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, Q2 2026
Institutional positions in Dave Inc. as of Jun 30, 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
- 347
- +77 vs. Q1 2026
- Shares held
- 12.3M
- +1.64M (+15.4%) vs. Q1 2026
- Total value
- $4.54B
- +$2.68B (+144.5%) vs. Q1 2026
- New holders
- 114
- 113 more added
- Sold out
- 37
- 94 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 864 | $321.9K | 0.00% | +864 | New |
| Summit Global Investments | 883 | $329.0K | 0.02% | +883 | New |
| Cornerstone Investment Partners, LLC | 908 | $338.3K | 0.01% | +908 | New |
| Acadian Asset Management LLC | 918 | $342.0K | 0.00% | +374+68.8% | Added |
| Ameritas Investment Partners, Inc. | 932 | $347.3K | 0.01% | +90+10.7% | Added |
| Walleye Capital LLC | 936 | $348.7K | 0.00% | +936 | New |
| Global Retirement Partners, LLC | 939 | $349.9K | 0.01% | +939 | New |
| Mangrove Partners | 950 | $354.0K | 0.02% | −2,266−70.5% | Reduced |
| Net Worth Advisory Group | 963 | $358.8K | 0.09% | +963 | New |
| Prelude Capital Management, LLC | 996 | $371.1K | 0.03% | −1,062−51.6% | Reduced |
| Xponance, Inc. | 1,005 | $374.5K | 0.00% | +1,005 | New |
| Spire Wealth Management | 1,032 | $384.5K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,051 | $391.6K | 0.00% | +1,051 | New |
| Whittier Trust Co | 1,000 | $396.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,140 | $424.8K | 0.10% | +1,140 | New |
| Quantitative Investment Management, LLC | 1,144 | $426.0K | 0.05% | +1,144 | New |
| Colony Group, LLC | 1,187 | $442.3K | 0.00% | +1,187 | New |
| Mutual of America Capital Management LLC | 1,189 | $443.0K | 0.00% | +1,189 | New |
| Winton Group Ltd | 1,200 | $447.1K | 0.01% | +1,200 | New |
| Swiss Life Asset Management Ltd | 1,225 | $456.4K | 0.00% | −268−18.0% | Reduced |
| Wolverine Asset Management LLC | 1,225 | $456.4K | 0.01% | +1,225 | New |
| Inspire Advisors, LLC | 1,245 | $463.9K | 0.03% | +1,245 | New |
| FORA Capital, LLC | 1,250 | $464.9K | 0.03% | +1,250 | New |
| Gryphon Financial Partners LLC | 1,261 | $469.8K | 0.04% | +111+9.7% | Added |
| US Bancorp | 1,270 | $473.2K | 0.00% | −164−11.4% | Reduced |
| Mercer Global Advisors Inc | 1,305 | $486.2K | 0.00% | +1,305 | New |
| Axq Capital, LP | 1,305 | $486.2K | 0.05% | +1,305 | New |
| Captrust Financial Advisors | 1,409 | $525.0K | 0.00% | +1,409 | New |
| D.A. Davidson & Co. | 1,457 | $542.9K | 0.00% | −37−2.5% | Reduced |
| ProShare Advisors LLC | 1,462 | $544.7K | 0.00% | −40−2.7% | Reduced |
| Advisory Services Network, LLC | 1,466 | $546.2K | 0.01% | −45−3.0% | Reduced |
| Advyzon Investment Management, LLC | 1,500 | $558.9K | 0.04% | +1,500 | New |
| Maryland State Retirement & Pension System | 1,511 | $563.0K | 0.01% | +1,511 | New |
| Stirlingshire Investments, Inc. | 1,566 | $583.5K | 0.43% | +1,566 | New |
| Janney Montgomery Scott LLC | 1,571 | $585.0K | 0.00% | −1,536−49.4% | Reduced |
| Polymer Capital Management (US) LLC | 1,571 | $585.3K | 0.09% | +1,571 | New |
| Quantbot Technologies LP | 1,628 | $606.6K | 0.02% | +1,628 | New |
| Pictet Asset Management Holding SA | 1,679 | $625.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,703 | $634.5K | 0.02% | −8,182−82.8% | Reduced |
| Cerity Partners LLC | 1,729 | $644.2K | 0.00% | −1,184−40.6% | Reduced |
| Yorktown Management & Research Co Inc | 1,750 | $652.0K | 0.40% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,782 | $664.0K | 0.00% | −320,009−99.4% | Reduced |
| SBI Securities Co., Ltd. | 1,785 | $665.1K | 0.02% | −27−1.5% | Reduced |
| AdvisorShares Investments LLC | 1,870 | $696.7K | 0.08% | +1,870 | New |
| Capstone Investment Advisors, LLC | 1,917 | $714.3K | 0.00% | +1,917 | New |
| FNY Investment Advisers, LLC | 2,000 | $745.0K | 0.27% | +2,000 | New |
| Quantinno Capital Management LP | 2,031 | $756.7K | 0.00% | +549+37.0% | Added |
| Meros Investment Management, LP | 2,060 | $767.5K | 0.24% | −1,502−42.2% | Reduced |
| Venture Visionary Partners LLC | 2,150 | $801.1K | 0.02% | +2,150 | New |
| Cresset Asset Management, LLC | 2,160 | $804.8K | 0.00% | −12−0.6% | Reduced |
| Lotus Technology Management, LP | 1,792 | $809.2K | 1.00% | +1,792 | New |
| Optimize Financial Inc | 2,184 | $813.7K | 0.29% | −7−0.3% | Reduced |
| Sound Capital Solutions LLC | 2,184 | $813.7K | 0.19% | +2,184 | New |
| Cim, LLC | 2,254 | $839.8K | 0.11% | +10.0% | Added |
| Mariner, LLC | 2,255 | $840.2K | 0.00% | +33+1.5% | Added |
| Edgestream Partners, L.P. | 2,274 | $847.3K | 0.03% | +130+6.1% | Added |
| KLP Kapitalforvaltning AS | 2,300 | $857.0K | 0.00% | −500−17.9% | Reduced |
| Handelsbanken Fonder AB | 2,300 | $857.0K | 0.00% | +400+21.1% | Added |
| Oregon Public Employees Retirement Fund | 2,332 | $868.9K | 0.01% | +2,332 | New |
| STRS Ohio | 2,400 | $894.2K | 0.00% | −1,900−44.2% | Reduced |
| Squarepoint Ops LLC | 2,434 | $906.9K | 0.00% | +2,434 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,460 | $916.6K | 0.00% | +2,460 | New |
| Braeburn Wealth Management LLC | 2,496 | $930.0K | 0.40% | +2,496 | New |
| Scientech Research LLC | 2,529 | $942.3K | 0.76% | +2,529 | New |
| Ares Systematic Credit Ltd | 2,558 | $953.1K | 0.58% | −1,444−36.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,562 | $954.6K | 0.00% | −6,174−70.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,603 | $970.0K | 0.22% | +2,603 | New |
| Rockefeller Capital Management L.P. | 2,641 | $984.0K | 0.00% | +135+5.4% | Added |
| Intech Investment Management LLC | 2,655 | $989.2K | 0.01% | −872−24.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 2,657 | $990.0K | 0.00% | −130−4.7% | Reduced |
| Engineers Gate Manager LP | 2,737 | $1.02M | 0.01% | −7,506−73.3% | Reduced |
| State Board of Administration of Florida Retirement System | 2,746 | $1.02M | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,765 | $1.03M | 0.01% | +2,765 | New |
| Yousif Capital Management, LLC | 2,783 | $1.04M | 0.01% | +2,783 | New |
| Amalgamated Bank | 2,784 | $1.04M | 0.01% | +2,784 | New |
| BNP Paribas Arbitrage, SA | 2,810 | $1.05M | 0.00% | −7,065−71.5% | Reduced |
| HSBC Holdings PLC | 2,860 | $1.06M | 0.00% | −4−0.1% | Reduced |
| Amundi | 2,846 | $1.06M | 0.00% | +1,561+121.5% | Added |
| Arizona State Retirement System | 2,856 | $1.06M | 0.01% | −157−5.2% | Reduced |
| Victory Capital Management Inc | 2,881 | $1.07M | 0.00% | +320+12.5% | Added |
| Belpointe Asset Management LLC | 2,885 | $1.07M | 0.04% | +2,885 | New |
| Fortis Capital Advisors, LLC | 2,885 | $1.07M | 0.12% | +2,885 | New |
| Great Lakes Advisors, LLC | 2,969 | $1.11M | 0.01% | −9,106−75.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,975 | $1.11M | 0.01% | +212+7.7% | Added |
| Raymond James Financial Inc | 2,999 | $1.12M | 0.00% | +1,382+85.5% | Added |
| RFG Advisory, LLC | 3,075 | $1.15M | 0.02% | +3,075 | New |
| State of Tennessee, Treasury Department | 3,160 | $1.18M | 0.00% | +1,660+110.7% | Added |
| Harbour Capital Advisors, LLC | 2,972 | $1.19M | 0.22% | −38−1.3% | Reduced |
| New York State Teachers Retirement System | 3,200 | $1.19M | 0.00% | +2,244+234.7% | Added |
| Algert Global LLC | 3,200 | $1.19M | 0.01% | −1,770−35.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,083 | $1.24M | 0.00% | +57+1.9% | Added |
| Leavell Investment Management, Inc. | 3,550 | $1.32M | 0.05% | −700−16.5% | Reduced |
| Citadel Advisors LLC | 3,574 | $1.33M | 0.00% | −51,652−93.5% | Reduced |
| Cander Asset Management LP | 3,687 | $1.37M | 0.26% | −15,253−80.5% | Reduced |
| Entropy Technologies, LP | 3,700 | $1.38M | 0.05% | +3,700 | New |
| New York State Common Retirement Fund | 3,702 | $1.38M | 0.00% | +102+2.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,710 | $1.38M | 0.04% | +730+24.5% | Added |
| Guggenheim Capital LLC | 3,786 | $1.41M | 0.01% | +3,786 | New |
| Jackson Creek Investment Advisors LLC | 3,830 | $1.43M | 0.47% | +3,830 | New |
| Vanguard Global Advisers, LLC | 3,876 | $1.44M | 0.00% | −2,210−36.3% | Reduced |