of Administration of Florida Retirement System | 2,746 | $608.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,761 | $610.0K | 0.01% | +2,271+463.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,763 | $611.8K | 0.01% | +199+7.8% | Added |
| Cerity Partners LLC | 2,836 | $627.9K | 0.00% | −143−4.8% | Reduced |
| Prudential Financial Inc | 2,841 | $629.0K | 0.00% | +1,630+134.6% | Added |
| Diversified Trust Co | 2,853 | $631.7K | 0.01% | +117+4.3% | Added |
| SBI Securities Co., Ltd. | 2,933 | $649.4K | 0.02% | +109+3.9% | Added |
| Pathstone Holdings, LLC | 2,954 | $654.1K | 0.00% | +2,954 | New |
| Harbour Capital Advisors, LLC | 3,010 | $660.6K | 0.13% | −35−1.1% | Reduced |
| Arizona State Retirement System | 3,020 | $668.7K | 0.00% | +233+8.4% | Added |
| Quest Partners LLC | 3,060 | $677.5K | 0.04% | −1,359−30.8% | Reduced |
| Sierra Summit Advisors LLC | 3,160 | $699.7K | 0.11% | −1,581−33.3% | Reduced |
| Sanctuary Advisors, LLC | 3,371 | $746.4K | 0.00% | −6−0.2% | Reduced |
| New York State Common Retirement Fund | 3,600 | $797.1K | 0.00% | +500+16.1% | Added |
| Penserra Capital Management LLC | 3,645 | $807.0K | 0.01% | −11,380−75.7% | Reduced |
| Meros Investment Management, LP | 3,667 | $811.9K | 0.32% | −3,102−45.8% | Reduced |
| Royal Bank of Canada | 3,745 | $830.0K | 0.00% | +1,806+93.1% | Added |
| LTS Liquid Investments LLC | 3,768 | $834.3K | 0.79% | +3,768 | New |
| Cetera Investment Advisers | 3,793 | $839.8K | 0.00% | +2,267+148.6% | Added |
| Citizens Financial Group Inc | 3,908 | $865.3K | 0.01% | +100+2.6% | Added |
| MML Investors Services, LLC | 4,136 | $915.8K | 0.00% | +4,136 | New |
| Teachers Retirement System of the State of Kentucky | 4,302 | $953.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,355 | $964.2K | 0.02% | +4,355 | New |
| STRS Ohio | 4,500 | $996.3K | 0.00% | +4,200+1,400.0% | Added |
| Moran Wealth Management, LLC | 4,501 | $996.6K | 0.03% | +339+8.1% | Added |
| Leavell Investment Management, Inc. | 4,510 | $998.6K | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,543 | $1.01M | 0.01% | +579+14.6% | Added |
| Havemeyer Place LP | 4,617 | $1.02M | 0.20% | +4,617 | New |
| Meeder Asset Management Inc | 4,739 | $1.05M | 0.06% | +320+7.2% | Added |
| Mangrove Partners | 4,748 | $1.05M | 0.09% | +4,748 | New |
| Gsa Capital Partners LLP | 4,791 | $1.06M | 0.09% | −4,270−47.1% | Reduced |
| Virginia Retirement Systems Et Al | 4,800 | $1.06M | 0.01% | +3,500+269.2% | Added |
| Blackstone Group Inc. | 4,811 | $1.07M | 0.00% | +2,234+86.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,846 | $1.07M | 0.00% | +541+12.6% | Added |
| Algert Global LLC | 4,970 | $1.10M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 4,974 | $1.10M | 0.00% | −280−5.3% | Reduced |
| Caxton Associates LLP | 4,975 | $1.10M | 0.02% | +2,830+131.9% | Added |
| Manufacturers Life Insurance Company, The | 5,050 | $1.12M | 0.00% | −181−3.5% | Reduced |
| CIBC World Markets Inc. | 5,132 | $1.14M | 0.00% | +5,132 | New |
| FirstWave Capital Management LLC | 5,293 | $1.17M | 0.70% | +5,293 | New |
| Los Angeles Capital Management LLC | 5,308 | $1.19M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,434 | $1.20M | 0.01% | +1,755+47.7% | Added |
| MetLife Investment Management | 5,752 | $1.27M | 0.01% | +409+7.7% | Added |
| Pictet Asset Management Holding SA | 5,841 | $1.29M | 0.00% | +4,604+372.2% | Added |
| OP Asset Management Ltd | 5,942 | $1.32M | 0.02% | +5,942 | New |
| Quent Capital, LLC | 6,000 | $1.33M | 0.10% | +6,000 | New |
| Ieq Capital, LLC | 6,104 | $1.35M | 0.00% | −2,033−25.0% | Reduced |
| Squarepoint Ops LLC | 6,322 | $1.40M | 0.00% | −330−5.0% | Reduced |
| Axxcess Wealth Management, LLC | 7,356 | $1.63M | 0.03% | +7,356 | New |
| LPL Financial LLC | 7,396 | $1.64M | 0.00% | −9,744−56.8% | Reduced |
| Engineers Gate Manager LP | 7,762 | $1.72M | 0.02% | −441−5.4% | Reduced |
| Credit Agricole S A | 8,002 | $1.77M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 8,036 | $1.78M | 0.00% | +2,160+36.8% | Added |
| Deutsche Bank AG | 8,066 | $1.79M | 0.00% | −16,423−67.1% | Reduced |
| Balyasny Asset Management LLC | 8,082 | $1.79M | 0.00% | −67,578−89.3% | Reduced |
| Simplex Trading, LLC | 8,427 | $1.87M | 0.05% | +4,900+138.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,592 | $1.90M | 0.00% | +8,502+9,446.7% | Added |
| Harvest Investment Services, LLC | 8,959 | $1.98M | 0.37% | −3,152−26.0% | Reduced |
| Quadrature Capital Ltd | 9,048 | $2.00M | 0.02% | +553+6.5% | Added |
| One Capital Management, LLC | 9,280 | $2.05M | 0.06% | +9,280 | New |
| Future Fund LLC | 9,280 | $2.05M | 0.72% | +9,280 | New |
| Tenzing Global Management, LLC | 10,000 | $2.21M | 1.88% | −20,000−66.7% | Reduced |
| California State Teachers Retirement System | 10,391 | $2.30M | 0.00% | +1,955+23.2% | Added |
| Point72 Asset Management, L.P. | 10,452 | $2.31M | 0.00% | +2,808+36.7% | Added |
| Two Sigma Advisers, LP | 10,600 | $2.35M | 0.00% | −162,273−93.9% | Reduced |
| Nomura Asset Management International Inc. | 10,722 | $2.37M | 0.00% | +10,722 | New |
| Price T Rowe Associates Inc | 10,954 | $2.43M | 0.00% | +4,388+66.8% | Added |
| Panagora Asset Management Inc | 11,100 | $2.46M | 0.01% | +35+0.3% | Added |
| XTX Topco Ltd | 11,424 | $2.53M | 0.07% | +6,576+135.6% | Added |
| Polen Capital Management LLC | 11,805 | $2.61M | 0.01% | −624−5.0% | Reduced |
| Victory Capital Management Inc | 12,077 | $2.67M | 0.00% | +2,379+24.5% | Added |