Dave Ownership | Who Owns Dave?


OverviewForecastRevenueFinancialsChartTranscripts

Dave Ownership Summary


Dave is owned by 9.66% institutional investors, 12.40% insiders, and 77.94% retail investors. Hood river capital management is the largest institutional shareholder, holding 8.09% of DAVE shares. Hood River Small-Cap Growth Instl is the top mutual fund, with 3.98% of its assets in Dave shares.

DAVE Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockDave9.66%12.40%77.94%
SectorTechnology Stocks 35.18%13.13%51.68%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Hood river capital management1.08M8.09%$215.46M
Divisadero street capital management, lp925.27K6.92%$184.45M
Blackrock funding, inc. /de868.83K6.46%$192.37M
Vanguard group685.84K5.10%$151.85M
Renaissance499.10K3.71%$110.51M
Geode capital management318.30K2.37%$70.48M
Driehaus capital management307.04K2.30%$61.21M
Whetstone capital advisors276.75K2.07%$55.17M
American century companies229.69K1.72%$45.79M
State street210.89K1.58%$42.04M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Whetstone capital advisors276.75K15.28%$55.17M
Divisadero street capital management, lp925.27K8.05%$184.45M
G2 investment partners management146.12K5.89%$29.13M
S squared61.35K5.26%$13.58M
Metavasi capital lp84.02K5.06%$16.75M
Prospect capital advisors41.63K4.30%$8.30M
Tenzing global management30.00K3.29%$5.98M
Findell capital management38.00K2.99%$7.58M
Hood river capital management1.08M2.54%$215.46M
Mane global capital management lp158.03K1.43%$31.50M

Top Buyers

HolderShares% AssetsChange
Divisadero street capital management, lp925.27K8.05%390.68K
Ameriprise financial209.01K0.01%186.27K
Fmr203.39K0.00%142.22K
Neuberger berman group134.06K0.02%134.06K
Blackrock funding, inc. /de868.83K0.00%126.93K

Top Sellers

HolderShares% AssetsChange
Nvp associates---232.68K
Cooper creek partners management---190.08K
Two sigma investments, lp87.66K0.03%-118.17K
Proem advisors---97.77K
Cubist systematic strategies16.05K0.02%-85.85K

New Positions

HolderShares% AssetsChangeValue
Neuberger berman group134.06K0.02%134.06K$26.73M
Jefferies financial group125.89K0.14%125.89K$27.87M
Balyasny asset management70.07K0.03%70.07K$18.81M
Peregrine capital management38.23K0.26%38.23K$8.46M
Findell capital management38.00K2.99%38.00K$7.58M

Sold Out

HolderChange
Wealthspire advisors-1.00
Stephens consulting-1.00
Tortoise investment management-2.00
Twin peaks wealth advisors-3.00
Parkside financial bank & trust-3.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202577-73.54%1,300,052-87.60%90.16%46-73.86%14-79.71%
Sep 30, 202591-65.00%1,383,181-85.91%100.19%59-66.09%20-67.74%
Jun 30, 202526053.85%9,809,16711.02%731.62%17576.77%6132.61%
Mar 31, 202514-90.14%2,369,319-72.96%180.37%5-94.90%5-80.00%
Dec 31, 202414141.00%8,762,43551.47%693.34%9746.97%2531.58%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Hood River Small-Cap Growth Instl537.85K3.98%537.85K
Vanguard Total Stock Mkt Idx Inv364.77K2.70%917.00
iShares Russell 2000 ETF251.51K1.86%251.51K
Invesco Dorsey Wright Technology MomtETF175.53K1.34%-
American Century Small Cap Growth Inv164.72K1.22%21.13K
American Century U.S. Small Cap Growth164.72K1.22%21.13K
Vanguard Institutional Extnd Mkt Idx Tr119.64K0.89%13.00
Calamos Timpani Small Cap Growth I109.84K0.81%6.38K
Timpani Small Cap Growth Equity109.84K0.81%34.68K
Fidelity Small Cap Growth103.27K0.76%-

Recent Insider Transactions


DateNameRoleActivityValue
Mar 05, 2026Mitchell Andrea-Sell$356.34K
Mar 05, 2026Mitchell Andrea-Sell$63.76K
Mar 05, 2026Mitchell Andrea-Sell$73.22K
Mar 05, 2026Mitchell Andrea-Sell$388.84K
Mar 05, 2026Mitchell Andrea-Sell$264.06K

Insider Transactions Trends


DateBuySell
2026 Q1-27
2025 Q4-77
2025 Q3-92
2025 Q2-111
2025 Q1--

DAVE Ownership FAQ


Who owns the most shares of Dave?

Dave’s largest shareholders are Hood river capital management (1.08M shares, 8.09%), Divisadero street capital management, lp (925.27K shares, 6.92%), and Blackrock funding, inc. /de (868.83K shares, 6.46%). Together, they hold 21.47% of Dave’s total shares outstanding.

Does Blackrock own Dave?

BlackRock is not among the top 10 institutional shareholders of Dave.

Who is Dave’s biggest shareholder by percentage of total assets invested?

Whetstone capital advisors is Dave’s biggest shareholder by percentage of total assets invested, with 15.28% of its assets in 276.75K Dave shares, valued at 55.17M$.

Who is the top mutual fund holder of Dave shares?

Hood River Small-Cap Growth Instl is the top mutual fund holder of Dave shares, with 3.98% of its total shares outstanding invested in 537.85K Dave shares.

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