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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
Gryphon Financial Partners LLC1,150$200.2K0.02%+147+14.7%Added
Spire Wealth Management1,032$179.7K0.01%+523+102.8%Added
Whittier Trust Co1,000$174.0K0.00%00.0%Unchanged
New York State Teachers Retirement System956$166.0K0.00%+116+13.8%Added
Ameritas Investment Partners, Inc.842$146.6K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)793$138.1K0.00%+260+48.8%Added
Nisa Investment Advisors, LLC744$129.5K0.00%+676+994.1%Added
Meeder Asset Management Inc631$109.9K0.01%−4,108−86.7%Reduced
Acadian Asset Management LLC544$94.0K0.00%−1,739−76.2%Reduced
Federated Hermes, Inc.508$88.4K0.00%+327+180.7%Added
Vestcor Inc487$85.0K0.00%+487New
Pinnacle Wealth Planning Services, Inc.451$78.5K0.01%−28−5.8%Reduced
Caitong International Asset Management Co., Ltd450$78.3K0.01%+450New
Atlas Capital Advisors LLC379$66.0K0.01%00.0%Unchanged
Larson Financial Group LLC347$60.4K0.00%+271+356.6%Added
Catalyst Capital Advisors LLC325$56.6K0.00%−200−38.1%Reduced
KBC Group NV317$55.0K0.00%00.0%Unchanged
Team Financial Group, LLC269$46.8K0.02%00.0%Unchanged
GAMMA Investing LLC155$27.0K0.00%+13+9.2%Added
Murphy & Mullick Capital Management Corp150$26.1K0.02%00.0%Unchanged
GWM Advisors LLC140$24.4K0.00%+47+50.5%Added
EverSource Wealth Advisors, LLC119$20.7K0.00%+27+29.3%Added
Allworth Financial LP114$19.8K0.00%+103+936.4%Added
WealthCollab, LLC110$19.1K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.310$17.9K0.00%+308+15,400.0%Added
Essential Partners LLC100$17.4K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.85$14.8K0.00%−68−44.4%Reduced
True Wealth Design, LLC81$14.1K0.00%00.0%Unchanged
Jones Financial Companies LLLP79$13.8K0.00%00.0%Unchanged
National Bank of Canada78$13.6K0.00%+2+2.6%Added
Proffitt & Goodson Inc75$13.1K0.00%+29+63.0%Added
Sterling Capital Management LLC67$11.7K0.00%−1−1.5%Reduced
Optiver Holding B.V.46$8.01K0.00%+46New
Accent Capital Management, LLC41$7.14K0.00%+41New
Cedar Mountain Advisors, LLC38$6.62K0.00%+38New
Smartleaf Asset Management LLC36$6.10K0.00%+26+260.0%Added
Steward Partners Investment Advisory, LLC31$5.40K0.00%00.0%Unchanged
IFP Advisors, Inc25$4.35K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.24$4.18K0.00%−710−96.7%Reduced
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
Root Financial Partners, LLC21$3.66K0.00%+8+61.5%Added
LRI Investments, LLC18$3.13K0.00%00.0%Unchanged
Rothschild Investment LLC16$2.79K0.00%+6+60.0%Added
Golden State Wealth Management, LLC15$2.61K0.00%00.0%Unchanged
Parallel Advisors, LLC13$2.26K0.00%+13New
Clearstead Advisors, LLC12$2.09K0.00%00.0%Unchanged
Versant Capital Management, Inc12$2.09K0.00%+8+200.0%Added
MAI Capital Management11$1.92K0.00%+11New
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
Huntington National Bank9$1.57K0.00%+9New
Truvestments Capital LLC6$1.04K0.00%+6New
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
Farther Finance Advisors, LLC5$8670.00%−4−44.4%Reduced
Rossby Financial, LCC5$8670.00%+5New
Parkside Financial Bank & Trust4$6970.00%+4New
CVA Family Office, LLC4$6960.00%+4New
Whipplewood Advisors, LLC4$6960.00%+4New
Marquette Asset Management, LLC3$5230.00%+3New
Sunbelt Securities, Inc.3$5220.00%00.0%Unchanged
Bare Financial Services, Inc3$5220.00%+3New
Cornerstone Planning Group LLC1$2640.00%+1New
Rialto Wealth Management, LLC1$1750.00%00.0%Unchanged
Quadrant Capital Group LLC1$1750.00%+1New
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
Covestor Ltd1$00.00%−36−97.3%Reduced
IMC-Chicago, LLC0$00.00%−126,931−100.0%Sold out
Mane Global Capital Management LP0$00.00%−93,098−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−75,827−100.0%Sold out
Principal Financial Group Inc0$00.00%−55,785−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−54,508−100.0%Sold out
Capital Fund Management S.A.0$00.00%−26,236−100.0%Sold out
4D Advisors, LLC0$00.00%−25,000−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−19,375−100.0%Sold out
Walleye Capital LLC0$00.00%−18,690−100.0%Sold out
F/M Investments LLC0$00.00%−17,578−100.0%Sold out
Magnetar Financial LLC0$00.00%−16,430−100.0%Sold out
Universal- Beteiligungs- und Servicegesellschaft mbH0$00.00%−16,164−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−14,999−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−14,902−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−14,698−100.0%Sold out
Verition Fund Management LLC0$00.00%−12,800−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−10,600−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−10,452−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−8,082−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−7,356−100.0%Sold out
Squarepoint Ops LLC0$00.00%−6,322−100.0%Sold out
FirstWave Capital Management LLC0$00.00%−5,293−100.0%Sold out
Caxton Associates LLP0$00.00%−4,975−100.0%Sold out
Independent Financial Group, LLC0$00.00%−4,355−100.0%Sold out
Citizens Financial Group Inc0$00.00%−3,908−100.0%Sold out
LTS Liquid Investments LLC0$00.00%−3,768−100.0%Sold out
Penserra Capital Management LLC0$00.00%−3,645−100.0%Sold out