Dave (DAVE) Institutional Ownership

$272.00 -10.56 (-3.74%)

As of 01:05 PM Eastern

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/29/2026	Prospect Capital Advisors LLC	52,240	$9.09M	5.0%	+39.4%	0.411%
5/22/2026	Segall Bryant & Hamill LLC	24,187	$4.21M	0.1%	-4.9%	0.190%
5/19/2026	Bank of America Corp DE	47,425	$8.26M	0.0%	-41.7%	0.373%
5/19/2026	Edgestream Partners L.P.	2,144	$373K	0.0%	N/A	0.017%
5/19/2026	Janus Henderson Group PLC	12,805	$2.23M	0.0%	+1.8%	0.101%
5/18/2026	Amundi	1,285	$224K	0.0%	N/A	0.010%
5/18/2026	California State Teachers Retirement System	13,147	$2.29M	0.0%	+26.5%	0.103%
5/18/2026	Royal Bank of Canada	10,590	$1.84M	0.0%	+182.8%	0.083%
5/18/2026	Regal Partners Ltd	2,981	$519K	0.0%	-80.1%	0.023%
5/16/2026	The Manufacturers Life Insurance Company	4,928	$858K	0.0%	-2.4%	0.039%
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5/16/2026	Estuary Capital Management LP	118,077	$20.56M	3.4%	N/A	0.929%
5/16/2026	Maverick Capital Ltd.	2,475	$431K	0.0%	-84.9%	0.019%
5/16/2026	Quantinno Capital Management LP	1,482	$258K	0.0%	+46.2%	0.012%
5/15/2026	Cooper Creek Partners Management LLC	105,193	$18.31M	0.6%	N/A	0.776%
5/15/2026	Granahan Investment Management LLC	65,462	$11.40M	0.6%	+3,325.5%	0.483%
5/14/2026	Renaissance Technologies LLC	431,800	$75.17M	0.1%	-13.5%	3.184%
5/14/2026	Arrowstreet Capital Limited Partnership	10,542	$1.84M	0.0%	N/A	0.078%
5/14/2026	Sei Investments Co.	98,435	$17.14M	0.0%	+21.4%	0.726%
5/14/2026	Globeflex Capital L P	26,621	$4.63M	0.7%	+76.0%	0.196%
5/14/2026	State of Wyoming	2,181	$380K	0.0%	+50.2%	0.016%
5/13/2026	Cetera Investment Advisers	4,877	$849K	0.0%	+28.6%	0.036%
5/13/2026	First Trust Advisors LP	60,351	$10.51M	0.0%	-9.9%	0.445%
5/7/2026	Meeder Asset Management Inc.	631	$110K	0.0%	-86.7%	0.005%
5/7/2026	Dimensional Fund Advisors LP	253,173	$44.07M	0.0%	+20.0%	1.867%
5/6/2026	Future Fund LLC	11,593	$2.02M	0.7%	+24.9%	0.085%
5/6/2026	Gryphon Financial Partners LLC	1,150	$200K	0.0%	+14.7%	0.008%
5/6/2026	Catalyst Capital Advisors LLC	325	$57K	0.0%	-38.1%	0.002%
5/6/2026	Allspring Global Investments Holdings LLC	14,189	$2.46M	0.0%	N/A	0.105%
5/5/2026	D.A. Davidson & CO.	1,494	$260K	0.0%	-3.0%	0.011%
5/5/2026	Bank of New York Mellon Corp	36,055	$6.28M	0.0%	-4.6%	0.266%
5/5/2026	Sanctuary Advisors LLC	5,707	$994K	0.0%	+69.3%	0.042%
5/4/2026	Calamos Advisors LLC	35,826	$6.24M	0.0%	-15.8%	0.264%
5/4/2026	Teachers Retirement System of The State of Kentucky	8,273	$1.44M	0.0%	+92.3%	0.061%
5/1/2026	Fifth Third Bancorp	4,515	$786K	0.0%	N/A	0.033%
4/30/2026	Hsbc Holdings PLC	2,864	$498K	0.0%	+13.5%	0.021%
4/29/2026	Silver Oak Wealth Advisors Services LLC	1,776	$309K	0.2%	-4.8%	0.013%
4/27/2026	Moran Wealth Management LLC	4,859	$846K	0.0%	+8.0%	0.036%
4/27/2026	New York State Teachers Retirement System	956	$166K	0.0%	+13.8%	0.007%
4/25/2026	Strs Ohio	4,300	$749K	0.0%	-4.4%	0.032%
4/24/2026	Peregrine Capital Management LLC	36,645	$6.38M	0.2%	-4.1%	0.270%
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today
4/23/2026	Inspire Investing LLC	7,874	$1.37M	0.1%	N/A	0.058%
4/22/2026	Janney Montgomery Scott LLC	3,107	$541K	0.0%	+131.9%	0.023%
4/22/2026	Pictet Asset Management Holding SA	1,679	$292K	0.0%	-71.3%	0.012%
4/20/2026	OP Asset Management Ltd	19,982	$3.48M	0.0%	N/A	0.147%
4/17/2026	Andina Capital Management LLC	1,996	$347K	0.3%	N/A	0.015%
4/16/2026	SG Americas Securities LLC	78,001	$13.58M	0.0%	-11.9%	0.575%
4/16/2026	Diversified Trust Co	3,108	$541K	0.0%	+8.9%	0.023%
3/20/2026	Hsbc Holdings PLC	2,523	$559K	0.0%	-51.6%	0.019%
2/19/2026	Invesco Ltd.	114,791	$25.42M	0.0%	-0.1%	0.850%
2/19/2026	Axxcess Wealth Management LLC	7,356	$1.63M	0.0%	N/A	0.054%
2/18/2026	Mercer Global Advisors Inc. ADV	915	$203K	0.0%	-19.5%	0.007%
2/18/2026	Vident Advisory LLC	4,543	$1.01M	0.0%	+14.6%	0.034%
2/18/2026	Delta Global Management LP	2,452	$543K	0.0%	N/A	0.018%
2/18/2026	Regal Partners Ltd	15,001	$3.32M	0.2%	+184.9%	0.111%
2/18/2026	Cim LLC	2,253	$499K	0.1%	-4.2%	0.017%
2/18/2026	XTX Topco Ltd	11,424	$2.53M	0.1%	+135.6%	0.085%
2/18/2026	Voloridge Investment Management LLC	75,827	$16.79M	0.1%	-32.0%	0.562%
2/18/2026	Wellington Management Group LLP	189,048	$41.86M	0.0%	+6.7%	1.400%
2/18/2026	SummitTX Capital L.P.	2,019	$447K	0.0%	-28.5%	0.015%
2/18/2026	Prospect Capital Advisors LLC	37,480	$8.30M	4.3%	-10.0%	0.278%
2/18/2026	Quadrature Capital Ltd	9,048	$2.00M	0.0%	+6.5%	0.067%
2/18/2026	Millennium Management LLC	93,430	$20.69M	0.0%	+57.1%	0.692%
2/18/2026	Janus Henderson Group PLC	12,575	$2.78M	0.0%	-35.0%	0.093%
2/18/2026	Engineers Gate Manager LP	7,762	$1.72M	0.0%	-5.4%	0.057%
2/18/2026	Findell Capital Management LLC	70,000	$15.50M	4.5%	+84.2%	0.519%
2/18/2026	Balyasny Asset Management L.P.	8,082	$1.79M	0.0%	-89.3%	0.060%
2/18/2026	Azora Capital LP	62,501	$13.84M	0.9%	-53.1%	0.463%
2/18/2026	Boothbay Fund Management LLC	37,731	$8.35M	0.1%	+6.1%	0.279%
2/18/2026	4D Advisors LLC	25,000	$5.54M	3.0%	N/A	0.185%
2/17/2026	Freestone Grove Partners LP	1,258	$279K	0.0%	N/A	0.009%
2/17/2026	Schonfeld Strategic Advisors LLC	14,999	$3.32M	0.0%	-48.6%	0.111%
2/17/2026	Metavasi Capital LP	74,019	$16.39M	6.7%	-11.9%	0.548%
2/17/2026	AQR Capital Management LLC	30,485	$6.75M	0.0%	-6.9%	0.226%
2/17/2026	Cetera Investment Advisers	3,793	$840K	0.0%	+148.6%	0.028%
2/17/2026	Jain Global LLC	1,226	$271K	0.0%	-81.4%	0.009%
2/17/2026	Trexquant Investment LP	70,605	$15.63M	0.1%	+19.2%	0.523%
2/17/2026	Jump Financial LLC	2,632	$583K	0.0%	-97.6%	0.019%
2/17/2026	Price T Rowe Associates Inc. MD	10,954	$2.43M	0.0%	+66.8%	0.081%
2/17/2026	Osaic Holdings Inc.	1,883	$417K	0.0%	-79.3%	0.014%
2/17/2026	California State Teachers Retirement System	10,391	$2.30M	0.0%	+23.2%	0.077%
2/17/2026	Russell Investments Group Ltd.	63,908	$14.15M	0.0%	+20.8%	0.473%
2/17/2026	Granahan Investment Management LLC	1,911	$423K	0.0%	-84.1%	0.014%
2/17/2026	Kemnay Advisory Services Inc.	734	$163K	0.0%	N/A	0.005%
2/17/2026	State of Wisconsin Investment Board	29,036	$6.43M	0.0%	+40.5%	0.215%
2/17/2026	ExodusPoint Capital Management LP	14,698	$3.25M	0.0%	N/A	0.109%
2/17/2026	Royal Bank of Canada	3,745	$830K	0.0%	+93.1%	0.028%
2/17/2026	Mangrove Partners IM LLC	4,748	$1.05M	0.1%	N/A	0.035%
2/17/2026	Graham Capital Management L.P.	1,473	$326K	0.0%	-47.2%	0.011%
2/17/2026	Magnetar Financial LLC	16,430	$3.64M	0.0%	N/A	0.122%
2/17/2026	Delta Global Management LP	2,452	$543K	0.0%	N/A	0.018%
What really happened in Beijing? (Ad) Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors? Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all. Watch the full documentary and see which assets are positioned to benefit
2/17/2026	Meros Investment Management LP	3,667	$812K	0.3%	-45.8%	0.027%
2/16/2026	Whetstone Capital Advisors LLC	271,947	$60.21M	18.8%	-1.7%	2.014%
2/16/2026	Verition Fund Management LLC	12,800	$2.83M	0.0%	-35.1%	0.095%
2/16/2026	S Squared Technology LLC	61,351	$13.58M	5.3%	-8.9%	0.454%
2/16/2026	MML Investors Services LLC	4,136	$916K	0.0%	N/A	0.031%
2/16/2026	Mariner LLC	1,902	$421K	0.0%	-30.9%	0.014%
2/16/2026	Fieldview Capital Management LLC	1,366	$302K	0.1%	N/A	0.010%
2/16/2026	Barclays PLC	23,005	$5.09M	0.0%	+70.2%	0.170%
2/16/2026	Atlas Capital Advisors Inc.	379	$84K	0.0%	N/A	0.003%
2/13/2026	Kestra Advisory Services LLC	163	$36K	0.0%	N/A	0.001%

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.

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This page (NASDAQ:DAVE) was last updated on 6/2/2026 by MarketBeat.com Staff.

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Dave (DAVE) Institutional Ownership

DAVE Institutional Buying and Selling by Quarter

Dave Major Shareholders & Ownership History

DAVE Institutional Ownership - Frequently Asked Questions

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Dave (DAVE) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Dave (NASDAQ:DAVE)

DAVE Institutional Buying and Selling by Quarter

Dave Major Shareholders & Ownership History

DAVE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DAVE shares?

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

Which institutional investors have been buying Dave's stock?

How much institutional buying is happening at Dave?

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

How much institutional selling is happening at Dave?

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