Dave Ownership | Who Owns Dave?


OverviewForecastRevenueFinancialsChartTranscripts

Dave Ownership Summary


Dave is owned by 14.82% institutional investors, 10.93% insiders, and 74.25% retail investors. Hood river capital management is the largest institutional shareholder, holding 8.57% of DAVE shares. Hood River Small-Cap Growth Instl is the top mutual fund, with 4.23% of its assets in Dave shares.

DAVE Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockDave14.82%10.93%74.25%
SectorTechnology Stocks 36.93%14.89%48.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Hood river capital management1.15M8.57%$199.49M
Blackrock funding, inc. /de828.60K6.20%$144.25M
Vanguard group685.84K5.10%$151.85M
Divisadero street capital management, lp640.84K4.79%$111.56M
Renaissance431.80K3.23%$75.17M
Geode capital management326.34K2.44%$56.82M
Susquehanna group, llp321.79K2.41%$56.02M
Dimensional fund advisors lp253.17K1.89%$44.07M
State street233.79K1.75%$40.70M
Fmr231.03K1.73%$40.22M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Whetstone capital advisors224.16K13.53%$39.02M
Findell capital management170.00K8.67%$29.60M
Metavasi capital lp117.59K7.41%$20.47M
Tenzing global management40.00K5.78%$6.96M
G2 investment partners management119.84K5.14%$20.86M
Prospect capital advisors52.24K5.06%$9.09M
S squared75.04K4.94%$13.06M
Divisadero street capital management, lp640.84K4.66%$111.56M
Estuary capital management lp118.08K3.44%$20.56M
Western standard30.16K2.76%$5.25M

Top Buyers

HolderShares% AssetsChange
Divisadero street capital management, lp640.84K4.66%379.23K
Fuller & thaler asset management202.01K0.12%199.61K
Estuary capital management lp118.08K3.44%118.08K
Cooper creek partners management105.19K0.63%105.19K
Findell capital management170.00K8.67%100.00K

Top Sellers

HolderShares% AssetsChange
Nvp associates---232.68K
Driehaus capital management62.33K0.08%-195.10K
Imc-chicago---126.93K
Proem advisors---97.77K
Mane global capital management lp---93.10K

New Positions

HolderShares% AssetsChangeValue
Estuary capital management lp118.08K3.44%118.08K$20.56M
Cooper creek partners management105.19K0.63%105.19K$18.31M
Vanguard fiduciary trust76.79K0.00%76.79K$13.37M
Sg capital management63.49K0.73%63.49K$11.05M
Fund 1 investments30.21K0.60%30.21K$5.26M

Sold Out

HolderChange
Quarry lp-1.00
Sjs investment consulting-1.00
Wealthspire advisors-1.00
Stephens consulting-1.00
Tortoise investment management-2.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026115-62.90%1,981,197-80.92%140.25%63-61.35%28-69.89%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Hood River Small-Cap Growth Instl537.85K4.23%-
Vanguard Total Stock Mkt Idx Inv368.59K2.90%1.03K
iShares Russell 2000 ETF245.53K1.93%2.07K
Invesco Dorsey Wright Technology MomtETF175.53K1.34%-
American Century U.S. Small Cap Growth143.81K1.08%-20.91K
American Century Small Cap Growth Inv143.81K1.08%-20.91K
FullerThaler Behavioral Small-Cap Growth137.52K1.04%137.52K
Columbia Small Cap Growth Inst133.59K1.01%-15.46K
Vanguard Institutional Extnd Mkt Idx Tr125.08K0.98%1.16K
Voya Small Cap Growth117.27K0.87%56.46K

Recent Insider Transactions


DateNameRoleActivityValue
Jun 04, 2026Preston Dan-Sell$68.10K
Jun 05, 2026Preston Dan-Sell$71.45K
Jun 02, 2026Beilman Kyle CFO and COO and SecretarySell$13.58K
Jun 02, 2026Beilman Kyle CFO and COO and SecretarySell$1.12M
Jun 02, 2026Wilk Jason Chief Executive OfficerSell$28.76K

Insider Transactions Trends


DateBuySell
2026 Q2-5
2026 Q1-27
2025 Q4-77
2025 Q3-92
2025 Q2-111

DAVE Ownership FAQ


Who owns the most shares of Dave?

Dave’s largest shareholders are Hood river capital management (1.15M shares, 8.57%), Blackrock funding, inc. /de (828.6K shares, 6.20%), and Vanguard group (685.84K shares, 5.10%). Together, they hold 19.87% 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 13.53% of its assets in 224.16K Dave shares, valued at 39.02M$.

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 4.23% of its total shares outstanding invested in 537.85K Dave shares.

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