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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, Q1 2026

Institutional positions in Dave Inc. as of Mar 31, 2026. 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
273
−13 vs. Q4 2025
Shares held
10.7M
+973.4K (+10.0%) vs. Q4 2025
Total value
$1.86B
−$288.4M (−13.4%) vs. Q4 2025
New holders
57
108 more added
Sold out
70
74 more reduced

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 273 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 heldQ1 2026: $1.86B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q4 2025.

Institutions holding DAVE in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd1$00.00%−36−97.3%Reduced
Godfrey Financial Associates, Inc.1$1740.00%00.0%Unchanged
Vermillion Wealth Management, Inc.1$1740.00%+1New
Hughes Financial Services, LLC1$1740.00%+1New
Rialto Wealth Management, LLC1$1750.00%00.0%Unchanged
Quadrant Capital Group LLC1$1750.00%+1New
Cornerstone Planning Group LLC1$2640.00%+1New
Sunbelt Securities, Inc.3$5220.00%00.0%Unchanged
Bare Financial Services, Inc3$5220.00%+3New
Marquette Asset Management, LLC3$5230.00%+3New
CVA Family Office, LLC4$6960.00%+4New
Whipplewood Advisors, LLC4$6960.00%+4New
Parkside Financial Bank & Trust4$6970.00%+4New
Farther Finance Advisors, LLC5$8670.00%−4−44.4%Reduced
Rossby Financial, LCC5$8670.00%+5New
Caitlin John, LLC5$8700.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.5$8700.00%+2+66.7%Added
Twin Peaks Wealth Advisors, LLC5$8700.00%+5New
Truvestments Capital LLC6$1.04K0.00%+6New
Huntington National Bank9$1.57K0.00%+9New
Fortitude Family Office, LLC10$1.74K0.00%+2+25.0%Added
Lloyd Advisory Services, LLC.10$1.74K0.00%+10New
Kingdom Financial Group LLC.10$1.74K0.00%+10New
MAI Capital Management11$1.92K0.00%+11New
Versant Capital Management, Inc12$2.09K0.00%+8+200.0%Added
Clearstead Advisors, LLC12$2.09K0.00%00.0%Unchanged
Parallel Advisors, LLC13$2.26K0.00%+13New
Golden State Wealth Management, LLC15$2.61K0.00%00.0%Unchanged
Rothschild Investment LLC16$2.79K0.00%+6+60.0%Added
LRI Investments, LLC18$3.13K0.00%00.0%Unchanged
Root Financial Partners, LLC21$3.66K0.00%+8+61.5%Added
Torren Management, LLC23$4.00K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.23$4.00K0.00%+4+21.1%Added
Signaturefd, LLC23$4.00K0.00%+18+360.0%Added
Kemnay Advisory Services Inc.24$4.18K0.00%−710−96.7%Reduced
IFP Advisors, Inc25$4.35K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC31$5.40K0.00%00.0%Unchanged
Smartleaf Asset Management LLC36$6.10K0.00%+26+260.0%Added
Cedar Mountain Advisors, LLC38$6.62K0.00%+38New
Accent Capital Management, LLC41$7.14K0.00%+41New
Optiver Holding B.V.46$8.01K0.00%+46New
Sterling Capital Management LLC67$11.7K0.00%−1−1.5%Reduced
Proffitt & Goodson Inc75$13.1K0.00%+29+63.0%Added
National Bank of Canada78$13.6K0.00%+2+2.6%Added
Jones Financial Companies LLLP79$13.8K0.00%00.0%Unchanged
True Wealth Design, LLC81$14.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.85$14.8K0.00%−68−44.4%Reduced
Essential Partners LLC100$17.4K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.310$17.9K0.00%+308+15,400.0%Added
WealthCollab, LLC110$19.1K0.01%00.0%Unchanged
Allworth Financial LP114$19.8K0.00%+103+936.4%Added
EverSource Wealth Advisors, LLC119$20.7K0.00%+27+29.3%Added
GWM Advisors LLC140$24.4K0.00%+47+50.5%Added
Murphy & Mullick Capital Management Corp150$26.1K0.02%00.0%Unchanged
GAMMA Investing LLC155$27.0K0.00%+13+9.2%Added
Team Financial Group, LLC269$46.8K0.02%00.0%Unchanged
KBC Group NV317$55.0K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC325$56.6K0.00%−200−38.1%Reduced
Larson Financial Group LLC347$60.4K0.00%+271+356.6%Added
Atlas Capital Advisors LLC379$66.0K0.01%00.0%Unchanged
Caitong International Asset Management Co., Ltd450$78.3K0.01%+450New
Pinnacle Wealth Planning Services, Inc.451$78.5K0.01%−28−5.8%Reduced
Vestcor Inc487$85.0K0.00%+487New
Federated Hermes, Inc.508$88.4K0.00%+327+180.7%Added
Acadian Asset Management LLC544$94.0K0.00%−1,739−76.2%Reduced
Meeder Asset Management Inc631$109.9K0.01%−4,108−86.7%Reduced
Nisa Investment Advisors, LLC744$129.5K0.00%+676+994.1%Added
Tower Research Capital LLC (TRC)793$138.1K0.00%+260+48.8%Added
Ameritas Investment Partners, Inc.842$146.6K0.00%00.0%Unchanged
New York State Teachers Retirement System956$166.0K0.00%+116+13.8%Added
Whittier Trust Co1,000$174.0K0.00%00.0%Unchanged
Spire Wealth Management1,032$179.7K0.01%+523+102.8%Added
Gryphon Financial Partners LLC1,150$200.2K0.02%+147+14.7%Added
Commonwealth Equity Services, LLC1,191$207.3K0.00%−599−33.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,259$219.2K0.01%−791−38.6%Reduced
Amundi1,285$223.7K0.00%+1,285New
Arista Wealth Management, LLC1,300$226.3K0.03%00.0%Unchanged
Advisor Group Holdings, Inc.1,339$233.1K0.00%−544−28.9%Reduced
Toroso Investments, LLC1,378$233.5K0.00%+182+15.2%Added
US Bancorp1,434$249.6K0.00%+1,325+1,215.6%Added
Quantinno Capital Management LP1,482$258.0K0.00%+468+46.2%Added
Swiss Life Asset Management Ltd1,493$259.9K0.00%+167+12.6%Added
D.A. Davidson & Co.1,494$260.1K0.00%−47−3.0%Reduced
State of Tennessee, Treasury Department1,500$261.1K0.00%+1,500New
ProShare Advisors LLC1,502$261.5K0.00%−391−20.7%Reduced
Advisory Services Network, LLC1,511$263.1K0.00%+1,511New
Raymond James Financial Inc1,617$281.5K0.00%−340−17.4%Reduced
Gsa Capital Partners LLP1,617$282.0K0.02%−3,174−66.2%Reduced
Quadrature Capital Ltd1,635$284.6K0.00%−7,413−81.9%Reduced
Pictet Asset Management Holding SA1,679$292.3K0.00%−4,162−71.3%Reduced
Yorktown Management & Research Co Inc1,750$304.7K0.25%−450−20.5%Reduced
Silver Oak Wealth Advisors Services, LLC1,776$309.2K0.20%−90−4.8%Reduced
SBI Securities Co., Ltd.1,812$315.5K0.01%−1,121−38.2%Reduced
Handelsbanken Fonder AB1,900$331.0K0.00%00.0%Unchanged
Cynosure Management, LLC1,993$347.0K0.04%+1,993New
Andina Capital Management, LLC1,996$347.5K0.31%+1,996New
Prelude Capital Management, LLC2,058$358.3K0.03%−662−24.3%Reduced
Edgestream Partners, L.P.2,144$373.2K0.01%+2,144New
Envestnet Asset Management Inc2,158$375.7K0.00%+187+9.5%Added
Cresset Asset Management, LLC2,172$378.1K0.00%−47−2.1%Reduced