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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 347 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 heldQ2 2026: $4.54B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Dave Inc.; share changes are against Q1 2026.

Institutions holding DAVE in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Quantinno Capital Management LP2,031$756.7K0.00%+549+37.0%Added
FNY Investment Advisers, LLC2,000$745.0K0.27%+2,000New
Capstone Investment Advisors, LLC1,917$714.3K0.00%+1,917New
AdvisorShares Investments LLC1,870$696.7K0.08%+1,870New
SBI Securities Co., Ltd.1,785$665.1K0.02%−27−1.5%Reduced
Susquehanna International Group, LLP1,782$664.0K0.00%−320,009−99.4%Reduced
Yorktown Management & Research Co Inc1,750$652.0K0.40%00.0%Unchanged
Cerity Partners LLC1,729$644.2K0.00%−1,184−40.6%Reduced
Simplex Trading, LLC1,703$634.5K0.02%−8,182−82.8%Reduced
Pictet Asset Management Holding SA1,679$625.6K0.00%00.0%Unchanged
Quantbot Technologies LP1,628$606.6K0.02%+1,628New
Polymer Capital Management (US) LLC1,571$585.3K0.09%+1,571New
Janney Montgomery Scott LLC1,571$585.0K0.00%−1,536−49.4%Reduced
Stirlingshire Investments, Inc.1,566$583.5K0.43%+1,566New
Maryland State Retirement & Pension System1,511$563.0K0.01%+1,511New
Advyzon Investment Management, LLC1,500$558.9K0.04%+1,500New
Advisory Services Network, LLC1,466$546.2K0.01%−45−3.0%Reduced
ProShare Advisors LLC1,462$544.7K0.00%−40−2.7%Reduced
D.A. Davidson & Co.1,457$542.9K0.00%−37−2.5%Reduced
Captrust Financial Advisors1,409$525.0K0.00%+1,409New
Mercer Global Advisors Inc1,305$486.2K0.00%+1,305New
Axq Capital, LP1,305$486.2K0.05%+1,305New
US Bancorp1,270$473.2K0.00%−164−11.4%Reduced
Gryphon Financial Partners LLC1,261$469.8K0.04%+111+9.7%Added
FORA Capital, LLC1,250$464.9K0.03%+1,250New
Inspire Advisors, LLC1,245$463.9K0.03%+1,245New
Swiss Life Asset Management Ltd1,225$456.4K0.00%−268−18.0%Reduced
Wolverine Asset Management LLC1,225$456.4K0.01%+1,225New
Winton Group Ltd1,200$447.1K0.01%+1,200New
Mutual of America Capital Management LLC1,189$443.0K0.00%+1,189New
Colony Group, LLC1,187$442.3K0.00%+1,187New
Quantitative Investment Management, LLC1,144$426.0K0.05%+1,144New
EntryPoint Capital, LLC1,140$424.8K0.10%+1,140New
Whittier Trust Co1,000$396.0K0.00%00.0%Unchanged
Private Advisor Group, LLC1,051$391.6K0.00%+1,051New
Spire Wealth Management1,032$384.5K0.01%00.0%Unchanged
Xponance, Inc.1,005$374.5K0.00%+1,005New
Prelude Capital Management, LLC996$371.1K0.03%−1,062−51.6%Reduced
Net Worth Advisory Group963$358.8K0.09%+963New
Mangrove Partners950$354.0K0.02%−2,266−70.5%Reduced
Global Retirement Partners, LLC939$349.9K0.01%+939New
Walleye Capital LLC936$348.7K0.00%+936New
Ameritas Investment Partners, Inc.932$347.3K0.01%+90+10.7%Added
Acadian Asset Management LLC918$342.0K0.00%+374+68.8%Added
Cornerstone Investment Partners, LLC908$338.3K0.01%+908New
Summit Global Investments883$329.0K0.02%+883New
Mitsubishi UFJ Trust & Banking Corp864$321.9K0.00%+864New
Walled Lake Planning & Wealth Management, LLC856$318.9K0.08%+856New
Garde Capital, Inc.830$309.3K0.01%+830New
Pallas Capital Advisors LLC827$308.1K0.01%+827New
Vise Technologies, Inc.814$303.4K0.00%+814New
nVerses Capital, LLC774$288.4K0.44%+774New
VARCOV Co.767$285.8K0.11%+767New
Atria Investments LLC751$279.8K0.00%+751New
Kingswood Wealth Advisors, LLC750$279.4K0.01%+750New
Tower Research Capital LLC (TRC)748$278.7K0.01%−45−5.7%Reduced
Kingdom Financial Group LLC.722$269.0K0.07%+712+7,120.0%Added
Allstate Corp715$266.4K0.00%−1,962−73.3%Reduced
JustInvest LLC675$251.5K0.00%+675New
F/M Investments LLC625$232.9K0.01%+625New
Andina Capital Management, LLC621$231.4K0.38%−1,375−68.9%Reduced
Merit Financial Group, LLC617$229.9K0.00%+617New
Virtu Financial LLC606$226.0K0.01%+606New
Crossmark Global Holdings, Inc.601$223.9K0.00%+601New
Truist Financial Corp590$219.8K0.00%+590New
Profund Advisors LLC581$216.5K0.01%+581New
CIBC Bancorp USA Inc.580$216.1K0.00%+580New
Capital Advisors Inc570$212.4K0.00%+570New
Savvy Advisors, Inc.544$202.7K0.00%+544New
Nykredit A/S518$193.0K0.00%+518New
Los Angeles Capital Management LLC507$188.9K0.00%−9,001−94.7%Reduced
Vestcor Inc487$181.0K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.445$165.8K0.02%+421+1,754.2%Added
Atlas Capital Advisors LLC378$140.8K0.02%−1−0.3%Reduced
Nisa Investment Advisors, LLC366$136.4K0.00%−378−50.8%Reduced
Pinnacle Wealth Planning Services, Inc.348$129.7K0.01%−103−22.8%Reduced
The PNC Financial Services Group, Inc.318$118.5K0.00%+295+1,282.6%Added
KBC Group NV317$118.0K0.00%00.0%Unchanged
Larson Financial Group LLC284$105.8K0.00%−63−18.2%Reduced
GAMMA Investing LLC223$83.1K0.00%+68+43.9%Added
Catalyst Capital Advisors LLC200$74.5K0.00%−125−38.5%Reduced
MeadowBrook Investment Advisors LLC190$70.8K0.06%+190New
Murphy & Mullick Capital Management Corp150$55.9K0.03%00.0%Unchanged
SRS Capital Advisors, Inc.149$55.5K0.00%−161−51.9%Reduced
Jones Financial Companies LLLP155$54.0K0.00%+76+96.2%Added
Allworth Financial LP143$53.3K0.00%+29+25.4%Added
GWM Advisors LLC140$52.2K0.00%00.0%Unchanged
WealthCollab, LLC110$41.0K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC102$38.0K0.00%−17−14.3%Reduced
Optiver Holding B.V.90$33.5K0.00%+44+95.7%Added
Salomon & Ludwin, LLC87$33.3K0.00%+87New
Essential Partners LLC87$32.4K0.01%−13−13.0%Reduced
Ronald Blue Trust, Inc.84$31.3K0.00%−1−1.2%Reduced
True Wealth Design, LLC80$29.8K0.01%−1−1.2%Reduced
Proffitt & Goodson Inc75$27.9K0.00%00.0%Unchanged
National Bank of Canada73$27.1K0.00%−5−6.4%Reduced
Bessemer Group Inc63$23.0K0.00%+63New
Signaturefd, LLC52$19.4K0.00%+29+126.1%Added
Accent Capital Management, LLC49$18.3K0.01%+8+19.5%Added
Versant Capital Management, Inc42$15.6K0.00%+30+250.0%Added