DaveDAVE

13F holders, Q1 2025 (March 31)
160holders +29
57new positions
27sold out
6famous investors
$82.66avg. 13F price*

At the end of Q1 2025, 160 institutions reported holding Dave Inc. (DAVE) in their 13F filings, up 29 from Q4 2024. 57 opened new positions and 27 sold out. The largest holders were Hood River Capital Management LLC ($93.1M), Divisadero Street Capital Management, LP ($82.3M) and BlackRock, Inc. ($48.5M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions57$49.8M
Exits27$37.7M

All 13F filers, Q4 2024 → Q1 2025: 2,074,510 shares bought and 1,774,076 shares sold, net +300,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 160 holders

Hood River Capital Management LLC 1.59% Add +5.4% 1,126,816 $93.1M
Divisadero Street Capital Management, LP 9.46% Add +74.7% 995,141 $82.3M
BlackRock, Inc. 0.00% Add +5.0% 586,533 $48.5M
NVP Associates, LLC 42.94% No change 582,675 $48.2M
Vanguard Group Inc. 0.00% Add +0.4% 532,585 $44.0M
American Century Companies Inc. 0.02% Add +3033.2% 339,479 $28.1M
Renaissance Technologies 0.04% Add +4.3% 302,900 $25.0M
Proem Advisors LLC 12.92% No change 297,771 $24.6M
Whetstone Capital Advisors, LLC 10.34% Reduce -0.1% 283,017 $23.4M
G2 Investment Partners Management LLC 7.18% Add +1.6% 266,392 $22.0M
Nuveen, LLC 0.01% — 207,495 $17.2M
Citadel Advisors 0.02% Add +346.9% 195,280 $16.1M
Cooper Creek Partners Management LLC 0.51% Reduce -10.2% 190,077 $15.7M
Geode Capital Management, LLC 0.00% Add +4.5% 181,258 $15.0M
State Street Corp. 0.00% Add +8.4% 169,474 $14.0M
Trexquant Investment LP 0.14% Add +15.7% 145,404 $12.0M
Metavasi Capital LP 5.67% Add +73.0% 107,931 $8.9M
Dimensional Fund Advisors LP 0.00% Add +58.9% 105,256 $8.7M
Driehaus Capital Management LLC 0.08% New 104,683 $8.7M
Marshall Wace, LLP 0.01% Reduce -62.1% 104,127 $8.6M
Northern Trust Corp. 0.00% Add +2.7% 97,800 $8.1M
Goldman Sachs Group Inc. 0.00% Reduce -47.5% 91,347 $7.6M
Acadian Asset Management LLC 0.02% Add +31.2% 88,657 $7.3M
D. E. Shaw & Co. 0.01% Reduce -70.0% 85,663 $7.1M
S Squared Technology, LLC 3.48% Add +260.4% 82,351 $6.8M
FMR LLC 0.00% Add +31.2% 75,111 $6.2M
Sei Investments Co. 0.01% Add +5.0% 75,025 $6.2M
Silvercrest Asset Management Group LLC 0.04% New 70,114 $5.8M
Millennium Management 0.01% Reduce -21.9% 67,386 $5.6M
Susquehanna International Group, LLP 0.01% Add +816.9% 60,312 $5.0M
Boothbay Fund Management, LLC 0.16% Add +16.2% 53,250 $4.4M
Morgan Stanley 0.00% Reduce -8.4% 50,010 $4.1M
Alliancebernstein L.P. 0.00% Add +18.4% 45,227 $3.7M
AQR Capital Management 0.00% Reduce -19.5% 42,312 $3.5M
Great Lakes Advisors, LLC 0.03% New 42,179 $3.5M
Russell Investments Group, Ltd. 0.00% Add +36046.8% 40,123 $3.3M
Bank of America Corp. 0.00% Add +319.4% 37,495 $3.1M
Jump Financial, LLC 0.05% Add +170.6% 36,736 $3.0M
Ameriprise Financial Inc. 0.00% Add +41.6% 34,832 $2.9M
Jupiter Asset Management Ltd. 0.03% New 32,634 $2.7M
HRT Financial LP 0.02% New 32,634 $2.7M
Qube Research & Technologies Ltd 0.00% New 30,192 $2.5M
Barclays PLC 0.00% Add +22.7% 28,105 $2.3M
Bank of New York Mellon Corp 0.00% Add +2.4% 27,099 $2.2M
Tudor Investment Corporation 0.02% Reduce -20.5% 26,364 $2.2M
Calamos Advisors LLC 0.01% New 26,336 $2.2M
Deutsche Bank AG 0.00% Add +245.5% 23,978 $2.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -23.1% 23,248 $1.9M
UBS Group AG 0.00% Reduce -77.1% 22,714 $1.9M
Alberta Investment Management Corp 0.01% New 22,160 $1.8M
Washington Harbour Partners LP 4.71% Reduce -49.7% 20,000 $1.7M
Meros Investment Management, LP 0.95% New 19,641 $1.6M
Bantamac Capital, LLC 0.72% Reduce -25.7% 18,276 $1.5M
State of Wisconsin Investment Board 0.00% New 17,672 $1.5M
Swiss National Bank 0.00% New 17,400 $1.4M
Jane Street Group, LLC 0.00% Add +79.5% 15,961 $1.3M
Gsa Capital Partners LLP 0.11% Reduce -42.2% 15,098 $1.2M
Victory Capital Management Inc. 0.00% New 14,107 $1.2M
Two Sigma Investments, LP 0.00% Reduce -90.1% 13,979 $1.2M
Raymond James Financial Inc. 0.00% Reduce -25.5% 13,055 $1.1M
Regal Partners Ltd 0.10% Reduce -85.8% 11,929 $986K
Integrated Quantitative Investments LLC 0.49% New 11,913 $985K
Sanctuary Advisors, LLC 0.01% New 11,640 $962K
Franklin Resources Inc. 0.00% Add +8.6% 11,589 $958K
Two Sigma Advisers, LP 0.00% Reduce -80.4% 11,300 $934K
Rhumbline Advisers 0.00% Add +5.4% 11,127 $920K
Panagora Asset Management Inc. 0.00% New 10,585 $875K
IMC-Chicago, LLC 0.03% New 10,570 $874K
Informed Momentum Co LLC 0.15% Reduce -55.6% 10,170 $841K
P.A.W. Capital Corp. 2.04% New 10,000 $827K
SummitTX Capital, L.P. 0.04% — 9,649 $798K
Manatuck Hill Partners, LLC 0.36% New 9,500 $785K
JPMorgan Chase & Co. 0.00% Reduce -76.1% 8,921 $737K
Inspire Investing, LLC 0.09% Reduce -6.5% 8,856 $732K
Legal & General Group Plc 0.00% Add +890.3% 8,764 $724K
Alpine Global Management, LLC 0.22% New 8,761 $724K
California State Teachers Retirement System 0.00% Add +1332.1% 8,435 $697K
Sierra Summit Advisors LLC 0.15% Add +37.9% 8,103 $670K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 7,736 $639K
Dynamic Technology Lab Private Ltd 0.09% New 7,190 $594K
BRC Group Holdings, Inc. 0.73% New 7,000 $579K
Polymer Capital Management (US) LLC 0.17% New 6,915 $572K
Aviva PLC 0.00% Reduce -1.4% 6,631 $548K
Wolverine Trading, LLC 0.02% New 6,294 $532K
Citigroup Inc. 0.00% Reduce -50.6% 6,287 $520K
Ieq Capital, LLC 0.00% Reduce -20.3% 6,064 $501K
Natixis 0.00% New 6,000 $499K
Uniplan Investment Counsel, Inc. 0.05% New 5,910 $489K
Catalyst Funds Management Pty Ltd 0.13% New 5,800 $479K
Federated Hermes, Inc. 0.00% Reduce -5.3% 5,300 $438K
Wells Fargo & Company 0.00% Reduce -49.5% 4,965 $410K
Creative Planning 0.00% Add +5.7% 4,924 $407K
Nomura Holdings Inc. 0.00% New 4,897 $405K
Royal Bank of Canada 0.00% Add +888.7% 4,795 $396K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.0% 4,775 $395K
MetLife Investment Management, LLC 0.00% Reduce -2.2% 4,658 $385K
Scientech Research LLC 0.10% New 4,435 $367K
Quadrature Capital Ltd 0.01% New 4,426 $366K
Manufacturers Life Insurance Company, The 0.00% Add +49.6% 4,312 $356K
Leavell Investment Management, Inc. 0.02% Add +68.4% 4,310 $356K
Janus Henderson Group PLC 0.00% New 4,000 $338K
Intech Investment Management LLC 0.00% Reduce -12.9% 4,049 $335K
O'shaughnessy Asset Management, LLC 0.00% Reduce -8.5% 3,983 $329K
Corebridge Financial, Inc. 0.00% Reduce -1.4% 3,931 $325K
Invesco Ltd. 0.00% Reduce -98.9% 3,931 $325K
Precision Wealth Strategies, LLC 0.24% New 3,751 $310K
Citizens Financial Group Inc. 0.01% Add +32.1% 3,700 $306K
T. Rowe Price Associates Inc. 0.00% Add +11.6% 3,482 $288K
New York State Common Retirement Fund 0.00% No change 3,400 $281K
Laurion Capital Management LP 0.02% New 3,180 $263K
Cwm, LLC 0.00% Add +29.0% 3,128 $259K
SG Americas Securities, LLC 0.00% Reduce -20.4% 3,131 $259K
EntryPoint Capital, LLC 0.12% Reduce -56.9% 3,115 $257K
Tower Research Capital LLC (TRC) 0.01% Add +361.4% 2,985 $247K
State Board of Administration of Florida Retirement System 0.00% New 2,840 $235K
Oppenheimer & Co. Inc. 0.00% Reduce -72.2% 2,756 $228K
Axim Planning & Wealth 0.20% New 2,708 $224K
Diversified Trust Co. 0.01% New 2,610 $216K
Arizona State Retirement System 0.00% New 2,579 $213K
State of Wyoming 0.03% Reduce -61.2% 2,492 $206K
CreativeOne Wealth, LLC 0.01% New 2,458 $203K
Dark Forest Capital Management LP 0.01% New 2,453 $203K
Mather Group, Llc. 0.00% No change 2,187 $181K
AlphaQuest LLC 0.02% New 1,917 $158K
SBI Securities Co., Ltd. 0.01% Reduce -1.9% 1,893 $156K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,748 $144K
KLP Kapitalforvaltning As 0.00% New 1,700 $141K
Aster Capital Management (DIFC) Ltd 0.02% New 842 $85K
Garde Capital, Inc. 0.00% New 890 $74K
Ameritas Investment Partners, Inc. 0.00% No change 766 $63K
New York State Teachers Retirement System 0.00% No change 714 $59K
BNP Paribas Financial Markets 0.00% Reduce -98.2% 598 $49K
Harvest Fund Management Co., Ltd 0.00% Reduce -79.6% 564 $47K
Spire Wealth Management 0.00% New 500 $41K
STRS Ohio 0.00% No change 500 $41K
Meeder Asset Management Inc. 0.00% Add +85.5% 460 $38K
Atlas Capital Advisors Inc. 0.00% No change 379 $31K
Osaic Holdings, Inc. 0.00% Reduce -77.4% 309 $26K
Amalgamated Bank 0.00% Add +0.4% 271 $22K
US Bancorp \de 0.00% Add +336.0% 109 $9K
GAMMA Investing LLC 0.00% Add +3300.0% 102 $8K
Comerica Bank 0.00% New 96 $8K
NewEdge Advisors, LLC 0.00% Reduce -81.3% 93 $8K
True Wealth Design, LLC 0.00% No change 89 $7K
Vermillion & White Wealth Management Group, LLC 0.00% New 43 $4K
Larson Financial Group LLC 0.00% New 36 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 31 $3K
PNC Financial Services Group, Inc. 0.00% New 17 $1K
Golden State Wealth Management, LLC 0.00% No change 15 $1K
Lazard Asset Management LLC 0.00% New 14 $1K
Sterling Capital Management LLC 0.00% No change 8 $661
MassMutual Private Wealth & Trust, FSB 0.00% New 7 $579
Allworth Financial LP 0.00% New 5 $450
Parkside Financial Bank & Trust 0.00% New 5 $414
Stephens Consulting, LLC 0.00% New 5 $414
Signaturefd, LLC 0.00% Reduce -87.5% 5 $413
Nisa Investment Advisors, LLC 0.00% New 3 $248
Caitong International Asset Management Co., Ltd 0.00% New 2 $165
IFP Advisors, Inc 0.00% No change 2 $165
Covestor Ltd 0.00% New 1 $0

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