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Dave Inc (DAVE)

CUSIP: 23834J201 | NYSE | Technology · Software - Application | Mid Cap | 548 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ADivisadero Street Partners GP, LLC699,3666.1%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ASusquehanna Securities, LLC291,3252.5%Newly reportedJun 30, 2026

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP258,205
0.0% of portfolio›$83.0M
Principal Financial Group Inc48,790
0.0% of portfolio›$15.7M
Calamos Advisors LLC39,259
0.0% of portfolio›$12.6M
Imc-Chicago, LLC23,323
0.0% of portfolio›$7.5M
TD Waterhouse Canada Inc.17,204
0.0% of portfolio›$5.8M
Allspring Global Investments Holdings, LLC16,093
0.0% of portfolio›$5.5M
Exchange Traded Concepts, LLC15,191
0.0% of portfolio›$4.9M
Citigroup Inc15,136
0.0% of portfolio›$4.9M
B. Metzler seel. Sohn & Co. AG11,971
0.0% of portfolio›$3.8M
Harbor Capital Advisors, Inc.11,829
0.6% of portfolio›$3.8M
OAK Ridge Investments LLC10,258
0.2% of portfolio›$3.3M
Creative Planning9,155
0.0% of portfolio›$2.9M
Moran Wealth Management, LLC6,896
0.1% of portfolio›$2.2M
Virginia Retirement Systems ET Al5,600
0.0% of portfolio›$1.8M
Toth Financial Advisory Corp5,377
0.2% of portfolio›$1.7M
Illinois Municipal Retirement Fund5,300
0.0% of portfolio›$1.7M
New York State Teachers Retirement System4,753
0.0% of portfolio›$1.5M
Louisiana State Employees Retirement System4,300
0.0% of portfolio›$1.4M
State of Alaska, Department of Revenue3,963
0.0% of portfolio›$1.3M
Hennion & Walsh Asset Management, Inc.3,665
0.0% of portfolio›$1.2M
Jackson Creek Investment Advisors LLC3,610
0.9% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC3,608
0.0% of portfolio›$1.3M
State of New Jersey Common Pension Fund D3,501
0.0% of portfolio›$1.1M
RFG Advisory, LLC3,419
0.0% of portfolio›$1.1M
Harbour Capital Advisors, LLC3,002
0.2% of portfolio›$965.2K
Arizona State Retirement System2,889
0.0% of portfolio›$928.8K
Yousif Capital Management, LLC2,645
0.0% of portfolio›$850.4K
Amalgamated Bank2,616
0.0% of portfolio›$841.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS2,372
0.0% of portfolio›$762.6K
State of Wyoming2,304
0.1% of portfolio›$740.8K
Oregon Public Employees Retirement Fund2,270
0.0% of portfolio›$729.8K
SBI Securities Co., Ltd.1,812
0.0% of portfolio›$582.6K
Yorktown Management & Research Co Inc1,750
0.4% of portfolio›$562.6K
Venture Visionary Partners LLC1,710
0.0% of portfolio›$550.0K
Strs Ohio1,600
0.0% of portfolio›$514.4K
Pictet Asset Management Holding SA1,568
0.0% of portfolio›$504.1K
Stirlingshire Investments, Inc.1,462
0.3% of portfolio›$470.0K
ProShare Advisors LLC1,405
0.0% of portfolio›$451.7K
Commonwealth Equity Services, LLC1,362
0.0% of portfolio›$437.9K
Gryphon Financial Partners LLC1,315
0.0% of portfolio›$422.8K
Advisory Solutions Group, LLC1,250
0.1% of portfolio›$401.9K
Swiss Life Asset Management Ltd1,223
0.0% of portfolio›$393.2K
Mutual of America Capital Management LLC1,149
0.0% of portfolio›$369.4K
Spire Wealth Management1,132
0.0% of portfolio›$363.9K
Summit Global Investments973
0.1% of portfolio›$313.0K
Xponance LLC970
0.0% of portfolio›$311.9K
D.A. Davidson & Co.950
0.0% of portfolio›$305.4K
Vise Technologies, Inc.931
0.0% of portfolio›$299.3K
CoreCap Advisors, LLC899
0.0% of portfolio›$289.0K
Simplex Trading, LLC866
0.0% of portfolio›$278.4K
Walled Lake Planning & Wealth Management, LLC856
0.1% of portfolio›$275.2K
Garde Capital, Inc.830
0.0% of portfolio›$266.9K
StoneX Group Inc.727
0.0% of portfolio›$255.3K
Arista Wealth Management, LLC700
0.0% of portfolio›$225.1K
Crossmark Global Holdings, Inc.669
0.0% of portfolio›$215.1K
111 Capital667
0.0% of portfolio›$214.4K
HB Wealth Management, LLC666
0.0% of portfolio›$214.1K
Kingdom Financial Group Llc.446
0.0% of portfolio›$143.4K
Nisa Investment Advisors, LLC412
0.0% of portfolio›$132.5K
MeadowBrook Investment Advisors LLC412
0.1% of portfolio›$157.5K
Sterling Capital Management LLC339
0.0% of portfolio›$109.0K
Gamma Investing LLC331
0.0% of portfolio›$106.4K
KBC Group NV317
0.0% of portfolio›$102.0K
Team Financial Group, LLC269
0.0% of portfolio›$86.5K
Pinnacle Wealth Planning Services, Inc.238
0.0% of portfolio›$76.5K
DekaBank Deutsche Girozentrale234
0.0% of portfolio›$75.0K
Signaturefd, LLC114
0.0% of portfolio›$36.7K
EverSource Wealth Advisors, LLC108
0.0% of portfolio›$34.7K
GK Wealth Management LLC106
0.0% of portfolio›$34.1K
Catalyst Capital Advisors LLC100
0.0% of portfolio›$32.2K
Murphy & Mullick Capital Management Corp100
0.0% of portfolio›$32.2K
Essential Partners LLC89
0.0% of portfolio›$28.6K
Salomon & Ludwin, LLC87
0.0% of portfolio›$28.0K
True Wealth Design, LLC80
0.0% of portfolio›$25.7K
Versant Capital Management, Inc45
0.0% of portfolio›$14.5K
Cedar Mountain Advisors, LLC39
0.0% of portfolio›$12.5K
Root Financial Partners, LLC33
0.0% of portfolio›$10.6K
Parallel Advisors, LLC31
0.0% of portfolio›$10.1K
Farther Finance Advisors, LLC29
0.0% of portfolio›$9.3K
Fortitude Family Office, LLC29
0.0% of portfolio›$9.3K
IFP Advisors, Inc25
0.0% of portfolio›$8.0K
Torren Management, LLC17
0.0% of portfolio›$5.5K
Golden State Wealth Management, LLC15
0.0% of portfolio›$4.8K
Bare Financial Services, Inc15
0.0% of portfolio›$4.8K
Parkside Financial Bank & Trust14
0.0% of portfolio›$4.5K
Blue Trust, Inc.13
0.0% of portfolio›$4.2K
SJS Investment Consulting Inc.10
0.0% of portfolio›$3.2K
Ascentis Independent Advisors10
0.0% of portfolio›$3.2K
MassMutual Private Wealth & Trust, FSB9
0.0% of portfolio›$2.9K
Farmers & Merchants Investments Inc8
0.0% of portfolio›$2.6K
UMB Private Wealth Management, LLC6
0.0% of portfolio›$1.9K
Hughes Financial Services, LLC5
0.0% of portfolio›$1.7K
Physician Wealth Advisors, Inc.5
0.0% of portfolio›$1.6K
Marquette Asset Management, LLC3
0.0% of portfolio›$965
Creative Capital Management Investments LLC3
0.0% of portfolio›$965
Ascentis Wealth Management, LLC2
0.0% of portfolio›$643
Noble Wealth Management PBC2
0.0% of portfolio›$643
Gilpin Wealth Management, LLC2
0.0% of portfolio›$644
Provenance Wealth Advisors, LLC2
0.0% of portfolio›$643
Burk Holdings LLC2
0.0% of portfolio›$643
Valley National Advisers Inc2
0.0% of portfolio›$644
Covestor Ltd1
0.0% of portfolio›$0
Silver Grove Financial Group, Inc.1
0.0% of portfolio›$322
Davis Capital Management1
0.0% of portfolio›$322
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$10
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
258,205$83.0M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
48,790$15.7M0.0%CoreLowDes Moines, IA2026-11-02
Calamos Advisors LLC
39,259$12.6M0.0%GrowthMediumNaperville, IL2026-11-02
Imc-Chicago, LLC
23,323$7.5M0.0%GARPVery HighChicago, IL2026-11-05
TD Waterhouse Canada Inc.
17,204$5.8M0.0%CoreLowToronto, Australia2026-10-16
Allspring Global Investments Holdings, LLC
16,093$5.5M0.0%CoreMediumCharlotte, NC2026-11-04
Exchange Traded Concepts, LLC
15,191$4.9M0.0%GrowthMediumOklahoma City, OK2026-10-28
Citigroup Inc
15,136$4.9M0.0%CoreMediumNew York, NY2026-11-04
B. Metzler seel. Sohn & Co. AG
11,971$3.8M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Harbor Capital Advisors, Inc.
11,829$3.8M0.6%ValueHighChicago, IL2026-10-22
OAK Ridge Investments LLC
10,258$3.3M0.2%MomentumMediumChicago, IL2026-10-30
Creative Planning
9,155$2.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Moran Wealth Management, LLC
6,896$2.2M0.1%CoreMediumNaples, FL2026-10-22
Virginia Retirement Systems ET Al
5,600$1.8M0.0%CoreMediumRichmond, VA2026-10-28
Toth Financial Advisory Corp
5,377$1.7M0.2%CoreLowLeesburg, VA2026-10-08
Illinois Municipal Retirement Fund
5,300$1.7M0.0%CoreMediumOak Brook, IL2026-11-05
New York State Teachers Retirement System
4,753$1.5M0.0%CoreVery LowAlbany, NY2026-10-22
Louisiana State Employees Retirement System
4,300$1.4M0.0%IndexLowBaton Rouge, LA2026-10-20
State of Alaska, Department of Revenue
3,963$1.3M0.0%CoreVery LowJuneau, AK2026-10-15
Hennion & Walsh Asset Management, Inc.
3,665$1.2M0.0%ValueMediumParsippany, NJ2026-10-13
Jackson Creek Investment Advisors LLC
3,610$1.2M0.9%ValueVery HighCastle Rock, CO2026-11-04
Wealth Enhancement Advisory Services, LLC
3,608$1.3M0.0%CoreLowPlymouth, MN2026-10-13
State of New Jersey Common Pension Fund D
3,501$1.1M0.0%CoreLowTrenton, NJ2026-11-05
RFG Advisory, LLC
3,419$1.1M0.0%ETFMediumBirmingham, AL2026-11-03
Harbour Capital Advisors, LLC
3,002$965.2K0.2%GrowthLowTysons Corner, VA2026-10-13
Arizona State Retirement System
2,889$928.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
2,645$850.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
2,616$841.0K0.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
2,372$762.6K0.0%CoreLowHarrisburg, PA2026-11-03
State of Wyoming
2,304$740.8K0.1%ValueHighCheyenne, WY2026-10-28
Oregon Public Employees Retirement Fund
2,270$729.8K0.0%IndexVery LowTigard, OR2026-10-30
SBI Securities Co., Ltd.
1,812$582.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Yorktown Management & Research Co Inc
1,750$562.6K0.4%MomentumMediumForest, VA2026-10-28
Venture Visionary Partners LLC
1,710$550.0K0.0%CoreLowSylvania, OH2026-10-07
Strs Ohio
1,600$514.4K0.0%CoreMediumColumbus, OH2026-10-30
Pictet Asset Management Holding SA
1,568$504.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Stirlingshire Investments, Inc.
1,462$470.0K0.3%ETFMediumNew York, NY2026-11-05
ProShare Advisors LLC
1,405$451.7K0.0%GrowthLowBethesda, MD2026-10-29
Commonwealth Equity Services, LLC
1,362$437.9K0.0%ETFLowWaltham, MA2026-11-02
Gryphon Financial Partners LLC
1,315$422.8K0.0%IndexLowColumbus, OH2026-11-04
Advisory Solutions Group, LLC
1,250$401.9K0.1%ETFN/APlymouth, MN2026-10-14
Swiss Life Asset Management Ltd
1,223$393.2K0.0%CoreLowZurich, Switzerland2026-11-03
Mutual of America Capital Management LLC
1,149$369.4K0.0%IndexLowNew York, NY2026-10-23
Spire Wealth Management
1,132$363.9K0.0%GrowthMediumMclean, VA2026-10-30
Summit Global Investments
973$313.0K0.1%CoreMediumBountiful, UT2026-10-28
Xponance LLC
970$311.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
D.A. Davidson & Co.
950$305.4K0.0%CoreLowGreat Falls, MT2026-10-28
Vise Technologies, Inc.
931$299.3K0.0%IndexLowNew York, NY2026-10-29
CoreCap Advisors, LLC
899$289.0K0.0%ETFMediumSouthfield, MI2026-10-08
Simplex Trading, LLC
866$278.4K0.0%CoreVery HighChicago, IL2026-11-04
Walled Lake Planning & Wealth Management, LLC
856$275.2K0.1%ETFLowHighland Park, IL2026-10-29
Garde Capital, Inc.
830$266.9K0.0%ETFLowSeattle, WA2026-10-29
StoneX Group Inc.
727$255.3K0.0%ETFMediumNew York, NY2026-11-03
Arista Wealth Management, LLC
700$225.1K0.0%ETFMediumLas Vegas, NV2026-10-29
Crossmark Global Holdings, Inc.
669$215.1K0.0%GARPMediumHouston, TX2026-10-21
111 Capital
667$214.4K0.0%CoreVery HighParis, India2026-11-03
HB Wealth Management, LLC
666$214.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Kingdom Financial Group Llc.
446$143.4K0.0%ETFMediumPeoria, AZ2026-11-04
Nisa Investment Advisors, LLC
412$132.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
MeadowBrook Investment Advisors LLC
412$157.5K0.1%CoreLowLivonia, MI2026-10-29
Sterling Capital Management LLC
339$109.0K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
331$106.4K0.0%IndexVery LowFoster City, CA2026-10-08
KBC Group NV
317$102.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Team Financial Group, LLC
269$86.5K0.0%ETFLowTemecula, CA2026-10-30
Pinnacle Wealth Planning Services, Inc.
238$76.5K0.0%GARPLowMansfield, OH2026-10-27
DekaBank Deutsche Girozentrale
234$75.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Signaturefd, LLC
114$36.7K0.0%IndexLowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
108$34.7K0.0%CoreMediumBirmingham, AL2026-11-04
GK Wealth Management LLC
106$34.1K0.0%GARPVery HighReno, NV2026-10-09
Catalyst Capital Advisors LLC
100$32.2K0.0%ETFVery LowSan Juan, PR2026-11-02
Murphy & Mullick Capital Management Corp
100$32.2K0.0%GrowthLowSmithtown, NY2026-11-02
Essential Partners LLC
89$28.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Salomon & Ludwin, LLC
87$28.0K0.0%ETFVery LowRichmond, VA2026-10-29
True Wealth Design, LLC
80$25.7K0.0%ETFMediumAkron, OH2026-10-13
Versant Capital Management, Inc
45$14.5K0.0%GARPLowPhoenix, AZ2026-10-02
Cedar Mountain Advisors, LLC
39$12.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
Root Financial Partners, LLC
33$10.6K0.0%ETFMediumEncinitas, CA2026-10-21
Parallel Advisors, LLC
31$10.1K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
29$9.3K0.0%IndexLowSan Francisco, CA2026-10-08
Fortitude Family Office, LLC
29$9.3K0.0%ETFMediumScottsdale, AZ2026-10-14
IFP Advisors, Inc
25$8.0K0.0%GrowthLowTampa, FL2026-10-16
Torren Management, LLC
17$5.5K0.0%ETFMediumSan Diego, CA2026-10-29
Golden State Wealth Management, LLC
15$4.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Bare Financial Services, Inc
15$4.8K0.0%ETFVery LowGap, PA2026-11-04
Parkside Financial Bank & Trust
14$4.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Blue Trust, Inc.
13$4.2K0.0%ETFLowBrentwood, TN2026-10-15
SJS Investment Consulting Inc.
10$3.2K0.0%ETFVery LowSylvania, OH2026-10-26
Ascentis Independent Advisors
10$3.2K0.0%ETFLowDallas, TX2026-11-03
MassMutual Private Wealth & Trust, FSB
9$2.9K0.0%CoreLowSpringfield, MA2026-10-05
Farmers & Merchants Investments Inc
8$2.6K0.0%CoreVery LowLincoln, NE2026-10-22
UMB Private Wealth Management, LLC
6$1.9K0.0%GrowthN/AKansas City, MO2026-10-19
Hughes Financial Services, LLC
5$1.7K0.0%ETFLowHerndon, VA2026-10-30
Physician Wealth Advisors, Inc.
5$1.6K0.0%ETFMediumMidvale, UT2026-10-20
Marquette Asset Management, LLC
3$9650.0%ETFVery LowMinneapolis, MN2026-10-09
Creative Capital Management Investments LLC
3$9650.0%ETFLowSan Diego, CA2026-10-28
Ascentis Wealth Management, LLC
2$6430.0%Agg GrowthLowDallas, TX2026-11-03
Noble Wealth Management PBC
2$6430.0%YieldMediumGreenwood Village, CO2026-10-01
Gilpin Wealth Management, LLC
2$6440.0%GrowthLowDenver, CO2026-10-09
Provenance Wealth Advisors, LLC
2$6430.0%ETFLowFort Lauderdale, FL2026-10-30
Burk Holdings LLC
2$6430.0%ETFVery LowTulsa, OK2026-11-05
Valley National Advisers Inc
2$6440.0%ETFLowBethlehem, PA2026-10-23
Covestor Ltd
1$00.0%ValueHighLondon, United Kingdom2026-10-30
Silver Grove Financial Group, Inc.
1$3220.0%CoreMediumOrchard Park, NY2026-11-05
Davis Capital Management
1$3220.0%CoreLowJacksonville, FL2026-10-08
Lloyd Advisory Services, Llc.
0$100.0%ETFVery HighSuwanee, GA2026-11-02
No 13F filer matched
13G/ADivisadero Street Partners GP, LLC699,366
6.1% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/ASusquehanna Securities, LLC291,325
2.5% of class · Jun 30, 2026Newly reported
No 13F filer matched