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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

Q2 2026 vs. Q1 2026

How the institutions holding Dave Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of DAVE: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2733347+77
Shares10.7M15.6K12.3M+1.64M (+15.4%)
Value$1.86B$2.71M$4.54B+$2.68B (+144.5%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (114)

Institutions that held Dave Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 114 by value.

Institutions new to DAVE in Q2 2026
InstitutionSharesValue% of portfolio
Empowered Funds, LLC105,686$39.4M0.21%
Principal Financial Group Inc50,706$18.9M0.01%
Public Sector Pension Investment Board35,622$13.3M0.03%
Jupiter Topco LLC27,354$10.2M0.00%
Emerald Advisers, LLC26,993$10.1M0.24%
Danske Bank A/S24,749$9.22M0.02%
Universal- Beteiligungs- und Servicegesellschaft mbH23,153$8.63M0.01%
Osterweis Capital Management Inc17,672$6.58M0.31%
Caxton Associates LLP14,145$5.27M0.10%
Lisanti Capital Growth, LLC13,060$4.87M1.07%
HRT Financial LP11,374$4.24M0.01%
EAM Investors, LLC11,293$4.21M0.37%
Anson Funds Management LP10,000$3.73M0.35%
Brevan Howard Capital Management LP8,024$2.99M0.04%
Jacobs Levy Equity Management, Inc7,128$2.66M0.01%
Thrivent Financial for Lutherans6,812$2.54M0.00%
Legato Capital Management LLC6,685$2.49M0.21%
Oak Ridge Investments LLC6,389$2.38M0.13%
Illinois Municipal Retirement Fund6,118$2.28M0.03%
Boston Partners5,456$2.03M0.00%
Toth Financial Advisory Corp5,375$2.00M0.20%
Sierra Summit Advisors LLC4,926$1.84M0.20%
Advisors Asset Management, Inc.4,886$1.82M0.03%
State of New Jersey Common Pension Fund D4,616$1.72M0.01%
Louisiana State Employees Retirement System4,500$1.68M0.02%
Y-Intercept (Hong Kong) Ltd4,198$1.56M0.03%
Jackson Creek Investment Advisors LLC3,830$1.43M0.47%
Guggenheim Capital LLC3,786$1.41M0.01%
Entropy Technologies, LP3,700$1.38M0.05%
RFG Advisory, LLC3,075$1.15M0.02%
Belpointe Asset Management LLC2,885$1.07M0.04%
Fortis Capital Advisors, LLC2,885$1.07M0.12%
Amalgamated Bank2,784$1.04M0.01%
Yousif Capital Management, LLC2,783$1.04M0.01%
Penserra Capital Management LLC2,765$1.03M0.01%
Dynamic Technology Lab Private Ltd2,603$970.0K0.22%
Scientech Research LLC2,529$942.3K0.76%
Braeburn Wealth Management LLC2,496$930.0K0.40%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys2,460$916.6K0.00%
Squarepoint Ops LLC2,434$906.9K0.00%
Oregon Public Employees Retirement Fund2,332$868.9K0.01%
Sound Capital Solutions LLC2,184$813.7K0.19%
Lotus Technology Management, LP1,792$809.2K1.00%
Venture Visionary Partners LLC2,150$801.1K0.02%
FNY Investment Advisers, LLC2,000$745.0K0.27%
Capstone Investment Advisors, LLC1,917$714.3K0.00%
AdvisorShares Investments LLC1,870$696.7K0.08%
Quantbot Technologies LP1,628$606.6K0.02%
Polymer Capital Management (US) LLC1,571$585.3K0.09%
Stirlingshire Investments, Inc.1,566$583.5K0.43%
Maryland State Retirement & Pension System1,511$563.0K0.01%
Advyzon Investment Management, LLC1,500$558.9K0.04%
Captrust Financial Advisors1,409$525.0K0.00%
Mercer Global Advisors Inc1,305$486.2K0.00%
Axq Capital, LP1,305$486.2K0.05%
FORA Capital, LLC1,250$464.9K0.03%
Inspire Advisors, LLC1,245$463.9K0.03%
Wolverine Asset Management LLC1,225$456.4K0.01%
Winton Group Ltd1,200$447.1K0.01%
Mutual of America Capital Management LLC1,189$443.0K0.00%
Colony Group, LLC1,187$442.3K0.00%
Quantitative Investment Management, LLC1,144$426.0K0.05%
EntryPoint Capital, LLC1,140$424.8K0.10%
Private Advisor Group, LLC1,051$391.6K0.00%
Xponance, Inc.1,005$374.5K0.00%
Net Worth Advisory Group963$358.8K0.09%
Global Retirement Partners, LLC939$349.9K0.01%
Walleye Capital LLC936$348.7K0.00%
Cornerstone Investment Partners, LLC908$338.3K0.01%
Summit Global Investments883$329.0K0.02%
Mitsubishi UFJ Trust & Banking Corp864$321.9K0.00%
Walled Lake Planning & Wealth Management, LLC856$318.9K0.08%
Garde Capital, Inc.830$309.3K0.01%
Pallas Capital Advisors LLC827$308.1K0.01%
Vise Technologies, Inc.814$303.4K0.00%
nVerses Capital, LLC774$288.4K0.44%
VARCOV Co.767$285.8K0.11%
Atria Investments LLC751$279.8K0.00%
Kingswood Wealth Advisors, LLC750$279.4K0.01%
JustInvest LLC675$251.5K0.00%
F/M Investments LLC625$232.9K0.01%
Merit Financial Group, LLC617$229.9K0.00%
Virtu Financial LLC606$226.0K0.01%
Crossmark Global Holdings, Inc.601$223.9K0.00%
Truist Financial Corp590$219.8K0.00%
Profund Advisors LLC581$216.5K0.01%
CIBC Bancorp USA Inc.580$216.1K0.00%
Capital Advisors Inc570$212.4K0.00%
Savvy Advisors, Inc.544$202.7K0.00%
Nykredit A/S518$193.0K0.00%
MeadowBrook Investment Advisors LLC190$70.8K0.06%
Salomon & Ludwin, LLC87$33.3K0.00%
Bessemer Group Inc63$23.0K0.00%
Toronto Dominion Bank36$13.4K0.00%
Umb Bank N A28$10.4K0.00%
Brown Brothers Harriman & Co16$5.96K0.00%
Northwestern Mutual Wealth Management Co15$5.59K0.00%
Strategic Wealth Partners, Ltd.10$3.73K0.00%
Massmutual Trust Co FSB9$3.35K0.00%
Quarry LP9$3.35K0.00%

Sold out (37)

Institutions that held Dave Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of DAVE in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Jefferies Financial Group Inc.158,277$27.6M
Estuary Capital Management LP118,077$20.6M
Cooper Creek Partners Management LLC105,193$18.3M
SG Capital Management LLC63,487$11.1M
Gratia Capital, LLC34,225$5.96M
Fund 1 Investments, LLC30,214$5.26M
Western Standard LLC30,156$5.25M
OP Asset Management Ltd19,982$3.48M
Azora Capital LP12,649$2.20M
Panagora Asset Management Inc11,367$1.98M
Arrowstreet Capital, Limited Partnership10,542$1.84M
Aquatic Capital Management LLC9,334$1.62M
CWM Advisors, LLC7,874$1.37M
Atom Investors LP7,226$1.26M
B. Riley Financial, Inc.7,000$1.22M
Polen Capital Management LLC3,869$673.6K
XTX Topco Ltd3,514$611.8K
Diversified Trust Co3,108$541.1K
Qsemble Capital Management, LP2,695$469.2K
Maverick Capital LtdSuperinvestorMaverick Capital2,475$430.9K
GoalVest Advisory LLC2,200$383.0K
Interval Partners, LP2,192$381.6K
Cynosure Management, LLC1,993$347.0K
Silver Oak Wealth Advisors Services, LLC1,776$309.2K
Arista Wealth Management, LLC1,300$226.3K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,259$219.2K
Meeder Asset Management Inc631$109.9K
Caitong International Asset Management Co., Ltd450$78.3K
Team Financial Group, LLC269$46.8K
Root Financial Partners, LLC21$3.66K
LRI Investments, LLC18$3.13K
MAI Capital Management11$1.92K
Lloyd Advisory Services, LLC.10$1.74K
Twin Peaks Wealth Advisors, LLC5$870
Quadrant Capital Group LLC1$175
Vermillion Wealth Management, Inc.1$174
Godfrey Financial Associates, Inc.1$174

Not filed for Q2 2026 yet (3)

Institutions that held Dave Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DAVE in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC12,805$2.23M
CWM, LLC2,744$477.7K
Sunbelt Securities, Inc.3$522