DaveDAVE

13F holders, Q2 2025 (June 30)
249holders +89
108new positions
21sold out
7famous investors
$268.41avg. 13F price*

At the end of Q2 2025, 249 institutions reported holding Dave Inc. (DAVE) in their 13F filings, up 89 from Q1 2025. 108 opened new positions and 21 sold out. The largest holders were Hood River Capital Management LLC ($286.8M), BlackRock, Inc. ($181.2M) and Vanguard Group Inc. ($159.8M). 7 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions108$314.1M
Exits21$24.5M

All 13F filers, Q1 2025 → Q2 2025: 3,217,541 shares bought and 2,239,290 shares sold, net +978,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 249 holders

Hood River Capital Management LLC 4.00% Reduce -5.2% 1,068,549 $286.8M
BlackRock, Inc. 0.00% Add +15.1% 675,024 $181.2M
Vanguard Group Inc. 0.00% Add +11.8% 595,519 $159.8M
Divisadero Street Capital Management, LP 9.61% Reduce -46.3% 534,590 $143.5M
D. E. Shaw & Co. 0.14% Add +491.1% 506,316 $135.9M
Renaissance Technologies 0.16% Add +46.5% 443,700 $119.1M
Whetstone Capital Advisors, LLC 20.99% Reduce -2.2% 276,747 $74.3M
Two Sigma Advisers, LP 0.14% Add +2089.1% 247,373 $66.4M
NVP Associates, LLC 33.91% Reduce -60.1% 232,675 $62.5M
Geode Capital Management, LLC 0.00% Add +14.6% 207,773 $55.8M
Two Sigma Investments, LP 0.10% Add +1372.4% 205,821 $55.2M
Proem Advisors LLC 14.04% Reduce -33.6% 197,771 $53.1M
American Century Companies Inc. 0.03% Reduce -42.2% 196,201 $52.7M
Driehaus Capital Management LLC 0.41% Add +83.4% 191,943 $51.5M
State Street Corp. 0.00% Add +10.2% 186,734 $50.1M
Dimensional Fund Advisors LP 0.01% Add +51.1% 159,017 $42.7M
Nuveen, LLC 0.01% Reduce -28.1% 149,162 $40.0M
Millennium Management 0.03% Add +92.2% 129,536 $34.8M
G2 Investment Partners Management LLC 6.86% Reduce -56.2% 116,576 $31.3M
Trexquant Investment LP 0.35% Reduce -20.1% 116,189 $31.2M
Northern Trust Corp. 0.00% Add +12.5% 110,031 $29.5M
Cubist Systematic Strategies, LLC 0.30% New 101,896 $27.3M
Citadel Advisors 0.02% Reduce -49.8% 98,041 $26.3M
Invesco Ltd. 0.00% Add +2379.9% 97,485 $26.2M
BNP Paribas Financial Markets 0.02% Add +14074.9% 84,766 $22.8M
Morgan Stanley 0.00% Add +67.4% 83,698 $22.5M
UBS Group AG 0.00% Add +265.7% 83,068 $22.3M
Qube Research & Technologies Ltd 0.03% Add +172.9% 82,410 $22.1M
Jump Financial, LLC 0.28% Add +124.1% 82,339 $22.1M
Jane Street Group, LLC 0.03% Add +378.3% 76,347 $20.5M
Mane Global Capital Management LP 0.91% New 74,642 $20.0M
Sei Investments Co. 0.02% Reduce -2.8% 72,923 $19.6M
Tudor Investment Corporation 0.15% Add +172.7% 71,902 $19.3M
Voloridge Investment Management, LLC 0.07% New 71,852 $19.3M
Azora Capital LP 0.86% New 70,924 $19.0M
Balyasny Asset Management L.P. 0.04% New 70,067 $18.8M
First Trust Advisors LP 0.02% New 69,705 $18.7M
Rokos Capital Management LLP 0.31% New 67,278 $18.1M
Jupiter Asset Management Ltd. 0.14% Add +93.8% 63,252 $17.0M
S Squared Technology, LLC 6.94% Reduce -25.5% 61,351 $16.5M
FMR LLC 0.00% Reduce -18.6% 61,173 $16.4M
Wellington Management Group LLP 0.00% New 58,900 $15.8M
Shellback Capital, LP 0.99% New 55,345 $14.9M
Principal Financial Group Inc. 0.01% New 55,237 $14.8M
Metavasi Capital LP 6.53% Reduce -49.3% 54,717 $14.7M
Bank of America Corp. 0.00% Add +25.9% 47,213 $12.7M
Lord, Abbett & Co. LLC 0.04% New 44,602 $12.0M
Marshall Wace, LLP 0.01% Reduce -59.4% 42,324 $11.4M
Acadian Asset Management LLC 0.02% Reduce -53.0% 41,713 $11.2M
Silvercrest Asset Management Group LLC 0.07% Reduce -43.7% 39,482 $10.6M
AQR Capital Management 0.01% Reduce -10.3% 37,963 $10.2M
Great Lakes Advisors, LLC 0.08% Reduce -10.9% 37,563 $10.1M
Russell Investments Group, Ltd. 0.01% Reduce -7.3% 37,215 $10.0M
HRT Financial LP 0.04% Add +9.6% 35,761 $9.6M
Ardsley Advisory Partners LP 1.54% New 35,000 $9.4M
Bank of New York Mellon Corp 0.00% Add +29.1% 34,992 $9.4M
Goldman Sachs Group Inc. 0.00% Reduce -61.8% 34,862 $9.4M
Alliancebernstein L.P. 0.00% Reduce -27.1% 32,955 $8.8M
Janus Henderson Group PLC 0.00% Add +650.1% 30,004 $8.1M
Informed Momentum Co LLC 1.11% Add +169.7% 27,425 $7.4M
Charles Schwab Investment Management Inc. 0.00% Add +17.1% 27,211 $7.3M
Calamos Advisors LLC 0.04% Reduce -4.3% 25,206 $6.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +223.1% 24,996 $6.7M
Oberweis Asset Management Inc./ 0.28% New 24,322 $6.5M
Boothbay Fund Management, LLC 0.21% Reduce -54.9% 24,044 $6.5M
Tenzing Global Management, LLC 4.33% New 24,000 $6.4M
Deutsche Bank AG 0.00% Reduce -1.4% 23,635 $6.3M
Ameriprise Financial Inc. 0.00% Reduce -34.7% 22,735 $6.1M
Susquehanna International Group, LLP 0.01% Reduce -63.3% 22,164 $5.9M
Raymond James Financial Inc. 0.00% Add +68.8% 22,033 $5.9M
1832 Asset Management L.P. 0.01% New 19,800 $5.3M
Quantbot Technologies LP 0.13% New 19,530 $5.2M
Barclays PLC 0.00% Reduce -31.5% 19,260 $5.2M
Lisanti Capital Growth, LLC 1.38% New 18,565 $5.0M
Prospect Capital Advisors, LLC 2.94% New 18,180 $4.9M
Verition Fund Management LLC 0.03% New 17,958 $4.8M
Swiss National Bank 0.00% Add +1.7% 17,700 $4.8M
Meros Investment Management, LP 2.14% Reduce -14.5% 16,797 $4.5M
Walleye Capital LLC 0.04% New 15,538 $4.2M
LPL Financial LLC 0.00% New 14,542 $3.9M
Washington Harbour Partners LP 11.20% Reduce -29.6% 14,084 $3.8M
Rhumbline Advisers 0.00% Add +26.6% 14,081 $3.8M
Point72 Asset Management 0.01% New 13,944 $3.7M
State of Wisconsin Investment Board 0.01% Reduce -22.2% 13,746 $3.7M
Osaic Holdings, Inc. 0.01% Add +4341.4% 13,724 $3.7M
Gsa Capital Partners LLP 0.26% Reduce -9.5% 13,666 $3.7M
Sanctuary Advisors, LLC 0.02% Add +10.1% 12,812 $3.4M
Polen Capital Management LLC 0.01% New 12,621 $3.4M
Penserra Capital Management LLC 0.04% New 12,002 $3.2M
Legal & General Group Plc 0.00% Add +34.6% 11,801 $3.2M
Schonfeld Strategic Advisors LLC 0.02% New 11,507 $3.1M
Bantamac Capital, LLC 1.10% Reduce -37.2% 11,480 $3.1M
Robeco Institutional Asset Management B.V. 0.00% New 10,694 $2.9M
Panagora Asset Management Inc. 0.01% Reduce -0.4% 10,543 $2.8M
ExodusPoint Capital Management, LP 0.03% New 9,851 $2.6M
Quadrature Capital Ltd 0.04% Add +120.3% 9,751 $2.6M
Graham Capital Management, L.P. 0.07% New 9,123 $2.4M
JPMorgan Chase & Co. 0.00% Add +0.7% 8,986 $2.4M
Victory Capital Management Inc. 0.00% Reduce -37.2% 8,863 $2.4M
California State Teachers Retirement System 0.00% No change 8,435 $2.3M
Franklin Resources Inc. 0.00% Reduce -27.5% 8,397 $2.3M
Ieq Capital, LLC 0.01% Add +34.6% 8,162 $2.2M
Ensign Peak Advisors, Inc 0.00% New 6,998 $1.9M
FORA Capital, LLC 0.20% New 6,548 $1.8M
Bayesian Capital Management, LP 0.26% New 6,200 $1.7M
Harvest Investment Services, LLC 0.36% New 5,993 $1.6M
MetLife Investment Management, LLC 0.01% Add +19.5% 5,566 $1.5M
Los Angeles Capital Management LLC 0.01% New 5,343 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% New 5,214 $1.4M
Manufacturers Life Insurance Company, The 0.00% Add +20.2% 5,183 $1.4M
Creative Planning 0.00% Add +3.8% 5,112 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.5% 5,083 $1.4M
Federated Hermes, Inc. 0.00% Reduce -4.2% 5,076 $1.4M
Wells Fargo & Company 0.00% Add +2.2% 5,072 $1.4M
Intech Investment Management LLC 0.01% Add +24.8% 5,051 $1.4M
Jain Global LLC 0.02% New 5,019 $1.3M
Uniplan Investment Counsel, Inc. 0.14% Reduce -15.5% 4,992 $1.3M
Cetera Investment Advisers 0.00% New 4,896 $1.3M
Scientech Research LLC 0.32% Add +10.1% 4,882 $1.3M
Sierra Summit Advisors LLC 0.23% Reduce -40.7% 4,805 $1.3M
T. Rowe Price Associates Inc. 0.00% Add +33.0% 4,631 $1.2M
Leavell Investment Management, Inc. 0.05% Add +4.6% 4,510 $1.2M
AlphaQuest LLC 0.11% Add +125.3% 4,318 $1.2M
Meeder Asset Management Inc. 0.07% Add +835.9% 4,305 $1.2M
Citigroup Inc. 0.00% Reduce -32.3% 4,256 $1.1M
Dark Forest Capital Management LP 0.05% Add +72.6% 4,234 $1.1M
SG Americas Securities, LLC 0.01% Add +34.9% 4,223 $1.1M
Entropy Technologies, LP 0.08% New 3,800 $1.0M
Brevan Howard Capital Management LP 0.01% New 3,784 $1.0M
Virtu Financial LLC 0.05% New 3,754 $1.0M
Nomura Holdings Inc. 0.01% Reduce -24.7% 3,687 $990K
Citizens Financial Group Inc. 0.02% Reduce -2.4% 3,613 $970K
Polymer Capital Management (US) LLC 0.16% Reduce -49.0% 3,528 $947K
Legato Capital Management LLC 0.11% New 3,520 $945K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 3,400 $913K
New York State Common Retirement Fund 0.00% Reduce -8.8% 3,100 $832K
Cwm, LLC 0.00% Reduce -1.4% 3,083 $828K
BRC Group Holdings, Inc. 0.91% Reduce -57.1% 3,000 $805K
Regal Partners Ltd 0.07% Reduce -75.1% 2,966 $796K
HighTower Advisors, LLC 0.00% New 2,950 $792K
State Board of Administration of Florida Retirement System 0.00% Add +3.2% 2,931 $787K
Bryce Point Capital, LLC 0.66% New 2,900 $778K
Capstone Investment Advisors, LLC 0.01% New 2,837 $761K
O'Neil Global Advisors, Inc. 0.17% New 2,823 $758K
Oppenheimer & Co. Inc. 0.01% No change 2,756 $740K
NewEdge Advisors, LLC 0.00% Add +2845.2% 2,739 $735K
Arizona State Retirement System 0.00% Add +4.7% 2,699 $724K
Fox Run Management, L.L.C. 0.12% New 2,643 $709K
Fuller & Thaler Asset Management, Inc. 0.00% New 2,630 $706K
Diversified Trust Co. 0.02% Reduce -2.4% 2,548 $684K
Voya Investment Management LLC 0.00% New 2,530 $679K
Commonwealth Equity Services, LLC 0.00% New 2,475 $664K
Wealth Enhancement Advisory Services, LLC 0.00% New 2,327 $656K
Aviva PLC 0.00% Reduce -64.0% 2,388 $641K
Cim, LLC 0.09% New 2,355 $632K
Wolverine Trading, LLC 0.02% Reduce -60.0% 2,521 $629K
Centiva Capital, LP 0.04% New 2,336 $627K
Harbour Capital Advisors, LLC 0.13% New 2,300 $621K
Royal Bank of Canada 0.00% Reduce -51.9% 2,309 $619K
Baader Bank Aktiengesellschaft 0.05% New 2,200 $591K
Mather Group, Llc. 0.01% No change 2,187 $587K
Police & Firemen's Retirement System of New Jersey 0.01% Add +19.9% 2,096 $563K
Precision Wealth Strategies, LLC 0.18% Reduce -46.1% 2,023 $543K
Richmond Investment Services, LLC 0.11% New 2,008 $539K
Mariner, LLC 0.00% New 1,998 $536K
Algert Global LLC 0.01% New 1,980 $531K
SBI Securities Co., Ltd. 0.02% Add +3.2% 1,953 $524K
Integrated Quantitative Investments LLC 0.15% Reduce -83.9% 1,919 $515K
ProShare Advisors LLC 0.00% New 1,902 $511K
KLP Kapitalforvaltning As 0.00% Add +11.8% 1,900 $510K
Bridgefront Capital, LLC 0.13% New 1,884 $506K
Silver Oak Wealth Advisors Services, LLC 0.36% New 1,866 $501K
PDT Partners, LLC 0.03% New 1,646 $442K
Sigma Planning Corp 0.01% New 1,582 $425K
Cresset Asset Management, LLC 0.00% New 1,498 $402K
O'shaughnessy Asset Management, LLC 0.00% Reduce -62.6% 1,490 $400K
Prelude Capital Management, LLC 0.04% New 1,474 $396K
Mach-1 Financial Group, LLC 0.11% New 1,436 $385K
Cerity Partners LLC 0.00% New 1,412 $379K
Teacher Retirement System of Texas 0.00% New 1,405 $377K
Comprehensive Financial Planning, Inc. 0.28% New 1,339 $359K
Semanteon Capital Management, LP 0.54% New 1,333 $358K
Arete Wealth Advisors, LLC 0.02% New 1,257 $337K
Tower Research Capital LLC (TRC) 0.01% Reduce -58.5% 1,240 $333K
Pictet Asset Management Holding SA 0.00% New 1,237 $332K
Prudential Financial Inc. 0.00% New 1,206 $324K
Worth Venture Partners, LLC 2.54% New 1,150 $309K
Cibc World Markets Corp. 0.00% New 1,143 $307K
Point72 (DIFC) Ltd 0.02% New 1,086 $291K
EntryPoint Capital, LLC 0.14% Reduce -66.3% 1,051 $282K
FJ Capital Management LLC 0.03% New 1,046 $281K
Mercer Global Advisors Inc. 0.00% New 1,009 $271K
Private Advisor Group, LLC 0.00% New 1,000 $268K
Dynamic Technology Lab Private Ltd 0.04% Reduce -86.2% 990 $266K
HSBC Holdings PLC 0.00% New 941 $260K
LGT Group Foundation 0.00% New 960 $258K
Ameritas Investment Partners, Inc. 0.01% Add +23.6% 947 $254K
Aigen Investment Management, LP 0.03% New 862 $231K
Walled Lake Planning & Wealth Management, LLC 0.07% New 856 $230K
Inspire Advisors, LLC 0.02% New 854 $229K
Pallas Capital Advisors LLC 0.01% New 845 $227K
Independent Financial Group, LLC 0.01% New 838 $225K
STRS Ohio 0.00% Add +60.0% 800 $215K
Cornerstone Investment Partners, LLC 0.01% New 793 $213K
Garde Capital, Inc. 0.01% Reduce -11.2% 790 $212K
Kingswood Wealth Advisors, LLC 0.02% New 775 $208K
New York State Teachers Retirement System 0.00% No change 714 $192K
State of Wyoming 0.02% Reduce -77.0% 573 $154K
Lanark Financial, Inc. 0.01% New 533 $143K
Catalyst Capital Advisors LLC 0.00% New 525 $141K
US Bancorp \de 0.00% Add +300.0% 436 $117K
Atlas Capital Advisors Inc. 0.01% No change 379 $102K
Global Retirement Partners, LLC 0.00% — 362 $97K
KBC Group NV 0.00% New 317 $85K
Amalgamated Bank 0.00% No change 271 $73K
Nisa Investment Advisors, LLC 0.00% Add +4933.3% 151 $41K
Murphy & Mullick Capital Management Corp 0.03% New 150 $39K
Comerica Bank 0.00% Add +21.9% 117 $31K
WealthCollab, LLC 0.02% New 110 $30K
GAMMA Investing LLC 0.00% Add +2.0% 104 $28K
Essential Partners LLC 0.01% — 100 $27K
Clearstead Advisors, LLC 0.00% New 98 $26K
True Wealth Design, LLC 0.01% No change 89 $24K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 85 $23K
EverSource Wealth Advisors, LLC 0.00% New 54 $14K
Larson Financial Group LLC 0.00% Add +47.2% 53 $14K
Hillsdale Investment Management Inc. 0.00% New 35 $9K
LMR Partners LLP 0.00% New 33 $9K
Steward Partners Investment Advisory, LLC 0.00% No change 31 $8K
Sound Income Strategies, LLC 0.00% New 30 $8K
IFP Advisors, Inc 0.00% Add +900.0% 20 $8K
Sterling Capital Management LLC 0.00% Add +187.5% 23 $6K
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -53.5% 20 $5K
Allworth Financial LP 0.00% Add +260.0% 18 $5K
Rothschild Investment LLC 0.00% New 18 $5K
Golden State Wealth Management, LLC 0.00% No change 15 $4K
Jones Financial Companies LLLP 0.00% New 16 $4K
Geneos Wealth Management Inc. 0.00% New 13 $3K
Atlantic Union Bankshares Corp 0.00% New 12 $3K
Principal Securities, Inc. 0.00% New 6 $2K
WPG Advisers, LLC 0.00% New 5 $1K
Signaturefd, LLC 0.00% No change 5 $1K
Whipplewood Advisors, LLC 0.00% New 4 $1K
Hazlett, Burt & Watson, Inc. 0.00% New 5 $1K
Twin Peaks Wealth Advisors, LLC 0.00% New 3 $554
Stephens Consulting, LLC 0.00% Reduce -80.0% 1 $269
PNC Financial Services Group, Inc. 0.00% Reduce -94.1% 1 $268
Tortoise Investment Management, LLC 0.00% New 1 $268
Covestor Ltd 0.00% No change 1 $0

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