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Disclosery

DAVE DAVE INC

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CLASS A COM NEW (common), issuer CIK 1841408

338 managers (347 13F filers) reported a position in DAVE shares at 2026-06-30, 12,290,619 shares in all. 110 filers opened a position and 37 filers sold out during the quarter.

Managers
338
13F filers
347
New
110
Added
113
Reduced
94
Sold out
37
Shares held by filers
12,290,619

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIMPLEX TRADING, LLC1,703$635K0.02%-8,18213F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…1,679$626K<0.01%013F-HRTimelineGroup
Quantbot Technologies LP1,628$607K0.02%new13F-HRTimeline
Polymer Capital Management (US) LLC1,571$585K0.09%new13F-HRTimeline
Janney Montgomery Scott LLC1,571$585K<0.01%-1,53613F-HRTimeline
Stirlingshire Investments, Inc.1,566$583K0.43%new13F-HRTimeline
Maryland State Retirement & Pension Sys…1,511$563K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC1,500$559K0.04%new13F-HRTimeline
Advisory Services Network, LLC1,466$546K0.01%-4513F-HRTimeline
ProShare Advisors LLC1,462$545K<0.01%-4013F-HRTimeline
D.A. DAVIDSON & CO.1,457$543K<0.01%-3713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,409$525K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,305$486K<0.01%new13F-HR/ATimeline
AXQ CAPITAL, LP1,305$486K0.05%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,270$473K<0.01%-16413F-HRTimelineGroup
Gryphon Financial Partners LLC1,261$470K0.04%+11113F-HRTimeline
FORA Capital, LLC1,250$465K0.03%new13F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding1,245$464K-6,629Timeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,225$456K0.01%new13F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…1,225$456K<0.01%-26813F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd1,200$447K0.01%new13F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…1,189$443K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,187$442K<0.01%new13F-HRTimelineGroup
Quantitative Investment Management, LLC1,144$426K0.05%new13F-HRTimeline
EntryPoint Capital, LLC1,140$425K0.1%new13F-HRTimeline
WHITTIER TRUST CO1,000$396K<0.01%013F-HRTimeline
Private Advisor Group, LLC1,051$392K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,032$385K0.01%013F-HRTimelineGroup
XPONANCE LLC1,005$374K<0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC996$371K0.03%-1,06213F-HRTimeline
Net Worth Advisory Group963$359K0.09%new13F-HRTimeline
MANGROVE PARTNERS IM, LLC950$354K0.02%-2,26613F-HRTimeline
Global Retirement Partners, LLC939$350K0.01%13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC936$349K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…932$347K0.01%+9013F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC918$342K<0.01%+37413F-HRTimelineGroup
Cornerstone Investment Partners, LLC908$338K0.01%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments883$329K0.02%new13F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…864$322K<0.01%new13F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…856$319K0.08%new13F-HRTimeline
Garde Capital, Inc.830$309K0.01%new13F-HRTimeline
Pallas Capital Advisors LLC827$308K0.01%new13F-HRTimeline
Vise Technologies, Inc.814$303K<0.01%new13F-HRTimeline
nVerses Capital, LLC774$288K0.44%new13F-HRTimeline
VARCOV Co.767$286K0.11%new13F-HRTimeline
Atria Investments, Inc751$280K<0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC750$279K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…748$279K0.01%-4513F-HRTimelineGroup
Kingdom Financial Group LLC.722$269K0.07%+71213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP715$266K<0.01%-1,96213F-HRTimelineGroup
F/m Investments LLC625$233K0.01%new13F-HRTimeline
Andina Capital Management, LLC621$231K0.38%-1,37513F-HRTimeline
Merit Financial Group, LLC617$230K<0.01%new13F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC606$226K0.01%new13F-HRTimelineGroup
Crossmark Global Holdings, Inc.601$224K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP590$220K<0.01%new13F-HRTimelineGroup
PROFUND ADVISORS LLC581$216K0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.580$216K<0.01%new13F-HRTimelineGroup
CAPITAL ADVISORS INC/OK570$212K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.544$203K<0.01%new13F-HRTimeline
Nykredit A/Sin group Nykredit A/S518$193K<0.01%13F-HR/ATimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC507$189K<0.01%-9,00113F-HRTimeline
Vestcor Inc487$181K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.445$166K0.02%+42113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.378$141K0.02%-113F-HR/ATimeline
NISA INVESTMENT ADVISORS, LLC366$136K<0.01%-37813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.348$130K0.01%-10313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…318$118K<0.01%+29513F-HRTimelineGroup
KBC Group NVin group KBC Group NV317$118K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC284$106K<0.01%-6313F-HRTimeline
GAMMA Investing LLC223$83.1K<0.01%+6813F-HRTimeline
Catalyst Capital Advisors LLC200$74.5K<0.01%-12513F-HRTimeline
MeadowBrook Investment Advisors LLC190$70.8K0.06%new13F-HRTimeline
Murphy & Mullick Capital Management Corp150$55.9K0.03%013F-HRTimeline
Arax Advisory Partners149$55.5K<0.01%-16113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP155$54K<0.01%+7613F-HRTimelineGroup
Allworth Financial LP143$53.3K<0.01%+2913F-HRTimeline
NewEdge Advisors, LLC140$52.2K<0.01%013F-HRTimeline
WealthCollab, LLC110$41K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…102$38K<0.01%-1713F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.90$33.5K<0.01%+4413F-HRTimelineGroup
Salomon & Ludwin, LLC87$33.3K<0.01%new13F-HRTimeline
Essential Partners LLC87$32.4K0.01%-1313F-HRTimeline
Blue Trust, Inc.84$31.3K<0.01%-113F-HRTimeline
True Wealth Design, LLC80$29.8K0.01%-113F-HRTimeline
PROFFITT & GOODSON INC75$27.9K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/73$27.1K<0.01%-513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC63$23K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC52$19.4K<0.01%+2913F-HRTimeline
Accent Capital Management, LLC49$18.3K0.01%+813F-HRTimeline
Versant Capital Management, Inc42$15.6K<0.01%+3013F-HRTimeline
Cedar Mountain Advisors, LLC38$14.2K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK36$13.4K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC36$13.4K<0.01%-3113F-HRTimeline
Smartleaf Asset Management LLC36$13.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…31$11.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC30$11.2K<0.01%+1713F-HRTimeline
UMB Bank, n.a.28$10.4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fortitude Family Office, LLC27$10.1K<0.01%+1713F-HRTimeline
IFP Advisors, Inc25$9.31K<0.01%013F-HRTimeline
Torren Management, LLC23$8.57K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC17$6.33K<0.01%+113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16$5.96K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15$5.59K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC15$5.59K<0.01%013F-HRTimeline
Clearstead Advisors, LLC14$5.22K<0.01%+213F-HRTimeline
Strategic Wealth Partners, Ltd.10$3.73K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK9$3.35K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB9$3.35K<0.01%new13F-HRTimeline
Quarry LP9$3.35K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.9$3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC7$2.61K<0.01%+213F-HRTimeline
Truvestments Capital LLC6$2.24K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.6$2.24K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…6$2.24K<0.01%+113F-HRTimeline
Parkside Financial Bank & Trust5$1.86K<0.01%+113F-HRTimeline
CVA Family Office, LLC5$1.86K<0.01%+113F-HRTimeline
Caitlin John, LLC5$1.86K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4$1.49K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC4$1.49K<0.01%013F-HRTimeline
Hughes Financial Services, LLC4$1.49K<0.01%+313F-HRTimeline
Marquette Asset Management, LLC3$1.12K<0.01%013F-HRTimeline
Bare Financial Services, Inc3$1.12K<0.01%013F-HRTimeline
Rossby Financial, LCC3$1.12K<0.01%-213F-HRTimeline
Covestor Ltd3$1K<0.01%+213F-HRTimeline
Physician Wealth Advisors, Inc.2$746<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2$746<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2$746<0.01%new13F-HRTimeline
WPG Advisers, LLC2$745<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2$625<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC1$424<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1$373<0.01%new13F-HRTimeline
Davis Capital Management1$373<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.1$373<0.01%new13F-HRTimeline
Creative Capital Management Investments…1$373<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC1$373<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC1$373<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.1$373<0.01%new13F-HRTimeline