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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 9,885 | $1.72M | 0.05% | +1,458+17.3% | Added |
| BNP Paribas Arbitrage, SA | 9,875 | $1.72M | 0.00% | −44,794−81.9% | Reduced |
| Los Angeles Capital Management LLC | 9,508 | $1.66M | 0.01% | +4,200+79.1% | Added |
| Barclays PLC | 9,496 | $1.65M | 0.00% | −13,509−58.7% | Reduced |
| Aquatic Capital Management LLC | 9,334 | $1.62M | 0.05% | +9,334 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,736 | $1.52M | 0.00% | +144+1.7% | Added |
| Harvest Investment Services, LLC | 8,507 | $1.48M | 0.27% | −452−5.0% | Reduced |
| FJ Capital Management LLC | 8,280 | $1.44M | 0.16% | +6,460+354.9% | Added |
| Teachers Retirement System of the State of Kentucky | 8,273 | $1.44M | 0.01% | +3,971+92.3% | Added |
| Credit Agricole S A | 8,002 | $1.39M | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,874 | $1.37M | 0.08% | +7,874 | New |
| Stifel Financial Corp | 7,672 | $1.34M | 0.00% | −364−4.5% | Reduced |
| Ancora Advisors, LLC | 7,540 | $1.31M | 0.03% | +7,540 | New |
| Vanguard Asset Management, Ltd | 7,262 | $1.26M | 0.00% | +7,262 | New |
| Atom Investors LP | 7,226 | $1.26M | 0.09% | +7,226 | New |
| Creative Planning | 7,060 | $1.23M | 0.00% | +2,086+41.9% | 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 |
| Ieq Capital, LLC | 6,675 | $1.16M | 0.01% | +571+9.4% | Added |
| Vident Advisory, LLC | 6,551 | $1.14M | 0.01% | +2,008+44.2% | Added |
| CIBC World Markets Inc. | 6,386 | $1.11M | 0.00% | +1,254+24.4% | Added |
| Wells Fargo & Company | 6,270 | $1.09M | 0.00% | −9,693−60.7% | Reduced |
| Vanguard Global Advisers, LLC | 6,086 | $1.06M | 0.00% | +6,086 | New |
| MetLife Investment Management | 5,817 | $1.01M | 0.01% | +65+1.1% | Added |
| Sanctuary Advisors, LLC | 5,707 | $993.5K | 0.01% | +2,336+69.3% | Added |
| Bank of Montreal | 5,452 | $949.1K | 0.00% | +5,452 | New |
| Virginia Retirement Systems Et Al | 5,400 | $940.1K | 0.01% | +600+12.5% | Added |
| Algert Global LLC | 4,970 | $865.2K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,928 | $857.9K | 0.00% | −122−2.4% | Reduced |
| Cetera Investment Advisers | 4,877 | $849.0K | 0.00% | +1,084+28.6% | Added |
| Harbour Capital Advisors, LLC | 3,010 | $848.6K | 0.16% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 4,859 | $845.9K | 0.03% | +358+8.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,846 | $843.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,811 | $837.5K | 0.00% | +3,338+226.6% | Added |
| Fifth Third Bancorp | 4,515 | $786.0K | 0.00% | +4,515 | New |
| STRS Ohio | 4,300 | $748.6K | 0.00% | −200−4.4% | Reduced |
| Leavell Investment Management, Inc. | 4,250 | $739.9K | 0.03% | −260−5.8% | Reduced |
| Ares Systematic Credit Ltd | 4,002 | $678.2K | 0.54% | +4,002 | New |
| Polen Capital Management LLC | 3,869 | $673.6K | 0.00% | −7,936−67.2% | Reduced |
| New York State Common Retirement Fund | 3,600 | $626.7K | 0.00% | 00.0% | Unchanged |
| Meros Investment Management, LP | 3,562 | $620.1K | 0.27% | −105−2.9% | Reduced |
| Intech Investment Management LLC | 3,527 | $614.0K | 0.01% | −1,907−35.1% | Reduced |
| XTX Topco Ltd | 3,514 | $611.8K | 0.01% | −7,910−69.2% | Reduced |
| Mangrove Partners | 3,216 | $559.9K | 0.05% | −1,532−32.3% | Reduced |
| Prudential Financial Inc | 3,111 | $541.6K | 0.00% | +270+9.5% | Added |
| Diversified Trust Co | 3,108 | $541.1K | 0.01% | +255+8.9% | Added |
| Janney Montgomery Scott LLC | 3,107 | $541.0K | 0.00% | +1,767+131.9% | Added |
| Arizona State Retirement System | 3,013 | $524.5K | 0.00% | −7−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,026 | $522.7K | 0.00% | +764+33.8% | Added |
| Pathstone Holdings, LLC | 2,994 | $521.3K | 0.00% | +40+1.4% | Added |
| VGI Partners Ltd | 2,981 | $519.0K | 0.03% | −12,020−80.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,980 | $518.8K | 0.02% | +843+39.4% | Added |
| Cerity Partners LLC | 2,913 | $507.1K | 0.00% | +77+2.7% | Added |
| HSBC Holdings PLC | 2,864 | $497.9K | 0.00% | +341+13.5% | Added |
| KLP Kapitalforvaltning AS | 2,800 | $487.5K | 0.00% | +500+21.7% | Added |
| Vanguard Investments Australia, Ltd. | 2,787 | $485.2K | 0.00% | +2,787 | New |
| Police & Firemen's Retirement System of New Jersey | 2,763 | $481.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,761 | $480.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 2,746 | $478.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,744 | $477.7K | 0.00% | +134+5.1% | Added |
| Qsemble Capital Management, LP | 2,695 | $469.2K | 0.04% | +2,695 | New |
| Allstate Corp | 2,677 | $466.0K | 0.00% | +2,677 | New |
| MML Investors Services, LLC | 2,667 | $464.3K | 0.00% | −1,469−35.5% | Reduced |
| Victory Capital Management Inc | 2,561 | $445.8K | 0.00% | −9,516−78.8% | Reduced |
| Rockefeller Capital Management L.P. | 2,506 | $436.3K | 0.00% | +2,439+3,640.3% | Added |
| Emerald Mutual Fund Advisers Trust | 2,478 | $431.4K | 0.02% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,475 | $430.9K | 0.01% | −13,901−84.9% | Reduced |
| Cim, LLC | 2,253 | $392.2K | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 2,222 | $386.8K | 0.00% | +320+16.8% | Added |
| GoalVest Advisory LLC | 2,200 | $383.0K | 0.07% | 00.0% | Unchanged |
| Interval Partners, LP | 2,192 | $381.6K | 0.01% | −31,125−93.4% | Reduced |
| Optimize Financial Inc | 2,191 | $381.4K | 0.19% | +2,191 | New |
| State of Wyoming | 2,181 | $379.7K | 0.05% | +729+50.2% | Added |
| Cresset Asset Management, LLC | 2,172 | $378.1K | 0.00% | −47−2.1% | Reduced |
| Envestnet Asset Management Inc | 2,158 | $375.7K | 0.00% | +187+9.5% | Added |
| Edgestream Partners, L.P. | 2,144 | $373.2K | 0.01% | +2,144 | New |
| Prelude Capital Management, LLC | 2,058 | $358.3K | 0.03% | −662−24.3% | Reduced |
| Andina Capital Management, LLC | 1,996 | $347.5K | 0.31% | +1,996 | New |
| Cynosure Management, LLC | 1,993 | $347.0K | 0.04% | +1,993 | New |
| Handelsbanken Fonder AB | 1,900 | $331.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,812 | $315.5K | 0.01% | −1,121−38.2% | Reduced |
| Silver Oak Wealth Advisors Services, LLC | 1,776 | $309.2K | 0.20% | −90−4.8% | Reduced |
| Yorktown Management & Research Co Inc | 1,750 | $304.7K | 0.25% | −450−20.5% | Reduced |
| Pictet Asset Management Holding SA | 1,679 | $292.3K | 0.00% | −4,162−71.3% | Reduced |
| Quadrature Capital Ltd | 1,635 | $284.6K | 0.00% | −7,413−81.9% | Reduced |
| Gsa Capital Partners LLP | 1,617 | $282.0K | 0.02% | −3,174−66.2% | Reduced |
| Raymond James Financial Inc | 1,617 | $281.5K | 0.00% | −340−17.4% | Reduced |
| Advisory Services Network, LLC | 1,511 | $263.1K | 0.00% | +1,511 | New |
| ProShare Advisors LLC | 1,502 | $261.5K | 0.00% | −391−20.7% | Reduced |
| State of Tennessee, Treasury Department | 1,500 | $261.1K | 0.00% | +1,500 | New |
| D.A. Davidson & Co. | 1,494 | $260.1K | 0.00% | −47−3.0% | Reduced |
| Swiss Life Asset Management Ltd | 1,493 | $259.9K | 0.00% | +167+12.6% | Added |
| Quantinno Capital Management LP | 1,482 | $258.0K | 0.00% | +468+46.2% | Added |
| US Bancorp | 1,434 | $249.6K | 0.00% | +1,325+1,215.6% | Added |
| Toroso Investments, LLC | 1,378 | $233.5K | 0.00% | +182+15.2% | Added |
| Advisor Group Holdings, Inc. | 1,339 | $233.1K | 0.00% | −544−28.9% | Reduced |
| Arista Wealth Management, LLC | 1,300 | $226.3K | 0.03% | 00.0% | Unchanged |
| Amundi | 1,285 | $223.7K | 0.00% | +1,285 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,259 | $219.2K | 0.01% | −791−38.6% | Reduced |
| Commonwealth Equity Services, LLC | 1,191 | $207.3K | 0.00% | −599−33.5% | Reduced |