Dave (DAVE) Institutional Ownership

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$317.97 +8.25 (+2.66%)
Closing price 04:00 PM Eastern
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$314.24 -3.73 (-1.17%)
As of 07:55 PM 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)
227
Total
Institutional Inflows
(last 12 months)
$955.87M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$544.69M
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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
5/29/2026 Prospect Capital Advisors LLC52,240$9.09M5.0%+39.4%0.411%
5/22/2026 Segall Bryant & Hamill LLC24,187$4.21M0.1%-4.9%0.190%
5/19/2026 Bank of America Corp DE47,425$8.26M0.0%-41.7%0.373%
5/19/2026 Edgestream Partners L.P.2,144$373K0.0%N/A0.017%
5/19/2026 Janus Henderson Group PLC12,805$2.23M0.0%+1.8%0.101%
5/18/2026 Amundi1,285$224K0.0%N/A0.010%
5/18/2026 California State Teachers Retirement System13,147$2.29M0.0%+26.5%0.103%
5/18/2026 Royal Bank of Canada10,590$1.84M0.0%+182.8%0.083%
5/18/2026 Regal Partners Ltd2,981$519K0.0%-80.1%0.023%
5/16/2026 The Manufacturers Life Insurance Company 4,928$858K0.0%-2.4%0.039%
5/16/2026 Estuary Capital Management LP118,077$20.56M3.4%N/A0.929%
5/16/2026 Maverick Capital Ltd.2,475$431K0.0%-84.9%0.019%
5/16/2026 Quantinno Capital Management LP1,482$258K0.0%+46.2%0.012%
5/15/2026 Cooper Creek Partners Management LLC105,193$18.31M0.6%N/A0.776%
5/15/2026 Granahan Investment Management LLC65,462$11.40M0.6%+3,325.5%0.483%
5/14/2026 Renaissance Technologies LLC431,800$75.17M0.1%-13.5%3.184%
5/14/2026 Arrowstreet Capital Limited Partnership10,542$1.84M0.0%N/A0.078%
5/14/2026 Sei Investments Co.98,435$17.14M0.0%+21.4%0.726%
5/14/2026 Globeflex Capital L P26,621$4.63M0.7%+76.0%0.196%
5/14/2026 State of Wyoming2,181$380K0.0%+50.2%0.016%
5/13/2026 Cetera Investment Advisers4,877$849K0.0%+28.6%0.036%
5/13/2026 First Trust Advisors LP60,351$10.51M0.0%-9.9%0.445%
5/7/2026 Meeder Asset Management Inc.631$110K0.0%-86.7%0.005%
5/7/2026 Dimensional Fund Advisors LP253,173$44.07M0.0%+20.0%1.867%
5/6/2026 Future Fund LLC11,593$2.02M0.7%+24.9%0.085%
5/6/2026 Gryphon Financial Partners LLC1,150$200K0.0%+14.7%0.008%
5/6/2026 Catalyst Capital Advisors LLC325$57K0.0%-38.1%0.002%
5/6/2026 Allspring Global Investments Holdings LLC14,189$2.46M0.0%N/A0.105%
5/5/2026 D.A. Davidson & CO.1,494$260K0.0%-3.0%0.011%
5/5/2026 Bank of New York Mellon Corp36,055$6.28M0.0%-4.6%0.266%
5/5/2026 Sanctuary Advisors LLC5,707$994K0.0%+69.3%0.042%
5/4/2026 Calamos Advisors LLC35,826$6.24M0.0%-15.8%0.264%
5/4/2026 Teachers Retirement System of The State of Kentucky8,273$1.44M0.0%+92.3%0.061%
5/1/2026 Fifth Third Bancorp4,515$786K0.0%N/A0.033%
4/30/2026 Hsbc Holdings PLC2,864$498K0.0%+13.5%0.021%
4/29/2026 Silver Oak Wealth Advisors Services LLC1,776$309K0.2%-4.8%0.013%
4/27/2026 Moran Wealth Management LLC4,859$846K0.0%+8.0%0.036%
4/27/2026 New York State Teachers Retirement System956$166K0.0%+13.8%0.007%
4/25/2026 Strs Ohio4,300$749K0.0%-4.4%0.032%
4/24/2026 Peregrine Capital Management LLC36,645$6.38M0.2%-4.1%0.270%
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4/23/2026 Inspire Investing LLC7,874$1.37M0.1%N/A0.058%
4/22/2026 Janney Montgomery Scott LLC3,107$541K0.0%+131.9%0.023%
4/22/2026 Pictet Asset Management Holding SA1,679$292K0.0%-71.3%0.012%
4/20/2026 OP Asset Management Ltd19,982$3.48M0.0%N/A0.147%
4/17/2026 Andina Capital Management LLC1,996$347K0.3%N/A0.015%
4/16/2026 SG Americas Securities LLC78,001$13.58M0.0%-11.9%0.575%
4/16/2026 Diversified Trust Co3,108$541K0.0%+8.9%0.023%
3/20/2026 Hsbc Holdings PLC2,523$559K0.0%-51.6%0.019%
2/19/2026 Invesco Ltd.114,791$25.42M0.0%-0.1%0.850%
2/19/2026 Axxcess Wealth Management LLC7,356$1.63M0.0%N/A0.054%
2/18/2026 Mercer Global Advisors Inc. ADV915$203K0.0%-19.5%0.007%
2/18/2026 Vident Advisory LLC4,543$1.01M0.0%+14.6%0.034%
2/18/2026 Delta Global Management LP2,452$543K0.0%N/A0.018%
2/18/2026 Regal Partners Ltd15,001$3.32M0.2%+184.9%0.111%
2/18/2026 Cim LLC2,253$499K0.1%-4.2%0.017%
2/18/2026 XTX Topco Ltd11,424$2.53M0.1%+135.6%0.085%
2/18/2026 Voloridge Investment Management LLC75,827$16.79M0.1%-32.0%0.562%
2/18/2026 Wellington Management Group LLP189,048$41.86M0.0%+6.7%1.400%
2/18/2026 SummitTX Capital L.P.2,019$447K0.0%-28.5%0.015%
2/18/2026 Prospect Capital Advisors LLC37,480$8.30M4.3%-10.0%0.278%
2/18/2026 Quadrature Capital Ltd9,048$2.00M0.0%+6.5%0.067%
2/18/2026 Millennium Management LLC93,430$20.69M0.0%+57.1%0.692%
2/18/2026 Janus Henderson Group PLC12,575$2.78M0.0%-35.0%0.093%
2/18/2026 Engineers Gate Manager LP7,762$1.72M0.0%-5.4%0.057%
2/18/2026 Findell Capital Management LLC70,000$15.50M4.5%+84.2%0.519%
2/18/2026 Balyasny Asset Management L.P.8,082$1.79M0.0%-89.3%0.060%
2/18/2026 Azora Capital LP62,501$13.84M0.9%-53.1%0.463%
2/18/2026 Boothbay Fund Management LLC37,731$8.35M0.1%+6.1%0.279%
2/18/2026 4D Advisors LLC25,000$5.54M3.0%N/A0.185%
2/17/2026 Freestone Grove Partners LP1,258$279K0.0%N/A0.009%
2/17/2026 Schonfeld Strategic Advisors LLC14,999$3.32M0.0%-48.6%0.111%
2/17/2026 Metavasi Capital LP74,019$16.39M6.7%-11.9%0.548%
2/17/2026 AQR Capital Management LLC30,485$6.75M0.0%-6.9%0.226%
2/17/2026 Cetera Investment Advisers3,793$840K0.0%+148.6%0.028%
2/17/2026 Jain Global LLC1,226$271K0.0%-81.4%0.009%
2/17/2026 Trexquant Investment LP70,605$15.63M0.1%+19.2%0.523%
2/17/2026 Jump Financial LLC2,632$583K0.0%-97.6%0.019%
2/17/2026 Price T Rowe Associates Inc. MD10,954$2.43M0.0%+66.8%0.081%
2/17/2026 Osaic Holdings Inc.1,883$417K0.0%-79.3%0.014%
2/17/2026 California State Teachers Retirement System10,391$2.30M0.0%+23.2%0.077%
2/17/2026 Russell Investments Group Ltd.63,908$14.15M0.0%+20.8%0.473%
2/17/2026 Granahan Investment Management LLC1,911$423K0.0%-84.1%0.014%
2/17/2026 Kemnay Advisory Services Inc.734$163K0.0%N/A0.005%
2/17/2026 State of Wisconsin Investment Board29,036$6.43M0.0%+40.5%0.215%
2/17/2026 ExodusPoint Capital Management LP14,698$3.25M0.0%N/A0.109%
2/17/2026 Royal Bank of Canada3,745$830K0.0%+93.1%0.028%
2/17/2026 Mangrove Partners IM LLC4,748$1.05M0.1%N/A0.035%
2/17/2026 Graham Capital Management L.P.1,473$326K0.0%-47.2%0.011%
2/17/2026 Magnetar Financial LLC16,430$3.64M0.0%N/A0.122%
2/17/2026 Delta Global Management LP2,452$543K0.0%N/A0.018%
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2/17/2026 Meros Investment Management LP3,667$812K0.3%-45.8%0.027%
2/16/2026 Whetstone Capital Advisors LLC271,947$60.21M18.8%-1.7%2.014%
2/16/2026 Verition Fund Management LLC12,800$2.83M0.0%-35.1%0.095%
2/16/2026 S Squared Technology LLC61,351$13.58M5.3%-8.9%0.454%
2/16/2026 MML Investors Services LLC4,136$916K0.0%N/A0.031%
2/16/2026 Mariner LLC1,902$421K0.0%-30.9%0.014%
2/16/2026 Fieldview Capital Management LLC1,366$302K0.1%N/A0.010%
2/16/2026 Barclays PLC23,005$5.09M0.0%+70.2%0.170%
2/16/2026 Atlas Capital Advisors Inc.379$84K0.0%N/A0.003%
2/13/2026 Kestra Advisory Services LLC163$36K0.0%N/A0.001%


DAVE Institutional Ownership - Frequently Asked Questions

During the previous two years, 257 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 ($184.45M), Vanguard Group Inc. ($151.85M), Renaissance Technologies LLC ($75.17M), Geode Capital Management LLC ($70.48M), Whetstone Capital Advisors LLC ($60.21M), and State Street Corp ($51.63M).Learn more on Dave's institutional investors.

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

Of the 228 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: Divisadero Street Capital Management LP ($390.68K), Ameriprise Financial Inc. ($186.27K), Mane Global Capital Management LP ($158.03K), Voya Investment Management LLC ($141.76K), Neuberger Berman Group LLC ($134.06K), Azora Capital LP ($133.24K), and Wellington Management Group LLP ($130.15K).

Institutional investors have bought a total of 4,359,379 shares in the last 24 months. This purchase volume represents approximately $955.87M in transactions.

Of the 103 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), Two Sigma Investments LP ($118.17K), Jump Financial LLC ($105.49K), Proem Advisors LLC ($100K), and Goldman Sachs Group Inc. ($82.64K).

Institutional investors have sold a total of 2,367,008 shares in the last 24 months. This volume of shares sold represents approximately $544.69M in transactions.



This page (NASDAQ:DAVE) was last updated on 6/23/2026 by MarketBeat.com Staff.
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