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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Wyoming | 2,181 | $379.7K | 0.05% | +729+50.2% | Added |
| Optimize Financial Inc | 2,191 | $381.4K | 0.19% | +2,191 | New |
| Interval Partners, LP | 2,192 | $381.6K | 0.01% | −31,125−93.4% | Reduced |
| GoalVest Advisory LLC | 2,200 | $383.0K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 2,222 | $386.8K | 0.00% | +320+16.8% | Added |
| Cim, LLC | 2,253 | $392.2K | 0.06% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,475 | $430.9K | 0.01% | −13,901−84.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 2,478 | $431.4K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,506 | $436.3K | 0.00% | +2,439+3,640.3% | Added |
| Victory Capital Management Inc | 2,561 | $445.8K | 0.00% | −9,516−78.8% | Reduced |
| MML Investors Services, LLC | 2,667 | $464.3K | 0.00% | −1,469−35.5% | Reduced |
| Allstate Corp | 2,677 | $466.0K | 0.00% | +2,677 | New |
| Qsemble Capital Management, LP | 2,695 | $469.2K | 0.04% | +2,695 | New |
| CWM, LLC | 2,744 | $477.7K | 0.00% | +134+5.1% | Added |
| State Board of Administration of Florida Retirement System | 2,746 | $478.1K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,761 | $480.0K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,763 | $481.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 2,787 | $485.2K | 0.00% | +2,787 | New |
| KLP Kapitalforvaltning AS | 2,800 | $487.5K | 0.00% | +500+21.7% | Added |
| HSBC Holdings PLC | 2,864 | $497.9K | 0.00% | +341+13.5% | Added |
| Cerity Partners LLC | 2,913 | $507.1K | 0.00% | +77+2.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,980 | $518.8K | 0.02% | +843+39.4% | Added |
| VGI Partners Ltd | 2,981 | $519.0K | 0.03% | −12,020−80.1% | Reduced |
| Pathstone Holdings, LLC | 2,994 | $521.3K | 0.00% | +40+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,026 | $522.7K | 0.00% | +764+33.8% | Added |
| Arizona State Retirement System | 3,013 | $524.5K | 0.00% | −7−0.2% | Reduced |
| Janney Montgomery Scott LLC | 3,107 | $541.0K | 0.00% | +1,767+131.9% | Added |
| Diversified Trust Co | 3,108 | $541.1K | 0.01% | +255+8.9% | Added |
| Prudential Financial Inc | 3,111 | $541.6K | 0.00% | +270+9.5% | Added |
| Mangrove Partners | 3,216 | $559.9K | 0.05% | −1,532−32.3% | Reduced |
| XTX Topco Ltd | 3,514 | $611.8K | 0.01% | −7,910−69.2% | Reduced |
| Intech Investment Management LLC | 3,527 | $614.0K | 0.01% | −1,907−35.1% | Reduced |
| Meros Investment Management, LP | 3,562 | $620.1K | 0.27% | −105−2.9% | Reduced |
| New York State Common Retirement Fund | 3,600 | $626.7K | 0.00% | 00.0% | Unchanged |
| Polen Capital Management LLC | 3,869 | $673.6K | 0.00% | −7,936−67.2% | Reduced |
| Ares Systematic Credit Ltd | 4,002 | $678.2K | 0.54% | +4,002 | New |
| Leavell Investment Management, Inc. | 4,250 | $739.9K | 0.03% | −260−5.8% | Reduced |
| STRS Ohio | 4,300 | $748.6K | 0.00% | −200−4.4% | Reduced |
| Fifth Third Bancorp | 4,515 | $786.0K | 0.00% | +4,515 | New |
| Citigroup Inc | 4,811 | $837.5K | 0.00% | +3,338+226.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,846 | $843.6K | 0.00% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 4,859 | $845.9K | 0.03% | +358+8.0% | Added |
| Harbour Capital Advisors, LLC | 3,010 | $848.6K | 0.16% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,877 | $849.0K | 0.00% | +1,084+28.6% | Added |
| Manufacturers Life Insurance Company, The | 4,928 | $857.9K | 0.00% | −122−2.4% | Reduced |
| Algert Global LLC | 4,970 | $865.2K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 5,400 | $940.1K | 0.01% | +600+12.5% | Added |
| Bank of Montreal | 5,452 | $949.1K | 0.00% | +5,452 | New |
| Sanctuary Advisors, LLC | 5,707 | $993.5K | 0.01% | +2,336+69.3% | Added |
| MetLife Investment Management | 5,817 | $1.01M | 0.01% | +65+1.1% | Added |
| Vanguard Global Advisers, LLC | 6,086 | $1.06M | 0.00% | +6,086 | New |
| Wells Fargo & Company | 6,270 | $1.09M | 0.00% | −9,693−60.7% | Reduced |
| CIBC World Markets Inc. | 6,386 | $1.11M | 0.00% | +1,254+24.4% | Added |
| Vident Advisory, LLC | 6,551 | $1.14M | 0.01% | +2,008+44.2% | Added |
| Ieq Capital, LLC | 6,675 | $1.16M | 0.01% | +571+9.4% | Added |
| Quent Capital, LLC | 7,000 | $1.22M | 0.09% | +1,000+16.7% | Added |
| B. Riley Financial, Inc. | 7,000 | $1.22M | 0.27% | +7,000 | New |
| Creative Planning | 7,060 | $1.23M | 0.00% | +2,086+41.9% | Added |
| Atom Investors LP | 7,226 | $1.26M | 0.09% | +7,226 | New |
| Vanguard Asset Management, Ltd | 7,262 | $1.26M | 0.00% | +7,262 | New |
| Ancora Advisors, LLC | 7,540 | $1.31M | 0.03% | +7,540 | New |
| Stifel Financial Corp | 7,672 | $1.34M | 0.00% | −364−4.5% | Reduced |
| CWM Advisors, LLC | 7,874 | $1.37M | 0.08% | +7,874 | New |
| Credit Agricole S A | 8,002 | $1.39M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,273 | $1.44M | 0.01% | +3,971+92.3% | Added |
| FJ Capital Management LLC | 8,280 | $1.44M | 0.16% | +6,460+354.9% | Added |
| Harvest Investment Services, LLC | 8,507 | $1.48M | 0.27% | −452−5.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,736 | $1.52M | 0.00% | +144+1.7% | Added |
| Aquatic Capital Management LLC | 9,334 | $1.62M | 0.05% | +9,334 | New |
| Barclays PLC | 9,496 | $1.65M | 0.00% | −13,509−58.7% | Reduced |
| Los Angeles Capital Management LLC | 9,508 | $1.66M | 0.01% | +4,200+79.1% | Added |
| BNP Paribas Arbitrage, SA | 9,875 | $1.72M | 0.00% | −44,794−81.9% | Reduced |
| Simplex Trading, LLC | 9,885 | $1.72M | 0.05% | +1,458+17.3% | Added |
| Engineers Gate Manager LP | 10,243 | $1.78M | 0.02% | +2,481+32.0% | Added |
| Arrowstreet Capital, Limited Partnership | 10,542 | $1.84M | 0.00% | +10,542 | New |
| Royal Bank of Canada | 10,590 | $1.84M | 0.00% | +6,845+182.8% | Added |
| Legal & General Group Plc | 10,785 | $1.88M | 0.00% | −1,549−12.6% | Reduced |
| Deutsche Bank AG | 11,122 | $1.94M | 0.00% | +3,056+37.9% | Added |
| LPL Financial LLC | 11,291 | $1.97M | 0.00% | +3,895+52.7% | Added |
| Panagora Asset Management Inc | 11,367 | $1.98M | 0.01% | +267+2.4% | Added |
| Future Fund LLC | 11,593 | $2.02M | 0.71% | +2,313+24.9% | Added |
| One Capital Management, LLC | 11,593 | $2.02M | 0.06% | +2,313+24.9% | Added |
| Nomura Asset Management International Inc. | 12,016 | $2.09M | 0.00% | +1,294+12.1% | Added |
| Great Lakes Advisors, LLC | 12,075 | $2.10M | 0.02% | −1,352−10.1% | Reduced |
| Harbor Capital Advisors, Inc. | 12,472 | $2.17M | 0.18% | +10,648+583.8% | Added |
| Azora Capital LP | 12,649 | $2.20M | 0.14% | −49,852−79.8% | Reduced |
| Price T Rowe Associates Inc | 12,702 | $2.21M | 0.00% | +1,748+16.0% | Added |
| Janus Henderson Group PLC | 12,805 | $2.23M | 0.00% | +230+1.8% | Added |
| Rhumbline Advisers | 12,911 | $2.25M | 0.00% | +259+2.0% | Added |
| California State Teachers Retirement System | 13,147 | $2.29M | 0.00% | +2,756+26.5% | Added |
| Ruffer LLP | 13,841 | $2.42M | 0.10% | +13,841 | New |
| Havemeyer Place LP | 14,122 | $2.46M | 0.28% | +9,505+205.9% | Added |
| Allspring Global Investments Holdings, LLC | 14,189 | $2.46M | 0.00% | +14,189 | New |
| JPMorgan Chase & Co | 14,575 | $2.47M | 0.00% | +1,730+13.5% | Added |
| Blackstone Group Inc. | 14,441 | $2.51M | 0.01% | +9,630+200.2% | Added |
| UBS Asset Management Americas Inc | 15,850 | $2.76M | 0.00% | +830+5.5% | Added |
| Emerald Investment Advisers, LLC | 16,996 | $2.96M | 0.27% | +16,996 | New |
| Lord, Abbett & Co. LLC | 18,280 | $3.18M | 0.01% | −20,435−52.8% | Reduced |
| Scotia Capital Inc. | 18,378 | $3.20M | 0.01% | +18,378 | New |
| Ensign Peak Advisors, Inc | 18,791 | $3.27M | 0.01% | −2,827−13.1% | Reduced |