Dave Ownership | Who Owns Dave?
Dave Ownership Summary
Dave is owned by 9.41% institutional investors, and 90.59% retail investors. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.51% of its assets in Dave shares.
DAVE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Dave | 9.41% | - | 90.59% |
| Sector | Technology Stocks | 54.50% | 11.36% | 34.13% |
Institutional Shareholders
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2022 | 32 | -13.51% | 35,538,025 | 75.50% | 9 | 32.53% | 13 | -35.00% | 10 | 11.11% |
| Sep 30, 2022 | 37 | -17.78% | 20,249,549 | -11.13% | 5 | 14.38% | 20 | 11.11% | 9 | -40.00% |
| Jun 30, 2022 | 45 | -16.67% | 22,785,930 | -18.04% | 6 | 10.90% | 18 | -59.09% | 15 | - |
| Mar 31, 2022 | 54 | 5300.00% | 27,800,188 | 2045.36% | 7 | 6174.30% | 44 | 4300.00% | - | - |
| Dec 31, 2021 | 1 | - | 1,295,827 | - | - | - | 1 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 318.63K | 2.51% | 72.90K |
| CREF Stock R1 | 223.87K | 1.76% | 140.59K |
| iShares Russell 2000 ETF | 215.68K | 1.70% | -825.00 |
| Nuveen Quant Small Cap Equity R6 | 176.76K | 1.39% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 112.10K | 0.88% | 2.38K |
| Fidelity Small Cap Index | 79.94K | 0.63% | -57.00 |
| iShares Russell 2000 Growth ETF | 72.46K | 0.57% | - |
| Hood River Small/Mid-Cap Growth | 70.40K | 0.55% | 24.42K |
| Hood River Small/Mid Cap Gr CITFounder's | 70.40K | 0.55% | 20.62K |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 48.90K | 0.38% | -12.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 29, 2024 | Preston Dan | - | Sell | $1.19M |
| Nov 27, 2024 | Preston Dan | - | Sell | $406.56K |
| Nov 13, 2024 | Preston Dan | - | Sell | $772.31K |
| Nov 12, 2024 | Preston Dan | - | Sell | $151.04K |
| Oct 09, 2024 | Section 32 Fund 1, LP | - | Sell | $40.60M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 3 |
| 2024 Q2 | 1 | 8 |
| 2024 Q1 | 1 | 3 |
| 2023 Q4 | 1 | - |
| 2023 Q3 | - | 3 |
DAVE Ownership FAQ
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