Dave Ownership | Who Owns Dave?
Dave Ownership Summary
Dave is owned by 69.98% institutional investors, 16.16% insiders, and 13.86% retail investors. Hood River Small-Cap Growth Instl is the top mutual fund, with 3.97% of its assets in Dave shares.
DAVE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Dave | 69.98% | 16.16% | 13.86% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 141 | 41.00% | 8,762,435 | 51.47% | 69 | 3.34% | 97 | 46.97% | 25 | 31.58% |
| Sep 30, 2024 | 100 | 38.89% | 5,784,754 | 37.35% | 45 | 3.98% | 66 | 17.86% | 19 | 216.67% |
| Jun 30, 2024 | 72 | 38.46% | 4,211,556 | 74.65% | 33 | 8.71% | 56 | 30.23% | 6 | 500.00% |
| Mar 31, 2024 | 52 | 160.00% | 2,411,411 | 48.86% | 19 | 11.10% | 43 | 330.00% | 1 | -50.00% |
| Dec 31, 2023 | 20 | 53.85% | 1,619,961 | 4.09% | 13 | 7.88% | 10 | 400.00% | 2 | -33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Hood River Small-Cap Growth Instl | 504.70K | 3.97% | 504.70K |
| Vanguard Total Stock Mkt Idx Inv | 318.63K | 2.43% | - |
| iShares Russell 2000 ETF | 210.36K | 1.61% | -1.81K |
| Nuveen Quant Small Cap Equity R6 | 175.54K | 1.34% | - |
| Invesco Dorsey Wright Technology MomtETF | 175.53K | 1.34% | - |
| Invesco Dorsey Wright SmallCap Momt ETF | 125.99K | 0.96% | -900.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 112.29K | 0.86% | 160.00 |
| Fidelity Small Cap Index | 79.10K | 0.60% | -1.48K |
| Hood River Small/Mid Cap Gr CITFounder's | 72.49K | 0.55% | 2.09K |
| Hood River Small/Mid-Cap Growth | 72.49K | 0.55% | 2.09K |
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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | 5 |
| 2024 Q2 | 1 | 8 |
| 2024 Q1 | 1 | 3 |
| 2023 Q4 | 1 | - |
DAVE Ownership FAQ
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