Dave Ownership | Who Owns Dave?
Dave Ownership Summary
Dave is owned by 92.31% institutional investors, 10.80% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.42% of DAVE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.95% of its assets in Dave shares.
DAVE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Dave | 92.31% | 10.80% | -3.11% |
| Sector | Technology Stocks | 78.07% | 14.90% | 7.03% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.67M | 12.42% | $621.46M |
| Hood river capital management | 1.10M | 8.22% | $411.44M |
| Divisadero street capital management, lp | 699.37K | 5.21% | $260.58M |
| Vanguard group | 685.84K | 5.10% | $151.85M |
| Fmr | 479.75K | 3.57% | $178.75M |
| Vanguard capital management | 474.14K | 3.53% | $176.66M |
| State street | 406.75K | 3.03% | $151.55M |
| Renaissance | 367.38K | 2.73% | $136.88M |
| Geode capital management | 341.84K | 2.54% | $127.38M |
| Driehaus capital management | 331.54K | 2.47% | $123.53M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Whetstone capital advisors | 223.08K | 21.85% | $83.12M |
| Metavasi capital lp | 72.53K | 9.43% | $27.03M |
| Findell capital management | 145.00K | 7.61% | $54.03M |
| Divisadero street capital management, lp | 699.37K | 5.91% | $260.58M |
| S squared | 38.04K | 4.40% | $14.17M |
| Prospect capital advisors | 23.59K | 3.99% | $8.79M |
| G2 investment partners management | 56.99K | 3.87% | $21.23M |
| Hood river capital management | 1.10M | 2.98% | $411.44M |
| Tenzing global management | 10.00K | 1.72% | $3.73M |
| Portolan capital management | 105.34K | 1.47% | $39.25M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.67M | 0.01% | 839.35K |
| Driehaus capital management | 331.54K | 0.72% | 269.20K |
| Fmr | 479.75K | 0.01% | 248.71K |
| Invesco | 296.16K | 0.01% | 182.28K |
| Alliancebernstein | 200.20K | 0.01% | 181.60K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 1.78K | 0.00% | -320.01K |
| Nvp associates | - | - | -232.68K |
| Imc-chicago | - | - | -126.93K |
| Estuary capital management lp | - | - | -118.08K |
| Cooper creek partners management | - | - | -105.19K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Empowered funds | 105.69K | 0.21% | 105.69K | $39.38M |
| Sixth street partners management company | 97.31K | 0.00% | 97.31K | $36.26M |
| Public sector pension investment board | 35.62K | 0.03% | 35.62K | $13.27M |
| Emerald advisers | 26.99K | 0.24% | 26.99K | $10.06M |
| Danske bank | 24.75K | 0.02% | 24.75K | $9.22M |
Sold Out
| Holder | Change |
|---|---|
| Vermillion wealth management | -1.00 |
| Wealthspire advisors | -1.00 |
| Quadrant capital group | -1.00 |
| Stephens consulting | -1.00 |
| Tortoise investment management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 370 | 27.59% | 12,402,160 | 16.29% | 92 | 1.45% | 231 | 37.50% | 91 | 24.66% |
| Mar 31, 2026 | 115 | -62.90% | 1,981,197 | -80.92% | 14 | 0.25% | 63 | -61.35% | 28 | -69.89% |
| Dec 31, 2025 | 77 | -73.54% | 1,300,052 | -87.60% | 9 | 0.16% | 46 | -73.86% | 14 | -79.71% |
| Sep 30, 2025 | 91 | -65.00% | 1,383,181 | -85.91% | 10 | 0.19% | 59 | -66.09% | 20 | -67.74% |
| Jun 30, 2025 | 260 | 53.85% | 9,809,167 | 11.02% | 73 | 1.62% | 175 | 76.77% | 61 | 32.61% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 631.61K | 4.95% | -284.00 |
| Hood River Small-Cap Growth Instl | 527.38K | 4.13% | -10.47K |
| Vanguard Morn Total Stk Mkt Idx Investor | 344.12K | 2.71% | -25.00K |
| Vanguard Total Stock Mkt Idx Inv | 344.12K | 2.71% | -25.00K |
| Vanguard MStar Total Stk Mkt Idx Invest | 345.18K | 2.71% | 1.06K |
| iShares Russell 2000 ETF | 260.69K | 2.04% | -4.61K |
| Invesco Dorsey Wright Technology MomtETF | 175.53K | 1.34% | - |
| American Century Small Cap Growth Inv | 154.71K | 1.22% | 10.90K |
| American Century U.S. Small Cap Growth | 154.71K | 1.22% | 10.90K |
| FullerThaler Beh Small-Cap Growth SMA | 144.39K | 1.13% | 144.39K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 04, 2026 | Carroll Brendan | - | Sell | $110.40M |
| Jun 05, 2026 | Preston Dan | - | Sell | $71.45K |
| Jun 04, 2026 | Preston Dan | - | Sell | $68.10K |
| Jun 02, 2026 | Beilman Kyle | CFO and COO and Secretary | Sell | $1.12M |
| Jun 02, 2026 | Beilman Kyle | CFO and COO and Secretary | Sell | $13.58K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | 7 |
| 2026 Q1 | - | 27 |
| 2025 Q4 | - | 77 |
| 2025 Q3 | - | 92 |
DAVE Ownership FAQ
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