DaveDAVE

13F holders, Q1 2026 (March 31)
273holders −18
50new positions
69sold out
6famous investors
$174.19avg. 13F price*

At the end of Q1 2026, 273 institutions reported holding Dave Inc. (DAVE) in their 13F filings, down 18 from Q4 2025. 50 opened new positions and 69 sold out. The largest holders were Hood River Capital Management LLC ($199.5M), BlackRock, Inc. ($144.3M) and Divisadero Street Capital Management, LP ($111.6M). 6 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 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 2025 → Q1 2026

InstitutionsTotal Value
New Positions50$93.0M
Exits69$155.6M

All 13F filers, Q4 2025 → Q1 2026: 2,167,981 shares bought and 1,928,874 shares sold, net +239,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 273 holders

Hood River Capital Management LLC 2.00% Add +2.7% 1,145,901 $199.5M
BlackRock, Inc. 0.00% Reduce -4.6% 828,597 $144.3M
Divisadero Street Capital Management, LP 5.22% Add +145.0% 640,840 $111.6M
Vanguard Capital Management LLC 0.00% — 503,528 $87.7M
Renaissance Technologies 0.12% Reduce -13.5% 431,800 $75.2M
Geode Capital Management, LLC 0.00% Add +2.5% 326,340 $56.8M
Susquehanna International Group, LLP 0.07% Reduce -19.6% 321,791 $56.0M
Dimensional Fund Advisors LP 0.01% Add +20.0% 253,173 $44.1M
State Street Corp. 0.00% Add +0.3% 233,788 $40.7M
FMR LLC 0.00% Add +35.1% 231,035 $40.2M
Wellington Management Group LLP 0.01% Add +19.6% 226,042 $39.4M
Whetstone Capital Advisors, LLC 14.68% Reduce -17.6% 224,155 $39.0M
Fuller & Thaler Asset Management, Inc. 0.12% Add +8317.2% 202,013 $35.2M
American Century Companies Inc. 0.02% Reduce -25.3% 198,628 $34.6M
Voya Investment Management LLC 0.04% Add +90.3% 193,840 $33.7M
Jane Street Group, LLC 0.04% Add +89.4% 188,717 $32.9M
Findell Capital Management LLC 8.72% Add +142.9% 170,000 $29.6M
Jefferies Financial Group Inc. 0.35% Add +25.7% 158,277 $27.6M
Goldman Sachs Group Inc. 0.00% Add +33.8% 148,483 $25.8M
Franklin Resources Inc. 0.01% Add +10.6% 136,796 $23.8M
Vanguard Portfolio Management LLC 0.00% — 134,493 $23.4M
Northern Trust Corp. 0.00% Add +2.3% 122,586 $21.3M
G2 Investment Partners Management LLC 5.14% Reduce -9.7% 119,840 $20.9M
Estuary Capital Management LP 3.44% New 118,077 $20.6M
Metavasi Capital LP 12.19% Add +58.9% 117,594 $20.5M
Invesco Ltd. 0.00% Reduce -0.8% 113,875 $19.8M
Portolan Capital Management, LLC 0.98% Add +139.6% 105,442 $18.4M
Cooper Creek Partners Management LLC 0.88% New 105,193 $18.3M
Sei Investments Co. 0.02% Add +21.4% 98,435 $17.1M
D. E. Shaw & Co. 0.01% Reduce -38.0% 96,605 $16.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.5% 89,220 $15.5M
Nuveen, LLC 0.00% Reduce -12.7% 87,864 $15.3M
Allianz Asset Management GmbH 0.02% Add +78.1% 79,532 $13.8M
SG Americas Securities, LLC 0.02% Reduce -11.9% 78,001 $13.6M
Vanguard Fiduciary Trust Co. 0.00% — 76,794 $13.4M
Buckley Capital Advisors, LLC 11.31% Add +22.6% 76,690 $13.4M
S Squared Technology, LLC 4.94% Add +22.3% 75,040 $13.1M
Oberweis Asset Management Inc./ 0.34% Add +13.2% 66,702 $11.6M
Granahan Investment Management, LLC 0.55% Add +3325.5% 65,462 $11.4M
SG Capital Management LLC 0.91% New 63,487 $11.1M
Driehaus Capital Management LLC 0.08% Reduce -75.8% 62,334 $10.9M
First Trust Advisors LP 0.01% Reduce -9.9% 60,351 $10.5M
Russell Investments Group, Ltd. 0.01% Reduce -10.8% 57,006 $9.9M
Group One Trading LLC 0.32% Add +281.6% 56,355 $9.8M
Morgan Stanley 0.00% Reduce -17.7% 56,071 $9.8M
Citadel Advisors 0.01% Reduce -55.8% 55,226 $9.6M
Prospect Capital Advisors, LLC 5.06% Add +39.4% 52,240 $9.1M
Bank of America Corp. 0.00% Reduce -41.7% 47,425 $8.3M
UBS Group AG 0.00% Reduce -33.5% 46,356 $8.1M
Marshall Wace, LLP 0.01% Add +28.1% 45,858 $8.0M
Millennium Management 0.01% Reduce -55.0% 42,090 $7.3M
Tenzing Global Management, LLC 5.78% Add +300.0% 40,000 $7.0M
Intercapital, LLC 3.80% New 39,386 $6.9M
Boothbay Fund Management, LLC 0.16% Reduce -0.1% 37,685 $6.6M
Trexquant Investment LP 0.05% Reduce -47.3% 37,199 $6.5M
Peregrine Capital Management LLC 0.24% Reduce -4.2% 36,645 $6.4M
Bank of New York Mellon Corp 0.00% Reduce -4.6% 36,055 $6.3M
Calamos Advisors LLC 0.03% Reduce -15.8% 35,826 $6.2M
State of Wisconsin Investment Board 0.01% Add +19.4% 34,660 $6.0M
Gratia Capital, LLC 5.65% Add +15.5% 34,225 $6.0M
Neuberger Berman Group LLC 0.00% Reduce -72.7% 33,617 $5.9M
AQR Capital Management 0.00% Add +7.4% 32,743 $5.7M
Two Sigma Investments, LP 0.00% Add +49.2% 31,537 $5.5M
Fund 1 Investments, LLC 0.68% New 30,214 $5.3M
Western Standard LLC 2.76% New 30,156 $5.2M
Globeflex Capital L P 0.70% Add +76.0% 26,621 $4.6M
Canada Pension Plan Investment Board 0.00% Reduce -58.0% 24,900 $4.3M
Segall Bryant & Hamill, LLC 0.06% Reduce -4.9% 24,187 $4.2M
Alliancebernstein L.P. 0.00% Add +1.1% 18,607 $4.1M
Swiss National Bank 0.00% No change 21,600 $3.8M
Ameriprise Financial Inc. 0.00% Add +24.4% 20,976 $3.7M
OP Asset Management Ltd 0.04% Add +236.3% 19,982 $3.5M
Cander Asset Management LP 0.59% New 18,940 $3.3M
Ensign Peak Advisors, Inc 0.01% Reduce -13.1% 18,791 $3.3M
Scotia Capital Inc. 0.01% New 18,378 $3.2M
Lord, Abbett & Co. LLC 0.01% Reduce -52.8% 18,280 $3.2M
Emerald Investment Advisers, LLC 0.27% — 16,996 $3.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +5.5% 15,850 $2.8M
Blackstone Inc. 0.01% Add +200.2% 14,441 $2.5M
JPMorgan Chase & Co. 0.00% Add +13.5% 14,575 $2.5M
Allspring Global Investments Holdings, LLC 0.00% New 14,189 $2.5M
Havemeyer Place LP 0.28% Add +205.9% 14,122 $2.5M
Ruffer LLP 0.10% New 13,841 $2.4M
California State Teachers Retirement System 0.00% Add +26.5% 13,147 $2.3M
Rhumbline Advisers 0.00% Add +2.0% 12,911 $2.2M
Janus Henderson Group PLC 0.00% Add +1.8% 12,805 $2.2M
T. Rowe Price Associates Inc. 0.00% Add +16.0% 12,702 $2.2M
Azora Capital LP 0.14% Reduce -79.8% 12,649 $2.2M
Harbor Capital Advisors, Inc. 0.18% Add +583.8% 12,472 $2.2M
Great Lakes Advisors, LLC 0.02% Reduce -10.1% 12,075 $2.1M
Nomura Asset Management International Inc. 0.00% Add +12.1% 12,016 $2.1M
Future Fund LLC 0.71% Add +24.9% 11,593 $2.0M
One Capital Management, LLC 0.06% Add +24.9% 11,593 $2.0M
Panagora Asset Management Inc. 0.01% Add +2.4% 11,367 $2.0M
LPL Financial LLC 0.00% Add +52.7% 11,291 $2.0M
Deutsche Bank AG 0.00% Add +37.9% 11,122 $1.9M
Legal & General Group Plc 0.00% Reduce -12.6% 10,785 $1.9M
Royal Bank of Canada 0.00% Add +182.8% 10,590 $1.8M
Arrowstreet Capital, Limited Partnership 0.00% New 10,542 $1.8M
Engineers Gate Manager LP 0.02% Add +32.0% 10,243 $1.8M

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

Show all 273 holders