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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, 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
Bridgefront Capital, LLC1,437$318.2K0.08%+1,437New
Dark Forest Capital Management LP1,409$312.0K0.01%−1,943−58.0%Reduced
Toth Financial Advisory Corp1,400$310.0K0.03%+1,400New
Worth Venture Partners, LLC1,375$304.4K2.20%+117+9.3%Added
Fieldview Capital Management, LLC1,366$302.4K0.05%+1,366New
Janney Capital Management LLC1,362$302.0K0.02%+1,362New
Janney Montgomery Scott LLC1,340$297.0K0.00%+1,340New
Swiss Life Asset Management Ltd1,326$293.6K0.00%+1,326New
Arista Wealth Management, LLC1,300$287.8K0.04%+1,300New
Freestone Grove Partners LP1,258$278.5K0.00%+1,258New
Jain Global LLC1,226$271.4K0.00%−5,372−81.4%Reduced
Atria Investments LLC1,204$266.6K0.00%+1,204New
Toroso Investments, LLC1,196$264.8K0.00%+1,196New
Parallax Volatility Advisers, L.P.1,181$261.5K0.01%+1,181New
EntryPoint Capital, LLC1,140$252.4K0.10%00.0%Unchanged
Global Retirement Partners, LLC1,063$235.3K0.00%+774+267.8%Added
Whittier Trust Co1,000$233.3K0.00%00.0%Unchanged
Quantinno Capital Management LP1,014$224.5K0.00%+1,014New
Gryphon Financial Partners LLC1,003$222.1K0.02%+1,003New
Inspire Advisors, LLC935$207.0K0.02%+935New
Colony Group, LLC918$203.3K0.00%+918New
Mercer Global Advisors Inc915$202.6K0.00%−222−19.5%Reduced
Ameritas Investment Partners, Inc.842$186.4K0.01%+67+8.6%Added
New York State Teachers Retirement System840$186.0K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.734$162.5K0.02%+734New
NBC Securities, Inc.615$136.2K0.01%+2+0.3%Added
Tower Research Capital LLC (TRC)533$118.0K0.00%−265−33.2%Reduced
Catalyst Capital Advisors LLC525$116.2K0.00%00.0%Unchanged
Spire Wealth Management509$112.7K0.00%+509New
Pinnacle Wealth Planning Services, Inc.479$106.1K0.01%+479New
PEAK6 LLC399$88.3K0.00%−2,475−86.1%Reduced
Comerica Bank384$85.0K0.00%+267+228.2%Added
Atlas Capital Advisors LLC379$83.9K0.01%+379New
Amalgamated Bank326$72.0K0.00%+55+20.3%Added
KBC Group NV317$70.0K0.00%00.0%Unchanged
Harbour Investments, Inc.300$66.4K0.00%+300New
Team Financial Group, LLC269$59.6K0.03%00.0%Unchanged
Exchange Traded Concepts, LLC247$54.7K0.00%+9+3.8%Added
Westend Capital Management, LLC200$44.3K0.01%+100+100.0%Added
Federated Hermes, Inc.181$40.1K0.00%−53−22.6%Reduced
Kestra Advisory Services, LLC163$36.1K0.00%+163New
Ronald Blue Trust, Inc.153$33.9K0.00%+79+106.8%Added
Murphy & Mullick Capital Management Corp150$33.2K0.02%00.0%Unchanged
GAMMA Investing LLC142$31.4K0.00%+35+32.7%Added
WealthCollab, LLC110$24.4K0.01%00.0%Unchanged
US Bancorp109$24.1K0.00%−1,426−92.9%Reduced
Essential Partners LLC100$22.1K0.01%00.0%Unchanged
Bogart Wealth, LLC94$20.8K0.00%+94New
GWM Advisors LLC93$20.6K0.00%−2,401−96.3%Reduced
EverSource Wealth Advisors, LLC92$20.4K0.00%+35+61.4%Added
True Wealth Design, LLC81$17.9K0.01%−6−6.9%Reduced
Jones Financial Companies LLLP79$17.5K0.00%−2−2.5%Reduced
Aster Capital Management (DIFC) Ltd78$17.3K0.01%+78New
Larson Financial Group LLC76$16.8K0.00%+23+43.4%Added
National Bank of Canada76$16.7K0.00%−73−49.0%Reduced
Nisa Investment Advisors, LLC68$15.1K0.00%−20−22.7%Reduced
Sterling Capital Management LLC68$15.1K0.00%+45+195.7%Added
Rockefeller Capital Management L.P.67$14.8K0.00%+67New
Proffitt & Goodson Inc46$10.2K0.00%+46New
Covestor Ltd37$8.00K0.00%+2+5.7%Added
Hillsdale Investment Management Inc.35$7.75K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC31$6.86K0.00%00.0%Unchanged
Sound Income Strategies, LLC30$5.82K0.00%00.0%Unchanged
IFP Advisors, Inc25$5.54K0.00%00.0%Unchanged
Torren Management, LLC23$5.09K0.00%+23New
Vermillion & White Wealth Management Group, LLC20$4.43K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.19$4.21K0.00%+13+216.7%Added
LRI Investments, LLC18$4.08K0.00%+18New
Golden State Wealth Management, LLC15$3.32K0.00%00.0%Unchanged
Root Financial Partners, LLC13$2.88K0.00%+3+30.0%Added
Clearstead Advisors, LLC12$2.66K0.00%−87−87.9%Reduced
Compass Financial Services Inc12$2.66K0.00%00.0%Unchanged
Allworth Financial LP11$2.44K0.00%00.0%Unchanged
Rothschild Investment LLC10$2.21K0.00%−2−16.7%Reduced
Smartleaf Asset Management LLC10$2.21K0.00%−1−9.1%Reduced
Greenline Wealth Management LLC10$2.14K0.00%+10New
Farther Finance Advisors, LLC9$1.99K0.00%−28−75.7%Reduced
Fortitude Family Office, LLC8$1.77K0.00%+2+33.3%Added
WPG Advisers, LLC6$1.33K0.00%+1+20.0%Added
Strategic Wealth Partners, Ltd.6$1.33K0.00%+6New
Signaturefd, LLC5$1.11K0.00%−4−44.4%Reduced
Caitlin John, LLC5$1.11K0.00%00.0%Unchanged
Versant Capital Management, Inc4$8860.00%00.0%Unchanged
Sunbelt Securities, Inc.3$6640.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.3$6640.00%+3New
SRS Capital Advisors, Inc.2$4430.00%−182−98.9%Reduced
CIBC Private Wealth Group, LLC2$4430.00%+2New
SJS Investment Consulting Inc.1$2220.00%+1New
Rialto Wealth Management, LLC1$2220.00%+1New
Quarry LP1$2210.00%−60−98.4%Reduced
Godfrey Financial Associates, Inc.1$2210.00%+1New
Proem Advisors LLC0$00.00%−97,771−100.0%Sold out
HRT Financial LP0$00.00%−33,975−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−27,337−100.0%Sold out
Quantbot Technologies LP0$00.00%−27,131−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−20,724−100.0%Sold out
Macquarie Group Ltd0$00.00%−19,788−100.0%Sold out
EAM Investors, LLC0$00.00%−13,564−100.0%Sold out
Castleark Management LLC0$00.00%−9,863−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−9,162−100.0%Sold out