DaveDAVE
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $314.1M |
| Exits | 21 | $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.