Dave Inc (DAVE) Hedge Fund Ownership (Q2 2026)

Dave Inc (DAVE)

340 + Investors. Track Smart Money conviction in DAVE. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — DAVE

Based on 350 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added DAVE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

350 hedge funds hold DAVE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +43% more funds vs a year ago

fund count last 6Q

+106 new funds entered over the past year (+43% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 64% buying

237 buying136 selling

Last quarter: 237 funds were net buyers (120 opened a brand new position + 117 added to an existing one). Only 136 were sellers (94 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+63 vs last Q)

new funds entering per quarter

Funds opening a new DAVE position: 70 → 66 → 57 → 120. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 45% entered in last year

■ 21% conviction (2yr+) ■ 34% medium ■ 45% new

Only 75 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +154% but shares only +56% — price-driven

Value

+153%

+56%

Last quarter: the total dollar value of institutional holdings rose +154%, but actual share count only changed +56%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

108 → 70 → 66 → 57 → 120 new funds/Q

New funds entering each quarter: 70 → 66 → 57 → 120. A growing number of institutions are discovering DAVE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 56% of holders entered in last year

■ 25% veterans ■ 19% 1-2yr ■ 56% new

Of 369 current holders: 206 (56%) entered in the past year, only 94 (25%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

54 of 344 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in DAVE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	340	272	25.0%
13F Shares	14M	12M	18.29%
Total Value	$5.10B	$2.02B	152.98%
New Positions	119	57	+62
Increased Positions	111	105	+6
Closed Positions	45	71	-26
Reduced Positions	88	75	+13
Total Calls	14	11	27.27%
Total Puts	11	8	37.5%
PUT/CALL Ratio	0.79	0.73	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

340

272

25.0%

13F Shares

14M

12M

18.29%

Total Value

$5.10B

$2.02B

152.98%

New Positions

119

+62

Increased Positions

111

105

Closed Positions

-26

Reduced Positions

+13

Total Calls

27.27%

Total Puts

37.5%

PUT/CALL Ratio

0.79

0.73

Neutral

Institutional Holders (2026 Q2)

340 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DAVE. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DAVE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Whetstone Capital Advisors, LLC	21.85%	223,078	$83.1M
2	Buckley Capital Advisors, LLC	13.20%	57,200	$21.3M
3	Metavasi Capital LP	9.43%	72,534	$27.0M
4	Findell Capital Management LLC	7.61%	145,000	$54.0M
5	Divisadero Street Capital Management, LP	5.91%	699,366	$260.6M
6	S Squared Technology, LLC	4.40%	38,040	$14.2M
7	Prospect Capital Advisors, LLC	3.99%	23,585	$8.8M
8	G2 Investment Partners Management LLC	3.87%	56,991	$21.2M
9	Hood River Capital Management LLC	2.98%	1,104,277	$411.4M
10	Intercapital, LLC	2.42%	26,000	$9.7M
11	Tenzing Global Management, LLC	1.72%	10,000	$3.7M
12	Portolan Capital Management, LLC	1.47%	105,338	$39.2M
13	Globeflex Capital L P	1.46%	30,606	$11.4M
14	Granahan Investment Management, LLC	1.13%	84,897	$31.6M
15	Lisanti Capital Growth, LLC	1.07%	13,060	$4.9M
16	Lotus Technology Management, LP	0.99%	1,792	$809K
17	Scientech Research LLC	0.76%	2,529	$942K
18	Driehaus Capital Management LLC	0.72%	331,537	$123.5M
19	Future Fund LLC	0.67%	6,273	$2.3M
20	Oberweis Asset Management Inc/	0.61%	78,902	$29.4M
21	Ares Systematic Credit Ltd	0.58%	2,558	$953K
22	Harvest Investment Services, LLC	0.47%	8,185	$3.0M
23	Havemeyer Place LP	0.46%	12,413	$4.6M
24	Emerald Investment Advisers, LLC	0.45%	18,055	$6.7M
25	nVerses Capital, LLC	0.44%	774	$288K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Dave Inc (DAVE)

What does the Smart Money Trend signal show for DAVE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DAVE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DAVE?

More buyers than sellers — 64% buying: Last quarter: 237 funds were net buyers (120 opened a brand new position + 117 added to an existing one). Only 136 were sellers (94 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DAVE holders?

Elite ownership — 50% AUM from top-100 funds: 54 of 344 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in DAVE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DAVE?

Mostly new holders — 45% entered in last year: Only 75 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Dave Inc (DAVE)

Smart Money Signals — DAVE

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +43% more funds vs a year ago

More buyers than sellers — 64% buying

More new buyers each quarter (+63 vs last Q)

Mostly new holders — 45% entered in last year

Value +154% but shares only +56% — price-driven

Growing discovery — still being found

Early stage — 56% of holders entered in last year

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — DAVE

Hedge Fund Ownership: DAVE

Market Analysis: DAVE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DAVE

Hedge Fund Positioning: DAVE

Statistics: DAVE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dave Inc (DAVE)

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