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Security record · archived quarter

DAVE

Dave Inc. · Technology · Software - Application

372.30 +6.5% mkt cap $5.00B quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
7Tracked holders
Δ holders
664.20KShares held
$20.13MReported value
+0New positions
−0Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 106 +15 7.78M $2.84B +16 −1
Q1 2026 94 -9 5.96M $1.04B +6 −15
Q4 2025 103 0 6.62M $1.46B
Q3 2025 18 0 3.44M $685.11M
Q2 2025 15 +2 3.27M $877.01M +2
Q1 2025 10 -2 1.17M $96.37M −2
Q4 2024 12 +3 1.57M $136.40M +3
Q3 2024 8 +1 1.08M $43.35M +2 −1
Q2 2024 7 664.20K $20.13M
Holder count
Who holds it · Q2 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Marshall Wace 176.16K $5.34M 0.0% n/c 1 SEC ↗
2 Marshall Wace 176.16K $5.34M 0.0% n/c 1 SEC ↗
3 Geode Capital Management (passive) 160.59K $4.87M 0.0% n/c 1 SEC ↗
4 Geode Capital Management (passive) 160.59K $4.87M 0.0% n/c 1 SEC ↗
5 Millennium Management 132.32K $4.01M 0.0% n/c 1 SEC ↗
6 Renaissance Technologies 122.83K $3.72M 0.0% n/c 1 SEC ↗
7 Citadel Advisors 41.13K $1.25M 0.0% n/c 1 SEC ↗
8 Citadel Advisors 41.13K $1.25M 0.0% n/c 1 SEC ↗
9 Two Sigma Investments 27.35K $828,705 0.0% n/c 1 SEC ↗
10 Point72 Asset Management 3.82K $115,635 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 269 holders, 10.65M shares, $1.81B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2024 · Methodology · Get this via the API