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Disclosery

DAVE DAVE INC

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CLASS A COM NEW (common), issuer CIK 1841408

247 managers (251 13F filers) reported a position in DAVE shares at 2025-06-30, 9,832,614 shares in all. 108 filers opened a position and 21 filers sold out during the quarter.

Managers
247
13F filers
251
New
108
Added
66
Reduced
62
Sold out
21
Shares held by filers
9,832,614

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
STRS OHIO800$215K<0.01%+30013F-HRTimeline
Cornerstone Investment Partners, LLC793$213K0.01%new13F-HRTimeline
Garde Capital, Inc.790$212K0.01%-10013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC775$208K0.02%new13F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…714$192K<0.01%013F-HRTimeline
State of Wyoming573$154K0.02%-1,91913F-HRTimeline
LANARK FINANCIAL, INC.533$143K0.01%new13F-HRTimeline
Catalyst Capital Advisors LLC525$141K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\436$117K<0.01%+32713F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.379$102K0.01%013F-HRTimeline
Global Retirement Partners, LLC362$97.2K<0.01%13F-HRTimeline
KBC Group NVin group KBC Group NV317$85K<0.01%new13F-HRTimelineGroup
AMALGAMATED BANK271$73K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC151$40.5K<0.01%+14813F-HRTimeline
Murphy & Mullick Capital Management Corp150$38.6K0.03%new13F-HRTimeline
COMERICA BANK117$31.4K<0.01%+2113F-HRTimeline
WealthCollab, LLC110$29.5K0.02%new13F-HRTimeline
GAMMA Investing LLC104$27.9K<0.01%+213F-HRTimeline
Essential Partners LLC100$26.8K0.01%13F-HRTimeline
Clearstead Advisors, LLC98$26.3K<0.01%new13F-HRTimeline
True Wealth Design, LLC89$23.9K0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …85$23K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…54$14.5K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC53$14.2K<0.01%+1713F-HRTimeline
Hillsdale Investment Management Inc.35$9.39K<0.01%new13F-HRTimeline
LMR Partners LLPin group LMR Partners LLP33$8.86K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…31$8.32K<0.01%013F-HRTimeline
Sound Income Strategies, LLC30$8.05K<0.01%new13F-HRTimeline
IFP Advisors, Inc20$8.05K<0.01%+1813F-HRTimeline
Sterling Capital Management LLC23$6.17K<0.01%+1513F-HR/ATimeline
Vermillion & White Wealth Management Gr…20$5.37K<0.01%-2313F-HRTimeline
Allworth Financial LP18$4.83K<0.01%+1313F-HRTimeline
ROTHSCHILD INVESTMENT LLC18$4.83K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC15$4.03K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16$3.99K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.13$3.49K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12$3.22K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC5$1.34K<0.01%013F-HRTimeline
WPG Advisers, LLC5$1.34K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC4$1.07K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.5$1K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3$554<0.01%new13F-HRTimeline
Stephens Consulting, LLC1$269<0.01%-413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1$268<0.01%-1613F-HRTimelineGroup
Tortoise Investment Management, LLC1$268<0.01%new13F-HRTimeline
Covestor Ltd1$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.