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Disclosery

DAVE DAVE INC

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CLASS A COM NEW (common), issuer CIK 1841408

266 managers (269 13F filers) reported a position in DAVE shares at 2025-09-30, 10,481,165 shares in all. 70 filers opened a position and 49 filers sold out during the quarter.

Managers
266
13F filers
269
New
70
Added
102
Reduced
71
Sold out
49
Shares held by filers
10,481,165

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
State of Wyoming927$185K0.02%+35413F-HRTimeline
Point72 (DIFC) Ltd846$169K0.01%-24013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…840$167K<0.01%+12613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…798$159K<0.01%-44213F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…775$154K<0.01%-17213F-HRTimelineGroup
LANARK FINANCIAL, INC.613$122K0.01%+8013F-HRTimeline
Catalyst Capital Advisors LLC525$105K<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…500$99.7K0.13%new13F-HRTimeline
State of Alaska, Department of Revenue490$97K<0.01%new13F-HRTimeline
KBC Group NVin group KBC Group NV317$63K<0.01%013F-HRTimelineGroup
STRS OHIO300$59.8K<0.01%-50013F-HRTimeline
Global Retirement Partners, LLC289$57.6K<0.01%-7313F-HRTimeline
AMALGAMATED BANK271$54K<0.01%013F-HRTimeline
Team Financial Group, LLC269$53.6K0.02%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC238$47.4K<0.01%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.234$46.6K<0.01%-4,84213F-HRTimelineGroup
Arax Advisory Partners184$36.7K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp150$32.4K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/149$29.7K<0.01%new13F-HRTimelineGroup
COMERICA BANK117$23.3K<0.01%013F-HRTimeline
WealthCollab, LLC110$21.9K0.01%013F-HRTimeline
GAMMA Investing LLC107$21.3K<0.01%+313F-HRTimeline
Westend Capital Management, LLC100$19.9K0.01%new13F-HRTimeline
Essential Partners LLC100$19.9K0.01%013F-HRTimeline
Clearstead Advisors, LLC99$19.7K<0.01%+113F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …90$18K<0.01%+513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP81$17.7K<0.01%+6513F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC88$17.5K<0.01%-6313F-HRTimeline
True Wealth Design, LLC87$17.3K0.01%-213F-HRTimeline
Blue Trust, Inc.74$14.8K<0.01%new13F-HRTimeline
Quarry LP61$12.2K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…57$11.4K<0.01%+313F-HRTimelineGroup
Larson Financial Group LLC53$10.6K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.40$7.97K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC37$7.38K<0.01%new13F-HRTimeline
Covestor Ltd35$7K<0.01%+3413F-HRTimeline
Hillsdale Investment Management Inc.35$6.98K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC33$6.58K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC30$6.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…31$6.18K<0.01%013F-HRTimeline
IFP Advisors, Inc25$4.98K<0.01%+513F-HR/ATimeline
Sterling Capital Management LLC23$4.58K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…20$3.99K<0.01%013F-HRTimeline
Advisory Services Network, LLC18$3.59K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC15$2.99K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC12$2.39K<0.01%-613F-HRTimeline
Compass Financial Services Inc12$2.39K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC11$2.32K<0.01%new13F-HRTimeline
Allworth Financial LP11$2.19K<0.01%-713F-HRTimeline
Root Financial Partners, LLC10$1.99K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC9$1.79K<0.01%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6$1.2K<0.01%+513F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK6$1.2K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC6$1.2K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.5$1K<0.01%013F-HRTimeline
Caitlin John, LLC5$997<0.01%new13F-HRTimeline
WPG Advisers, LLC5$997<0.01%013F-HRTimeline
Versant Capital Management, Inc4$797<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust3$599<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.3$598<0.01%new13F-HRTimeline
Caitong International Asset Management …3$598<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC2$399<0.01%+113F-HRTimeline
Guerra Advisors Inc2$399<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC1$199<0.01%new13F-HRTimeline
Hemington Wealth Management1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding0$0-3,687Timeline