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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

Q1 2026 vs. Q4 2025

How the institutions holding Dave Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of DAVE: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2915273−13
Shares10.4M688.6K10.7M+973.4K (+10.0%)
Value$2.30B$152.5M$1.86B−$288.4M (−13.4%)

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (57)

Institutions that held Dave Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to DAVE in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC503,528$87.7M0.00%
Vanguard Portfolio Management LLC134,493$23.4M0.00%
Estuary Capital Management LP118,077$20.6M3.44%
Cooper Creek Partners Management LLC105,193$18.3M0.88%
Vanguard Fiduciary Trust Co76,794$13.4M0.00%
SG Capital Management LLC63,487$11.1M0.91%
Intercapital, LLC39,386$6.86M3.80%
Fund 1 Investments, LLC30,214$5.26M0.69%
Western Standard LLC30,156$5.25M2.76%
Cander Asset Management LP18,940$3.30M0.59%
Scotia Capital Inc.18,378$3.20M0.01%
Emerald Investment Advisers, LLC16,996$2.96M0.27%
Allspring Global Investments Holdings, LLC14,189$2.46M0.00%
Ruffer LLP13,841$2.42M0.10%
Arrowstreet Capital, Limited Partnership10,542$1.84M0.00%
Aquatic Capital Management LLC9,334$1.62M0.05%
CWM Advisors, LLC7,874$1.37M0.08%
Ancora Advisors, LLC7,540$1.31M0.03%
Vanguard Asset Management, Ltd7,262$1.26M0.00%
Atom Investors LP7,226$1.26M0.09%
B. Riley Financial, Inc.7,000$1.22M0.27%
Vanguard Global Advisers, LLC6,086$1.06M0.00%
Bank of Montreal5,452$949.1K0.00%
Fifth Third Bancorp4,515$786.0K0.00%
Ares Systematic Credit Ltd4,002$678.2K0.54%
Vanguard Investments Australia, Ltd.2,787$485.2K0.00%
Qsemble Capital Management, LP2,695$469.2K0.04%
Allstate Corp2,677$466.0K0.00%
Optimize Financial Inc2,191$381.4K0.19%
Edgestream Partners, L.P.2,144$373.2K0.01%
Andina Capital Management, LLC1,996$347.5K0.31%
Cynosure Management, LLC1,993$347.0K0.04%
Advisory Services Network, LLC1,511$263.1K0.00%
State of Tennessee, Treasury Department1,500$261.1K0.00%
Amundi1,285$223.7K0.00%
Vestcor Inc487$85.0K0.00%
Caitong International Asset Management Co., Ltd450$78.3K0.01%
Optiver Holding B.V.46$8.01K0.00%
Accent Capital Management, LLC41$7.14K0.00%
Cedar Mountain Advisors, LLC38$6.62K0.00%
Parallel Advisors, LLC13$2.26K0.00%
MAI Capital Management11$1.92K0.00%
Lloyd Advisory Services, LLC.10$1.74K0.00%
Kingdom Financial Group LLC.10$1.74K0.00%
Huntington National Bank9$1.57K0.00%
Truvestments Capital LLC6$1.04K0.00%
Twin Peaks Wealth Advisors, LLC5$8700.00%
Rossby Financial, LCC5$8670.00%
Parkside Financial Bank & Trust4$6970.00%
CVA Family Office, LLC4$6960.00%
Whipplewood Advisors, LLC4$6960.00%
Marquette Asset Management, LLC3$5230.00%
Bare Financial Services, Inc3$5220.00%
Cornerstone Planning Group LLC1$2640.00%
Quadrant Capital Group LLC1$1750.00%
Vermillion Wealth Management, Inc.1$1740.00%
Hughes Financial Services, LLC1$1740.00%

Sold out (70)

Institutions that held Dave Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of DAVE in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
IMC-Chicago, LLC126,931$28.1M
Mane Global Capital Management LP93,098$20.6M
Voloridge Investment Management, LLC75,827$16.8M
Principal Financial Group Inc55,785$12.4M
Qube Research & Technologies Ltd54,508$12.1M
Capital Fund Management S.A.26,236$5.81M
4D Advisors, LLC25,000$5.54M
Robeco Institutional Asset Management B.V.19,375$4.29M
Walleye Capital LLC18,690$4.14M
F/M Investments LLC17,578$3.89M
Magnetar Financial LLC16,430$3.64M
Universal- Beteiligungs- und Servicegesellschaft mbH16,164$3.58M
Schonfeld Strategic Advisors LLC14,999$3.32M
Y-Intercept (Hong Kong) Ltd14,902$3.30M
ExodusPoint Capital Management, LP14,698$3.25M
Verition Fund Management LLC12,800$2.83M
Two Sigma Advisers, LP10,600$2.35M
Point72 Asset Management, L.P.10,452$2.31M
Balyasny Asset Management LLC8,082$1.79M
Axxcess Wealth Management, LLC7,356$1.63M
Squarepoint Ops LLC6,322$1.40M
FirstWave Capital Management LLC5,293$1.17M
Caxton Associates LLP4,975$1.10M
Independent Financial Group, LLC4,355$964.2K
Citizens Financial Group Inc3,908$865.3K
LTS Liquid Investments LLC3,768$834.3K
Penserra Capital Management LLC3,645$807.0K
Sierra Summit Advisors LLC3,160$699.7K
Quest Partners LLC3,060$677.5K
Jump Financial, LLC2,632$582.8K
Delta Global Management LP2,452$542.9K
Dynamic Technology Lab Private Ltd2,381$527.0K
Voleon Capital Management LP2,222$492.0K
Mather Group, LLC.2,187$484.2K
SummitTX Capital, L.P.2,019$447.0K
Massachusetts Financial Services Co1,695$375.3K
Capstone Investment Advisors, LLC1,692$374.6K
Brevan Howard Capital Management LP1,588$351.6K
Graham Capital Management, L.P.1,473$326.1K
Bridgefront Capital, LLC1,437$318.2K
Dark Forest Capital Management LP1,409$312.0K
Toth Financial Advisory Corp1,400$310.0K
Worth Venture Partners, LLC1,375$304.4K
Fieldview Capital Management, LLC1,366$302.4K
Freestone Grove Partners LP1,258$278.5K
Jain Global LLC1,226$271.4K
Atria Investments LLC1,204$266.6K
Parallax Volatility Advisers, L.P.1,181$261.5K
EntryPoint Capital, LLC1,140$252.4K
Inspire Advisors, LLC935$207.0K
Colony Group, LLC918$203.3K
Mercer Global Advisors Inc915$202.6K
NBC Securities, Inc.615$136.2K
PEAK6 LLC399$88.3K
Amalgamated Bank326$72.0K
Harbour Investments, Inc.300$66.4K
Exchange Traded Concepts, LLC247$54.7K
Westend Capital Management, LLC200$44.3K
Kestra Advisory Services, LLC163$36.1K
Bogart Wealth, LLC94$20.8K
Aster Capital Management (DIFC) Ltd78$17.3K
Hillsdale Investment Management Inc.35$7.75K
Sound Income Strategies, LLC30$5.82K
Vermillion & White Wealth Management Group, LLC20$4.43K
Compass Financial Services Inc12$2.66K
Greenline Wealth Management LLC10$2.14K
Strategic Wealth Partners, Ltd.6$1.33K
WPG Advisers, LLC6$1.33K
SJS Investment Consulting Inc.1$222
Quarry LP1$221

Not filed for Q1 2026 yet (5)

Institutions that held Dave Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DAVE in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc685,839$151.9M
Janney Capital Management LLC1,362$302.0K
Global Retirement Partners, LLC1,063$235.3K
Comerica Bank384$85.0K
CIBC Private Wealth Group, LLC2$443