13FBOX
DAVE INC · 13F Institutional Holdings
Options Calculator Rankings

DAVE INC

DAVE
Institutions
352
Combined AUM (Q2 2026)
$5.21B
Combined Shares (Q2 2026)
14.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.9M
228 · 117 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.8M
133 · 38 Exit · ≈
⚖️ Net
+2.1M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.21B
Institutions
352
New Buys
117
Adds
111
Reduces
95
Exits
38
Unchanged
29
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%<0.01%#160$621.5M1.7M$144.3M828,597+839,351+101.30%Add
Hood River Capital Management LLC
2.98%2.01%#9$411.4M1.1M$199.5M1.1M-41,624-3.63%Reduce
JANE STREET GROUP, LLC
0.02%0.01%#103$300.2M805,597$61.3M352,117+453,480+128.79%Add
Divisadero Street Capital Management, LP
5.91%4.66%#5$260.6M699,366$111.6M640,840+58,526+9.13%Add
FMR LLC
0.01%<0.01%#169$178.7M479,746$40.2M231,035+248,711+107.65%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#212$176.7M474,139$87.7M503,528-29,389-5.84%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.01%0.01%#137$170.6M457,782$129.9M746,191-288,409-38.65%Reduce
STATE STREET CORP
<0.01%<0.01%#193$151.6M406,752$40.7M233,788+172,964+73.98%Add
RENAISSANCE TECHNOLOGIES LLC
0.19%0.12%#53$136.9M367,378$75.2M431,800-64,422-14.92%Reduce
GEODE CAPITAL MANAGEMENT, LLC
0.01%<0.01%#178$127.4M341,843$56.8M326,340+15,503+4.75%Add
DRIEHAUS CAPITAL MANAGEMENT LLC
0.72%0.08%#18$123.5M331,537$10.9M62,334+269,203+431.87%Add
CITADEL ADVISORS LLC
0.01%0.01%#140$110.5M296,574$50.9M292,426+4,148+1.42%Add
Invesco Ltd.
0.01%<0.01%#164$110.3M296,156$19.8M113,875+182,281+160.07%Add
UBS Group AG
0.01%0.01%#136$106.7M286,367$39.3M225,476+60,891+27.01%Add
DIMENSIONAL FUND ADVISORS LP
0.02%0.01%#121$95.3M255,679$44.1M253,173+2,506+0.99%Add
GOLDMAN SACHS GROUP INC
0.01%<0.01%#170$89.2M239,466$25.8M148,483+90,983+61.28%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#206$87.4M234,648$23.4M134,493+100,155+74.47%Add
AMERICAN CENTURY COMPANIES INC
0.04%0.02%#86$84.9M227,827$34.6M198,628+29,199+14.70%Add
Whetstone Capital Advisors, LLC
21.85%13.53%#1$83.1M223,078$39.0M224,155-1,077-0.48%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.01%0.01%#135$79.1M212,175$39.4M226,042-13,867-6.13%Reduce
FULLER & THALER ASSET MANAGEMENT, INC.
0.21%0.12%#45$76.6M205,552$35.2M202,013+3,539+1.75%Add
ALLIANCEBERNSTEIN L.P.
0.03%<0.01%#100$74.7M200,203$4.1M18,607+181,596+975.96%Add
FINDELL CAPITAL MANAGEMENT LLC
7.61%8.67%#4$54.0M145,000$29.6M170,000-25,000-14.71%Reduce
FRANKLIN RESOURCES INC
0.01%0.01%#150$52.2M140,231$23.8M136,796+3,435+2.51%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#225$51.1M136,922$2.5M14,575+122,347+839.43%Add
NORTHERN TRUST CORP
0.01%<0.01%#184$50.6M135,893$21.3M122,586+13,307+10.86%Add
VOYA INVESTMENT MANAGEMENT LLC
0.04%0.04%#85$43.6M116,967$33.7M193,840-76,873-39.66%Reduce
Empowered Funds, LLC
0.21%#46$39.4M105,686$00+105,686New Buy
Portolan Capital Management, LLC
1.47%0.98%#12$39.2M105,338$18.4M105,442-104-0.10%Reduce
MORGAN STANLEY
<0.01%<0.01%#246$36.3M97,550$23.4M117,288-19,738-16.83%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#191$36.3M97,314$15.5M89,220+8,094+9.07%Add
D. E. Shaw & Co., Inc.
0.02%0.01%#123$34.0M91,200$19.0M108,905-17,705-16.26%Reduce
Granahan Investment Management, LLC
1.13%0.55%#14$31.6M84,897$11.4M65,462+19,435+29.69%Add
FIRST TRUST ADVISORS LP
0.02%0.01%#118$30.7M82,364$10.5M60,351+22,013+36.47%Add
Nuveen, LLC
0.01%<0.01%#172$30.2M81,131$15.3M87,864-6,733-7.66%Reduce
SEI INVESTMENTS CO
0.03%0.02%#97$29.7M79,652$17.1M98,435-18,783-19.08%Reduce
Allianz Asset Management GmbH
0.03%0.01%#96$29.7M79,532$13.8M79,53200.00%Unchanged
OBERWEIS ASSET MANAGEMENT INC/
0.61%0.34%#20$29.4M78,902$11.6M66,702+12,200+18.29%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#249$29.1M78,162$8.3M47,425+30,737+64.81%Add
VANGUARD FIDUCIARY TRUST CO
0.01%<0.01%#182$27.8M74,584$13.4M76,794-2,210-2.88%Reduce
Metavasi Capital LP
9.43%7.41%#3$27.0M72,534$20.5M117,594-45,060-38.32%Reduce
CANADA PENSION PLAN INVESTMENT BOARD
0.01%<0.01%#130$25.9M69,400$4.3M24,900+44,500+178.71%Add
Russell Investments Group, Ltd.
0.02%0.01%#110$25.7M68,957$9.9M57,006+11,951+20.96%Add
PEAK6 LLC
0.05%0.03%#78$25.7M68,902$13.4M77,200-8,298-10.75%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#211$23.3M62,646$6.3M36,055+26,591+73.75%Add
TWO SIGMA INVESTMENTS, LP
0.02%0.01%#122$23.1M62,085$6.3M36,037+26,048+72.28%Add
Buckley Capital Advisors, LLC
10.35%9.59%#2$21.3M57,200$13.4M76,690-19,490-25.41%Reduce
G2 Investment Partners Management LLC
3.87%5.14%#8$21.2M56,991$20.9M119,840-62,849-52.44%Reduce
PRINCIPAL FINANCIAL GROUP INC
0.01%#158$18.9M50,706$00+50,706New Buy
Calamos Advisors LLC
0.06%0.02%#74$17.2M46,156$6.2M35,826+10,330+28.83%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow