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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

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.

Institutional holdersQ4 2025: 291 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 heldQ4 2025: $2.30B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q3 2025.

Institutions holding DAVE in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tenzing Global Management, LLC10,000$2.21M1.88%−20,000−66.7%Reduced
Future Fund LLC9,280$2.05M0.72%+9,280New
One Capital Management, LLC9,280$2.05M0.06%+9,280New
Quadrature Capital Ltd9,048$2.00M0.02%+553+6.5%Added
Harvest Investment Services, LLC8,959$1.98M0.37%−3,152−26.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.8,592$1.90M0.00%+8,502+9,446.7%Added
Simplex Trading, LLC8,427$1.87M0.05%+4,900+138.9%Added
Balyasny Asset Management LLC8,082$1.79M0.00%−67,578−89.3%Reduced
Deutsche Bank AG8,066$1.79M0.00%−16,423−67.1%Reduced
Stifel Financial Corp8,036$1.78M0.00%+2,160+36.8%Added
Credit Agricole S A8,002$1.77M0.00%00.0%Unchanged
Engineers Gate Manager LP7,762$1.72M0.02%−441−5.4%Reduced
LPL Financial LLC7,396$1.64M0.00%−9,744−56.8%Reduced
Axxcess Wealth Management, LLC7,356$1.63M0.03%+7,356New
Squarepoint Ops LLC6,322$1.40M0.00%−330−5.0%Reduced
Ieq Capital, LLC6,104$1.35M0.00%−2,033−25.0%Reduced
Quent Capital, LLC6,000$1.33M0.10%+6,000New
OP Asset Management Ltd5,942$1.32M0.02%+5,942New
Pictet Asset Management Holding SA5,841$1.29M0.00%+4,604+372.2%Added
MetLife Investment Management5,752$1.27M0.01%+409+7.7%Added
Intech Investment Management LLC5,434$1.20M0.01%+1,755+47.7%Added
Los Angeles Capital Management LLC5,308$1.19M0.00%00.0%Unchanged
FirstWave Capital Management LLC5,293$1.17M0.70%+5,293New
CIBC World Markets Inc.5,132$1.14M0.00%+5,132New
Manufacturers Life Insurance Company, The5,050$1.12M0.00%−181−3.5%Reduced
Caxton Associates LLP4,975$1.10M0.02%+2,830+131.9%Added
Creative Planning4,974$1.10M0.00%−280−5.3%Reduced
Algert Global LLC4,970$1.10M0.02%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.4,846$1.07M0.00%+541+12.6%Added
Blackstone Group Inc.4,811$1.07M0.00%+2,234+86.7%Added
Virginia Retirement Systems Et Al4,800$1.06M0.01%+3,500+269.2%Added
Gsa Capital Partners LLP4,791$1.06M0.09%−4,270−47.1%Reduced
Mangrove Partners4,748$1.05M0.09%+4,748New
Meeder Asset Management Inc4,739$1.05M0.06%+320+7.2%Added
Havemeyer Place LP4,617$1.02M0.20%+4,617New
Vident Advisory, LLC4,543$1.01M0.01%+579+14.6%Added
Leavell Investment Management, Inc.4,510$998.6K0.04%00.0%Unchanged
Moran Wealth Management, LLC4,501$996.6K0.03%+339+8.1%Added
STRS Ohio4,500$996.3K0.00%+4,200+1,400.0%Added
Independent Financial Group, LLC4,355$964.2K0.02%+4,355New
Teachers Retirement System of the State of Kentucky4,302$953.0K0.01%00.0%Unchanged
MML Investors Services, LLC4,136$915.8K0.00%+4,136New
Citizens Financial Group Inc3,908$865.3K0.01%+100+2.6%Added
Cetera Investment Advisers3,793$839.8K0.00%+2,267+148.6%Added
LTS Liquid Investments LLC3,768$834.3K0.79%+3,768New
Royal Bank of Canada3,745$830.0K0.00%+1,806+93.1%Added
Meros Investment Management, LP3,667$811.9K0.32%−3,102−45.8%Reduced
Penserra Capital Management LLC3,645$807.0K0.01%−11,380−75.7%Reduced
New York State Common Retirement Fund3,600$797.1K0.00%+500+16.1%Added
Sanctuary Advisors, LLC3,371$746.4K0.00%−6−0.2%Reduced
Sierra Summit Advisors LLC3,160$699.7K0.11%−1,581−33.3%Reduced
Quest Partners LLC3,060$677.5K0.04%−1,359−30.8%Reduced
Arizona State Retirement System3,020$668.7K0.00%+233+8.4%Added
Harbour Capital Advisors, LLC3,010$660.6K0.13%−35−1.1%Reduced
Pathstone Holdings, LLC2,954$654.1K0.00%+2,954New
SBI Securities Co., Ltd.2,933$649.4K0.02%+109+3.9%Added
Diversified Trust Co2,853$631.7K0.01%+117+4.3%Added
Prudential Financial Inc2,841$629.0K0.00%+1,630+134.6%Added
Cerity Partners LLC2,836$627.9K0.00%−143−4.8%Reduced
Police & Firemen's Retirement System of New Jersey2,763$611.8K0.01%+199+7.8%Added
State of Alaska, Department of Revenue2,761$610.0K0.01%+2,271+463.5%Added
State Board of Administration of Florida Retirement System2,746$608.0K0.00%00.0%Unchanged
Prelude Capital Management, LLC2,720$602.2K0.04%+183+7.2%Added
Jump Financial, LLC2,632$582.8K0.01%−105,491−97.6%Reduced
CWM, LLC2,610$578.0K0.00%−15−0.6%Reduced
HSBC Holdings PLC2,523$559.1K0.00%−2,694−51.6%Reduced
Emerald Mutual Fund Advisers Trust2,478$548.7K0.03%00.0%Unchanged
Delta Global Management LP2,452$542.9K0.04%+2,452New
Fuller & Thaler Asset Management, Inc.2,400$531.4K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC2,262$527.6K0.00%−86−3.7%Reduced
Dynamic Technology Lab Private Ltd2,381$527.0K0.12%+2,381New
KLP Kapitalforvaltning AS2,300$509.2K0.00%+400+21.1%Added
Acadian Asset Management LLC2,283$504.0K0.00%−4,841−68.0%Reduced
Cim, LLC2,253$498.8K0.07%−99−4.2%Reduced
Voleon Capital Management LP2,222$492.0K0.01%−189−7.8%Reduced
Cresset Asset Management, LLC2,219$491.3K0.00%−7−0.3%Reduced
GoalVest Advisory LLC2,200$487.1K0.09%00.0%Unchanged
Yorktown Management & Research Co Inc2,200$487.1K0.39%+2,200New
Mather Group, LLC.2,187$484.2K0.00%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.2,137$473.2K0.02%+2,137New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,050$453.9K0.01%00.0%Unchanged
SummitTX Capital, L.P.2,019$447.0K0.01%−804−28.5%Reduced
Envestnet Asset Management Inc1,971$436.4K0.00%+1,971New
Raymond James Financial Inc1,957$433.3K0.00%+457+30.5%Added
Granahan Investment Management Inc1,911$423.1K0.02%−10,126−84.1%Reduced
Mariner, LLC1,902$421.1K0.00%−850−30.9%Reduced
Handelsbanken Fonder AB1,900$421.0K0.00%+1,900New
ProShare Advisors LLC1,893$419.1K0.00%+307+19.4%Added
Advisor Group Holdings, Inc.1,883$416.9K0.00%−7,208−79.3%Reduced
Silver Oak Wealth Advisors Services, LLC1,866$413.2K0.27%00.0%Unchanged
Harbor Capital Advisors, Inc.1,824$404.0K0.03%−706−27.9%Reduced
FJ Capital Management LLC1,820$403.0K0.04%00.0%Unchanged
Commonwealth Equity Services, LLC1,790$396.3K0.00%−127−6.6%Reduced
Massachusetts Financial Services Co1,695$375.3K0.00%+1,695New
Capstone Investment Advisors, LLC1,692$374.6K0.00%−1,375−44.8%Reduced
Brevan Howard Capital Management LP1,588$351.6K0.01%−2,258−58.7%Reduced
D.A. Davidson & Co.1,541$341.2K0.00%−127−7.6%Reduced
Graham Capital Management, L.P.1,473$326.1K0.01%−1,315−47.2%Reduced
Citigroup Inc1,473$326.1K0.00%−103−6.5%Reduced
State of Wyoming1,452$321.5K0.04%+525+56.6%Added