Dave Ownership | Who Owns Dave?
Dave Ownership Summary
Dave is owned by 10.35% institutional investors, 12.45% insiders, and 77.20% 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 3.66% of its assets in Dave shares.
DAVE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Dave | 10.35% | 12.45% | 77.20% |
| Sector | Technology Stocks | 50.72% | 12.57% | 36.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Hood river capital management | 1.08M | 8.09% | $215.46M |
| Divisadero street capital management, lp | 925.27K | 6.92% | $184.45M |
| Blackrock funding, inc. /de | 741.90K | 5.55% | $147.90M |
| Vanguard group | 655.29K | 4.90% | $130.63M |
| Renaissance | 386.40K | 2.89% | $77.03M |
| Driehaus capital management | 307.04K | 2.30% | $61.21M |
| Whetstone capital advisors | 276.75K | 2.07% | $55.17M |
| Geode capital management | 242.72K | 1.82% | $48.39M |
| American century companies | 229.69K | 1.72% | $45.79M |
| State street | 210.89K | 1.58% | $42.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Whetstone capital advisors | 276.75K | 15.28% | $55.17M |
| Divisadero street capital management, lp | 925.27K | 8.05% | $184.45M |
| G2 investment partners management | 146.12K | 5.89% | $29.13M |
| S squared | 67.35K | 5.10% | $13.43M |
| Metavasi capital lp | 84.02K | 5.06% | $16.75M |
| Prospect capital advisors | 41.63K | 4.30% | $8.30M |
| Tenzing global management | 30.00K | 3.29% | $5.98M |
| Findell capital management | 38.00K | 2.99% | $7.58M |
| Hood river capital management | 1.08M | 2.54% | $215.46M |
| Proem advisors | 97.77K | 2.07% | $19.49M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Divisadero street capital management, lp | 925.27K | 8.05% | 390.68K |
| Ameriprise financial | 209.01K | 0.01% | 186.27K |
| Fmr | 203.39K | 0.00% | 142.22K |
| Voya investment management | 144.28K | 0.03% | 141.75K |
| Neuberger berman group | 134.06K | 0.02% | 134.06K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nvp associates | - | - | -232.68K |
| Cooper creek partners management | - | - | -190.08K |
| Two sigma investments, lp | 87.66K | 0.03% | -118.17K |
| Proem advisors | 97.77K | 2.07% | -100.00K |
| Cubist systematic strategies | 16.05K | 0.02% | -85.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Neuberger berman group | 134.06K | 0.02% | 134.06K | $26.73M |
| Balyasny asset management | 70.07K | 0.03% | 70.07K | $18.81M |
| Findell capital management | 38.00K | 2.99% | 38.00K | $7.58M |
| Capital fund management | 31.07K | 0.02% | 31.07K | $6.19M |
| Interval partners, lp | 26.43K | 0.09% | 26.43K | $5.27M |
Sold Out
| Holder | Change |
|---|---|
| Stephens consulting | -1.00 |
| Twin peaks wealth advisors | -3.00 |
| Whipplewood advisors | -4.00 |
| Massmutual trust co fsb/adv | -7.00 |
| Atlantic union bankshares | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 14 | -90.14% | 2,369,319 | -72.96% | 18 | 0.37% | 5 | -94.90% | 5 | -80.00% |
| Dec 31, 2024 | 141 | 41.00% | 8,762,435 | 51.47% | 69 | 3.34% | 97 | 46.97% | 25 | 31.58% |
| Sep 30, 2024 | 100 | 38.89% | 5,784,754 | 37.35% | 45 | 3.98% | 66 | 17.86% | 19 | 216.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Hood River Small-Cap Growth Instl | 493.71K | 3.66% | -10.99K |
| Vanguard Total Stock Mkt Idx Inv | 335.32K | 2.48% | -7.22K |
| iShares Russell 2000 ETF | 224.47K | 1.66% | - |
| Invesco Dorsey Wright Technology MomtETF | 175.53K | 1.34% | - |
| American Century Small Cap Growth Inv | 117.46K | 0.88% | -73.98K |
| American Century U.S. Small Cap Growth | 117.46K | 0.88% | -73.98K |
| Columbia Small Cap Growth Inst | 102.52K | 0.76% | 102.52K |
| Fidelity Small Cap Index | 92.99K | 0.69% | 11.71K |
| Vanguard Institutional Extnd Mkt Idx Tr | 83.92K | 0.62% | -36.34K |
| Nuveen Quant Small Cap Equity R6 | 82.95K | 0.61% | -4.80K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 02, 2025 | Beilman Kyle | CFO and COO and Secretary | Sell | $712.18K |
| Dec 02, 2025 | Wilk Jason | Chief Executive Officer | Sell | $1.51M |
| Sep 19, 2025 | Beilman Kyle | CFO and COO and Secretary | Sell | $13.61M |
| Sep 19, 2025 | Beilman Kyle | CFO and COO and Secretary | Sell | $92.40K |
| Sep 19, 2025 | Wilk Jason | Chief Executive Officer | Sell | $1.51M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 92 |
| 2025 Q2 | - | 111 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 5 |
DAVE Ownership FAQ
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