Also trades as: DAVEW (NASDAQ) · $vol 0M
DAVE Institutional Ownership
Dave Inc.
1W: +6.7%
1M: -7.0%
3M: -12.5%
YTD: +57.9%
1Y: +75.6%
3Y: +5544.5%
5Y: +8.7%
$346.57
+6.98 (+2.06%)
Weekly Expected Move ±7.5%
$295
$321
$347
$372
$398
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Institutional Ownership — DAVE
390
Institutional Holders
+47 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
116
New Positions
112
Increased
131
Reduced
37
Closed
0.73
Put/Call Ratio
Ownership Trends
Top Institutional Holders (430 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,667,948 | $$578M | +839,351 | +101.3% | 8Q | SEC ↗ |
| 2 | Hood River Capital Management LLC | 1,104,277 | $$383M | -41,624 | -3.6% | 8Q | SEC ↗ |
| 3 | Divisadero Street Capital Management, | 699,366 | $$242M | +58,526 | +9.1% | 9Q | SEC ↗ |
| 4 | FMR LLC | 479,746 | $$166M | +248,711 | +107.7% | 8Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 474,139 | $$164M | -29,389 | -5.8% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 406,752 | $$141M | +172,964 | +74.0% | 14Q | SEC ↗ |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 367,378 | $$127M | -64,422 | -14.9% | 11Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 341,843 | $$118M | +15,503 | +4.8% | 14Q | SEC ↗ |
| 9 | Driehaus Capital Management LLC | 331,537 | $$115M | +269,203 | +431.9% | 6Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 312,197 | $$108M | +123,480 | +65.4% | 10Q | SEC ↗ |
| 11 | Invesco Ltd. | 296,156 | $$103M | +182,281 | +160.1% | 7Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 255,679 | $$89M | +2,506 | +1.0% | 7Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 239,466 | $$83M | +90,983 | +61.3% | 10Q | SEC ↗ |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 234,648 | $$81M | +100,155 | +74.5% | 2Q | SEC ↗ |
| 15 | AMERICAN CENTURY COMPANIES INC | 227,827 | $$79M | +29,199 | +14.7% | 10Q | SEC ↗ |
| 16 | Whetstone Capital Advisors, LLC | 223,078 | $$77M | -1,077 | -0.5% | 14Q | SEC ↗ |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 212,175 | $$74M | -13,867 | -6.1% | 5Q | SEC ↗ |
| 18 | FULLER & THALER ASSET MANAGEMENT, INC. | 205,552 | $$71M | +3,539 | +1.8% | 5Q | SEC ↗ |
| 19 | ALLIANCEBERNSTEIN L.P. | 200,203 | $$69M | +181,596 | +976.0% | 9Q | SEC ↗ |
| 20 | FINDELL CAPITAL MANAGEMENT LLC | 145,000 | $$50M | -25,000 | -14.7% | 4Q | SEC ↗ |
| 21 | FRANKLIN RESOURCES INC | 140,231 | $$49M | +3,435 | +2.5% | 8Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 136,922 | $$47M | +122,347 | +839.4% | 10Q | SEC ↗ |
| 23 | NORTHERN TRUST CORP | 135,893 | $$47M | +13,307 | +10.9% | 11Q | SEC ↗ |
| 24 | VOYA INVESTMENT MANAGEMENT LLC | 116,967 | $$41M | -76,873 | -39.7% | 5Q | SEC ↗ |
| 25 | Empowered Funds, LLC NEW | 105,686 | $$37M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Portolan Capital Management, LLC | 105,338 | $$37M | -104 | -0.1% | 3Q | SEC ↗ |
| 27 | UBS Group AG | 98,147 | $$34M | +51,791 | +111.7% | 10Q | SEC ↗ |
| 28 | MORGAN STANLEY | 97,550 | $$34M | +41,479 | +74.0% | 14Q | SEC ↗ |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 97,314 | $$34M | +8,094 | +9.1% | 10Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 97,314 | $$34M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Granahan Investment Management, LLC | 84,897 | $$29M | +19,435 | +29.7% | 4Q | SEC ↗ |
| 32 | FIRST TRUST ADVISORS LP | 82,364 | $$29M | +22,013 | +36.5% | 5Q | SEC ↗ |
| 33 | Nuveen, LLC | 81,131 | $$28M | -6,733 | -7.7% | 6Q | SEC ↗ |
| 34 | SEI INVESTMENTS CO | 79,652 | $$28M | -18,783 | -19.1% | 8Q | SEC ↗ |
| 35 | OBERWEIS ASSET MANAGEMENT INC | 78,902 | $$27M | +12,200 | +18.3% | 5Q | SEC ↗ |
| 36 | BANK OF AMERICA CORP /DE | 78,162 | $$27M | +30,737 | +64.8% | 11Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 74,584 | $$26M | -2,210 | -2.9% | 2Q | SEC ↗ |
| 38 | Metavasi Capital LP | 72,534 | $$25M | -45,060 | -38.3% | 7Q | SEC ↗ |
| 39 | CANADA PENSION PLAN INVESTMENT BOARD | 69,400 | $$24M | +44,500 | +178.7% | 4Q | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 68,957 | $$24M | +11,951 | +21.0% | 8Q | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 62,646 | $$22M | +26,591 | +73.8% | 9Q | SEC ↗ |
| 42 | Buckley Capital Advisors, LLC | 57,200 | $$20M | -19,490 | -25.4% | 3Q | SEC ↗ |
| 43 | G2 Investment Partners Management LLC | 56,991 | $$20M | -62,849 | -52.4% | 10Q | SEC ↗ |
| 44 | PRINCIPAL FINANCIAL GROUP INC NEW | 50,706 | $$18M | — | +0.0% | 1Q | SEC ↗ |
| 45 | TWO SIGMA INVESTMENTS, LP | 49,985 | $$17M | +18,448 | +58.5% | 10Q | SEC ↗ |
| 46 | D. E. Shaw & Co., Inc. | 49,400 | $$17M | -47,205 | -48.9% | 8Q | SEC ↗ |
| 47 | Calamos Advisors LLC | 46,156 | $$16M | +10,330 | +28.8% | 6Q | SEC ↗ |
| 48 | Allianz Asset Management GmbH | 42,451 | $$15M | -37,081 | -46.6% | 4Q | SEC ↗ |
| 49 | MARSHALL WACE, LLP | 39,946 | $$14M | -5,912 | -12.9% | 9Q | SEC ↗ |
| 50 | AQR CAPITAL MANAGEMENT LLC | 39,499 | $$14M | +6,756 | +20.6% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Empowered Funds, LLC | 105,686 | $$37M |
| Sixth Street Partners Management Co | 97,314 | $$34M |
| PRINCIPAL FINANCIAL GROUP INC | 50,706 | $$18M |
| Public Sector Pension Investment Bo | 35,622 | $$12M |
| Jupiter Topco LLC | 27,354 | $$9M |
| EMERALD ADVISERS, LLC | 26,993 | $$9M |
| DANSKE BANK A/S | 24,749 | $$9M |
| Universal- Beteiligungs- und Servic | 23,153 | $$8M |
| OSTERWEIS CAPITAL MANAGEMENT INC | 17,672 | $$6M |
| CAXTON ASSOCIATES LLP | 14,145 | $$5M |
| Lisanti Capital Growth, LLC | 13,060 | $$5M |
| HRT FINANCIAL LP | 11,374 | $$4M |
| Informed Momentum Co LLC | 11,293 | $$4M |
| Anson Funds Management LP | 10,000 | $$3M |
| Brevan Howard Capital Management LP | 8,024 | $$3M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 7,128 | $$2M |
| Thrivent Financial for Lutherans | 6,812 | $$2M |
| OAK RIDGE INVESTMENTS LLC | 6,389 | $$2M |
| Illinois Municipal Retirement Fund | 6,118 | $$2M |
| Boston Partners | 5,456 | $$2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Jefferies Financial Group Inc. | 158,277 | $$55M |
| IMC-Chicago, LLC | 126,931 | $$44M |
| Estuary Capital Management LP | 118,077 | $$41M |
| COOPER CREEK PARTNERS MANAGEMENT LL | 105,193 | $$36M |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 93,098 | $$32M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 75,827 | $$26M |
| SG Capital Management LLC | 63,487 | $$22M |
| Qube Research & Technologies Ltd | 54,508 | $$19M |
| GRATIA CAPITAL, LLC | 34,225 | $$12M |
| Fund 1 Investments, LLC | 30,214 | $$10M |
| Western Standard LLC | 30,156 | $$10M |
| CAPITAL FUND MANAGEMENT S.A. | 26,236 | $$9M |
| 4D Advisors, LLC | 25,000 | $$9M |
| OP Asset Management Ltd | 19,982 | $$7M |
| Robeco Institutional Asset Manageme | 19,375 | $$7M |
| Magnetar Financial LLC | 16,430 | $$6M |
| Schonfeld Strategic Advisors LLC | 14,999 | $$5M |
| ExodusPoint Capital Management, LP | 14,698 | $$5M |
| Verition Fund Management LLC | 12,800 | $$4M |
| Azora Capital LP | 12,649 | $$4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +839,351 | +101.3% | 1,667,948 |
| Driehaus Capital Management LLC | +269,203 | +431.9% | 331,537 |
| FMR LLC | +248,711 | +107.7% | 479,746 |
| Invesco Ltd. | +182,281 | +160.1% | 296,156 |
| ALLIANCEBERNSTEIN L.P. | +181,596 | +976.0% | 200,203 |
| STATE STREET CORP | +172,964 | +74.0% | 406,752 |
| JANE STREET GROUP, LLC | +123,480 | +65.4% | 312,197 |
| JPMORGAN CHASE & CO | +122,347 | +839.4% | 136,922 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +100,155 | +74.5% | 234,648 |
| GOLDMAN SACHS GROUP INC | +90,983 | +61.3% | 239,466 |
| Divisadero Street Capital Managemen | +58,526 | +9.1% | 699,366 |
| UBS Group AG | +51,791 | +111.7% | 98,147 |
| CANADA PENSION PLAN INVESTMENT BOAR | +44,500 | +178.7% | 69,400 |
| MORGAN STANLEY | +41,479 | +74.0% | 97,550 |
| BANK OF AMERICA CORP /DE | +30,737 | +64.8% | 78,162 |
| AMERICAN CENTURY COMPANIES INC | +29,199 | +14.7% | 227,827 |
| Bank of New York Mellon Corp | +26,591 | +73.8% | 62,646 |
| FIRST TRUST ADVISORS LP | +22,013 | +36.5% | 82,364 |
| IEQ CAPITAL, LLC | +20,881 | +312.8% | 27,556 |
| Granahan Investment Management, LLC | +19,435 | +29.7% | 84,897 |