Dave (DAVE) Institutional Ownership $190.26 -12.23 (-6.04%) As of 10:54 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Dave (NASDAQ:DAVE)CurrentInstitutional OwnershipPercentage18.01%Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$5.69MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$6.89M Get DAVE Insider Trade Alerts Want to know when executives and insiders are buying or selling Dave stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data DAVE Institutional Buying and Selling by Quarter Dave Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/11/2025 Harbour Capital Advisors LLC2,300$621K0.1%N/A0.017% 7/11/2025 Diversified Trust Co2,548$684K0.0%-2.4%0.019% 7/10/2025 Wealth Enhancement Advisory Services LLC2,327$656K0.0%N/A0.017% 7/10/2025 Baader Bank Aktiengesellschaft2,200$591K0.0%N/A0.016% 7/9/2025 Pallas Capital Advisors LLC845$227K0.0%N/A0.006% 7/3/2025 Garde Capital Inc.790$212K0.0%-11.2%0.006% 6/27/2025Goldman Sachs Group Inc.91,347$7.55M0.0%-47.5%0.685% 5/16/2025Great Lakes Advisors LLC42,179$3.49M0.0%N/A0.331% 5/14/2025MetLife Investment Management LLC4,658$385K0.0%-2.2%0.037% 11/15/2024Quadrature Capital Ltd18,402$737K0.0%+4.9%0.145% 11/14/2024MetLife Investment Management LLC4,763$190K0.0%+129.1%0.038% (Data available from 1/1/2016 forward) DAVE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of DAVE shares? During the previous two years, 10 institutional investors and hedge funds held shares of Dave. The most heavily invested institutionals were Goldman Sachs Group Inc. ($7.55M), Great Lakes Advisors LLC ($3.49M), Quadrature Capital Ltd ($737K), Diversified Trust Co ($684K), Wealth Enhancement Advisory Services LLC ($656K), Harbour Capital Advisors LLC ($621K), and Baader Bank Aktiengesellschaft ($591K).Learn more on Dave's institutional investors. What percentage of Dave's stock is owned by institutional investors? 18.01% of Dave's stock is owned by institutional investors. Learn more on DAVE's institutional investor holdings. Which institutional investors have been buying Dave's stock? The following institutional investors have purchased Dave's stock in the last 24 months: Great Lakes Advisors LLC ($42.18K), MetLife Investment Management LLC ($2.68K), Wealth Enhancement Advisory Services LLC ($2.33K), Harbour Capital Advisors LLC ($2.30K), Baader Bank Aktiengesellschaft ($2.20K), Quadrature Capital Ltd ($863.00), and Pallas Capital Advisors LLC ($845.00). How much institutional buying is happening at Dave? Institutional investors have bought a total of 53,398 shares in the last 24 months. This purchase volume represents approximately $5.69M in transactions. Which of Dave's major shareholders have been selling company stock? The following institutional investors have sold Dave stock in the last 24 months: Goldman Sachs Group Inc. ($82.64K), MetLife Investment Management LLC ($105.00), Garde Capital Inc. ($100.00), and Diversified Trust Co ($62.00). How much institutional selling is happening at Dave? Institutional investors have sold a total of 82,911 shares in the last 24 months. This volume of shares sold represents approximately $6.89M in transactions. 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