DaveDAVE
13F holders, Q3 2025 (September 30)268holders +19
70new positions
49sold out
8famous investors
$199.37avg. 13F price*
At the end of Q3 2025, 268 institutions reported holding Dave Inc. (DAVE) in their 13F filings, up 19 from Q2 2025. 70 opened new positions and 49 sold out. The largest holders were Hood River Capital Management LLC ($215.5M), Divisadero Street Capital Management, LP ($184.5M) and BlackRock, Inc. ($147.9M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Dave Inc.
- CUSIP
- 23834J201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $88.0M |
| Exits | 49 | $163.0M |
All 13F filers, Q2 2025 → Q3 2025: 2,570,157 shares bought and 1,914,002 shares sold, net +656,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Hood River Capital Management LLC | 2.54% | Add +1.1% | 1,080,809 | $215.5M |
| Divisadero Street Capital Management, LP | 8.58% | Add +73.1% | 925,266 | $184.5M |
| BlackRock, Inc. | 0.00% | Add +9.9% | 741,903 | $147.9M |
| Vanguard Group Inc. | 0.00% | Add +10.0% | 655,293 | $130.6M |
| Renaissance Technologies | 0.10% | Reduce -12.9% | 386,400 | $77.0M |
| Driehaus Capital Management LLC | 0.44% | Add +60.0% | 307,038 | $61.2M |
| D. E. Shaw & Co. | 0.05% | Reduce -44.3% | 282,062 | $56.2M |
| Whetstone Capital Advisors, LLC | 15.28% | No change | 276,747 | $55.2M |
| Geode Capital Management, LLC | 0.00% | Add +16.8% | 242,719 | $48.4M |
| American Century Companies Inc. | 0.02% | Add +17.1% | 229,693 | $45.8M |
| State Street Corp. | 0.00% | Add +12.9% | 210,889 | $42.0M |
| Ameriprise Financial Inc. | 0.01% | Add +819.3% | 209,008 | $41.7M |
| FMR LLC | 0.00% | Add +232.5% | 203,390 | $40.5M |
| Wellington Management Group LLP | 0.01% | Add +200.7% | 177,103 | $35.3M |
| Two Sigma Advisers, LP | 0.07% | Reduce -30.1% | 172,873 | $34.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +8.3% | 172,167 | $34.3M |
| Mane Global Capital Management LP | 1.48% | Add +111.7% | 158,027 | $31.5M |
| G2 Investment Partners Management LLC | 5.98% | Add +25.3% | 146,121 | $29.1M |
| Voya Investment Management LLC | 0.03% | Add +5603.0% | 144,285 | $28.8M |
| Neuberger Berman Group LLC | 0.02% | New | 134,064 | $26.7M |
| Azora Capital LP | 1.23% | Add +87.9% | 133,242 | $26.6M |
| Citadel Advisors | 0.02% | Add +35.8% | 133,100 | $26.5M |
| Jane Street Group, LLC | 0.03% | Add +58.5% | 120,991 | $24.1M |
| Nuveen, LLC | 0.01% | Reduce -20.1% | 119,104 | $23.7M |
| Northern Trust Corp. | 0.00% | Add +6.7% | 117,418 | $23.4M |
| Morgan Stanley | 0.00% | Add +40.1% | 117,288 | $23.4M |
| Invesco Ltd. | 0.00% | Add +17.9% | 114,942 | $22.9M |
| Voloridge Investment Management, LLC | 0.07% | Add +55.3% | 111,579 | $22.2M |
| Jump Financial, LLC | 0.29% | Add +31.3% | 108,123 | $21.6M |
| Proem Advisors LLC | 4.69% | Reduce -50.6% | 97,771 | $19.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +223.0% | 87,881 | $17.5M |
| Two Sigma Investments, LP | 0.03% | Reduce -57.4% | 87,655 | $17.5M |
| Metavasi Capital LP | 5.94% | Add +53.5% | 84,019 | $16.7M |
| Balyasny Asset Management L.P. | 0.03% | Add +8.0% | 75,660 | $15.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +104.4% | 71,260 | $14.2M |
| Principal Financial Group Inc. | 0.01% | Add +22.7% | 67,792 | $13.5M |
| S Squared Technology, LLC | 5.10% | Add +9.8% | 67,351 | $13.4M |
| Sei Investments Co. | 0.01% | Reduce -13.0% | 63,434 | $12.6M |
| Franklin Resources Inc. | 0.00% | Add +630.6% | 61,350 | $12.2M |
| Millennium Management | 0.01% | Reduce -54.1% | 59,483 | $11.9M |
| Trexquant Investment LP | 0.12% | Reduce -49.0% | 59,223 | $11.8M |
| UBS Group AG | 0.00% | Reduce -29.4% | 58,644 | $11.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +42.2% | 52,918 | $10.5M |
| Oberweis Asset Management Inc./ | 0.35% | Add +87.6% | 45,622 | $9.1M |
| Prospect Capital Advisors, LLC | 4.30% | Add +129.0% | 41,635 | $8.3M |
| First Trust Advisors LP | 0.01% | Reduce -41.6% | 40,701 | $8.1M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -13.3% | 38,687 | $7.7M |
| Findell Capital Management LLC | 3.46% | New | 38,000 | $7.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -54.4% | 37,566 | $7.5M |
| Calamos Advisors LLC | 0.04% | Add +47.1% | 37,067 | $7.4M |
| Bank of New York Mellon Corp | 0.00% | Add +3.1% | 36,086 | $7.2M |
| Bank of America Corp. | 0.00% | Reduce -24.4% | 35,684 | $7.1M |
| Boothbay Fund Management, LLC | 0.19% | Add +47.8% | 35,547 | $7.1M |
| HRT Financial LP | 0.02% | Reduce -5.0% | 33,975 | $6.8M |
| AQR Capital Management | 0.00% | Reduce -13.7% | 32,750 | $6.5M |
| Capital Fund Management S.A. | 0.06% | New | 31,071 | $6.2M |
| Tenzing Global Management, LLC | 4.20% | Add +25.0% | 30,000 | $6.0M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +153.8% | 29,205 | $5.8M |
| Tudor Investment Corporation | 0.04% | Reduce -62.0% | 27,337 | $5.4M |
| Quantbot Technologies LP | 0.15% | Add +38.9% | 27,131 | $5.4M |
| Interval Partners, LP | 0.11% | New | 26,430 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Add +10.6% | 24,513 | $4.9M |
| Deutsche Bank AG | 0.00% | Add +3.6% | 24,489 | $4.9M |
| Ensign Peak Advisors, Inc | 0.01% | Add +244.4% | 24,103 | $4.8M |
| IMC-Chicago, LLC | 0.08% | New | 22,649 | $4.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -32.5% | 22,227 | $4.4M |
| Lisanti Capital Growth, LLC | 1.01% | Add +11.6% | 20,724 | $4.1M |
| State of Wisconsin Investment Board | 0.01% | Add +50.3% | 20,662 | $4.1M |
| Macquarie Group Ltd. | 0.00% | New | 19,788 | $3.9M |
| Verition Fund Management LLC | 0.02% | Add +9.8% | 19,716 | $3.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +81.2% | 19,375 | $3.9M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -48.4% | 19,369 | $3.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -35.6% | 19,334 | $3.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 18,405 | $3.7M |
| Swiss National Bank | 0.00% | Add +3.4% | 18,300 | $3.6M |
| LPL Financial LLC | 0.00% | Add +17.9% | 17,140 | $3.4M |
| Cubist Systematic Strategies, LLC | 0.05% | Reduce -84.3% | 16,050 | $3.2M |
| Penserra Capital Management LLC | 0.04% | Add +25.2% | 15,025 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -82.4% | 14,935 | $3.0M |
| Rhumbline Advisers | 0.00% | Reduce -2.7% | 13,696 | $2.7M |
| Barclays PLC | 0.00% | Reduce -29.8% | 13,515 | $2.7M |
| Informed Momentum Co LLC | 0.31% | Reduce -50.5% | 13,564 | $2.7M |
| Polen Capital Management LLC | 0.01% | Reduce -1.5% | 12,429 | $2.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -51.5% | 12,119 | $2.4M |
| Harvest Investment Services, LLC | 0.49% | Add +102.1% | 12,111 | $2.4M |
| Granahan Investment Management, LLC | 0.10% | New | 12,037 | $2.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.8% | 11,590 | $2.3M |
| Panagora Asset Management Inc. | 0.01% | Add +5.0% | 11,065 | $2.2M |
| Castleark Management LLC | 0.06% | New | 9,863 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.8% | 9,091 | $1.9M |
| Victory Capital Management Inc. | 0.00% | Add +9.4% | 9,698 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +78.7% | 9,315 | $1.9M |
| Hudson Bay Capital Management LP | 0.01% | New | 9,162 | $1.8M |
| Gsa Capital Partners LLP | 0.15% | Reduce -33.7% | 9,061 | $1.8M |
| Quadrature Capital Ltd | 0.02% | Reduce -12.9% | 8,495 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 8,436 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.2% | 8,428 | $1.7M |
| Engineers Gate Manager LP | 0.02% | New | 8,203 | $1.6M |
| Ieq Capital, LLC | 0.00% | Reduce -0.3% | 8,137 | $1.6M |
| Credit Agricole S A | 0.01% | — | 8,002 | $1.6M |
| Wilson Asset Management (international) PTY Ltd. | 0.39% | New | 7,830 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +53.9% | 7,807 | $1.6M |
| Uniplan Investment Counsel, Inc. | 0.16% | Add +54.9% | 7,732 | $1.5M |
| Point72 Asset Management | 0.00% | Reduce -45.2% | 7,644 | $1.5M |
| Globeflex Capital L P | 0.22% | New | 7,281 | $1.5M |
| Acadian Asset Management LLC | 0.00% | Reduce -82.9% | 7,124 | $1.4M |
| Maverick Capital | 0.02% | New | 6,926 | $1.4M |
| Meros Investment Management, LP | 0.58% | Reduce -59.7% | 6,769 | $1.3M |
| Squarepoint Ops LLC | 0.00% | New | 6,652 | $1.3M |
| Jain Global LLC | 0.02% | Add +31.5% | 6,598 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +41.8% | 6,566 | $1.3M |
| Stifel Financial Corp. | 0.00% | New | 5,876 | $1.2M |
| Wolverine Trading, LLC | 0.02% | Add +115.8% | 5,440 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.0% | 5,343 | $1.1M |
| Los Angeles Capital Management LLC | 0.00% | Reduce -0.7% | 5,308 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 5,300 | $1.1M |
| Regal Partners Ltd | 0.08% | Add +77.5% | 5,266 | $1.0M |
| Creative Planning | 0.00% | Add +2.8% | 5,254 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.9% | 5,231 | $1.0M |
| HSBC Holdings PLC | 0.00% | Add +454.4% | 5,217 | $1.0M |
| Algert Global LLC | 0.02% | Add +151.0% | 4,970 | $991K |
| Canada Pension Plan Investment Board | 0.00% | New | 4,900 | $977K |
| XTX Topco Ltd | 0.05% | New | 4,848 | $966K |
| Sierra Summit Advisors LLC | 0.14% | Reduce -1.3% | 4,741 | $945K |
| Leavell Investment Management, Inc. | 0.04% | No change | 4,510 | $899K |
| Entropy Technologies, LP | 0.07% | Add +18.4% | 4,500 | $897K |
| AlphaQuest LLC | 0.06% | Add +2.3% | 4,419 | $881K |
| Meeder Asset Management Inc. | 0.05% | Add +2.6% | 4,419 | $881K |
| Marshall Wace, LLP | 0.00% | Reduce -89.8% | 4,315 | $860K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.3% | 4,305 | $858K |
| Teachers Retirement System of the State of Kentucky | 0.01% | New | 4,302 | $858K |
| Moran Wealth Management, LLC | 0.03% | New | 4,162 | $830K |
| Vident Advisory, LLC | 0.01% | New | 3,964 | $790K |
| Legato Capital Management LLC | 0.08% | Add +9.4% | 3,850 | $767K |
| Brevan Howard Capital Management LP | 0.01% | Add +1.6% | 3,846 | $767K |
| Citizens Financial Group Inc. | 0.01% | Add +5.4% | 3,808 | $759K |
| SG Americas Securities, LLC | 0.00% | Reduce -11.4% | 3,741 | $746K |
| Intech Investment Management LLC | 0.01% | Reduce -27.2% | 3,679 | $733K |
| Simplex Trading, LLC | 0.02% | New | 3,527 | $703K |
| Fox Run Management, L.L.C. | 0.11% | Add +30.9% | 3,461 | $690K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -73.6% | 3,377 | $673K |
| Dark Forest Capital Management LP | 0.03% | Reduce -20.8% | 3,352 | $668K |
| New York State Common Retirement Fund | 0.00% | No change | 3,100 | $618K |
| Harbour Capital Advisors, LLC | 0.13% | Add +32.4% | 3,045 | $618K |
| Capstone Investment Advisors, LLC | 0.01% | Add +8.1% | 3,067 | $611K |
| Cerity Partners LLC | 0.00% | Add +111.0% | 2,979 | $594K |
| PEAK6 LLC | 0.01% | New | 2,874 | $573K |
| Walleye Capital LLC | 0.01% | Reduce -81.7% | 2,846 | $567K |
| SBI Securities Co., Ltd. | 0.01% | Add +44.6% | 2,824 | $563K |
| SummitTX Capital, L.P. | 0.02% | New | 2,823 | $563K |
| Connective Capital Management, LLC | 0.51% | New | 2,804 | $559K |
| Graham Capital Management, L.P. | 0.03% | Reduce -69.4% | 2,788 | $556K |
| Arizona State Retirement System | 0.00% | Add +3.3% | 2,787 | $556K |
| Mariner, LLC | 0.00% | Add +37.7% | 2,752 | $549K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -6.3% | 2,746 | $547K |
| Diversified Trust Co. | 0.01% | Add +7.4% | 2,736 | $545K |
| Aquatic Capital Management LLC | 0.01% | New | 2,696 | $537K |
| Cwm, LLC | 0.00% | Reduce -14.9% | 2,625 | $523K |
| Blackstone Inc. | 0.00% | New | 2,577 | $514K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +22.3% | 2,564 | $511K |
| Prelude Capital Management, LLC | 0.04% | Add +72.1% | 2,537 | $506K |
| Harbor Capital Advisors, Inc. | 0.04% | New | 2,530 | $504K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.9% | 2,494 | $497K |
| Emerald Mutual Fund Advisers Trust | 0.03% | New | 2,478 | $494K |
| Voleon Capital Management LP | 0.01% | New | 2,411 | $481K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -8.8% | 2,400 | $478K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.9% | 2,348 | $476K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 2,372 | $473K |
| Cim, LLC | 0.06% | Reduce -0.1% | 2,352 | $469K |
| Cresset Asset Management, LLC | 0.00% | Add +48.6% | 2,226 | $444K |
| Aviva PLC | 0.00% | Reduce -7.4% | 2,211 | $441K |
| GoalVest Advisory LLC | 0.09% | New | 2,200 | $439K |
| Allianz Asset Management GmbH | 0.00% | New | 2,193 | $437K |
| Mather Group, Llc. | 0.00% | No change | 2,187 | $436K |
| Caxton Associates LLP | 0.01% | New | 2,145 | $428K |
| Twinbeech Capital LP | 0.02% | New | 2,109 | $420K |
| Avior Wealth Management, LLC | 0.01% | New | 2,050 | $409K |
| Numerai GP LLC | 0.05% | New | 1,951 | $389K |
| Royal Bank of Canada | 0.00% | Reduce -16.0% | 1,939 | $387K |
| Integrated Quantitative Investments LLC | 0.11% | Add +0.2% | 1,923 | $383K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.6% | 1,917 | $382K |
| KLP Kapitalforvaltning As | 0.00% | No change | 1,900 | $379K |
| Silver Oak Wealth Advisors Services, LLC | 0.25% | No change | 1,866 | $372K |
| FJ Capital Management LLC | 0.04% | Add +74.0% | 1,820 | $363K |
| D.A. Davidson & Co. | 0.00% | New | 1,668 | $333K |
| ProShare Advisors LLC | 0.00% | Reduce -16.6% | 1,586 | $316K |
| Citigroup Inc. | 0.00% | Reduce -63.0% | 1,576 | $314K |
| Axq Capital, LP | 0.12% | New | 1,560 | $311K |
| US Bancorp \de | 0.00% | Add +252.1% | 1,535 | $306K |
| Cetera Investment Advisers | 0.00% | Reduce -68.8% | 1,526 | $304K |
| Raymond James Financial Inc. | 0.00% | Reduce -93.2% | 1,500 | $299K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -61.8% | 1,300 | $259K |
| Worth Venture Partners, LLC | 1.20% | Add +9.4% | 1,258 | $251K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,237 | $247K |
| Teacher Retirement System of Texas | 0.00% | Reduce -12.0% | 1,236 | $246K |
| DRW Securities, LLC | 0.01% | New | 1,221 | $243K |
| Prudential Financial Inc. | 0.00% | Add +0.4% | 1,211 | $241K |
| Thrivent Financial for Lutherans | 0.00% | New | 1,170 | $233K |
| Optivise Advisory Services LLC | 0.14% | New | 1,148 | $229K |
| EntryPoint Capital, LLC | 0.09% | Add +8.5% | 1,140 | $227K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.7% | 1,137 | $227K |
| Whittier Trust Co. | 0.00% | New | 1,000 | $203K |
| State of Wyoming | 0.02% | Add +61.8% | 927 | $185K |
| Point72 (DIFC) Ltd | 0.01% | Reduce -22.1% | 846 | $169K |
| New York State Teachers Retirement System | 0.00% | Add +17.6% | 840 | $167K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -35.6% | 798 | $159K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -18.2% | 775 | $154K |
| Lanark Financial, Inc. | 0.01% | Add +15.0% | 613 | $122K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 525 | $105K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.13% | New | 500 | $100K |
| State of Alaska, Department of Revenue | 0.00% | New | 490 | $97K |
| KBC Group NV | 0.00% | No change | 317 | $63K |
| STRS Ohio | 0.00% | Reduce -62.5% | 300 | $60K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.2% | 289 | $58K |
| Amalgamated Bank | 0.00% | No change | 271 | $54K |
| Team Financial Group, LLC | 0.02% | New | 269 | $54K |
| Exchange Traded Concepts, LLC | 0.00% | New | 238 | $47K |
| Federated Hermes, Inc. | 0.00% | Reduce -95.4% | 234 | $47K |
| Arax Advisory Partners | 0.00% | New | 184 | $37K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 150 | $32K |
| National Bank of Canada | 0.00% | New | 149 | $30K |
| Comerica Bank | 0.00% | No change | 117 | $23K |
| WealthCollab, LLC | 0.01% | No change | 110 | $22K |
| GAMMA Investing LLC | 0.00% | Add +2.9% | 107 | $21K |
| Essential Partners LLC | 0.01% | No change | 100 | $20K |
| Westend Capital Management, LLC | 0.01% | New | 100 | $20K |
| Clearstead Advisors, LLC | 0.00% | Add +1.0% | 99 | $20K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +5.9% | 90 | $18K |
| Jones Financial Companies LLLP | 0.00% | Add +406.3% | 81 | $18K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -41.7% | 88 | $18K |
| True Wealth Design, LLC | 0.01% | Reduce -2.3% | 87 | $17K |
| Blue Trust, Inc. | 0.00% | New | 74 | $15K |
| Quarry LP | 0.00% | New | 61 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +5.6% | 57 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 53 | $11K |
| Optiver Holding B.V. | 0.00% | New | 40 | $8K |
| Farther Finance Advisors, LLC | 0.00% | New | 37 | $7K |
| Covestor Ltd | 0.00% | Add +3400.0% | 35 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 35 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 33 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 30 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 31 | $6K |
| IFP Advisors, Inc | 0.00% | Add +25.0% | 25 | $5K |
| Sterling Capital Management LLC | 0.00% | No change | 23 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 20 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 18 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 15 | $3K |
| Compass Financial Services Inc | 0.00% | New | 12 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -33.3% | 12 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 11 | $2K |
| Allworth Financial LP | 0.00% | Reduce -38.9% | 11 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 10 | $2K |
| Signaturefd, LLC | 0.00% | Add +80.0% | 9 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 6 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 6 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | Add +500.0% | 6 | $1K |
| Toronto Dominion Bank | 0.00% | New | 6 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 5 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 5 | $997 |
| Caitlin John, LLC | 0.00% | New | 5 | $997 |
| Versant Capital Management, Inc | 0.00% | New | 4 | $797 |
| Parkside Financial Bank & Trust | 0.00% | New | 3 | $599 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 3 | $598 |
| Sunbelt Securities, Inc. | 0.00% | New | 3 | $598 |
| Guerra Advisors Inc | 0.00% | New | 2 | $399 |
| Tortoise Investment Management, LLC | 0.00% | Add +100.0% | 2 | $399 |
| Wealthspire Advisors, LLC | 0.00% | New | 1 | $199 |
| Hemington Wealth Management | 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.