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Dave (DAVE) Institutional Ownership

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$346.57 +6.98 (+2.06%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$344.84 -1.74 (-0.50%)
As of 10/2/2026 07:53 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 Massive. 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)
191
Total
Institutional Inflows
(last 12 months)
$701.27M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$248.12M
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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
9/9/2026Tidal Investments LLC5,200$1.94M0.0%+277.4%0.041%
9/9/2026Whetstone Capital Advisors LLC223,078$83.12M21.9%-0.5%1.749%
9/9/2026WINTON GROUP Ltd1,200$447K0.0%N/A0.009%
9/9/2026Engineers Gate Manager LP2,737$1.02M0.0%-73.3%0.021%
9/9/2026Integrated Wealth Concepts LLC368$137K0.0%N/A0.003%
9/9/2026RFG Advisory LLC3,075$1.15M0.0%N/A0.024%
9/9/2026Squarepoint Ops LLC2,434$907K0.0%N/A0.019%
9/8/2026Allworth Financial LP143$53K0.0%+25.4%0.001%
9/8/2026Arizona State Retirement System2,856$1.06M0.0%-5.2%0.022%
9/8/2026Nykredit A S518$193K0.0%N/A0.004%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al9,100$3.39M0.0%N/A0.071%
8/21/2026AXQ Capital LP1,305$486K0.1%N/A0.010%
8/21/2026Andina Capital Management LLC621$231K0.4%-68.9%0.005%
8/21/2026Nykredit A S518$193K0.0%N/A0.004%
8/20/2026Quantitative Investment Management LLC1,144$426K0.0%N/A0.009%
8/20/2026Ancora Advisors LLC9,250$3.45M0.1%+22.7%0.072%
8/19/2026Wellington Management Group LLP212,175$79.05M0.0%-6.1%1.663%
8/15/2026Meros Investment Management LP2,060$767.54K0.0%N/A0.016%
8/14/2026Ancora Advisors LLC9,250$3.45M0.1%N/A0.073%
8/13/2026Globeflex Capital L P30,606$11.40M1.5%N/A0.241%
8/10/2026Great Lakes Advisors LLC2,969$1.11M0.0%N/A0.023%
7/10/2026Handelsbanken Fonder AB2,300$857K0.0%+21.1%0.018%
7/9/2026Hennion & Walsh Asset Management Inc.3,710$1.38M0.0%+24.5%0.029%
7/8/2026FNY Investment Advisers LLC2,000$745K0.3%N/A0.016%
7/7/2026GAMMA Investing LLC223$83K0.0%+43.9%0.002%
5/29/2026Prospect Capital Advisors LLC52,240$9.09M5.0%+39.4%0.411%
5/22/2026Segall Bryant & Hamill LLC24,187$4.21M0.1%-4.9%0.190%
5/19/2026Bank of America Corp DE47,425$8.26M0.0%-41.7%0.373%
5/19/2026Edgestream Partners L.P.2,144$373K0.0%N/A0.017%
5/19/2026Janus Henderson Group PLC12,805$2.23M0.0%+1.8%0.101%
5/18/2026Amundi1,285$224K0.0%N/A0.010%
5/18/2026California State Teachers Retirement System13,147$2.29M0.0%+26.5%0.103%
5/18/2026Royal Bank of Canada10,590$1.84M0.0%+182.8%0.083%
5/18/2026Regal Partners Ltd2,981$519K0.0%-80.1%0.023%
5/16/2026The Manufacturers Life Insurance Company4,928$858K0.0%-2.4%0.039%
5/16/2026Estuary Capital Management LP118,077$20.56M3.4%N/A0.929%
5/16/2026Maverick Capital Ltd.2,475$431K0.0%-84.9%0.019%
5/16/2026Quantinno Capital Management LP1,482$258K0.0%+46.2%0.012%
5/15/2026Cooper Creek Partners Management LLC105,193$18.31M0.6%N/A0.776%
5/15/2026Granahan Investment Management LLC65,462$11.40M0.6%+3,325.5%0.483%
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5/14/2026Renaissance Technologies LLC431,800$75.17M0.1%-13.5%3.184%
5/14/2026Arrowstreet Capital Limited Partnership10,542$1.84M0.0%N/A0.078%
5/14/2026Sei Investments Co.98,435$17.14M0.0%+21.4%0.726%
5/14/2026Globeflex Capital L P26,621$4.63M0.7%+76.0%0.196%
5/14/2026State of Wyoming2,181$380K0.0%+50.2%0.016%
5/13/2026Cetera Investment Advisers4,877$849K0.0%+28.6%0.036%
5/13/2026First Trust Advisors LP60,351$10.51M0.0%-9.9%0.445%
5/7/2026Meeder Asset Management Inc.631$110K0.0%-86.7%0.005%
5/7/2026Dimensional Fund Advisors LP253,173$44.07M0.0%+20.0%1.867%
5/6/2026Future Fund LLC11,593$2.02M0.7%+24.9%0.085%
5/6/2026Gryphon Financial Partners LLC1,150$200K0.0%+14.7%0.008%
5/6/2026Catalyst Capital Advisors LLC325$57K0.0%-38.1%0.002%
5/6/2026Allspring Global Investments Holdings LLC14,189$2.46M0.0%N/A0.105%
5/5/2026D.A. Davidson & CO.1,494$260K0.0%-3.0%0.011%
5/5/2026Bank of New York Mellon Corp36,055$6.28M0.0%-4.6%0.266%
5/5/2026Sanctuary Advisors LLC5,707$994K0.0%+69.3%0.042%
5/4/2026Calamos Advisors LLC35,826$6.24M0.0%-15.8%0.264%
5/4/2026Teachers Retirement System of The State of Kentucky8,273$1.44M0.0%+92.3%0.061%
5/1/2026Fifth Third Bancorp4,515$786K0.0%N/A0.033%
4/30/2026Hsbc Holdings PLC2,864$498K0.0%+13.5%0.021%
4/29/2026Silver Oak Wealth Advisors Services LLC1,776$309K0.2%-4.8%0.013%
4/27/2026Moran Wealth Management LLC4,859$846K0.0%+8.0%0.036%
4/27/2026New York State Teachers Retirement System956$166K0.0%+13.8%0.007%
4/25/2026Strs Ohio4,300$749K0.0%-4.4%0.032%
4/24/2026Peregrine Capital Management LLC36,645$6.38M0.2%-4.1%0.270%
4/23/2026Inspire Investing LLC7,874$1.37M0.1%N/A0.058%
4/22/2026Janney Montgomery Scott LLC3,107$541K0.0%+131.9%0.023%
4/22/2026Pictet Asset Management Holding SA1,679$292K0.0%-71.3%0.012%
4/20/2026OP Asset Management Ltd19,982$3.48M0.0%N/A0.147%
4/17/2026Andina Capital Management LLC1,996$347K0.3%N/A0.015%
4/16/2026SG Americas Securities LLC78,001$13.58M0.0%-11.9%0.575%
4/16/2026Diversified Trust Co3,108$541K0.0%+8.9%0.023%
3/20/2026Hsbc Holdings PLC2,523$559K0.0%-51.6%0.019%
2/19/2026Invesco Ltd.114,791$25.42M0.0%-0.1%0.850%
2/19/2026Axxcess Wealth Management LLC7,356$1.63M0.0%N/A0.054%
2/18/2026Mercer Global Advisors Inc. ADV915$203K0.0%-19.5%0.007%
2/18/2026Vident Advisory LLC4,543$1.01M0.0%+14.6%0.034%
2/18/2026Delta Global Management LP2,452$543K0.0%N/A0.018%
2/18/2026Regal Partners Ltd15,001$3.32M0.2%+184.9%0.111%
2/18/2026Cim LLC2,253$499K0.1%-4.2%0.017%
2/18/2026XTX Topco Ltd11,424$2.53M0.1%+135.6%0.085%
2/18/2026Voloridge Investment Management LLC75,827$16.79M0.1%-32.0%0.562%
2/18/2026Wellington Management Group LLP189,048$41.86M0.0%+6.7%1.400%
2/18/2026SummitTX Capital L.P.2,019$447K0.0%-28.5%0.015%
2/18/2026Prospect Capital Advisors LLC37,480$8.30M4.3%-10.0%0.278%
2/18/2026Quadrature Capital Ltd9,048$2.00M0.0%+6.5%0.067%
2/18/2026Millennium Management LLC93,430$20.69M0.0%+57.1%0.692%
2/18/2026Janus Henderson Group PLC12,575$2.78M0.0%-35.0%0.093%
2/18/2026Engineers Gate Manager LP7,762$1.72M0.0%-5.4%0.057%
2/18/2026Findell Capital Management LLC70,000$15.50M4.5%+84.2%0.519%
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2/18/2026Balyasny Asset Management L.P.8,082$1.79M0.0%-89.3%0.060%
2/18/2026Azora Capital LP62,501$13.84M0.9%-53.1%0.463%
2/18/2026Boothbay Fund Management LLC37,731$8.35M0.1%+6.1%0.279%
2/18/20264D Advisors LLC25,000$5.54M3.0%N/A0.185%
2/17/2026Freestone Grove Partners LP1,258$279K0.0%N/A0.009%
2/17/2026Schonfeld Strategic Advisors LLC14,999$3.32M0.0%-48.6%0.111%
2/17/2026Metavasi Capital LP74,019$16.39M6.7%-11.9%0.548%
2/17/2026AQR Capital Management LLC30,485$6.75M0.0%-6.9%0.226%
2/17/2026Cetera Investment Advisers3,793$840K0.0%+148.6%0.028%
2/17/2026Jain Global LLC1,226$271K0.0%-81.4%0.009%


DAVE Institutional Ownership - Frequently Asked Questions

During the previous two years, 268 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), Whetstone Capital Advisors LLC ($83.12M), Wellington Management Group LLP ($79.05M), Renaissance Technologies LLC ($75.17M), and Geode Capital Management LLC ($70.48M).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 240 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 3,382,360 shares in the last 24 months. This purchase volume represents approximately $701.27M in transactions.

Of the 83 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: Two Sigma Investments LP ($118.17K), Jump Financial LLC ($105.49K), Proem Advisors LLC ($100K), Azora Capital LP ($70.74K), Millennium Management LLC ($70.05K), BNP Paribas Financial Markets ($69.83K), and Balyasny Asset Management L.P. ($67.58K).

Institutional investors have sold a total of 1,195,622 shares in the last 24 months. This volume of shares sold represents approximately $248.12M in transactions.


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Institutional ownership data for NASDAQ:DAVE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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