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Disclosery

DAVE DAVE INC

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CLASS A COM NEW (common), issuer CIK 1841408

266 managers (273 13F filers) reported a position in DAVE shares at 2026-03-31, 10,670,530 shares in all. 50 filers opened a position and 71 filers sold out during the quarter.

Managers
266
13F filers
273
New
50
Added
108
Reduced
74
Sold out
71
Shares held by filers
10,670,530

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.631$110K0.01%-4,10813F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC544$94K<0.01%-1,73913F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.508$88.4K<0.01%+32713F-HRTimelineGroup
Vestcor Inc487$85K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.451$78.5K0.01%-2813F-HRTimeline
Caitong International Asset Management …450$78.3K0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.379$66K0.01%013F-HRTimeline
Larson Financial Group LLC347$60.4K<0.01%+27113F-HRTimeline
Catalyst Capital Advisors LLC325$56.6K<0.01%-20013F-HRTimeline
KBC Group NVin group KBC Group NV317$55K<0.01%013F-HRTimelineGroup
Team Financial Group, LLC269$46.8K0.02%013F-HRTimeline
GAMMA Investing LLC155$27K<0.01%+1313F-HRTimeline
Murphy & Mullick Capital Management Corp150$26.1K0.02%013F-HRTimeline
NewEdge Advisors, LLC140$24.4K<0.01%+4713F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…119$20.7K<0.01%+2713F-HR/ATimelineGroup
Allworth Financial LP114$19.8K<0.01%+10313F-HRTimeline
WealthCollab, LLC110$19.1K0.01%013F-HRTimeline
Arax Advisory Partners310$17.9K<0.01%+30813F-HRTimeline
Essential Partners LLC100$17.4K0.01%013F-HRTimeline
Blue Trust, Inc.85$14.8K<0.01%-6813F-HRTimeline
True Wealth Design, LLC81$14.1K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP79$13.8K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/78$13.6K<0.01%+213F-HRTimelineGroup
PROFFITT & GOODSON INC75$13.1K<0.01%+2913F-HRTimeline
Sterling Capital Management LLC67$11.7K<0.01%-113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.46$8.01K<0.01%new13F-HR/ATimelineGroup
Accent Capital Management, LLC41$7.14K<0.01%new13F-HR/ATimeline
Cedar Mountain Advisors, LLC38$6.62K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC36$6.1K<0.01%+2613F-HRTimeline
Steward Partners Investment Advisory, L…31$5.4K<0.01%013F-HRTimeline
IFP Advisors, Inc25$4.35K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.24$4.18K<0.01%-71013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23$4K<0.01%+413F-HRTimelineGroup
SIGNATUREFD, LLC23$4K<0.01%+1813F-HRTimeline
Torren Management, LLC23$4K<0.01%013F-HRTimeline
Root Financial Partners, LLC21$3.66K<0.01%+813F-HRTimeline
LRI Investments, LLC18$3.13K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC16$2.79K<0.01%+613F-HRTimeline
Golden State Wealth Management, LLC15$2.61K<0.01%013F-HRTimeline
Parallel Advisors, LLC13$2.26K<0.01%new13F-HR/ATimeline
Clearstead Advisors, LLC12$2.09K<0.01%013F-HRTimeline
Versant Capital Management, Inc12$2.09K<0.01%+813F-HRTimeline
MAI Capital Management11$1.92K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.10$1.74K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC10$1.74K<0.01%+213F-HRTimeline
Kingdom Financial Group LLC.10$1.74K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK9$1.57K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC6$1.04K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5$870<0.01%new13F-HRTimeline
Caitlin John, LLC5$870<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…5$870<0.01%+213F-HRTimeline
Farther Finance Advisors, LLC5$867<0.01%-413F-HRTimeline
Rossby Financial, LCC5$867<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust4$697<0.01%new13F-HRTimeline
CVA Family Office, LLC4$696<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC4$696<0.01%new13F-HRTimeline
Marquette Asset Management, LLC3$523<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.3$522<0.01%013F-HRTimeline
Bare Financial Services, Inc3$522<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC1$264<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1$175<0.01%new13F-HR/ATimeline
Rialto Wealth Management, LLC1$175<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1$174<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$174<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.1$174<0.01%013F-HRTimeline
Covestor Ltd1$00%-3613F-HRTimelineValue filed as zero, left out of ratios.