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Dave (DAVE) Institutional Ownership

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$200.49 +15.85 (+8.58%)
Closing price 08/13/2025 04:00 PM Eastern
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$200.96 +0.47 (+0.23%)
As of 04:48 AM Eastern
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Institutional Ownership Changes (13F Filings) for Dave (NASDAQ:DAVE)

Current
Institutional Ownership
Percentage
18.01%
Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$125.07M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$93.29M
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DAVE Institutional Buying and Selling by Quarter

Dave Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025Jump Financial LLC82,339$22.10M0.2%+124.1%0.617%
8/13/2025Bosun Asset Management LLC11,480$3.08M0.9%-37.2%0.086%
8/13/2025Cresset Asset Management LLC1,498$402K0.0%N/A0.011%
8/13/2025Marshall Wace LLP42,324$11.36M0.0%-59.4%0.317%
8/13/2025Walleye Capital LLC15,538$4.17M0.0%N/A0.116%
8/13/2025First Trust Advisors LP69,705$18.71M0.0%N/A0.523%
8/13/2025Invesco Ltd.97,485$26.17M0.0%+2,379.9%0.731%
8/13/20251832 Asset Management L.P.19,800$5.32M0.0%N/A0.148%
8/13/2025Quantbot Technologies LP19,530$5.24M0.1%N/A0.146%
8/13/2025New York State Common Retirement Fund3,100$832K0.0%-8.8%0.023%
8/13/2025Quadrature Capital Ltd9,751$2.62M0.0%+120.3%0.073%
8/13/2025State Board of Administration of Florida Retirement System2,931$787K0.0%+3.2%0.022%
8/13/2025Worth Venture Partners LLC1,150$309K0.5%N/A0.009%
8/13/2025Russell Investments Group Ltd.37,215$9.99M0.0%-7.2%0.279%
8/12/2025 Richmond Investment Services LLC2,008$539K0.1%N/A0.015%
8/12/2025 Ameritas Investment Partners Inc.947$254K0.0%+23.6%0.007%
8/12/2025 Walled Lake Planning & Wealth Management LLC856$230K0.1%N/A0.006%
8/12/2025 Prudential Financial Inc.1,206$324K0.0%N/A0.009%
8/12/2025 Sierra Summit Advisors LLC4,805$1.29M0.2%-40.7%0.036%
8/12/2025 American Century Companies Inc.196,201$52.66M0.0%-42.2%1.471%
8/12/2025 Rhumbline Advisers14,081$3.78M0.0%+26.5%0.106%
8/12/2025 Franklin Resources Inc.8,397$2.25M0.0%-27.5%0.063%
8/12/2025 Legal & General Group Plc11,801$3.17M0.0%+34.7%0.088%
8/12/2025 JPMorgan Chase & Co.8,986$2.41M0.0%+0.7%0.067%
8/12/2025 Entropy Technologies LP3,800$1.02M0.1%N/A0.028%
8/12/2025 Swiss National Bank17,700$4.75M0.0%+1.7%0.133%
8/12/2025 Dynamic Technology Lab Private Ltd990$266K0.0%-86.2%0.007%
8/12/2025 Ensign Peak Advisors Inc6,998$1.88M0.0%N/A0.052%
8/11/2025 Inspire Advisors LLC854$229K0.0%N/A0.006%
8/11/2025 Semanteon Capital Management LP1,333$358K0.5%N/A0.010%
8/11/2025 Integrated Quantitative Investments LLC1,919$515K0.2%-83.9%0.014%
8/8/2025 Citizens Financial Group Inc. RI3,613$970K0.0%-2.4%0.027%
8/8/2025 Intech Investment Management LLC5,051$1.36M0.0%+24.7%0.038%
8/8/2025 Cetera Investment Advisers4,896$1.31M0.0%N/A0.037%
8/8/2025 Creative Planning5,112$1.37M0.0%+3.8%0.038%
8/8/2025 SG Americas Securities LLC4,223$1.13M0.0%+34.9%0.032%
8/8/2025 Calamos Advisors LLC25,206$6.77M0.0%-4.3%0.189%
8/8/2025 Police & Firemen s Retirement System of New Jersey2,096$563K0.0%+19.9%0.016%
8/8/2025 Geode Capital Management LLC207,773$55.77M0.0%+14.6%1.558%
8/8/2025 Comprehensive Financial Planning Inc. PA1,339$359K0.3%N/A0.010%
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8/8/2025 KBC Group NV317$85K0.0%N/A0.002%
8/8/2025 Jupiter Asset Management Ltd.63,252$16.98M0.1%+93.8%0.474%
8/8/2025 SBI Securities Co. Ltd.1,953$524K0.0%+3.2%0.015%
8/7/2025 S Squared Technology LLC61,351$16.47M6.9%-25.5%0.460%
8/7/2025 ProShare Advisors LLC1,902$511K0.0%N/A0.014%
8/7/2025 Lisanti Capital Growth LLC18,565$4.98M1.4%N/A0.139%
8/7/2025 Acadian Asset Management LLC41,713$11.19M0.0%-53.0%0.313%
8/7/2025Aviva PLC2,388$641K0.0%-64.0%0.018%
8/7/2025 Los Angeles Capital Management LLC5,343$1.43M0.0%N/A0.040%
8/6/2025 Fox Run Management L.L.C.2,643$709K0.1%N/A0.020%
8/6/2025 Penserra Capital Management LLC12,002$3.22M0.0%N/A0.090%
8/6/2025 Cornerstone Investment Partners LLC793$213K0.0%N/A0.006%
8/6/2025 Savant Capital LLC2,537$681K0.0%N/A0.019%
8/5/2025 Bryce Point Capital LLC2,900$778K0.7%N/A0.022%
8/5/2025 Bank of New York Mellon Corp34,992$9.39M0.0%+29.1%0.262%
8/5/2025 Sigma Planning Corp1,582$425K0.0%N/A0.012%
8/5/2025 Regal Partners Ltd2,966$796K0.1%-75.1%0.022%
8/1/2025 Teacher Retirement System of Texas1,405$377K0.0%N/A0.011%
8/1/2025 Y Intercept Hong Kong Ltd5,214$1.40M0.0%N/A0.039%
7/31/2025 Nisa Investment Advisors LLC151$41K0.0%+4,933.3%0.001%
7/31/2025 Leavell Investment Management Inc.4,510$1.21M0.1%+4.6%0.034%
7/31/2025 AlphaQuest LLC4,318$1.16M0.1%+125.2%0.032%
7/31/2025 Catalyst Capital Advisors LLC525$141K0.0%N/A0.004%
7/30/2025 Silver Oak Wealth Advisors Services LLC1,866$501K0.4%N/A0.014%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al3,400$913K0.0%N/A0.025%
7/23/2025 Kingswood Wealth Advisors LLC775$208K0.0%N/A0.006%
7/23/2025 KLP Kapitalforvaltning AS1,900$510K0.0%+11.8%0.014%
7/18/2025 Robeco Institutional Asset Management B.V.10,694$2.87M0.0%N/A0.080%
7/18/2025 Precision Wealth Strategies LLC2,023$543K0.2%-46.1%0.015%
7/11/2025 Harbour Capital Advisors LLC2,300$621K0.1%N/A0.017%
7/11/2025 Diversified Trust Co2,548$684K0.0%-2.4%0.019%
7/10/2025 Wealth Enhancement Advisory Services LLC2,327$656K0.0%N/A0.017%
7/10/2025 Baader Bank Aktiengesellschaft2,200$591K0.0%N/A0.016%
7/9/2025 Pallas Capital Advisors LLC845$227K0.0%N/A0.006%
7/3/2025 Garde Capital Inc.790$212K0.0%-11.2%0.006%
6/27/2025Goldman Sachs Group Inc.91,347$7.55M0.0%-47.5%0.685%
5/16/2025 Great Lakes Advisors LLC42,179$3.49M0.0%N/A0.331%
5/14/2025MetLife Investment Management LLC4,658$385K0.0%-2.2%0.037%
11/15/2024Quadrature Capital Ltd18,402$737K0.0%+4.9%0.145%
11/14/2024MetLife Investment Management LLC4,763$190K0.0%+129.1%0.038%
(Data available from 1/1/2016 forward)

DAVE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DAVE shares?

During the previous two years, 78 institutional investors and hedge funds held shares of Dave. The most heavily invested institutionals were Geode Capital Management LLC ($55.77M), American Century Companies Inc. ($52.66M), Invesco Ltd. ($26.17M), Jump Financial LLC ($22.10M), First Trust Advisors LP ($18.71M), Jupiter Asset Management Ltd. ($16.98M), and S Squared Technology LLC ($16.47M).Learn more on Dave's institutional investors.

What percentage of Dave's stock is owned by institutional investors?

18.01% of Dave's stock is owned by institutional investors. Learn more on DAVE's institutional investor holdings.

Which institutional investors have been buying Dave's stock?

Of the 59 institutional investors that purchased Dave's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Invesco Ltd. ($93.55K), First Trust Advisors LP ($69.71K), Jump Financial LLC ($45.60K), Great Lakes Advisors LLC ($42.18K), Jupiter Asset Management Ltd. ($30.62K), Geode Capital Management LLC ($26.52K), and 1832 Asset Management L.P. ($19.80K).

How much institutional buying is happening at Dave?

Institutional investors have bought a total of 498,147 shares in the last 24 months. This purchase volume represents approximately $125.07M in transactions.

Which of Dave's major shareholders have been selling company stock?

Of the 20 institutional investors that sold Dave's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: American Century Companies Inc. ($143.28K), Goldman Sachs Group Inc. ($82.64K), Marshall Wace LLP ($61.80K), Acadian Asset Management LLC ($46.94K), S Squared Technology LLC ($21K), Integrated Quantitative Investments LLC ($9.99K), and Regal Partners Ltd ($8.96K).

How much institutional selling is happening at Dave?

Institutional investors have sold a total of 404,775 shares in the last 24 months. This volume of shares sold represents approximately $93.29M in transactions.



This page (NASDAQ:DAVE) was last updated on 8/14/2025 by MarketBeat.com Staff
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