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Equibles

DAVE

Dave Inc./DE

Company with tickers: DAVE, DAVEW

CIK
1841408
CUSIP
23834J201
Shares Outstanding
11,400,165
13F Activity (30d)
208 filings 202 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 276
Total Value: $2,058,553,136
Total Shares: 11,824,650
Showing 1–100 of 291 holdings by value · page 1 of 3

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 276 13F filers · Δ vs Dec 31, 2025
Top Holder
9.7%
Jun 2023 → Mar 2026 · range 8.9% – 37.4%
+0.2 pts
Top 5
32.7%
Jun 2023 → Mar 2026 · range 31.9% – 97.4%
−3.0 pts
Top 10
46.7%
Jun 2023 → Mar 2026 · range 46.7% – 100.0%
−3.8 pts
HHI
323
Jun 2023 → Mar 2026 · range 323 – 2,838
Broadly held −37

Quarterly Activity

vs Dec 31, 2025
New
58
Increased
109
Decreased
75
Sold Out
75
Unchanged
34
Holder count: -17
Institutional value: -21.2%
Shares held: +0.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large FULLER & THALER ASSET MANAGEMENT, INC. +199,613 202,013
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP +187,012 746,191
Mega UBS Group AG +155,807 225,476
Mega JANE STREET GROUP, LLC +138,577 352,117
Small FINDELL CAPITAL MANAGEMENT LLC +100,000 170,000

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Divisadero Street Capital Management, LP −345,868 640,840
Large Driehaus Capital Management LLC −195,103 62,334
Mega D. E. Shaw & Co., Inc. −101,490 108,905
Mega CITADEL ADVISORS LLC −91,582 292,426
Mega NEUBERGER BERMAN GROUP LLC −89,628 33,617

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 503,528 $87,659,189
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 134,493 $23,413,886
Small Estuary Capital Management LP 118,077 $20,556,024
Mid COOPER CREEK PARTNERS MANAGEMENT LLC 105,193 $18,313,049
Mega VANGUARD FIDUCIARY TRUST CO 76,794 $13,369,067

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 685,839 $151,851,610
Mid IMC-Chicago, LLC 126,931 $28,103,792
Small MANE GLOBAL CAPITAL MANAGEMENT LP 93,098 $20,612,828
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC 75,827 $16,788,856
Mega PRINCIPAL FINANCIAL GROUP INC 55,785 $12,351,356
Filter: New 58 Increased 109 Reduced 75 Sold out 75 Unchanged 34
Showing 100 of 291
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid Hood River Capital Management LLC $199,489,905 9.69% 1,145,901
Mega BlackRock, Inc. $144,250,444 7.01% 828,597
Mid Divisadero Street Capital Management, LP $111,563,835 5.42% 640,840
Mega VANGUARD CAPITAL MANAGEMENT LLC $87,659,189 4.26% 503,528
Large RENAISSANCE TECHNOLOGIES LLC $75,172,062 3.65% 431,800
Mega GEODE CAPITAL MANAGEMENT, LLC $56,812,530 2.76% 326,340
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $56,020,595 2.72% 321,791
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $50,677,599 2.46% 291,100
Mega DIMENSIONAL FUND ADVISORS LP $44,074,885 2.14% 253,173
Mega STATE STREET CORP $40,700,152 1.98% 233,788
Mega FMR LLC $40,220,882 1.95% 231,035
Mega WELLINGTON MANAGEMENT GROUP LLP $39,351,650 1.91% 226,042
Small Whetstone Capital Advisors, LLC $39,023,143 1.90% 224,155
Large FULLER & THALER ASSET MANAGEMENT, INC. $35,168,443 1.71% 202,013
Mega AMERICAN CENTURY COMPANIES INC $34,579,148 1.68% 198,628
Mega CITADEL ADVISORS LLC $33,895,323 1.65% 194,700
Large VOYA INVESTMENT MANAGEMENT LLC $33,745,604 1.64% 193,840
Mega JANE STREET GROUP, LLC $32,853,741 1.60% 188,717
Mega UBS Group AG $31,183,000 1.51% 179,120
Small FINDELL CAPITAL MANAGEMENT LLC $29,595,300 1.44% 170,000
Large Jefferies Financial Group Inc. $27,554,442 1.34% 158,277
Mega GOLDMAN SACHS GROUP INC $25,849,405 1.26% 148,483
Mega JANE STREET GROUP, LLC $24,546,690 1.19% 141,000
Mega FRANKLIN RESOURCES INC $23,814,814 1.16% 136,796
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $23,413,886 1.14% 134,493
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $23,206,197 1.13% 133,300
Mega NORTHERN TRUST CORP Bank $21,340,995 1.04% 122,586
Small G2 Investment Partners Management LLC $20,862,945 1.01% 119,840
Small Estuary Capital Management LP $20,556,024 1.00% 118,077
Small Metavasi Capital LP $20,471,939 0.99% 117,594
Mega Invesco Ltd. $19,824,493 0.96% 113,875
Mid Portolan Capital Management, LLC $18,356,397 0.89% 105,442
Mid COOPER CREEK PARTNERS MANAGEMENT LLC $18,313,049 0.89% 105,193
Large SEI INVESTMENTS CO $17,136,548 0.83% 98,435
Mega D. E. Shaw & Co., Inc. $16,817,964 0.82% 96,605
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $15,532,309 0.75% 89,220
Mega Nuveen, LLC $15,296,242 0.74% 87,864
Large Allianz Asset Management GmbH $13,845,725 0.67% 79,532
Large SG Americas Securities, LLC Broker-Dealer $13,579,194 0.66% 78,001
Mega VANGUARD FIDUCIARY TRUST CO Bank $13,369,067 0.65% 76,794
Small Buckley Capital Advisors, LLC $13,350,962 0.65% 76,690
Small S SQUARED TECHNOLOGY, LLC $13,063,713 0.63% 75,040
Mid OBERWEIS ASSET MANAGEMENT INC/ $11,612,151 0.56% 66,702
Mid Granahan Investment Management, LLC $11,396,279 0.55% 65,462
Mid SG Capital Management LLC $11,052,451 0.54% 63,487
Large Driehaus Capital Management LLC $10,851,726 0.53% 62,334
Mega FIRST TRUST ADVISORS LP $10,506,505 0.51% 60,351
Large Russell Investments Group, Ltd. $9,924,170 0.48% 57,006
Mid GROUP ONE TRADING LLC $9,810,841 0.48% 56,355
Mega MORGAN STANLEY $9,761,397 0.47% 56,071
Mega CITADEL ADVISORS LLC $9,614,293 0.47% 55,226
Large PEAK6 LLC $9,244,179 0.45% 53,100
Small Prospect Capital Advisors, LLC $9,094,461 0.44% 52,240
Mega BANK OF AMERICA CORP /DE/ Bank $8,256,216 0.40% 47,425
Mega UBS Group AG $8,070,114 0.39% 46,356
Large MARSHALL WACE, LLP $7,983,419 0.39% 45,858
Mega CITADEL ADVISORS LLC $7,398,825 0.36% 42,500
Mega MILLENNIUM MANAGEMENT LLC $7,327,448 0.36% 42,090
Small Tenzing Global Management, LLC $6,963,600 0.34% 40,000
Small INTERCAPITAL, LLC $6,856,708 0.33% 39,386
Mid BOOTHBAY FUND MANAGEMENT, LLC $6,560,581 0.32% 37,685
Large Trexquant Investment LP $6,475,973 0.31% 37,199
Mid PEREGRINE CAPITAL MANAGEMENT LLC $6,379,528 0.31% 36,645
Mega Bank of New York Mellon Corp Bank $6,276,810 0.30% 36,055
Large Calamos Advisors LLC $6,236,947 0.30% 35,826
Large STATE OF WISCONSIN INVESTMENT BOARD $6,033,959 0.29% 34,660
Small GRATIA CAPITAL, LLC $5,958,229 0.29% 34,225
Mega NEUBERGER BERMAN GROUP LLC $5,852,383 0.28% 33,617
Mega AQR CAPITAL MANAGEMENT LLC $5,700,228 0.28% 32,743
Mega TWO SIGMA INVESTMENTS, LP $5,490,276 0.27% 31,537
Small Fund 1 Investments, LLC $5,259,955 0.26% 30,214
Small Western Standard LLC $5,249,858 0.26% 30,156
Small GLOBEFLEX CAPITAL L P $4,634,449 0.23% 26,621
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $4,334,841 0.21% 24,900
Mid SEGALL BRYANT & HAMILL, LLC $4,210,714 0.20% 24,187
Large PEAK6 LLC $4,195,569 0.20% 24,100
Mega JANE STREET GROUP, LLC $3,899,616 0.19% 22,400
Mega Swiss National Bank Bank $3,760,344 0.18% 21,600
Mega AMERIPRISE FINANCIAL INC $3,651,711 0.18% 20,976
Mid OP Asset Management Ltd $3,478,666 0.17% 19,982
Small Cander Asset Management LP $3,297,264 0.16% 18,940
Large Ensign Peak Advisors, Inc $3,271,325 0.16% 18,791
Mega ALLIANCEBERNSTEIN L.P. $3,239,292 0.16% 18,607
Large SCOTIA CAPITAL INC. $3,199,426 0.16% 18,378
Large LORD, ABBETT & CO. LLC $3,182,365 0.15% 18,280
Large Point72 Asset Management, L.P. $3,151,029 0.15% 18,100
Mid Emerald Investment Advisers, LLC $2,958,833 0.14% 16,996
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,759,326 0.13% 15,850
Mega JPMORGAN CHASE & CO $2,537,361 0.12% 14,575
Large Blackstone Inc. $2,514,033 0.12% 14,441
Large Allspring Global Investments Holdings, LLC $2,470,162 0.12% 14,189
Small Havemeyer Place LP $2,458,498 0.12% 14,122
Mid Ruffer LLP $2,409,579 0.12% 13,841
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $2,288,761 0.11% 13,147
Mega RHUMBLINE ADVISERS $2,247,675 0.11% 12,911
Mega JANUS HENDERSON GROUP PLC $2,229,222 0.11% 12,805
Mega PRICE T ROWE ASSOCIATES INC /MD/ $2,211,291 0.11% 12,702
Mid Azora Capital LP $2,202,064 0.11% 12,649
Mid HARBOR CAPITAL ADVISORS, INC. $2,171,250 0.11% 12,472
Large GREAT LAKES ADVISORS, LLC $2,102,136 0.10% 12,075

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