DaveDAVE

13F holders, Q2 2026 (June 30)
347holders +74
110new positions
37sold out
5famous investors
$369.22avg. 13F price*

At the end of Q2 2026, 347 institutions reported holding Dave Inc. (DAVE) in their 13F filings, up 74 from Q1 2026. 110 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($621.5M), Hood River Capital Management LLC ($411.4M) and Divisadero Street Capital Management, LP ($260.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Dave Inc.
CUSIP
23834J201
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 48Q1 2024Q2 2024: 66Q2 2024Q3 2024: 92Q3 2024Q4 2024: 131Q4 2024Q1 2025: 160Q1 2025Q2 2025: 249Q2 2025Q3 2025: 268Q3 2025Q4 2025: 291Q4 2025Q1 2026: 273Q1 2026Q2 2026: 347Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions110$191.5M
Exits37$113.8M

All 13F filers, Q1 2026 → Q2 2026: 3,535,100 shares bought and 1,930,454 shares sold, net +1,604,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 347 holders

BlackRock, Inc. 0.01% Add +101.3% 1,667,948 $621.5M
Hood River Capital Management LLC 2.98% Reduce -3.6% 1,104,277 $411.4M
Divisadero Street Capital Management, LP 6.08% Add +9.1% 699,366 $260.6M
FMR LLC 0.01% Add +107.7% 479,746 $178.7M
Vanguard Capital Management LLC 0.00% Reduce -5.8% 474,139 $176.7M
State Street Corp. 0.00% Add +74.0% 406,752 $151.6M
Renaissance Technologies 0.19% Reduce -14.9% 367,378 $136.9M
Geode Capital Management, LLC 0.01% Add +4.8% 341,843 $127.4M
Driehaus Capital Management LLC 0.72% Add +431.9% 331,537 $123.5M
Jane Street Group, LLC 0.07% Add +65.4% 312,197 $116.3M
Invesco Ltd. 0.01% Add +160.1% 296,156 $110.3M
Dimensional Fund Advisors LP 0.02% Add +1.0% 255,679 $95.3M
Goldman Sachs Group Inc. 0.01% Add +61.3% 239,466 $89.2M
Vanguard Portfolio Management LLC 0.00% Add +74.5% 234,648 $87.4M
American Century Companies Inc. 0.04% Add +14.7% 227,827 $84.9M
Whetstone Capital Advisors, LLC 22.02% Reduce -0.5% 223,078 $83.1M
Wellington Management Group LLP 0.01% Reduce -6.1% 212,175 $79.1M
Fuller & Thaler Asset Management, Inc. 0.21% Add +1.8% 205,552 $76.6M
Findell Capital Management LLC 8.91% Reduce -14.7% 145,000 $54.0M
Franklin Resources Inc. 0.01% Add +2.5% 140,231 $52.2M
JPMorgan Chase & Co. 0.00% Add +839.4% 136,922 $51.1M
Northern Trust Corp. 0.01% Add +10.9% 135,893 $50.6M
Voya Investment Management LLC 0.04% Reduce -39.7% 116,967 $43.6M
Empowered Funds, LLC 0.21% New 105,686 $39.4M
Portolan Capital Management, LLC 1.47% Reduce -0.1% 105,338 $39.2M
UBS Group AG 0.01% Add +111.7% 98,147 $36.6M
Morgan Stanley 0.00% Add +74.0% 97,550 $36.3M
Charles Schwab Investment Management Inc. 0.00% Add +9.1% 97,314 $36.3M
Alliancebernstein L.P. 0.01% Add +976.0% 200,203 $34.9M
Granahan Investment Management, LLC 1.13% Add +29.7% 84,897 $31.6M
First Trust Advisors LP 0.02% Add +36.5% 82,364 $30.7M
Nuveen, LLC 0.01% Reduce -7.7% 81,131 $30.2M
Sei Investments Co. 0.03% Reduce -19.1% 79,652 $29.7M
Oberweis Asset Management Inc./ 0.61% Add +18.3% 78,902 $29.4M
Bank of America Corp. 0.00% Add +64.8% 78,162 $29.1M
Vanguard Fiduciary Trust Co. 0.01% Reduce -2.9% 74,584 $27.8M
Metavasi Capital LP 10.51% Reduce -38.3% 72,534 $27.0M
Canada Pension Plan Investment Board 0.01% Add +178.7% 69,400 $25.9M
Russell Investments Group, Ltd. 0.02% Add +21.0% 68,957 $25.7M
Bank of New York Mellon Corp 0.00% Add +73.8% 62,646 $23.3M
Buckley Capital Advisors, LLC 13.26% Reduce -25.4% 57,200 $21.3M
G2 Investment Partners Management LLC 3.87% Reduce -52.4% 56,991 $21.2M
Principal Financial Group Inc. 0.01% New 50,706 $18.9M
Two Sigma Investments, LP 0.01% Add +58.5% 49,985 $18.6M
D. E. Shaw & Co. 0.01% Reduce -48.9% 49,400 $18.4M
Calamos Advisors LLC 0.09% Add +28.8% 46,156 $17.2M
Allianz Asset Management GmbH 0.01% Reduce -46.6% 42,451 $15.8M
Marshall Wace, LLP 0.01% Reduce -12.9% 39,946 $14.9M
AQR Capital Management 0.01% Add +20.6% 39,499 $14.7M
S Squared Technology, LLC 4.40% Reduce -49.3% 38,040 $14.2M
Ameriprise Financial Inc. 0.00% Add +78.0% 37,346 $13.9M
Neuberger Berman Group LLC 0.01% Add +8.1% 36,333 $13.5M
Public Sector Pension Investment Board 0.03% New 35,622 $13.3M
Millennium Management 0.01% Reduce -19.4% 33,917 $12.6M
Peregrine Capital Management LLC 0.41% Reduce -7.7% 33,832 $12.6M
Globeflex Capital L P 1.46% Add +15.0% 30,606 $11.4M
State of Wisconsin Investment Board 0.02% Reduce -15.6% 29,244 $10.9M
Ieq Capital, LLC 0.05% Add +312.8% 27,556 $10.3M
Jupiter Topco LLC 0.00% — 27,354 $10.2M
Emerald Advisers, LLC 0.24% New 26,993 $10.1M
Legal & General Group Plc 0.00% Add +148.7% 26,824 $10.0M
Intercapital, LLC 4.25% Reduce -34.0% 26,000 $9.7M
Deutsche Bank AG 0.00% Add +124.3% 24,947 $9.3M
Danske Bank A/S 0.02% New 24,749 $9.2M
Allspring Global Investments Holdings, LLC 0.01% Add +68.8% 23,951 $9.2M
Segall Bryant & Hamill, LLC 0.11% Add +1.8% 24,616 $9.2M
Rhumbline Advisers 0.01% Add +87.3% 24,186 $9.0M
Prospect Capital Advisors, LLC 3.99% Reduce -54.9% 23,585 $8.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 23,153 $8.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +38.3% 21,913 $8.2M
Royal Bank of Canada 0.00% Add +105.4% 21,750 $8.1M
Swiss National Bank 0.00% Reduce -3.7% 20,800 $7.7M
Emerald Mutual Fund Advisers Trust 0.26% Add +702.8% 19,894 $7.4M
Bank of Montreal 0.00% Add +254.0% 19,299 $7.2M
Ensign Peak Advisors, Inc 0.01% Reduce -2.0% 18,410 $6.9M
Scotia Capital Inc. 0.03% Reduce -1.5% 18,108 $6.7M
Lord, Abbett & Co. LLC 0.02% Reduce -1.0% 18,096 $6.7M
Emerald Investment Advisers, LLC 0.45% Add +6.2% 18,055 $6.7M
Osterweis Capital Management Inc. 0.36% New 17,672 $6.6M
T. Rowe Price Associates Inc. 0.00% Add +16.8% 14,833 $5.5M
Boothbay Fund Management, LLC 0.11% Reduce -61.4% 14,552 $5.4M
Credit Agricole S A 0.01% Add +77.5% 14,200 $5.3M
Caxton Associates LLP 0.10% New 14,145 $5.3M
Barclays PLC 0.00% Add +46.0% 13,862 $5.2M
Lisanti Capital Growth, LLC 1.07% New 13,060 $4.9M
Harbor Capital Advisors, Inc. 0.33% Add +3.9% 12,954 $4.8M
Federated Hermes, Inc. 0.01% Add +2348.4% 12,438 $4.6M
Havemeyer Place LP 0.46% Reduce -12.1% 12,413 $4.6M
Regal Partners Ltd 0.25% Add +315.3% 12,381 $4.6M
Wells Fargo & Company 0.00% Add +93.5% 12,130 $4.5M
California State Teachers Retirement System 0.00% Reduce -9.2% 11,934 $4.4M
HRT Financial LP 0.01% New 11,374 $4.2M
Informed Momentum Co LLC 0.37% New 11,293 $4.2M
Nomura Asset Management International Inc. 0.01% Reduce -6.8% 11,198 $4.2M
LPL Financial LLC 0.00% Reduce -3.4% 10,903 $4.1M
Prudential Financial Inc. 0.00% Add +249.0% 10,856 $4.0M
Teachers Retirement System of the State of Kentucky 0.03% Add +27.0% 10,504 $3.9M
Quadrature Capital Ltd 0.03% Add +534.0% 10,366 $3.9M
Ruffer LLP 0.13% Reduce -26.4% 10,187 $3.8M
Tenzing Global Management, LLC 3.14% Reduce -75.0% 10,000 $3.7M

"% of holder's portfolio" is DAVE's weight in each manager's 13F, not the share of Dave Inc. the manager owns.

Show all 347 holders