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Disclosery

DAVE DAVE INC

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CLASS A COM NEW (common), issuer CIK 1841408

289 managers (292 13F filers) reported a position in DAVE shares at 2025-12-31, 10,385,787 shares in all. 56 filers opened a position and 38 filers sold out during the quarter.

Managers
289
13F filers
292
New
56
Added
101
Reduced
90
Sold out
38
Shares held by filers
10,385,787

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TOTH FINANCIAL ADVISORY CORP1,400$310K0.03%new13F-HRTimeline
Worth Venture Partners, LLC1,375$304K2.2%+11713F-HRTimeline
Fieldview Capital Management, LLC1,366$302K0.05%new13F-HRTimeline
Janney Capital Management LLC1,362$302K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC1,340$297K<0.01%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…1,326$294K<0.01%new13F-HRTimelineGroup
Arista Wealth Management, LLC1,300$288K0.04%new13F-HRTimeline
Freestone Grove Partners LP1,258$279K<0.01%new13F-HRTimeline
Jain Global LLC1,226$271K<0.01%-5,37213F-HRTimeline
Atria Investments, Inc1,204$267K<0.01%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,196$265K<0.01%new13F-HRTimelineGroup
Parallax Volatility Advisers, L.P.1,181$261K0.01%new13F-HRTimeline
EntryPoint Capital, LLC1,140$252K0.1%013F-HRTimeline
Global Retirement Partners, LLC1,063$235K<0.01%+77413F-HRTimeline
WHITTIER TRUST CO1,000$233K<0.01%013F-HRTimeline
Quantinno Capital Management LP1,014$225K<0.01%new13F-HRTimeline
Gryphon Financial Partners LLC1,003$222K0.02%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC935$207K0.02%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth918$203K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV915$203K<0.01%-22213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…842$186K0.01%+6713F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…840$186K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.734$163K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.615$136K0.01%+213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…533$118K<0.01%-26513F-HRTimelineGroup
Catalyst Capital Advisors LLC525$116K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management509$113K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.479$106K0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC399$88.3K<0.01%-2,47513F-HR/ATimelineGroup
COMERICA BANK384$85K<0.01%+26713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.379$83.9K0.01%13F-HRTimeline
AMALGAMATED BANK326$72K<0.01%+5513F-HRTimeline
KBC Group NVin group KBC Group NV317$70K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.300$66.4K<0.01%new13F-HRTimeline
Team Financial Group, LLC269$59.6K0.03%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC247$54.7K<0.01%+913F-HRTimeline
Westend Capital Management, LLC200$44.3K0.01%+10013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.181$40.1K<0.01%-5313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC163$36.1K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.153$33.9K<0.01%+7913F-HRTimeline
Murphy & Mullick Capital Management Corp150$33.2K0.02%013F-HRTimeline
GAMMA Investing LLC142$31.4K<0.01%+3513F-HRTimeline
WealthCollab, LLC110$24.4K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\109$24.1K<0.01%-1,42613F-HRTimelineGroup
Essential Partners LLC100$22.1K0.01%013F-HRTimeline
Bogart Wealth, LLC94$20.8K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC93$20.6K<0.01%-2,40113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…92$20.4K<0.01%+3513F-HRTimelineGroup
True Wealth Design, LLC81$17.9K0.01%-613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP79$17.5K<0.01%-213F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd78$17.3K0.01%new13F-HRTimeline
Larson Financial Group LLC76$16.8K<0.01%+2313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/76$16.7K<0.01%-7313F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC68$15.1K<0.01%-2013F-HRTimeline
Sterling Capital Management LLC68$15.1K<0.01%+4513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…67$14.8K<0.01%new13F-HR/ATimelineGroup
PROFFITT & GOODSON INC46$10.2K<0.01%new13F-HRTimeline
Covestor Ltd37$8K<0.01%+213F-HRTimeline
Hillsdale Investment Management Inc.35$7.75K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…31$6.86K<0.01%013F-HRTimeline
Sound Income Strategies, LLC30$5.82K<0.01%013F-HRTimeline
IFP Advisors, Inc25$5.54K<0.01%013F-HRTimeline
Torren Management, LLC23$5.09K<0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…20$4.43K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19$4.21K<0.01%+1313F-HRTimelineGroup
LRI Investments, LLC18$4.08K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC15$3.32K<0.01%013F-HRTimeline
Root Financial Partners, LLC13$2.88K<0.01%+313F-HRTimeline
Clearstead Advisors, LLC12$2.66K<0.01%-8713F-HRTimeline
Compass Financial Services Inc12$2.66K<0.01%013F-HRTimeline
Allworth Financial LP11$2.44K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$2.21K<0.01%-213F-HRTimeline
Smartleaf Asset Management LLC10$2.21K<0.01%-113F-HRTimeline
Greenline Wealth Management LLC10$2.14K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC9$1.99K<0.01%-2813F-HRTimeline
Fortitude Family Office, LLC8$1.77K<0.01%+213F-HRTimeline
Strategic Wealth Partners, Ltd.6$1.33K<0.01%new13F-HRTimeline
WPG Advisers, LLC6$1.33K<0.01%+113F-HRTimeline
SIGNATUREFD, LLC5$1.11K<0.01%-413F-HRTimeline
Caitlin John, LLC5$1.11K<0.01%013F-HRTimeline
Versant Capital Management, Inc4$886<0.01%013F-HRTimeline
Sunbelt Securities, Inc.3$664<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…3$664<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2$443<0.01%new13F-HRTimelineGroup
Arax Advisory Partners2$443<0.01%-18213F-HRTimeline
SJS Investment Consulting Inc.1$222<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC1$222<0.01%new13F-HRTimeline
Quarry LP1$221<0.01%-6013F-HRTimeline
Godfrey Financial Associates, Inc.1$221<0.01%13F-HRTimeline