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Dave (DAVE) Institutional Ownership

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$216.25 +13.82 (+6.83%)
Closing price 04:00 PM Eastern
Extended Trading
$214.75 -1.50 (-0.69%)
As of 06:50 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
86
Total
Institutional Inflows
(last 12 months)
$314.01M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$305.52M
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Skip Chart & View Institutional Buying and Selling Data

DAVE Institutional Buying and Selling by Quarter

Dave Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025 Voya Investment Management LLC144,285$28.76M0.0%+5,603.0%1.069%
10/9/2025 Harbour Capital Advisors LLC3,045$618K0.1%+32.4%0.023%
10/7/2025 Team Financial Group LLC269$54K0.0%N/A0.002%
9/4/2025Osaic Holdings Inc.13,724$3.68M0.0%+4,341.4%0.102%
8/19/2025Cim LLC2,355$632K0.1%N/A0.017%
8/19/2025State of Wyoming573$154K0.0%-77.0%0.004%
8/18/2025Nomura Holdings Inc.3,687$990K0.0%-24.7%0.027%
8/16/2025FORA Capital LLC6,548$1.76M0.2%N/A0.049%
8/15/2025Tower Research Capital LLC TRC 1,240$333K0.0%-58.5%0.009%
8/15/2025WealthCollab LLC110$30K0.0%N/A0.001%
8/15/2025Tenzing Global Management LLC24,000$6.44M4.0%N/A0.180%
8/15/2025Shellback Capital LP55,345$14.86M1.0%N/A0.415%
8/15/2025HRT Financial LP35,761$9.60M0.0%+9.6%0.268%
8/15/2025G2 Investment Partners Management LLC116,576$31.29M6.9%-56.2%0.874%
8/15/2025BNP Paribas Financial Markets84,766$22.75M0.0%+14,074.9%0.635%
8/15/2025Boothbay Fund Management LLC24,044$6.45M0.1%-54.8%0.180%
8/15/2025Brevan Howard Capital Management LP3,784$1.02M0.0%N/A0.028%
8/15/2025Balyasny Asset Management L.P.70,067$18.81M0.0%N/A0.525%
8/15/2025Bank of America Corp DE47,213$12.67M0.0%+25.9%0.354%
8/15/2025Ameriprise Financial Inc.22,735$6.10M0.0%-34.7%0.170%
8/15/2025AQR Capital Management LLC37,963$10.19M0.0%-10.3%0.285%
8/14/2025PDT Partners LLC1,646$442K0.0%N/A0.012%
8/14/2025Raymond James Financial Inc.22,033$5.91M0.0%+68.8%0.165%
8/14/2025Metavasi Capital LP54,717$14.69M6.0%-49.3%0.410%
8/14/2025Bayesian Capital Management LP6,200$1.66M0.3%N/A0.046%
8/14/2025FJ Capital Management LLC1,046$281K0.0%N/A0.008%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,083$1.36M0.0%+6.5%0.038%
8/14/2025Ieq Capital LLC8,162$2.19M0.0%+34.6%0.061%
8/14/2025The Manufacturers Life Insurance Company 5,183$1.39M0.0%+20.2%0.039%
8/14/2025Mane Global Capital Management LP74,642$20.04M0.8%N/A0.560%
8/14/2025Rokos Capital Management LLP67,278$18.05M0.1%N/A0.504%
8/14/2025Ardsley Advisory Partners LP35,000$9.39M1.2%N/A0.262%
8/14/2025NewEdge Advisors LLC2,739$735K0.0%+2,845.2%0.021%
8/14/2025Azora Capital LP70,924$19.04M0.9%N/A0.532%
8/14/2025Qube Research & Technologies Ltd82,410$22.12M0.0%+173.0%0.618%
8/14/2025Divisadero Street Capital Management LP534,590$143.49M9.2%-47.2%4.007%
8/14/2025Hood River Capital Management LLC1,068,549$286.81M4.0%-5.2%8.010%
8/14/2025Cerity Partners LLC1,412$379K0.0%N/A0.011%
8/14/2025Federated Hermes Inc.5,076$1.36M0.0%-4.2%0.038%
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%
8/12/2025Richmond Investment Services LLC2,008$539K0.1%N/A0.015%
8/12/2025Ameritas Investment Partners Inc.947$254K0.0%+23.6%0.007%
8/12/2025Walled Lake Planning & Wealth Management LLC856$230K0.1%N/A0.006%
8/12/2025Prudential Financial Inc.1,206$324K0.0%N/A0.009%
8/12/2025Sierra Summit Advisors LLC4,805$1.29M0.2%-40.7%0.036%
8/12/2025American Century Companies Inc.196,201$52.66M0.0%-42.2%1.471%
8/12/2025Rhumbline Advisers14,081$3.78M0.0%+26.5%0.106%
8/12/2025Franklin Resources Inc.8,397$2.25M0.0%-27.5%0.063%
8/12/2025Legal & General Group Plc11,801$3.17M0.0%+34.7%0.088%
8/12/2025JPMorgan Chase & Co.8,986$2.41M0.0%+0.7%0.067%
8/12/2025Entropy Technologies LP3,800$1.02M0.1%N/A0.028%
8/12/2025Swiss National Bank17,700$4.75M0.0%+1.7%0.133%
8/12/2025Dynamic Technology Lab Private Ltd990$266K0.0%-86.2%0.007%
8/12/2025Ensign Peak Advisors Inc6,998$1.88M0.0%N/A0.052%
8/11/2025Inspire Advisors LLC854$229K0.0%N/A0.006%
8/11/2025Semanteon Capital Management LP1,333$358K0.5%N/A0.010%
8/11/2025Integrated Quantitative Investments LLC1,919$515K0.2%-83.9%0.014%
8/8/2025Citizens Financial Group Inc. RI3,613$970K0.0%-2.4%0.027%
8/8/2025Intech Investment Management LLC5,051$1.36M0.0%+24.7%0.038%
8/8/2025Cetera Investment Advisers4,896$1.31M0.0%N/A0.037%
8/8/2025Creative Planning5,112$1.37M0.0%+3.8%0.038%
8/8/2025SG Americas Securities LLC4,223$1.13M0.0%+34.9%0.032%
8/8/2025Calamos Advisors LLC25,206$6.77M0.0%-4.3%0.189%
8/8/2025Police & Firemen s Retirement System of New Jersey2,096$563K0.0%+19.9%0.016%
8/8/2025Geode Capital Management LLC207,773$55.77M0.0%+14.6%1.558%
8/8/2025Comprehensive Financial Planning Inc. PA1,339$359K0.3%N/A0.010%
8/8/2025KBC Group NV317$85K0.0%N/A0.002%
8/8/2025Jupiter Asset Management Ltd.63,252$16.98M0.1%+93.8%0.474%
8/8/2025SBI Securities Co. Ltd.1,953$524K0.0%+3.2%0.015%
8/7/2025S Squared Technology LLC61,351$16.47M6.9%-25.5%0.460%
8/7/2025ProShare Advisors LLC1,902$511K0.0%N/A0.014%
8/7/2025Lisanti Capital Growth LLC18,565$4.98M1.4%N/A0.139%
8/7/2025Acadian Asset Management LLC41,713$11.19M0.0%-53.0%0.313%
8/7/2025Aviva PLC2,388$641K0.0%-64.0%0.018%
8/7/2025Los Angeles Capital Management LLC5,343$1.43M0.0%N/A0.040%
8/6/2025Fox Run Management L.L.C.2,643$709K0.1%N/A0.020%
8/6/2025Penserra Capital Management LLC12,002$3.22M0.0%N/A0.090%
8/6/2025Cornerstone Investment Partners LLC793$213K0.0%N/A0.006%
8/6/2025Savant Capital LLC2,537$681K0.0%N/A0.019%
8/5/2025Bryce Point Capital LLC2,900$778K0.7%N/A0.022%
8/5/2025Bank of New York Mellon Corp34,992$9.39M0.0%+29.1%0.262%
8/5/2025Sigma Planning Corp1,582$425K0.0%N/A0.012%
8/5/2025Regal Partners Ltd2,966$796K0.1%-75.1%0.022%
8/1/2025Teacher Retirement System of Texas1,405$377K0.0%N/A0.011%
8/1/2025Y Intercept Hong Kong Ltd5,214$1.40M0.0%N/A0.039%
7/31/2025Nisa Investment Advisors LLC151$41K0.0%+4,933.3%0.001%
7/31/2025Leavell Investment Management Inc.4,510$1.21M0.1%+4.6%0.034%
(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, 117 institutional investors and hedge funds held shares of Dave. The most heavily invested institutionals were Hood River Capital Management LLC ($286.81M), Divisadero Street Capital Management LP ($143.49M), Geode Capital Management LLC ($55.77M), American Century Companies Inc. ($52.66M), G2 Investment Partners Management LLC ($31.29M), Voya Investment Management LLC ($28.76M), and Invesco Ltd. ($26.17M).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 87 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: Voya Investment Management LLC ($141.76K), Invesco Ltd. ($93.55K), BNP Paribas Financial Markets ($84.17K), Mane Global Capital Management LP ($74.64K), Azora Capital LP ($70.92K), Balyasny Asset Management L.P. ($70.07K), and First Trust Advisors LP ($69.71K).

How much institutional buying is happening at Dave?

Institutional investors have bought a total of 1,239,058 shares in the last 24 months. This purchase volume represents approximately $314.06M in transactions.

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

Of the 31 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: Divisadero Street Capital Management LP ($478.65K), G2 Investment Partners Management LLC ($149.82K), American Century Companies Inc. ($143.28K), Goldman Sachs Group Inc. ($82.64K), Marshall Wace LLP ($61.80K), Hood River Capital Management LLC ($58.27K), and Metavasi Capital LP ($53.21K).

How much institutional selling is happening at Dave?

Institutional investors have sold a total of 1,195,473 shares in the last 24 months. This volume of shares sold represents approximately $305.52M in transactions.


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This page (NASDAQ:DAVE) was last updated on 10/14/2025 by MarketBeat.com Staff
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