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Dave (DAVE) Institutional Ownership

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$239.35 -10.07 (-4.04%)
As of 01:50 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)
220
Total
Institutional Inflows
(last 12 months)
$897.30M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$521.19M
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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
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%
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%
2/19/2026Invesco Ltd.114,791$25.42M0.0%-0.1%0.850%
2/19/2026 Axxcess Wealth Management LLC7,356$1.63M0.0%N/A0.054%
2/18/2026Mercer 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%
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%
2/17/2026Trexquant Investment LP70,605$15.63M0.1%+19.2%0.523%
2/17/2026Jump Financial LLC2,632$583K0.0%-97.6%0.019%
2/17/2026Price T Rowe Associates Inc. MD10,954$2.43M0.0%+66.8%0.081%
2/17/2026Osaic Holdings Inc.1,883$417K0.0%-79.3%0.014%
2/17/2026California 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%
2/17/2026Granahan Investment Management LLC1,911$423K0.0%-84.1%0.014%
2/17/2026Kemnay Advisory Services Inc.734$163K0.0%N/A0.005%
2/17/2026State of Wisconsin Investment Board29,036$6.43M0.0%+40.5%0.215%
2/17/2026ExodusPoint Capital Management LP14,698$3.25M0.0%N/A0.109%
2/17/2026Royal Bank of Canada3,745$830K0.0%+93.1%0.028%
2/17/2026Mangrove Partners IM LLC4,748$1.05M0.1%N/A0.035%
2/17/2026Graham Capital Management L.P.1,473$326K0.0%-47.2%0.011%
2/17/2026Magnetar Financial LLC16,430$3.64M0.0%N/A0.122%
2/17/2026Delta Global Management LP2,452$543K0.0%N/A0.018%
2/17/2026Meros Investment Management LP3,667$812K0.3%-45.8%0.027%
2/16/2026Whetstone Capital Advisors LLC271,947$60.21M18.8%-1.7%2.014%
2/16/2026Verition Fund Management LLC12,800$2.83M0.0%-35.1%0.095%
2/16/2026S Squared Technology LLC61,351$13.58M5.3%-8.9%0.454%
2/16/2026 MML Investors Services LLC4,136$916K0.0%N/A0.031%
2/16/2026Mariner LLC1,902$421K0.0%-30.9%0.014%
2/16/2026Fieldview Capital Management LLC1,366$302K0.1%N/A0.010%
2/16/2026Barclays PLC23,005$5.09M0.0%+70.2%0.170%
2/16/2026Atlas Capital Advisors Inc.379$84K0.0%N/A0.003%
2/13/2026 Kestra Advisory Services LLC163$36K0.0%N/A0.001%
2/13/2026Maverick Capital Ltd.16,376$3.63M0.0%+136.4%0.121%
2/13/2026Marshall Wace LLP35,803$7.93M0.0%+729.7%0.265%
2/13/2026The Manufacturers Life Insurance Company 5,050$1.12M0.0%-3.5%0.037%
2/13/2026Inspire Advisors LLC935$207K0.0%N/A0.007%
2/13/2026Segall Bryant & Hamill LLC25,442$5.63M0.1%N/A0.188%
2/13/2026Walleye Capital LLC18,690$4.14M0.0%+556.7%0.138%
2/13/2026Stifel Financial Corp8,036$1.78M0.0%+36.8%0.060%
2/13/2026Neuberger Berman Group LLC123,245$27.29M0.0%-8.1%0.913%
2/13/2026Bridgefront Capital LLC1,437$318K0.1%N/A0.011%
2/13/2026First Trust Advisors LP66,951$14.82M0.0%+64.5%0.496%
2/13/2026FirstWave Capital Management LLC5,293$1.17M0.7%N/A0.039%
2/13/2026Charles Schwab Investment Management Inc.90,576$20.05M0.0%+3.1%0.671%
2/13/2026 Police & Firemen s Retirement System of New Jersey2,763$612K0.0%+7.8%0.020%
2/13/2026State Street Corp233,163$51.63M0.0%+10.6%1.727%
2/13/2026Ieq Capital LLC6,104$1.35M0.0%-25.0%0.045%
2/13/2026Dynamic Technology Lab Private Ltd2,381$527K0.1%N/A0.018%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15,020$3.33M0.0%+23.9%0.111%
2/13/2026Wells Fargo & Company MN15,963$3.53M0.0%+104.5%0.118%
2/12/2026MetLife Investment Management LLC5,752$1.27M0.0%+7.7%0.043%
2/12/2026 Commonwealth Equity Services LLC1,790$396K0.0%-6.6%0.013%
2/12/2026Renaissance Technologies LLC499,100$110.51M0.2%+29.2%3.696%
2/12/2026 Dimensional Fund Advisors LP210,911$46.70M0.0%+22.5%1.562%


DAVE Institutional Ownership - Frequently Asked Questions

During the previous two years, 251 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 ($110.51M), 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 220 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 4,045,079 shares in the last 24 months. This purchase volume represents approximately $897.30M in transactions.

Of the 101 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 2,232,056 shares in the last 24 months. This volume of shares sold represents approximately $521.19M in transactions.


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This page (NASDAQ:DAVE) was last updated on 5/12/2026 by MarketBeat.com Staff.
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