DaveDAVE

13F holders, Q4 2025 (December 31)
291holders +23
56new positions
38sold out
7famous investors
$221.41avg. 13F price*

At the end of Q4 2025, 291 institutions reported holding Dave Inc. (DAVE) in their 13F filings, up 23 from Q3 2025. 56 opened new positions and 38 sold out. The largest holders were Hood River Capital Management LLC ($247.1M), BlackRock, Inc. ($192.4M) and Vanguard Group Inc. ($151.9M). 7 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Lee Ainslie (0.0% of Maverick Capital's portfolio) and David E. Shaw (0.0% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions56$98.8M
Exits38$62.8M

All 13F filers, Q3 2025 → Q4 2025: 2,166,068 shares bought and 2,326,451 shares sold, net −160,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 291 holders

Hood River Capital Management LLC 2.71% Add +3.3% 1,115,931 $247.1M
BlackRock, Inc. 0.00% Add +17.1% 868,832 $192.4M
Vanguard Group Inc. 0.00% Add +4.7% 685,839 $151.9M
Renaissance Technologies 0.17% Add +29.2% 499,100 $110.5M
Susquehanna International Group, LLP 0.12% Add +1533.3% 400,379 $88.6M
Geode Capital Management, LLC 0.00% Add +31.1% 318,295 $70.5M
Whetstone Capital Advisors, LLC 18.79% Reduce -1.7% 271,947 $60.2M
American Century Companies Inc. 0.03% Add +15.7% 265,747 $58.8M
Divisadero Street Capital Management, LP 3.30% Reduce -71.7% 261,608 $57.9M
Driehaus Capital Management LLC 0.39% Reduce -16.1% 257,437 $57.0M
State Street Corp. 0.00% Add +10.6% 233,163 $51.6M
Dimensional Fund Advisors LP 0.01% Add +22.5% 210,911 $46.7M
Wellington Management Group LLP 0.01% Add +6.7% 189,048 $41.9M
FMR LLC 0.00% Reduce -15.9% 170,997 $37.9M
D. E. Shaw & Co. 0.03% Reduce -44.8% 155,695 $34.5M
G2 Investment Partners Management LLC 6.99% Reduce -9.2% 132,668 $29.4M
IMC-Chicago, LLC 0.49% Add +460.4% 126,931 $28.1M
Jefferies Financial Group Inc. 0.23% New 125,891 $27.9M
Citadel Advisors 0.02% Reduce -6.1% 125,008 $27.7M
Franklin Resources Inc. 0.01% Add +101.7% 123,725 $27.4M
Neuberger Berman Group LLC 0.02% Reduce -8.1% 123,245 $27.3M
Northern Trust Corp. 0.00% Add +2.1% 119,850 $26.5M
Invesco Ltd. 0.00% Reduce -0.1% 114,791 $25.4M
Goldman Sachs Group Inc. 0.00% Add +55.8% 111,019 $24.6M
Voya Investment Management LLC 0.03% Reduce -29.4% 101,848 $22.6M
Nuveen, LLC 0.01% Reduce -15.5% 100,657 $22.3M
Jane Street Group, LLC 0.03% Reduce -17.6% 99,640 $22.1M
Millennium Management 0.02% Add +57.1% 93,430 $20.7M
Mane Global Capital Management LP 1.13% Reduce -41.1% 93,098 $20.6M
Charles Schwab Investment Management Inc. 0.00% Add +3.1% 90,576 $20.1M
SG Americas Securities, LLC 0.03% Add +2267.1% 88,552 $19.6M
Bank of America Corp. 0.00% Add +127.8% 81,284 $18.0M
Sei Investments Co. 0.02% Add +27.9% 81,115 $18.0M
Voloridge Investment Management, LLC 0.06% Reduce -32.0% 75,827 $16.8M
Metavasi Capital LP 7.22% Reduce -11.9% 74,019 $16.4M
Trexquant Investment LP 0.14% Add +19.2% 70,605 $15.6M
Findell Capital Management LLC 5.15% Add +84.2% 70,000 $15.5M
UBS Group AG 0.00% Add +18.8% 69,669 $15.4M
Morgan Stanley 0.00% Reduce -41.9% 68,155 $15.1M
First Trust Advisors LP 0.01% Add +64.5% 66,951 $14.8M
Russell Investments Group, Ltd. 0.02% Add +20.8% 63,908 $14.1M
Buckley Capital Advisors, LLC 12.04% — 62,528 $13.8M
Azora Capital LP 0.87% Reduce -53.1% 62,501 $13.8M
S Squared Technology, LLC 5.26% Reduce -8.9% 61,351 $13.6M
Canada Pension Plan Investment Board 0.01% Add +1110.2% 59,300 $13.1M
Oberweis Asset Management Inc./ 0.48% Add +29.1% 58,922 $13.0M
Principal Financial Group Inc. 0.01% Reduce -17.7% 55,785 $12.4M
BNP Paribas Financial Markets 0.01% Add +266.1% 54,669 $12.1M
Qube Research & Technologies Ltd 0.02% Add +45.1% 54,508 $12.1M
Allianz Asset Management GmbH 0.01% Add +1936.8% 44,667 $9.9M
Portolan Capital Management, LLC 0.52% New 44,001 $9.7M
Calamos Advisors LLC 0.06% Add +14.8% 42,550 $9.4M
Lord, Abbett & Co. LLC 0.03% Add +0.1% 38,715 $8.6M
Peregrine Capital Management LLC 0.26% New 38,230 $8.5M
Bank of New York Mellon Corp 0.00% Add +4.7% 37,787 $8.4M
Boothbay Fund Management, LLC 0.22% Add +6.1% 37,731 $8.4M
Prospect Capital Advisors, LLC 4.28% Reduce -10.0% 37,480 $8.3M
Marshall Wace, LLP 0.01% Add +729.7% 35,803 $7.9M
Interval Partners, LP 0.17% Add +26.1% 33,317 $7.4M
AQR Capital Management 0.00% Reduce -6.9% 30,485 $6.7M
Gratia Capital, LLC 5.88% New 29,625 $6.6M
State of Wisconsin Investment Board 0.01% Add +40.5% 29,036 $6.4M
Capital Fund Management S.A. 0.05% Reduce -15.6% 26,236 $5.8M
Segall Bryant & Hamill, LLC 0.08% New 25,442 $5.6M
4D Advisors, LLC 3.03% New 25,000 $5.5M
Barclays PLC 0.00% Add +70.2% 23,005 $5.1M
Ensign Peak Advisors, Inc 0.01% Reduce -10.3% 21,618 $4.8M
Swiss National Bank 0.00% Add +18.0% 21,600 $4.8M
Two Sigma Investments, LP 0.01% Reduce -75.9% 21,137 $4.7M
Robeco Institutional Asset Management B.V. 0.01% No change 19,375 $4.3M
Walleye Capital LLC 0.03% Add +556.7% 18,690 $4.1M
Alliancebernstein L.P. 0.00% Reduce -17.2% 18,407 $4.1M
F/m Investments LLC 0.15% New 17,578 $3.9M
Ameriprise Financial Inc. 0.00% Reduce -91.9% 16,858 $3.7M
Magnetar Financial LLC 0.04% New 16,430 $3.6M
Maverick Capital 0.04% Add +136.4% 16,376 $3.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -12.2% 16,164 $3.6M
Wells Fargo & Company 0.00% Add +104.5% 15,963 $3.5M
Globeflex Capital L P 0.51% Add +107.8% 15,126 $3.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +23.9% 15,020 $3.3M
Regal Partners Ltd 0.19% Add +184.9% 15,001 $3.3M
Schonfeld Strategic Advisors LLC 0.02% Reduce -48.6% 14,999 $3.3M
Y-Intercept (Hong Kong) Ltd 0.07% Add +60.0% 14,902 $3.3M
Group One Trading LLC 0.10% New 14,767 $3.3M
ExodusPoint Capital Management, LP 0.04% New 14,698 $3.3M
Great Lakes Advisors, LLC 0.02% Reduce -30.7% 13,427 $3.0M
JPMorgan Chase & Co. 0.00% Add +52.4% 12,845 $2.8M
Verition Fund Management LLC 0.02% Reduce -35.1% 12,800 $2.8M
Rhumbline Advisers 0.00% Reduce -7.6% 12,652 $2.8M
Janus Henderson Group PLC 0.00% Reduce -35.0% 12,575 $2.8M
Legal & General Group Plc 0.00% Add +6.4% 12,334 $2.7M
Victory Capital Management Inc. 0.00% Add +24.5% 12,077 $2.7M
Polen Capital Management LLC 0.01% Reduce -5.0% 11,805 $2.6M
XTX Topco Ltd 0.07% Add +135.6% 11,424 $2.5M
Panagora Asset Management Inc. 0.01% Add +0.3% 11,100 $2.5M
T. Rowe Price Associates Inc. 0.00% Add +66.8% 10,954 $2.4M
Nomura Asset Management International Inc. 0.00% — 10,722 $2.4M
Two Sigma Advisers, LP 0.00% Reduce -93.9% 10,600 $2.3M
Point72 Asset Management 0.00% Add +36.7% 10,452 $2.3M
California State Teachers Retirement System 0.00% Add +23.2% 10,391 $2.3M

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

Show all 291 holders