Who owns Dave (DAVE)
Which tracked institutional funds hold DAVE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DAVE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DAVE is one-sided between 2026-Q1 and 2026-Q2: 194 added or opened and 40 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DAVE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DAVE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DAVE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 329 tracked filers holding DAVE, 210 increased or opened the position and 143 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DAVE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 47
- Empowered Funds, LLC$39M
- PRINCIPAL FINANCIAL GROUP INC$19M
- Public Sector Pension Investment Board$13M
- Jupiter Topco LLC$10M
- EMERALD ADVISERS, LLC$10M
- DANSKE BANK A/S$9M
Full exits 26
- Jefferies Financial Group Inc.$28M
- Estuary Capital Management LP$21M
- COOPER CREEK PARTNERS MANAGEMENT LLC$18M
- SG Americas Securities, LLC$14M
- Silver Rock Financial LP$12M
- SG Capital Management LLC$11M
Largest adds
- BlackRock, Inc.$477M
- Hood River Capital Management LLC$212M
- Divisadero Street Capital Management, LP$149M
- FMR LLC$139M
- Driehaus Capital Management LLC$113M
- STATE STREET CORP$111M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$55M
- GROUP ONE TRADING LLC$8M
- CITADEL ADVISORS LLC$4M
- Tenzing Global Management, LLC$3M
- Trexquant Investment LP$3M
- Cander Asset Management LP$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LMR Partners LLP added | 5,271,564 | $13M | 0.3% | 2026-Q2 |
| BlackRock, Inc. added | 1,667,948 | $621M | 14.3% | 2026-Q2 |
| Hood River Capital Management LLC trimmed | 1,104,277 | $411M | 9.5% | 2026-Q2 |
| Divisadero Street Capital Management, LP added | 699,366 | $261M | 6.0% | 2026-Q2 |
| FMR LLC added | 479,746 | $179M | 4.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 474,139 | $177M | 4.1% | 2026-Q2 |
| STATE STREET CORP added | 406,752 | $152M | 3.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 367,378 | $137M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 341,843 | $127M | 2.9% | 2026-Q2 |
| Driehaus Capital Management LLC added | 331,537 | $124M | 2.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 312,197 | $116M | 2.7% | 2026-Q2 |
| Invesco Ltd. added | 296,156 | $110M | 2.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 255,679 | $95M | 2.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 239,466 | $89M | 2.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 234,648 | $87M | 2.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 227,827 | $85M | 2.0% | 2026-Q2 |
| Whetstone Capital Advisors, LLC trimmed | 223,078 | $83M | 1.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 212,175 | $79M | 1.8% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 205,552 | $77M | 1.8% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 200,203 | $35M | 0.8% | 2026-Q2 |
| FINDELL CAPITAL MANAGEMENT LLC trimmed | 145,000 | $54M | 1.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 140,231 | $52M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 136,922 | $51M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 135,893 | $51M | 1.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 116,967 | $44M | 1.0% | 2026-Q2 |
| Empowered Funds, LLC new | 105,686 | $39M | 0.9% | 2026-Q2 |
| Portolan Capital Management, LLC trimmed | 105,338 | $39M | 0.9% | 2026-Q2 |
| UBS Group AG added | 98,147 | $37M | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 97,550 | $36M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 97,314 | $36M | 0.8% | 2026-Q2 |
| Granahan Investment Management, LLC added | 84,897 | $32M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 82,364 | $31M | 0.7% | 2026-Q2 |
| Nuveen, LLC trimmed | 81,131 | $30M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 79,652 | $30M | 0.7% | 2026-Q2 |
| Allianz Asset Management GmbH | 79,532 | $14M | 0.3% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 78,902 | $29M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 78,162 | $29M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 74,584 | $28M | 0.6% | 2026-Q2 |
| Metavasi Capital LP trimmed | 72,534 | $27M | 0.6% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 69,400 | $26M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 68,957 | $26M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 62,646 | $23M | 0.5% | 2026-Q2 |
| Buckley Capital Advisors, LLC trimmed | 57,200 | $21M | 0.5% | 2026-Q2 |
| G2 Investment Partners Management LLC trimmed | 56,991 | $21M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 50,706 | $19M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 49,985 | $19M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 49,400 | $18M | 0.4% | 2026-Q2 |
| Calamos Advisors LLC added | 46,156 | $17M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 39,946 | $15M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 39,499 | $15M | 0.3% | 2026-Q2 |
| S SQUARED TECHNOLOGY, LLC trimmed | 38,040 | $14M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 37,346 | $14M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 36,333 | $14M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board new | 35,622 | $13M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 33,917 | $13M | 0.3% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 33,832 | $13M | 0.3% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P added | 30,606 | $11M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 29,244 | $11M | 0.3% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 27,556 | $10M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 27,354 | $10M | 0.2% | 2026-Q2 |
| EMERALD ADVISERS, LLC new | 26,993 | $10M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 26,824 | $10M | 0.2% | 2026-Q2 |
| INTERCAPITAL, LLC trimmed | 26,000 | $10M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 24,947 | $9M | 0.2% | 2026-Q2 |
| DANSKE BANK A/S new | 24,749 | $9M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 24,616 | $9M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 24,186 | $9M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 23,951 | $9M | 0.2% | 2026-Q2 |
| Prospect Capital Advisors, LLC trimmed | 23,585 | $9M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 23,153 | $9M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 21,913 | $8M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 21,750 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 20,800 | $8M | 0.2% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 19,894 | $7M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 19,299 | $7M | 0.2% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 18,410 | $7M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 18,108 | $7M | 0.2% | 2026-Q2 |
| Emerald Investment Advisers, LLC added | 18,055 | $7M | 0.2% | 2026-Q2 |
| OSTERWEIS CAPITAL MANAGEMENT INC new | 17,672 | $7M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 14,833 | $6M | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 14,552 | $5M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 14,200 | $5M | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 14,145 | $5M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 13,862 | $5M | 0.1% | 2026-Q2 |
| Lisanti Capital Growth, LLC trimmed | 13,060 | $5M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 12,438 | $5M | 0.1% | 2026-Q2 |
| Havemeyer Place LP trimmed | 12,413 | $5M | 0.1% | 2026-Q2 |
| Regal Partners Ltd added | 12,381 | $5M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 12,130 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 11,934 | $4M | 0.1% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 11,293 | $4M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 11,198 | $4M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 10,903 | $4M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 10,856 | $4M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 10,366 | $4M | 0.1% | 2026-Q2 |
| Ruffer LLP trimmed | 10,187 | $4M | 0.1% | 2026-Q2 |
| Tenzing Global Management, LLC trimmed | 10,000 | $4M | 0.1% | 2026-Q2 |
| Anson Funds Management LP added | 10,000 | $4M | 0.1% | 2026-Q2 |
| Ancora Advisors LLC added | 9,250 | $3M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 9,100 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.