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 |
|---|---|---|---|---|---|
| Anson Funds Management LP | 10,000 | $3.73M | 0.35% | +10,000 | New |
| SG Americas Securities, LLC | 9,355 | $3.49M | 0.00% | −68,646−88.0% | Reduced |
| Ancora Advisors, LLC | 9,250 | $3.45M | 0.07% | +1,710+22.7% | Added |
| Virginia Retirement Systems Et Al | 9,100 | $3.39M | 0.02% | +3,700+68.5% | Added |
| Trexquant Investment LP | 9,027 | $3.36M | 0.02% | −28,172−75.7% | Reduced |
| Blackstone Group Inc. | 8,946 | $3.33M | 0.01% | −5,495−38.1% | Reduced |
| Advisor Group Holdings, Inc. | 8,508 | $3.17M | 0.00% | +7,169+535.4% | Added |
| Harvest Investment Services, LLC | 8,185 | $3.05M | 0.47% | −322−3.8% | Reduced |
| Brevan Howard Capital Management LP | 8,024 | $2.99M | 0.04% | +8,024 | New |
| Quent Capital, LLC | 8,000 | $2.98M | 0.18% | +1,000+14.3% | Added |
| Vanguard Asset Management, Ltd | 7,880 | $2.94M | 0.00% | +618+8.5% | Added |
| Creative Planning | 7,587 | $2.83M | 0.00% | +527+7.5% | Added |
| Stifel Financial Corp | 7,423 | $2.77M | 0.00% | −249−3.2% | Reduced |
| Vident Advisory, LLC | 7,226 | $2.69M | 0.02% | +675+10.3% | Added |
| Jacobs Levy Equity Management, Inc | 7,128 | $2.66M | 0.01% | +7,128 | New |
| Citigroup Inc | 6,993 | $2.61M | 0.00% | +2,182+45.4% | Added |
| Moran Wealth Management, LLC | 6,892 | $2.57M | 0.07% | +2,033+41.8% | Added |
| Thrivent Financial for Lutherans | 6,812 | $2.54M | 0.00% | +6,812 | New |
| CIBC World Markets Inc. | 6,690 | $2.49M | 0.00% | +304+4.8% | Added |
| Legato Capital Management LLC | 6,685 | $2.49M | 0.21% | +6,685 | New |
| Fifth Third Bancorp | 6,466 | $2.41M | 0.00% | +1,951+43.2% | Added |
| Oak Ridge Investments LLC | 6,389 | $2.38M | 0.13% | +6,389 | New |
| Future Fund LLC | 6,273 | $2.34M | 0.67% | −5,320−45.9% | Reduced |
| State of Alaska, Department of Revenue | 6,178 | $2.30M | 0.02% | +3,417+123.8% | Added |
| Illinois Municipal Retirement Fund | 6,118 | $2.28M | 0.03% | +6,118 | New |
| MetLife Investment Management | 5,996 | $2.23M | 0.01% | +179+3.1% | Added |
| Commonwealth Equity Services, LLC | 5,904 | $2.20M | 0.00% | +4,713+395.7% | Added |
| Sanctuary Advisors, LLC | 5,582 | $2.08M | 0.01% | −125−2.2% | Reduced |
| Boston Partners | 5,456 | $2.03M | 0.00% | +5,456 | New |
| One Capital Management, LLC | 11,593 | $2.02M | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,375 | $2.00M | 0.20% | +5,375 | New |
| State of Wyoming | 5,203 | $1.94M | 0.20% | +3,022+138.6% | Added |
| Toroso Investments, LLC | 5,200 | $1.94M | 0.00% | +3,822+277.4% | Added |
| Manufacturers Life Insurance Company, The | 5,058 | $1.88M | 0.00% | +130+2.6% | Added |
| Sierra Summit Advisors LLC | 4,926 | $1.84M | 0.20% | +4,926 | New |
| Advisors Asset Management, Inc. | 4,886 | $1.82M | 0.03% | +4,886 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,727 | $1.76M | 0.00% | −119−2.5% | Reduced |
| Pathstone Holdings, LLC | 4,622 | $1.72M | 0.01% | +1,628+54.4% | Added |
| State of New Jersey Common Pension Fund D | 4,616 | $1.72M | 0.01% | +4,616 | New |
| Group One Trading, L.P. | 4,583 | $1.71M | 0.05% | −51,772−91.9% | Reduced |
| Louisiana State Employees Retirement System | 4,500 | $1.68M | 0.02% | +4,500 | New |
| Envestnet Asset Management Inc | 4,229 | $1.58M | 0.00% | +2,071+96.0% | Added |
| Cetera Investment Advisers | 4,203 | $1.57M | 0.00% | −674−13.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,198 | $1.56M | 0.03% | +4,198 | New |
| MML Investors Services, LLC | 3,970 | $1.48M | 0.00% | +1,303+48.9% | Added |
| Gsa Capital Partners LLP | 3,918 | $1.46M | 0.09% | +2,301+142.3% | Added |
| FJ Capital Management LLC | 3,900 | $1.45M | 0.19% | −4,380−52.9% | Reduced |
| Vanguard Global Advisers, LLC | 3,876 | $1.44M | 0.00% | −2,210−36.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,830 | $1.43M | 0.47% | +3,830 | New |
| Guggenheim Capital LLC | 3,786 | $1.41M | 0.01% | +3,786 | New |
| Hennion & Walsh Asset Management, Inc. | 3,710 | $1.38M | 0.04% | +730+24.5% | Added |
| New York State Common Retirement Fund | 3,702 | $1.38M | 0.00% | +102+2.8% | Added |
| Entropy Technologies, LP | 3,700 | $1.38M | 0.05% | +3,700 | New |
| Cander Asset Management LP | 3,687 | $1.37M | 0.26% | −15,253−80.5% | Reduced |
| Citadel Advisors LLC | 3,574 | $1.33M | 0.00% | −51,652−93.5% | Reduced |
| Leavell Investment Management, Inc. | 3,550 | $1.32M | 0.05% | −700−16.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,083 | $1.24M | 0.00% | +57+1.9% | Added |
| Algert Global LLC | 3,200 | $1.19M | 0.01% | −1,770−35.6% | Reduced |
| New York State Teachers Retirement System | 3,200 | $1.19M | 0.00% | +2,244+234.7% | Added |
| Harbour Capital Advisors, LLC | 2,972 | $1.19M | 0.22% | −38−1.3% | Reduced |
| State of Tennessee, Treasury Department | 3,160 | $1.18M | 0.00% | +1,660+110.7% | Added |
| RFG Advisory, LLC | 3,075 | $1.15M | 0.02% | +3,075 | New |
| Raymond James Financial Inc | 2,999 | $1.12M | 0.00% | +1,382+85.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,975 | $1.11M | 0.01% | +212+7.7% | Added |
| Great Lakes Advisors, LLC | 2,969 | $1.11M | 0.01% | −9,106−75.4% | Reduced |
| 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 |
| Victory Capital Management Inc | 2,881 | $1.07M | 0.00% | +320+12.5% | Added |
| Arizona State Retirement System | 2,856 | $1.06M | 0.01% | −157−5.2% | Reduced |
| Amundi | 2,846 | $1.06M | 0.00% | +1,561+121.5% | Added |
| HSBC Holdings PLC | 2,860 | $1.06M | 0.00% | −4−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 2,810 | $1.05M | 0.00% | −7,065−71.5% | Reduced |
| Amalgamated Bank | 2,784 | $1.04M | 0.01% | +2,784 | New |
| Yousif Capital Management, LLC | 2,783 | $1.04M | 0.01% | +2,783 | New |
| Penserra Capital Management LLC | 2,765 | $1.03M | 0.01% | +2,765 | New |
| State Board of Administration of Florida Retirement System | 2,746 | $1.02M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,737 | $1.02M | 0.01% | −7,506−73.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 2,657 | $990.0K | 0.00% | −130−4.7% | Reduced |
| Intech Investment Management LLC | 2,655 | $989.2K | 0.01% | −872−24.7% | Reduced |
| Rockefeller Capital Management L.P. | 2,641 | $984.0K | 0.00% | +135+5.4% | Added |
| Dynamic Technology Lab Private Ltd | 2,603 | $970.0K | 0.22% | +2,603 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,562 | $954.6K | 0.00% | −6,174−70.7% | Reduced |
| Ares Systematic Credit Ltd | 2,558 | $953.1K | 0.58% | −1,444−36.1% | Reduced |
| Scientech Research LLC | 2,529 | $942.3K | 0.76% | +2,529 | New |
| Braeburn Wealth Management LLC | 2,496 | $930.0K | 0.40% | +2,496 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,460 | $916.6K | 0.00% | +2,460 | New |
| Squarepoint Ops LLC | 2,434 | $906.9K | 0.00% | +2,434 | New |
| STRS Ohio | 2,400 | $894.2K | 0.00% | −1,900−44.2% | Reduced |
| Oregon Public Employees Retirement Fund | 2,332 | $868.9K | 0.01% | +2,332 | New |
| Handelsbanken Fonder AB | 2,300 | $857.0K | 0.00% | +400+21.1% | Added |
| KLP Kapitalforvaltning AS | 2,300 | $857.0K | 0.00% | −500−17.9% | Reduced |
| Edgestream Partners, L.P. | 2,274 | $847.3K | 0.03% | +130+6.1% | Added |
| Mariner, LLC | 2,255 | $840.2K | 0.00% | +33+1.5% | Added |
| Cim, LLC | 2,254 | $839.8K | 0.11% | +10.0% | Added |
| 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 |
| Lotus Technology Management, LP | 1,792 | $809.2K | 1.00% | +1,792 | New |
| Cresset Asset Management, LLC | 2,160 | $804.8K | 0.00% | −12−0.6% | Reduced |
| Venture Visionary Partners LLC | 2,150 | $801.1K | 0.02% | +2,150 | New |
| Meros Investment Management, LP | 2,060 | $767.5K | 0.24% | −1,502−42.2% | Reduced |