| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Hood River Capital Management LLC | 9.5% | $99,319,495 | 1,068,756 | Hood River Capital Management LLC | 31 Dec 2024 | |||
| Divisadero Street Capital Management, LP | 7.7% | +25% | $184,451,777 | +$33,934,952 | 925,266 | +23% | Divisadero Street Capital Management, LP | 30 Sep 2025 |
| BlackRock, Inc. | 5.6% | $176,593,447 | 657,924 | BlackRock, Inc. | 30 Jun 2025 | |||
| VANGUARD GROUP INC | 5% | $159,843,314 | 595,519 | The Vanguard Group | 30 Jun 2025 | |||
| Norwest Venture Partners XIV, LP | 2% | $62,452,297 | 232,675 | Norwest Venture Partners XIV LP | 30 Jun 2025 |
As of 31 Dec 2025, 193 institutional investors reported holding 5,792,910 shares of Dave Inc./DE - Class A common stock, par value $0.0001 (DAVE). This represents 48% of the company’s total 12,016,442 outstanding shares.
The largest institutional shareholders of Dave Inc./DE - Class A common stock, par value $0.0001 (DAVE) together control 41% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.2% | 868,832 | +17% | 0% | $192,368,093 |
| VANGUARD GROUP INC | 5.7% | 685,839 | +4.7% | 0% | $151,851,613 |
| RENAISSANCE TECHNOLOGIES LLC | 4.2% | 499,100 | +29% | 0.17% | $110,505,731 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6% | 318,295 | +31% | 0% | $70,482,725 |
| Whetstone Capital Advisors, LLC | 2.3% | 271,947 | -1.7% | 19% | $60,211,785 |
| AMERICAN CENTURY COMPANIES INC | 2.2% | 265,747 | +16% | 0.03% | $58,839,413 |
| STATE STREET CORP | 1.9% | 233,163 | +11% | 0% | $51,624,620 |
| DIMENSIONAL FUND ADVISORS LP | 1.8% | 210,911 | +23% | 0.01% | $46,697,684 |
| IMC-Chicago, LLC | 1.1% | 126,931 | +460% | 0.49% | $28,103,793 |
| Jefferies Financial Group Inc. | 1% | 125,891 | 0.23% | $27,873,526 | |
| FRANKLIN RESOURCES INC | 1% | 123,725 | +102% | 0.01% | $27,393,953 |
| NEUBERGER BERMAN GROUP LLC | 1% | 123,245 | -8.1% | 0.02% | $27,287,676 |
| GOLDMAN SACHS GROUP INC | 0.92% | 111,019 | +56% | 0% | $24,580,717 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.85% | 101,848 | -29% | 0.02% | $22,550,167 |
| Nuveen, LLC | 0.84% | 100,657 | -15% | 0.01% | $22,286,466 |
| JANE STREET GROUP, LLC | 0.83% | 99,640 | -18% | 0.03% | $22,061,293 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.75% | 90,576 | +3.1% | 0% | $20,054,432 |
| SG Americas Securities, LLC | 0.74% | 88,552 | +2267% | 0.03% | $19,606,000 |
| SEI INVESTMENTS CO | 0.68% | 81,115 | +28% | 0.02% | $17,958,437 |
| UBS Group AG | 0.58% | 69,669 | +19% | 0% | $15,425,414 |
| MORGAN STANLEY | 0.57% | 68,154 | -42% | 0% | $15,090,176 |
| FIRST TRUST ADVISORS LP | 0.56% | 66,951 | +64% | 0.01% | $14,823,620 |
| S Squared Technology, LLC | 0.51% | 61,351 | -8.9% | 5.3% | $13,583,725 |
| PRINCIPAL FINANCIAL GROUP INC | 0.46% | 55,785 | -18% | 0.01% | $12,351,357 |
| BNP PARIBAS FINANCIAL MARKETS | 0.45% | 54,669 | 0% | 0.01% | $12,104,263 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,792,910 | $1,282,662,059 | +$174,770,264 | $221.41 | 193 |
| 2025 Q3 | 10,483,619 | $2,090,095,882 | +$104,638,165 | $199.35 | 267 |
| 2025 Q2 | 9,818,399 | $2,635,330,927 | +$295,705,600 | $268.41 | 245 |
| 2025 Q1 | 8,835,255 | $730,361,659 | +$24,633,660 | $82.66 | 157 |
| 2024 Q4 | 8,763,628 | $761,729,210 | +$239,856,892 | $86.92 | 131 |
| 2024 Q3 | 5,784,754 | $230,955,118 | +$64,836,337 | $39.96 | 92 |
| 2024 Q2 | 4,197,820 | $127,190,787 | +$51,668,883 | $30.30 | 65 |
| 2024 Q1 | 2,411,016 | $89,544,481 | +$29,923,771 | $37.14 | 47 |
| 2023 Q4 | 1,619,799 | $13,585,273 | +$512,628 | $8.38 | 19 |
| 2023 Q3 | 1,556,265 | $9,662,634 | -$69,523 | $6.20 | 13 |
| 2023 Q2 | 1,569,583 | $8,364,928 | +$994,282 | $5.33 | 14 |
| 2023 Q1 | 1,381,509 | $8,372,139 | +$8,372,139 | $6.06 | 14 |