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Dave (DAVE) Institutional Ownership

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$201.06 +0.57 (+0.28%)
Closing price 08/14/2025 04:00 PM Eastern
Extended Trading
$202.62 +1.56 (+0.77%)
As of 06:05 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Dave (NASDAQ:DAVE)

Current
Institutional Ownership
Percentage
18.01%
Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$211.93M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$251.74M
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DAVE Institutional Buying and Selling by Quarter

Dave Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Raymond James Financial Inc.22,033$5.91M0.0%+68.8%0.165%
8/14/2025Metavasi Capital LP54,717$14.69M6.0%-49.3%0.410%
8/14/2025Bayesian Capital Management LP6,200$1.66M0.3%N/A0.046%
8/14/2025FJ Capital Management LLC1,046$281K0.0%N/A0.008%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,083$1.36M0.0%+6.5%0.038%
8/14/2025Ieq Capital LLC8,162$2.19M0.0%+34.6%0.061%
8/14/2025The Manufacturers Life Insurance Company 5,183$1.39M0.0%+20.2%0.039%
8/14/2025Mane Global Capital Management LP74,642$20.04M0.8%N/A0.560%
8/14/2025Rokos Capital Management LLP67,278$18.05M0.1%N/A0.504%
8/14/2025Ardsley Advisory Partners LP35,000$9.39M1.2%N/A0.262%
8/14/2025NewEdge Advisors LLC2,739$735K0.0%+2,845.2%0.021%
8/14/2025Azora Capital LP70,924$19.04M0.9%N/A0.532%
8/14/2025Qube Research & Technologies Ltd82,410$22.12M0.0%+173.0%0.618%
8/14/2025Divisadero Street Capital Management LP534,590$143.49M9.2%-47.2%4.007%
8/14/2025Hood River Capital Management LLC1,068,549$286.81M4.0%-5.2%8.010%
8/14/2025 Cerity Partners LLC1,412$379K0.0%N/A0.011%
8/14/2025 Federated Hermes Inc.5,076$1.36M0.0%-4.2%0.038%
8/13/2025 Jump Financial LLC82,339$22.10M0.2%+124.1%0.617%
8/13/2025 Bosun Asset Management LLC11,480$3.08M0.9%-37.2%0.086%
8/13/2025 Cresset Asset Management LLC1,498$402K0.0%N/A0.011%
8/13/2025 Marshall Wace LLP42,324$11.36M0.0%-59.4%0.317%
8/13/2025Walleye Capital LLC15,538$4.17M0.0%N/A0.116%
8/13/2025 First Trust Advisors LP69,705$18.71M0.0%N/A0.523%
8/13/2025 Invesco Ltd.97,485$26.17M0.0%+2,379.9%0.731%
8/13/2025 1832 Asset Management L.P.19,800$5.32M0.0%N/A0.148%
8/13/2025Quantbot Technologies LP19,530$5.24M0.1%N/A0.146%
8/13/2025 New York State Common Retirement Fund3,100$832K0.0%-8.8%0.023%
8/13/2025Quadrature Capital Ltd9,751$2.62M0.0%+120.3%0.073%
8/13/2025State Board of Administration of Florida Retirement System2,931$787K0.0%+3.2%0.022%
8/13/2025Worth Venture Partners LLC1,150$309K0.5%N/A0.009%
8/13/2025Russell Investments Group Ltd.37,215$9.99M0.0%-7.2%0.279%
8/12/2025 Richmond Investment Services LLC2,008$539K0.1%N/A0.015%
8/12/2025 Ameritas Investment Partners Inc.947$254K0.0%+23.6%0.007%
8/12/2025 Walled Lake Planning & Wealth Management LLC856$230K0.1%N/A0.006%
8/12/2025 Prudential Financial Inc.1,206$324K0.0%N/A0.009%
8/12/2025 Sierra Summit Advisors LLC4,805$1.29M0.2%-40.7%0.036%
8/12/2025 American Century Companies Inc.196,201$52.66M0.0%-42.2%1.471%
8/12/2025 Rhumbline Advisers14,081$3.78M0.0%+26.5%0.106%
8/12/2025 Franklin Resources Inc.8,397$2.25M0.0%-27.5%0.063%
8/12/2025 Legal & General Group Plc11,801$3.17M0.0%+34.7%0.088%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

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8/12/2025 JPMorgan Chase & Co.8,986$2.41M0.0%+0.7%0.067%
8/12/2025 Entropy Technologies LP3,800$1.02M0.1%N/A0.028%
8/12/2025 Swiss National Bank17,700$4.75M0.0%+1.7%0.133%
8/12/2025 Dynamic Technology Lab Private Ltd990$266K0.0%-86.2%0.007%
8/12/2025 Ensign Peak Advisors Inc6,998$1.88M0.0%N/A0.052%
8/11/2025 Inspire Advisors LLC854$229K0.0%N/A0.006%
8/11/2025 Semanteon Capital Management LP1,333$358K0.5%N/A0.010%
8/11/2025 Integrated Quantitative Investments LLC1,919$515K0.2%-83.9%0.014%
8/8/2025 Citizens Financial Group Inc. RI3,613$970K0.0%-2.4%0.027%
8/8/2025 Intech Investment Management LLC5,051$1.36M0.0%+24.7%0.038%
8/8/2025 Cetera Investment Advisers4,896$1.31M0.0%N/A0.037%
8/8/2025 Creative Planning5,112$1.37M0.0%+3.8%0.038%
8/8/2025 SG Americas Securities LLC4,223$1.13M0.0%+34.9%0.032%
8/8/2025 Calamos Advisors LLC25,206$6.77M0.0%-4.3%0.189%
8/8/2025 Police & Firemen s Retirement System of New Jersey2,096$563K0.0%+19.9%0.016%
8/8/2025 Geode Capital Management LLC207,773$55.77M0.0%+14.6%1.558%
8/8/2025 Comprehensive Financial Planning Inc. PA1,339$359K0.3%N/A0.010%
8/8/2025 KBC Group NV317$85K0.0%N/A0.002%
8/8/2025 Jupiter Asset Management Ltd.63,252$16.98M0.1%+93.8%0.474%
8/8/2025 SBI Securities Co. Ltd.1,953$524K0.0%+3.2%0.015%
8/7/2025 S Squared Technology LLC61,351$16.47M6.9%-25.5%0.460%
8/7/2025 ProShare Advisors LLC1,902$511K0.0%N/A0.014%
8/7/2025 Lisanti Capital Growth LLC18,565$4.98M1.4%N/A0.139%
8/7/2025 Acadian Asset Management LLC41,713$11.19M0.0%-53.0%0.313%
8/7/2025Aviva PLC2,388$641K0.0%-64.0%0.018%
8/7/2025 Los Angeles Capital Management LLC5,343$1.43M0.0%N/A0.040%
8/6/2025 Fox Run Management L.L.C.2,643$709K0.1%N/A0.020%
8/6/2025 Penserra Capital Management LLC12,002$3.22M0.0%N/A0.090%
8/6/2025 Cornerstone Investment Partners LLC793$213K0.0%N/A0.006%
8/6/2025 Savant Capital LLC2,537$681K0.0%N/A0.019%
8/5/2025 Bryce Point Capital LLC2,900$778K0.7%N/A0.022%
8/5/2025 Bank of New York Mellon Corp34,992$9.39M0.0%+29.1%0.262%
8/5/2025 Sigma Planning Corp1,582$425K0.0%N/A0.012%
8/5/2025 Regal Partners Ltd2,966$796K0.1%-75.1%0.022%
8/1/2025 Teacher Retirement System of Texas1,405$377K0.0%N/A0.011%
8/1/2025 Y Intercept Hong Kong Ltd5,214$1.40M0.0%N/A0.039%
7/31/2025 Nisa Investment Advisors LLC151$41K0.0%+4,933.3%0.001%
7/31/2025 Leavell Investment Management Inc.4,510$1.21M0.1%+4.6%0.034%
7/31/2025 AlphaQuest LLC4,318$1.16M0.1%+125.2%0.032%
7/31/2025 Catalyst Capital Advisors LLC525$141K0.0%N/A0.004%
7/30/2025 Silver Oak Wealth Advisors Services LLC1,866$501K0.4%N/A0.014%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al3,400$913K0.0%N/A0.025%
7/23/2025 Kingswood Wealth Advisors LLC775$208K0.0%N/A0.006%
7/23/2025 KLP Kapitalforvaltning AS1,900$510K0.0%+11.8%0.014%
7/18/2025 Robeco Institutional Asset Management B.V.10,694$2.87M0.0%N/A0.080%
7/18/2025 Precision Wealth Strategies LLC2,023$543K0.2%-46.1%0.015%
7/11/2025 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%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
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%
5/16/2025 Great Lakes Advisors LLC42,179$3.49M0.0%N/A0.331%
5/14/2025 MetLife Investment Management LLC4,658$385K0.0%-2.2%0.037%
11/15/2024Quadrature Capital Ltd18,402$737K0.0%+4.9%0.145%
11/14/2024 MetLife 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, 96 institutional investors and hedge funds held shares of Dave. The most heavily invested institutionals were Hood River Capital Management LLC ($286.81M), Divisadero Street Capital Management LP ($143.49M), Geode Capital Management LLC ($55.77M), American Century Companies Inc. ($52.66M), Invesco Ltd. ($26.17M), Qube Research & Technologies Ltd ($22.12M), and Jump Financial LLC ($22.10M).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?

Of the 73 institutional investors that purchased Dave's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Invesco Ltd. ($93.55K), Mane Global Capital Management LP ($74.64K), Azora Capital LP ($70.92K), First Trust Advisors LP ($69.71K), Rokos Capital Management LLP ($67.28K), Qube Research & Technologies Ltd ($52.22K), and Jump Financial LLC ($45.60K).

How much institutional buying is happening at Dave?

Institutional investors have bought a total of 823,414 shares in the last 24 months. This purchase volume represents approximately $212.37M in transactions.

Which of Dave's major shareholders have been selling company stock?

Of the 24 institutional investors that sold Dave's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Divisadero Street Capital Management LP ($478.65K), American Century Companies Inc. ($143.28K), Goldman Sachs Group Inc. ($82.64K), Marshall Wace LLP ($61.80K), Hood River Capital Management LLC ($58.27K), Metavasi Capital LP ($53.21K), and Acadian Asset Management LLC ($46.94K).

How much institutional selling is happening at Dave?

Institutional investors have sold a total of 995,131 shares in the last 24 months. This volume of shares sold represents approximately $251.74M in transactions.


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This page (NASDAQ:DAVE) was last updated on 8/15/2025 by MarketBeat.com Staff
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