Dave (DAVE) Institutional Ownership $208.99 -0.22 (-0.11%) Closing price 04:00 PM EasternExtended Trading$209.12 +0.13 (+0.06%) As of 07:40 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. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Dave (NASDAQ:DAVE)CurrentInstitutional OwnershipPercentage18.01%Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$8.83MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$7.36M Get DAVE Insider Trade Alerts Want to know when executives and insiders are buying or selling Dave stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data DAVE Institutional Buying and Selling by Quarter Dave Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/23/2025Kingswood Wealth Advisors LLC775$208K0.0%N/A0.006% 7/23/2025KLP 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% 5/16/2025Great 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, 14 institutional investors and hedge funds held shares of Dave. The most heavily invested institutionals were Goldman Sachs Group Inc. ($7.55M), Great Lakes Advisors LLC ($3.49M), Robeco Institutional Asset Management B.V. ($2.87M), Quadrature Capital Ltd ($737K), Diversified Trust Co ($684K), Wealth Enhancement Advisory Services LLC ($656K), and Harbour Capital Advisors LLC ($621K).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 10 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: Great Lakes Advisors LLC ($42.18K), Robeco Institutional Asset Management B.V. ($10.69K), MetLife Investment Management LLC ($2.68K), Wealth Enhancement Advisory Services LLC ($2.33K), Harbour Capital Advisors LLC ($2.30K), Baader Bank Aktiengesellschaft ($2.20K), and Quadrature Capital Ltd ($863.00). How much institutional buying is happening at Dave? Institutional investors have bought a total of 65,067 shares in the last 24 months. This purchase volume represents approximately $8.83M in transactions. Which of Dave's major shareholders have been selling company stock? The following institutional investors have sold Dave stock in the last 24 months: Goldman Sachs Group Inc. ($82.64K), Precision Wealth Strategies LLC ($1.73K), MetLife Investment Management LLC ($105.00), Garde Capital Inc. ($100.00), and Diversified Trust Co ($62.00). How much institutional selling is happening at Dave? Institutional investors have sold a total of 84,639 shares in the last 24 months. This volume of shares sold represents approximately $7.36M in transactions. Related Companies COOP Institutional Ownership UPST Institutional Ownership GGAL Institutional Ownership OMF Institutional Ownership UWMC Institutional Ownership QFIN Institutional Ownership CADE Institutional Ownership OZK Institutional Ownership VLY Institutional Ownership PFSI Institutional Ownership This page (NASDAQ:DAVE) was last updated on 7/24/2025 by MarketBeat.com Staff From Our PartnersElon Just Fired the IRS Agents Targeting Your SavingsElon Musk just fired 6,700 IRS agents — and exposed a war on your retirement. While D.C. scrambles to regai...Priority Gold | SponsoredWhy Elon put $51 million into thisA single U.S. company has started producing a “miracle metal” once locked in research labs. Now? They’re qu...True Market Insiders | SponsoredThe Trump Dump is starting; Get out of stocks now?The first 365 days of the Trump presidency… Will be the best time to get rich in American history.Paradigm Press | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredForget Nvidia, This “Ghost Town” Company Holds the Key to the AI BoomCold War Discovery Could Unlock $100 Trillion in Wealth Jeff recently traveled to an American ghost town to...Brownstone Research | SponsoredFREE GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...GoldCo Precious Metals | SponsoredBitcoin Beats Gold — But This Coin Could Beat Them BothBitcoin just hit a record high—but it’s not the top crypto play right now. Crypto analyst Juan Villaverde, ...Weiss Ratings | SponsoredBREAKING: The House just passed 3 pro-crypto bills!THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here. Crypto 101 Media | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Dave Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Dave With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
