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 2.00% of its assets in Dave shares.
DAVE Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Dave | 9.41% | - | 90.59% |
Sector | Technology Stocks | 52.78% | 10.49% | 36.73% |
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 | 253.73K | 2.00% | - |
iShares Russell 2000 ETF | 202.01K | 1.59% | -448.00 |
Nuveen Quant Small Cap Equity R6 | 153.00K | 1.21% | 68.70K |
Vanguard Institutional Extnd Mkt Idx Tr | 94.38K | 0.74% | - |
CREF Stock R1 | 83.28K | 0.66% | 40.39K |
Fidelity Small Cap Index | 80.39K | 0.63% | -2.15K |
iShares Russell 2000 Growth ETF | 69.97K | 0.55% | - |
State St Russell Sm/Mid Cp® Indx NL Cl C | 60.90K | 0.48% | -7.70K |
Hood River Small/Mid-Cap Growth | 45.98K | 0.36% | 45.98K |
Hood River Small/Mid Cap Gr CITFounder's | 45.98K | 0.36% | 45.98K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
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 |
Jun 11, 2024 | POPE MICHAEL W | - | Sell | $217.81K |
Jun 10, 2024 | POPE MICHAEL W | - | Sell | $89.76K |
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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