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Dave (DAVE) Institutional Ownership

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$401.60 +28.91 (+7.76%)
As of 02:19 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)
219
Total
Institutional Inflows
(last 12 months)
$947.80M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$537.34M
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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
7/10/2026 Handelsbanken Fonder AB2,300$857K0.0%+21.1%0.018%
7/9/2026 Hennion & Walsh Asset Management Inc.3,710$1.38M0.0%+24.5%0.029%
7/8/2026 FNY Investment Advisers LLC2,000$745K0.3%N/A0.016%
7/7/2026 GAMMA 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 Company 4,928$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%
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%
5/6/2026 Catalyst Capital Advisors LLC325$57K0.0%-38.1%0.002%
5/6/2026Allspring Global Investments Holdings LLC14,189$2.46M0.0%N/A0.105%
5/5/2026 D.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%
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4/27/2026Moran 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%
4/23/2026Inspire Investing LLC7,874$1.37M0.1%N/A0.058%
4/22/2026Janney Montgomery Scott LLC3,107$541K0.0%+131.9%0.023%
4/22/2026 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%
4/17/2026Andina Capital Management LLC1,996$347K0.3%N/A0.015%
4/16/2026SG Americas Securities LLC78,001$13.58M0.0%-11.9%0.575%
4/16/2026 Diversified 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%
2/19/2026 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%
2/17/2026Russell 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%
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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%
2/16/2026MML Investors Services LLC4,136$916K0.0%N/A0.031%
2/16/2026Mariner LLC1,902$421K0.0%-30.9%0.014%


DAVE Institutional Ownership - Frequently Asked Questions

During the previous two years, 259 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 230 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 4,328,077 shares in the last 24 months. This purchase volume represents approximately $947.80M in transactions.

Of the 99 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 Azora Capital LP ($70.74K).

Institutional investors have sold a total of 2,282,474 shares in the last 24 months. This volume of shares sold represents approximately $537.34M in transactions.


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This page (NASDAQ:DAVE) was last updated on 8/3/2026 by MarketBeat.com Staff.
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