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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 42,451 | $15.8M | 0.01% | −37,081−46.6% | Reduced |
| Calamos Advisors LLC | 46,156 | $17.2M | 0.06% | +10,330+28.8% | Added |
| D. E. Shaw & Co., Inc. | 49,400 | $18.4M | 0.01% | −47,205−48.9% | Reduced |
| Two Sigma Investments, LP | 49,985 | $18.6M | 0.01% | +18,448+58.5% | Added |
| Principal Financial Group Inc | 50,706 | $18.9M | 0.01% | +50,706 | New |
| G2 Investment Partners Management LLC | 56,991 | $21.2M | 3.87% | −62,849−52.4% | Reduced |
| Buckley Capital Advisors, LLC | 57,200 | $21.3M | 13.26% | −19,490−25.4% | Reduced |
| Bank of New York Mellon Corp | 62,646 | $23.3M | 0.00% | +26,591+73.8% | Added |
| Russell Investments Group, Ltd. | 68,957 | $25.7M | 0.02% | +11,951+21.0% | Added |
| Canada Pension Plan Investment Board | 69,400 | $25.9M | 0.01% | +44,500+178.7% | Added |
| Metavasi Capital LP | 72,534 | $27.0M | 10.51% | −45,060−38.3% | Reduced |
| Vanguard Fiduciary Trust Co | 74,584 | $27.8M | 0.01% | −2,210−2.9% | Reduced |
| Bank of America Corp | 78,162 | $29.1M | 0.00% | +30,737+64.8% | Added |
| Oberweis Asset Management Inc | 78,902 | $29.4M | 0.61% | +12,200+18.3% | Added |
| SEI Investments Co | 79,652 | $29.7M | 0.03% | −18,783−19.1% | Reduced |
| Nuveen, LLC | 81,131 | $30.2M | 0.01% | −6,733−7.7% | Reduced |
| First Trust Advisors LP | 82,364 | $30.7M | 0.02% | +22,013+36.5% | Added |
| Granahan Investment Management Inc | 84,897 | $31.6M | 1.13% | +19,435+29.7% | Added |
| Alliancebernstein L.P. | 200,203 | $34.9M | 0.01% | +181,596+976.0% | Added |
| Charles Schwab Investment Management Inc | 97,314 | $36.3M | 0.00% | +8,094+9.1% | Added |
| Morgan Stanley | 97,550 | $36.3M | 0.00% | +41,479+74.0% | Added |
| UBS Group AG | 98,147 | $36.6M | 0.01% | +51,791+111.7% | Added |
| Portolan Capital Management, LLC | 105,338 | $39.2M | 1.47% | −104−0.1% | Reduced |
| Empowered Funds, LLC | 105,686 | $39.4M | 0.21% | +105,686 | New |
| Voya Investment Management LLC | 116,967 | $43.6M | 0.04% | −76,873−39.7% | Reduced |
| Northern Trust Corp | 135,893 | $50.6M | 0.01% | +13,307+10.9% | Added |
| JPMorgan Chase & Co | 136,922 | $51.1M | 0.00% | +122,347+839.4% | Added |
| Franklin Resources Inc | 140,231 | $52.2M | 0.01% | +3,435+2.5% | Added |
| Findell Capital Management LLC | 145,000 | $54.0M | 8.91% | −25,000−14.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 205,552 | $76.6M | 0.21% | +3,539+1.8% | Added |
| Wellington Management Group LLP | 212,175 | $79.1M | 0.01% | −13,867−6.1% | Reduced |
| Whetstone Capital Advisors, LLC | 223,078 | $83.1M | 22.02% | −1,077−0.5% | Reduced |
| American Century Companies Inc | 227,827 | $84.9M | 0.04% | +29,199+14.7% | Added |
| Vanguard Portfolio Management LLC | 234,648 | $87.4M | 0.00% | +100,155+74.5% | Added |
| Goldman Sachs Group Inc | 239,466 | $89.2M | 0.01% | +90,983+61.3% | Added |
| Dimensional Fund Advisors LP | 255,679 | $95.3M | 0.02% | +2,506+1.0% | Added |
| Invesco Ltd. | 296,156 | $110.3M | 0.01% | +182,281+160.1% | Added |
| Jane Street Group, LLC | 312,197 | $116.3M | 0.07% | +123,480+65.4% | Added |
| Driehaus Capital Management LLC | 331,537 | $123.5M | 0.72% | +269,203+431.9% | Added |
| Geode Capital Management, LLC | 341,843 | $127.4M | 0.01% | +15,503+4.8% | Added |
| Renaissance Technologies LLC | 367,378 | $136.9M | 0.19% | −64,422−14.9% | Reduced |
| State Street Corp | 406,752 | $151.6M | 0.00% | +172,964+74.0% | Added |
| Vanguard Capital Management LLC | 474,139 | $176.7M | 0.00% | −29,389−5.8% | Reduced |
| FMR LLC | 479,746 | $178.7M | 0.01% | +248,711+107.7% | Added |
| Divisadero Street Capital Management, LP | 699,366 | $260.6M | 6.08% | +58,526+9.1% | Added |
| Hood River Capital Management LLC | 1,104,277 | $411.4M | 2.98% | −41,624−3.6% | Reduced |
| BlackRock, Inc. | 1,667,948 | $621.5M | 0.01% | +839,351+101.3% | Added |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −158,277−100.0% | Sold out |
| Estuary Capital Management LP | 0 | $0 | 0.00% | −118,077−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −105,193−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −63,487−100.0% | Sold out |
| Gratia Capital, LLC | 0 | $0 | 0.00% | −34,225−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −30,214−100.0% | Sold out |
| Western Standard LLC | 0 | $0 | 0.00% | −30,156−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −19,982−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −12,649−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −11,367−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −10,542−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,334−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −7,874−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −7,226−100.0% | Sold out |
| B. Riley Financial, Inc. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,514−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,108−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −1,993−100.0% | Sold out |
| Silver Oak Wealth Advisors Services, LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Team Financial Group, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Godfrey Financial Associates, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |