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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, 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
Cedar Mountain Advisors, LLC38$14.2K0.00%00.0%Unchanged
Sterling Capital Management LLC36$13.4K0.00%−31−46.3%Reduced
Toronto Dominion Bank36$13.4K0.00%+36New
Smartleaf Asset Management LLC36$13.4K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC31$11.6K0.00%00.0%Unchanged
Parallel Advisors, LLC30$11.2K0.00%+17+130.8%Added
Umb Bank N A28$10.4K0.00%+28New
Fortitude Family Office, LLC27$10.1K0.00%+17+170.0%Added
IFP Advisors, Inc25$9.31K0.00%00.0%Unchanged
Torren Management, LLC23$8.57K0.00%00.0%Unchanged
Rothschild Investment LLC17$6.33K0.00%+1+6.3%Added
Brown Brothers Harriman & Co16$5.96K0.00%+16New
Golden State Wealth Management, LLC15$5.59K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co15$5.59K0.00%+15New
Clearstead Advisors, LLC14$5.22K0.00%+2+16.7%Added
Strategic Wealth Partners, Ltd.10$3.73K0.00%+10New
Huntington National Bank9$3.35K0.00%00.0%Unchanged
Massmutual Trust Co FSB9$3.35K0.00%+9New
Quarry LP9$3.35K0.00%+9New
Hantz Financial Services, Inc.9$3.00K0.00%+9New
Farther Finance Advisors, LLC7$2.61K0.00%+2+40.0%Added
Truvestments Capital LLC6$2.24K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.6$2.24K0.00%+1+20.0%Added
Ameriflex Group, Inc.6$2.24K0.00%+6New
Parkside Financial Bank & Trust5$1.86K0.00%+1+25.0%Added
Caitlin John, LLC5$1.86K0.00%00.0%Unchanged
CVA Family Office, LLC5$1.86K0.00%+1+25.0%Added
Whipplewood Advisors, LLC4$1.49K0.00%00.0%Unchanged
Hughes Financial Services, LLC4$1.49K0.00%+3+300.0%Added
Farmers & Merchants Investments Inc4$1.49K0.00%+4New
Rossby Financial, LCC3$1.12K0.00%−2−40.0%Reduced
Marquette Asset Management, LLC3$1.12K0.00%00.0%Unchanged
Bare Financial Services, Inc3$1.12K0.00%00.0%Unchanged
Covestor Ltd3$1.00K0.00%+2+200.0%Added
UMA Financial Services, Inc.2$7460.00%+2New
Gilpin Wealth Management, LLC2$7460.00%+2New
Action Point Financial Planning, LLC2$7460.00%+2New
WPG Advisers, LLC2$7450.00%+2New
PEAK6 LLC2$6250.00%+2New
Cornerstone Planning Group LLC1$4240.00%00.0%Unchanged
Rialto Wealth Management, LLC1$3730.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1$3730.00%+1New
Davis Capital Management1$3730.00%+1New
SJS Investment Consulting Inc.1$3730.00%+1New
Creative Capital Management Investments LLC1$3730.00%+1New
Ankerstar Wealth, LLC1$3730.00%+1New
Silver Grove Financial Group, Inc.1$3730.00%+1New
Jefferies Financial Group Inc.0$00.00%−158,277−100.0%Sold out
Estuary Capital Management LP0$00.00%−118,077−100.0%Sold out
Cooper Creek Partners Management LLC0$00.00%−105,193−100.0%Sold out
SG Capital Management LLC0$00.00%−63,487−100.0%Sold out
Gratia Capital, LLC0$00.00%−34,225−100.0%Sold out
Fund 1 Investments, LLC0$00.00%−30,214−100.0%Sold out
Western Standard LLC0$00.00%−30,156−100.0%Sold out
OP Asset Management Ltd0$00.00%−19,982−100.0%Sold out
Azora Capital LP0$00.00%−12,649−100.0%Sold out
Panagora Asset Management Inc0$00.00%−11,367−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−10,542−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−9,334−100.0%Sold out
CWM Advisors, LLC0$00.00%−7,874−100.0%Sold out
Atom Investors LP0$00.00%−7,226−100.0%Sold out
B. Riley Financial, Inc.0$00.00%−7,000−100.0%Sold out
Polen Capital Management LLC0$00.00%−3,869−100.0%Sold out
XTX Topco Ltd0$00.00%−3,514−100.0%Sold out
Diversified Trust Co0$00.00%−3,108−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−2,695−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−2,475−100.0%Sold out
GoalVest Advisory LLC0$00.00%−2,200−100.0%Sold out
Interval Partners, LP0$00.00%−2,192−100.0%Sold out
Cynosure Management, LLC0$00.00%−1,993−100.0%Sold out
Silver Oak Wealth Advisors Services, LLC0$00.00%−1,776−100.0%Sold out
Arista Wealth Management, LLC0$00.00%−1,300−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−1,259−100.0%Sold out
Meeder Asset Management Inc0$00.00%−631−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−450−100.0%Sold out
Team Financial Group, LLC0$00.00%−269−100.0%Sold out
Root Financial Partners, LLC0$00.00%−21−100.0%Sold out
LRI Investments, LLC0$00.00%−18−100.0%Sold out
MAI Capital Management0$00.00%−11−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−10−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−5−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−1−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−1−100.0%Sold out
Godfrey Financial Associates, Inc.0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed