| 806K |
| $300.2M |
| +128.8% |
| 5.993% |
| 0.02% |
| 4 | Divisadero Street Capital Management, LP | 699K | $260.6M | +9.1% | 5.202% | 5.91% |
| 5 | FMR LLC | 480K | $178.7M | +107.7% | 3.569% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 474K | $176.7M | -5.8% | 3.527% | 0.00% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 458K | $170.6M | -38.6% | 3.405% | 0.01% |
| 8 | STATE STREET CORP | 407K | $151.6M | +74.0% | 3.026% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 367K | $136.9M | -14.9% | 2.733% | 0.19% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 342K | $127.4M | +4.8% | 2.543% | 0.01% |
| 11 | DRIEHAUS CAPITAL MANAGEMENT LLC | 332K | $123.5M | +431.9% | 2.466% | 0.72% |
| 12 | CITADEL ADVISORS LLC | 297K | $110.5M | +1.4% | 2.206% | 0.01% |
| 13 | Invesco Ltd. | 296K | $110.3M | +160.1% | 2.203% | 0.01% |
| 14 | UBS Group AG | 286K | $106.7M | +27.0% | 2.130% | 0.01% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 256K | $95.3M | +1.0% | 1.902% | 0.02% |
| 16 | GOLDMAN SACHS GROUP INC | 239K | $89.2M | +61.3% | 1.781% | 0.01% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 235K | $87.4M | +74.5% | 1.745% | 0.00% |
| 18 | AMERICAN CENTURY COMPANIES INC | 228K | $84.9M | +14.7% | 1.695% | 0.04% |
| 19 | Whetstone Capital Advisors, LLC | 223K | $83.1M | -0.5% | 1.659% | 21.85% |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 212K | $79.1M | -6.1% | 1.578% | 0.01% |
| 21 | FULLER & THALER ASSET MANAGEMENT, INC. | 206K | $76.6M | +1.8% | 1.529% | 0.21% |
| 22 | FINDELL CAPITAL MANAGEMENT LLC | 145K | $54.0M | -14.7% | 1.079% | 7.61% |
| 23 | FRANKLIN RESOURCES INC | 140K | $52.2M | +2.5% | 1.043% | 0.01% |
| 24 | JPMORGAN CHASE & CO | 137K | $51.1M | +839.4% | 1.018% | 0.00% |
| 25 | NORTHERN TRUST CORP | 136K | $50.6M | +10.9% | 1.011% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DAVE — a direct measure of their conviction.
| 61.58% |
| +2.36 pp |
| $678M |
| +1.3% |
| Q4 2024 | 127 | +40% | 59.22% | +18.01 pp | $670M | +222% |
| Q3 2024 | 91 | — | 41.21% | — | $208M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
107 institutions opened new positions in DAVE during Q2 2026, while 37 fully exited. 217 added to existing positions and 16 trimmed.
DAVE institutional ownership rose by 20.02 percentage points quarter-over-quarter, with a net change of +72 holders.
The top 10 institutions account for 49.7% of all reported 13F value in DAVE, and the top 25 account for 74.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Dave Inc. (DAVE) Institutional Ownership