DAVE Dave, Inc.
Dave, Inc. (DAVE) Institutional Ownership
What the institutions did with DAVE last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| LMR Partners LLP | 5.3M | 27.3% |
| BlackRock, Inc. | 1.7M | 8.6% |
| Hood River Capital Management LLC | 1.1M | 5.7% |
| Divisadero Street Capital Management, LP | 699.4K | 3.6% |
| FMR LLC | 479.7K | 2.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 474.1K | 2.5% |
| ARISTEIA CAPITAL, L.L.C. | 449.6K | 2.3% |
| Caption Management, LLC | 419.8K | 2.2% |
| STATE STREET CORP | 406.8K | 2.1% |
| JANE STREET GROUP, LLC | 371.4K | 1.9% |
| RENAISSANCE TECHNOLOGIES LLC | 367.4K | 1.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 341.8K | 1.8% |
| Driehaus Capital Management LLC | 331.5K | 1.7% |
| Invesco Ltd. | 296.2K | 1.5% |
| Balyasny Asset Management L.P. | 278.3K | 1.4% |
| DIMENSIONAL FUND ADVISORS LP | 255.7K | 1.3% |
| GOLDMAN SACHS GROUP INC | 251.2K | 1.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 234.6K | 1.2% |
| AMERICAN CENTURY COMPANIES INC | 227.8K | 1.2% |
| Whetstone Capital Advisors, LLC | 223.1K | 1.2% |
| WOLVERINE ASSET MANAGEMENT LLC | 212.6K | 1.1% |
| WELLINGTON MANAGEMENT GROUP LLP | 212.2K | 1.1% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 205.6K | 1.1% |
| ALLIANCEBERNSTEIN L.P. | 200.2K | 1.0% |
| FINDELL CAPITAL MANAGEMENT LLC | 145.0K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| LMR Partners LLP | New | 0 | 5.3M | +5.3M |
| BlackRock, Inc. | Increased | 828.6K | 1.7M | +839.4K |
| ARISTEIA CAPITAL, L.L.C. | New | 0 | 449.6K | +449.6K |
| Caption Management, LLC | New | 0 | 419.8K | +419.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 321.8K | 1.8K | -320.0K |
| Balyasny Asset Management L.P. | New | 0 | 278.3K | +278.3K |
| Driehaus Capital Management LLC | Increased | 62.3K | 331.5K | +269.2K |
| FMR LLC | Increased | 231.0K | 479.7K | +248.7K |
| WOLVERINE ASSET MANAGEMENT LLC | New | 0 | 212.6K | +212.6K |
| JANE STREET GROUP, LLC | Increased | 188.7K | 371.4K | +182.7K |
| Invesco Ltd. | Increased | 113.9K | 296.2K | +182.3K |
| ALLIANCEBERNSTEIN L.P. | Increased | 18.6K | 200.2K | +181.6K |
| STATE STREET CORP | Increased | 233.8K | 406.8K | +173.0K |
| Jefferies Financial Group Inc. | Sold Out | 158.3K | 0 | -158.3K |
| JPMORGAN CHASE & CO | Increased | 14.6K | 136.9K | +122.3K |
| Estuary Capital Management LP | Sold Out | 118.1K | 0 | -118.1K |
| Empowered Funds, LLC | New | 0 | 105.7K | +105.7K |
| COOPER CREEK PARTNERS MANAGEMENT LLC | Sold Out | 105.2K | 0 | -105.2K |
| GOLDMAN SACHS GROUP INC | Increased | 148.5K | 251.2K | +102.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 134.5K | 234.6K | +100.2K |
| TORONTO DOMINION BANK | New | 0 | 100.0K | +100.0K |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | 193.8K | 117.0K | -76.9K |
| SG Americas Securities, LLC | Reduced | 78.0K | 9.4K | -68.6K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 431.8K | 367.4K | -64.4K |
| SG Capital Management LLC | Sold Out | 63.5K | 0 | -63.5K |
| G2 Investment Partners Management LLC | Reduced | 119.8K | 57.0K | -62.8K |
| Divisadero Street Capital Management, LP | Increased | 640.8K | 699.4K | +58.5K |
| Kepos Capital LP | New | 0 | 56.3K | +56.3K |
| UBS Group AG | Increased | 46.4K | 98.5K | +52.2K |
| GROUP ONE TRADING LLC | Reduced | 56.4K | 4.6K | -51.8K |
| CITADEL ADVISORS LLC | Reduced | 55.2K | 3.6K | -51.7K |
| PRINCIPAL FINANCIAL GROUP INC | New | 0 | 50.7K | +50.7K |
| Metavasi Capital LP | Reduced | 117.6K | 72.5K | -45.1K |
| CANADA PENSION PLAN INVESTMENT BOARD | Increased | 24.9K | 69.4K | +44.5K |
| Hood River Capital Management LLC | Reduced | 1.1M | 1.1M | -41.6K |
| MORGAN STANLEY | Increased | 56.1K | 97.6K | +41.5K |
| Silver Rock Financial LP | New | 0 | 41.0K | +41.0K |
| Allianz Asset Management GmbH | Reduced | 79.5K | 42.5K | -37.1K |
| S SQUARED TECHNOLOGY, LLC | Reduced | 75.0K | 38.0K | -37.0K |
| Public Sector Pension Investment Board | New | 0 | 35.6K | +35.6K |
| GRATIA CAPITAL, LLC | Sold Out | 34.2K | 0 | -34.2K |
| BANK OF AMERICA CORP /DE/ | Increased | 47.4K | 78.2K | +30.7K |
| Fund 1 Investments, LLC | Sold Out | 30.2K | 0 | -30.2K |
| Western Standard LLC | Sold Out | 30.2K | 0 | -30.2K |
| Tenzing Global Management, LLC | Reduced | 40.0K | 10.0K | -30.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 503.5K | 474.1K | -29.4K |
| AMERICAN CENTURY COMPANIES INC | Increased | 198.6K | 227.8K | +29.2K |
| Blue Owl Capital Holdings LP | New | 0 | 28.8K | +28.8K |
| Prospect Capital Advisors, LLC | Reduced | 52.2K | 23.6K | -28.7K |
| Trexquant Investment LP | Reduced | 37.2K | 9.0K | -28.2K |
| EMERALD ADVISERS, LLC | New | 0 | 27.0K | +27.0K |
| Bank of New York Mellon Corp | Increased | 36.1K | 62.6K | +26.6K |
| FINDELL CAPITAL MANAGEMENT LLC | Reduced | 170.0K | 145.0K | -25.0K |
| DANSKE BANK A/S | New | 0 | 24.7K | +24.7K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | New | 0 | 23.2K | +23.2K |
| BOOTHBAY FUND MANAGEMENT, LLC | Reduced | 37.7K | 14.6K | -23.1K |
| FIRST TRUST ADVISORS LP | Increased | 60.4K | 82.4K | +22.0K |
| IEQ CAPITAL, LLC | Increased | 6.7K | 27.6K | +20.9K |
| OP Asset Management Ltd | Sold Out | 20.0K | 0 | -20.0K |
| Buckley Capital Advisors, LLC | Reduced | 76.7K | 57.2K | -19.5K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.