Dave Ownership 2024 | Who Owns Dave Now?
Institutional Ownership
9.41%
Insider Ownership
16.83%
Retail Ownership
73.76%
Institutional Holders
32.00
Dave Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NVP ASSOCIATES, LLC | 5.03% | 4.06% | 582,675 | 582,675 | 100.00% | 3,531,011,000 | Mar 31, 2023 |
| WHETSTONE CAPITAL ADVISORS, LLC | 2.77% | 1.25% | 320,829 | 320,829 | 100.00% | 1,944,000 | Mar 31, 2023 |
| VANGUARD GROUP INC | 2.53% | - | 292,898 | 292,898 | 100.00% | 1,774,962,000 | Mar 31, 2023 |
| BLACKROCK INC. | 0.59% | - | 68,719 | 68,719 | 100.00% | 416,437,000 | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.42% | - | 48,243 | 48,243 | 100.00% | 292,352,000 | Mar 31, 2023 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.18% | 0.00% | 21,000 | 21,000 | 100.00% | 127,260,000 | Mar 31, 2023 |
| STATE STREET CORP | 0.15% | - | 17,612 | 17,612 | 100.00% | 106,729,000 | Mar 31, 2023 |
| HIGHTOWER ADVISORS, LLC | 0.15% | 0.00% | 16,935 | 16,935 | 100.00% | 103,000,000 | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.09% | - | 10,690 | 10,690 | 100.00% | 64,781,000 | Mar 31, 2023 |
| ROYAL BANK OF CANADA | 0.01% | - | 983 | 983 | 100.00% | 6,000,000 | Mar 31, 2023 |
| MORGAN STANLEY | 0.01% | - | 706 | 706 | 100.00% | 4,279,000 | Mar 31, 2023 |
| WELLS FARGO & COMPANY/MN | 0.00% | - | 95 | 95 | 100.00% | 576,000 | Mar 31, 2023 |
| NEWEDGE ADVISORS, LLC | 0.00% | - | 93 | 93 | 100.00% | 564,000 | Mar 31, 2023 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.00% | - | 31 | 31 | 100.00% | 188,000 | Mar 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -7 | -100.00% | - | Mar 31, 2023 |
| TOROSO INVESTMENTS, LLC | - | - | - | -580 | -100.00% | - | Mar 31, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -95 | -100.00% | - | Mar 31, 2023 |
| SEQUOIA FINANCIAL ADVISORS, LLC | - | - | - | -1,875 | -100.00% | - | Mar 31, 2023 |
| VICTORY CAPITAL MANAGEMENT INC | - | - | - | -613 | -100.00% | - | Mar 31, 2023 |
| CORBIN CAPITAL PARTNERS, L.P. | - | - | - | -75,619 | -100.00% | - | Mar 31, 2023 |
Dave's largest institutional shareholder is NVP ASSOCIATES, LLC, holding 5.03% of the company's total share outstanding, currently valued at $3.53B. The top 10 institutional shareholders own together 11.91% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NVP ASSOCIATES, LLC | 5.03% | 4.06% | 582,675 | 582,675 | 100.00% | 3,531,011,000 | Mar 31, 2023 |
| WHETSTONE CAPITAL ADVISORS, LLC | 2.77% | 1.25% | 320,829 | 320,829 | 100.00% | 1,944,000 | Mar 31, 2023 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.18% | 0.00% | 21,000 | 21,000 | 100.00% | 127,260,000 | Mar 31, 2023 |
| HIGHTOWER ADVISORS, LLC | 0.15% | 0.00% | 16,935 | 16,935 | 100.00% | 103,000,000 | Mar 31, 2023 |
| VANGUARD GROUP INC | 2.53% | - | 292,898 | 292,898 | 100.00% | 1,774,962,000 | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.42% | - | 48,243 | 48,243 | 100.00% | 292,352,000 | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.09% | - | 10,690 | 10,690 | 100.00% | 64,781,000 | Mar 31, 2023 |
| BLACKROCK INC. | 0.59% | - | 68,719 | 68,719 | 100.00% | 416,437,000 | Mar 31, 2023 |
| NEWEDGE ADVISORS, LLC | 0.00% | - | 93 | 93 | 100.00% | 564,000 | Mar 31, 2023 |
| STATE STREET CORP | 0.15% | - | 17,612 | 17,612 | 100.00% | 106,729,000 | Mar 31, 2023 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.00% | - | 31 | 31 | 100.00% | 188,000 | Mar 31, 2023 |
| ROYAL BANK OF CANADA | 0.01% | - | 983 | 983 | 100.00% | 6,000,000 | Mar 31, 2023 |
| MORGAN STANLEY | 0.01% | - | 706 | 706 | 100.00% | 4,279,000 | Mar 31, 2023 |
| WELLS FARGO & COMPANY/MN | 0.00% | - | 95 | 95 | 100.00% | 576,000 | Mar 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -7 | -100.00% | - | Mar 31, 2023 |
| TOROSO INVESTMENTS, LLC | - | - | - | -580 | -100.00% | - | Mar 31, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -95 | -100.00% | - | Mar 31, 2023 |
| SEQUOIA FINANCIAL ADVISORS, LLC | - | - | - | -1,875 | -100.00% | - | Mar 31, 2023 |
| VICTORY CAPITAL MANAGEMENT INC | - | - | - | -613 | -100.00% | - | Mar 31, 2023 |
| CORBIN CAPITAL PARTNERS, L.P. | - | - | - | -75,619 | -100.00% | - | Mar 31, 2023 |
The largest Dave shareholder by % of total assets is NVP ASSOCIATES, LLC. The company owns 582.67K shares of Dave (DAVE), representing 4.06% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NVP ASSOCIATES, LLC | 5.03% | 4.06% | 582,675 | 582,675 | 100.00% | 3,531,011,000 | Mar 31, 2023 |
| WHETSTONE CAPITAL ADVISORS, LLC | 2.77% | 1.25% | 320,829 | 320,829 | 100.00% | 1,944,000 | Mar 31, 2023 |
| VANGUARD GROUP INC | 2.53% | - | 292,898 | 292,898 | 100.00% | 1,774,962,000 | Mar 31, 2023 |
| BLACKROCK INC. | 0.59% | - | 68,719 | 68,719 | 100.00% | 416,437,000 | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.42% | - | 48,243 | 48,243 | 100.00% | 292,352,000 | Mar 31, 2023 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.18% | 0.00% | 21,000 | 21,000 | 100.00% | 127,260,000 | Mar 31, 2023 |
| STATE STREET CORP | 0.15% | - | 17,612 | 17,612 | 100.00% | 106,729,000 | Mar 31, 2023 |
| HIGHTOWER ADVISORS, LLC | 0.15% | 0.00% | 16,935 | 16,935 | 100.00% | 103,000,000 | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.09% | - | 10,690 | 10,690 | 100.00% | 64,781,000 | Mar 31, 2023 |
| ROYAL BANK OF CANADA | 0.01% | - | 983 | 983 | 100.00% | 6,000,000 | Mar 31, 2023 |
| MORGAN STANLEY | 0.01% | - | 706 | 706 | 100.00% | 4,279,000 | Mar 31, 2023 |
| WELLS FARGO & COMPANY/MN | 0.00% | - | 95 | 95 | 100.00% | 576,000 | Mar 31, 2023 |
| NEWEDGE ADVISORS, LLC | 0.00% | - | 93 | 93 | 100.00% | 564,000 | Mar 31, 2023 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.00% | - | 31 | 31 | 100.00% | 188,000 | Mar 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -7 | -100.00% | - | Mar 31, 2023 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | - | - | - | -32 | -100.00% | - | Mar 31, 2023 |
| SIMPLEX TRADING, LLC | - | - | - | -79 | -100.00% | - | Mar 31, 2023 |
| NEWEDGE ADVISORS, LLC | - | - | - | -94 | -100.00% | - | Mar 31, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -95 | -100.00% | - | Mar 31, 2023 |
| SIMPLEX TRADING, LLC | - | - | - | -176 | -100.00% | - | Mar 31, 2023 |
As of Mar 31 2023, Dave's largest institutional buyer is NVP ASSOCIATES, LLC. The company purchased 582.67K stocks of DAVE, valued at $3.53B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NVP ASSOCIATES, LLC | - | - | - | -582,676 | -100.00% | - | Mar 31, 2023 |
| VANGUARD GROUP INC | - | - | - | -271,401 | -100.00% | - | Mar 31, 2023 |
| CORBIN CAPITAL PARTNERS, L.P. | - | - | - | -75,619 | -100.00% | - | Mar 31, 2023 |
| BLACKROCK INC. | - | - | - | -66,875 | -100.00% | - | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -46,011 | -100.00% | - | Mar 31, 2023 |
| STATE STREET CORP | - | - | - | -17,617 | -100.00% | - | Mar 31, 2023 |
| NORTHERN TRUST CORP | - | - | - | -8,803 | -100.00% | - | Mar 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -7,263 | -100.00% | - | Mar 31, 2023 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -6,614 | -100.00% | - | Mar 31, 2023 |
| VETAMER CAPITAL MANAGEMENT, L.P. | - | - | - | -6,530 | -100.00% | - | Mar 31, 2023 |
| OASIS MANAGEMENT CO LTD. | - | - | - | -6,369 | -100.00% | - | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -3,156 | -100.00% | - | Mar 31, 2023 |
| PRIVATE ADVISOR GROUP, LLC | - | - | - | -3,148 | -100.00% | - | Mar 31, 2023 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | - | - | - | -3,104 | -100.00% | - | Mar 31, 2023 |
| COWEN AND COMPANY, LLC | - | - | - | -2,188 | -100.00% | - | Mar 31, 2023 |
| SEQUOIA FINANCIAL ADVISORS, LLC | - | - | - | -1,875 | -100.00% | - | Mar 31, 2023 |
| SIMPLEX TRADING, LLC | - | - | - | -1,625 | -100.00% | - | Mar 31, 2023 |
| LEVIN CAPITAL STRATEGIES, L.P. | - | - | - | -1,461 | -100.00% | - | Mar 31, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -1,219 | -100.00% | - | Mar 31, 2023 |
| JOHNSON INVESTMENT COUNSEL INC | - | - | - | -920 | -100.00% | - | Mar 31, 2023 |
As of Mar 31 2023, Dave's biggest institutional seller is NVP ASSOCIATES, LLC. The company sold -0.58M shares of DAVE, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NVP ASSOCIATES, LLC | 5.03% | 4.06% | 582,675 | 582,675 | 100.00% | 3,531,011,000 | Mar 31, 2023 |
| WHETSTONE CAPITAL ADVISORS, LLC | 2.77% | 1.25% | 320,829 | 320,829 | 100.00% | 1,944,000 | Mar 31, 2023 |
| VANGUARD GROUP INC | 2.53% | - | 292,898 | 292,898 | 100.00% | 1,774,962,000 | Mar 31, 2023 |
| BLACKROCK INC. | 0.59% | - | 68,719 | 68,719 | 100.00% | 416,437,000 | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.42% | - | 48,243 | 48,243 | 100.00% | 292,352,000 | Mar 31, 2023 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.18% | 0.00% | 21,000 | 21,000 | 100.00% | 127,260,000 | Mar 31, 2023 |
| STATE STREET CORP | 0.15% | - | 17,612 | 17,612 | 100.00% | 106,729,000 | Mar 31, 2023 |
| HIGHTOWER ADVISORS, LLC | 0.15% | 0.00% | 16,935 | 16,935 | 100.00% | 103,000,000 | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.09% | - | 10,690 | 10,690 | 100.00% | 64,781,000 | Mar 31, 2023 |
| ROYAL BANK OF CANADA | 0.01% | - | 983 | 983 | 100.00% | 6,000,000 | Mar 31, 2023 |
| MORGAN STANLEY | 0.01% | - | 706 | 706 | 100.00% | 4,279,000 | Mar 31, 2023 |
| WELLS FARGO & COMPANY/MN | 0.00% | - | 95 | 95 | 100.00% | 576,000 | Mar 31, 2023 |
| NEWEDGE ADVISORS, LLC | 0.00% | - | 93 | 93 | 100.00% | 564,000 | Mar 31, 2023 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.00% | - | 31 | 31 | 100.00% | 188,000 | Mar 31, 2023 |
Dave's largest new institutional shareholder by number of shares is NVP ASSOCIATES, LLC, purchased 582.67K shares, valued at $3.53B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NVP ASSOCIATES, LLC | - | - | - | -582,676 | -100.00% | - | Mar 31, 2023 |
| VANGUARD GROUP INC | - | - | - | -271,401 | -100.00% | - | Mar 31, 2023 |
| CORBIN CAPITAL PARTNERS, L.P. | - | - | - | -75,619 | -100.00% | - | Mar 31, 2023 |
| BLACKROCK INC. | - | - | - | -66,875 | -100.00% | - | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -46,011 | -100.00% | - | Mar 31, 2023 |
| STATE STREET CORP | - | - | - | -17,617 | -100.00% | - | Mar 31, 2023 |
| NORTHERN TRUST CORP | - | - | - | -8,803 | -100.00% | - | Mar 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -7,263 | -100.00% | - | Mar 31, 2023 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -6,614 | -100.00% | - | Mar 31, 2023 |
| VETAMER CAPITAL MANAGEMENT, L.P. | - | - | - | -6,530 | -100.00% | - | Mar 31, 2023 |
| OASIS MANAGEMENT CO LTD. | - | - | - | -6,369 | -100.00% | - | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -3,156 | -100.00% | - | Mar 31, 2023 |
| PRIVATE ADVISOR GROUP, LLC | - | - | - | -3,148 | -100.00% | - | Mar 31, 2023 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | - | - | - | -3,104 | -100.00% | - | Mar 31, 2023 |
| COWEN AND COMPANY, LLC | - | - | - | -2,188 | -100.00% | - | Mar 31, 2023 |
| SEQUOIA FINANCIAL ADVISORS, LLC | - | - | - | -1,875 | -100.00% | - | Mar 31, 2023 |
| SIMPLEX TRADING, LLC | - | - | - | -1,625 | -100.00% | - | Mar 31, 2023 |
| LEVIN CAPITAL STRATEGIES, L.P. | - | - | - | -1,461 | -100.00% | - | Mar 31, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -1,219 | -100.00% | - | Mar 31, 2023 |
| JOHNSON INVESTMENT COUNSEL INC | - | - | - | -920 | -100.00% | - | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | - | - | - | -899 | -100.00% | - | Mar 31, 2023 |
| UBS GROUP AG | - | - | - | -684 | -100.00% | - | Mar 31, 2023 |
| MORGAN STANLEY | - | - | - | -637 | -100.00% | - | Mar 31, 2023 |
| VICTORY CAPITAL MANAGEMENT INC | - | - | - | -613 | -100.00% | - | Mar 31, 2023 |
| TOROSO INVESTMENTS, LLC | - | - | - | -580 | -100.00% | - | Mar 31, 2023 |
| MOORS & CABOT, INC. | - | - | - | -454 | -100.00% | - | Mar 31, 2023 |
| HRT FINANCIAL LP | - | - | - | -421 | -100.00% | - | Mar 31, 2023 |
| CI PRIVATE WEALTH, LLC | - | - | - | -313 | -100.00% | - | Mar 31, 2023 |
| SIMPLEX TRADING, LLC | - | - | - | -176 | -100.00% | - | Mar 31, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -95 | -100.00% | - | Mar 31, 2023 |
| NEWEDGE ADVISORS, LLC | - | - | - | -94 | -100.00% | - | Mar 31, 2023 |
| SIMPLEX TRADING, LLC | - | - | - | -79 | -100.00% | - | Mar 31, 2023 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | - | - | - | -32 | -100.00% | - | Mar 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -7 | -100.00% | - | Mar 31, 2023 |
Dave's largest sold out institutional shareholder by shares sold is NVP ASSOCIATES, LLC, sold -0.58M shares, valued at -, as of undefined.
Dave Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Collaborative Investment Series Trust | 0.27% | 41,403 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 8,410,790 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.02% | 58,609 | - | - | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 21,000 | - | - | Mar 28, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.01% | 208,247 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,368,333 | - | - | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 68,829 | - | - | Feb 29, 2024 |
| Tidal ETF Trust | 0.00% | 18,544 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 733,580 | - | - | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 14,366 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 5,855 | - | - | Jan 31, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 55,928 | - | - | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 19,612 | - | - | Jan 31, 2024 |
| Series Portfolios Trust | 0.00% | 270 | - | - | Jan 31, 2024 |
| Tidal ETF Trust | 0.00% | 455 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 12,820 | 11,599 | 949.96% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 949 | 949 | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,088 | - | - | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 644 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 395 | 391 | 9775.00% | Jan 31, 2024 |
| iSHARES TRUST | 0.00% | 9,748 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 35 | - | - | Jan 31, 2024 |
Dave's largest mutual fund holder by % of total assets is "Collaborative Investment Series Trust", owning 41.40K shares, compromising 0.27% of its total assets.
Dave Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Dec, 22 | 32 | -13.51% |
| 30 Sep, 22 | 37 | -17.78% |
| 30 Jun, 22 | 45 | -16.67% |
| 31 Mar, 22 | 54 | 5300.00% |
| 31 Dec, 21 | 1 | - |
As of 31 Dec 22, 32 institutions are holding Dave's shares, representing a decrease of -13.51% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Dec, 22 | 35,538,025 | 75.50% |
| 30 Sep, 22 | 20,249,549 | -11.13% |
| 30 Jun, 22 | 22,785,930 | -18.04% |
| 31 Mar, 22 | 27,800,188 | 2045.36% |
| 31 Dec, 21 | 1,295,827 | - |
Dave (DAVE) has 35.54M shares outstanding as of 31 Dec 22, up 75.50% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Dec, 22 | 9.41% | 32.53% |
| 30 Sep, 22 | 5.38% | 14.38% |
| 30 Jun, 22 | 6.12% | 10.90% |
| 31 Mar, 22 | 7.49% | 6174.30% |
| 31 Dec, 21 | 0.35% | - |
As of 31 Dec 22, Dave is held by 9.41% institutional shareholders, representing a 32.53% growth compared to 30 Sep 22.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Dec, 22 | 13 | -35.00% |
| 30 Sep, 22 | 20 | 11.11% |
| 30 Jun, 22 | 18 | -59.09% |
| 31 Mar, 22 | 44 | 4300.00% |
| 31 Dec, 21 | 1 | - |
13 institutional shareholders have increased their position in DAVE stock as of 31 Dec 22 compared to 20 in the previous quarter (a -35.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Dec, 22 | 10 | 11.11% |
| 30 Sep, 22 | 9 | -40.00% |
| 30 Jun, 22 | 15 | - |
| 31 Mar, 22 | - | - |
| 31 Dec, 21 | - | - |
10 institutional shareholders have reduced their position in DAVE stock as of 31 Dec 22 compared to 9 in the previous quarter (a 11.11% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Dec, 22 | 32 | -13.51% | 35,538,025 | 75.50% | 9.41% | 32.53% | 13 | -35.00% | 10 | 11.11% |
| 30 Sep, 22 | 37 | -17.78% | 20,249,549 | -11.13% | 5.38% | 14.38% | 20 | 11.11% | 9 | -40.00% |
| 30 Jun, 22 | 45 | -16.67% | 22,785,930 | -18.04% | 6.12% | 10.90% | 18 | -59.09% | 15 | - |
| 31 Mar, 22 | 54 | 5300.00% | 27,800,188 | 2045.36% | 7.49% | 6174.30% | 44 | 4300.00% | - | - |
| 31 Dec, 21 | 1 | - | 1,295,827 | - | 0.35% | - | 1 | - | - | - |
Dave Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Dave's stock was made by POPE MICHAEL W on Jun 12 2024, selling 5,400 shares at $36.18 per share (valued at $195.37K). The last insider buy of DAVE was made by Beilman Kyle on Jun 05 2024, buying 850 shares at $37.67 per share (worth $32.02K).
Dave Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 7 | 8 | 87.50% |
| Q1 2024 | 2 | 4 | 50.00% |
| Q4 2023 | 1 | - | - |
| Q3 2023 | 1 | 4 | 25.00% |
| Q2 2023 | 4 | 3 | 133.33% |
| Q1 2023 | 5 | 3 | 166.67% |
| Q4 2022 | - | 2 | - |
| Q3 2022 | 3 | 11 | 27.27% |
| Q2 2022 | 5 | - | - |
| Q1 2022 | 13 | 8 | 162.50% |
| Q2 2021 | - | 2 | - |
| Q1 2021 | - | 5 | - |
| Q3 2019 | - | 1 | - |
| Q2 2019 | - | 2 | - |
| Q1 2019 | 6 | - | - |
| Q4 2018 | 1 | 1 | 100.00% |
| Q3 2018 | 28 | 3 | 933.33% |
| Q2 2018 | 24 | 8 | 300.00% |
| Q1 2018 | 2 | 2 | 100.00% |
| Q4 2017 | - | 1 | - |
7 total buy trades, and 8 total sell trades (buy/sell ratio of 0.88%) were made by Dave's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | 8 | 12.50% |
| Q1 2024 | 1 | 3 | 33.33% |
| Q4 2023 | 1 | - | - |
| Q3 2023 | - | 3 | - |
| Q2 2023 | - | 3 | - |
| Q1 2023 | 1 | 3 | 33.33% |
| Q4 2022 | - | 2 | - |
| Q3 2022 | 1 | 11 | 9.09% |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q3 2019 | - | - | - |
| Q2 2019 | - | - | - |
| Q1 2019 | 4 | - | - |
| Q4 2018 | 1 | - | - |
| Q3 2018 | 28 | 2 | 1400.00% |
| Q2 2018 | 13 | - | - |
| Q1 2018 | - | - | - |
| Q4 2017 | - | - | - |
As of Q2 2024, Insider owners conducted 1 open market buy trades and 8 open market sell trades of Dave's stocks.
DAVE Ownership FAQ
Who Owns Dave?
Dave is owned by institutional shareholders (9.41%), insiders (16.83%), and public (73.76%). The largest institutional shareholder of Dave is NVP ASSOCIATES, LLC (5.03% of total shares) and the top mutual fund owner is Collaborative Investment Series Trust (0.27% of total shares).
Who are the major institutional shareholders of Dave?
Dave's major institutional shareholders are NVP ASSOCIATES, LLC, WHETSTONE CAPITAL ADVISORS, LLC, VANGUARD GROUP INC, BLACKROCK INC., and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 11.33% of the company's share outstanding.
How many Dave shareholders are there?
As of Dec 2022, there are 32 institutional shareholders of Dave.
What percentage of Dave is owned by NVP ASSOCIATES, LLC?
NVP ASSOCIATES, LLC owns 582.68K shares of Dave, representing 5.03% of the company's total shares outstanding, valued at $3.53B (as of Mar 2023).
What percentage of Dave is owned by WHETSTONE CAPITAL ADVISORS, LLC?
As of Mar 2023, WHETSTONE CAPITAL ADVISORS, LLC holds 320.83K shares of Dave (DAVE), compromising 2.77% of the company, valued at $1.94M.
What percentage of Dave is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Dave. The company owns 292.9K of the company's shares outstanding (worth $1.77B).