Company · Ownership research

Dave Inc./DE DAVE

CIK 0001841408 · CUSIP 23834J201

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 23834J201 (DAVE), not CUSIP 23834J901 (DAVE), CUSIP 23834J951 (DAVE), CUSIP 307068106 (DAVE), and does not merge CUSIPs.

This page lists the top 20 of 67 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Divisadero Street Capital Management, LP CIK 1901865 · View history	$18.70M 617,286 shares	3.06%	+617.29KNew	SEC filing ↗ Aug 12, 2024	▾
02	NVP ASSOCIATES, LLC CIK 1545692 · View history	$17.66M 582,675 shares	19.34%	0(0.00%)Unchanged	SEC filing ↗ Aug 13, 2024	▾
03	BlackRock Inc. CIK 1364742 · View history	$15.41M 508,668 shares	0.00%	+414.67K(+441.20%)Added	SEC filing ↗ Aug 13, 2024	▾
04	VANGUARD GROUP INC CIK 102909 · View history	$11.23M 370,674 shares	0.00%	+63.66K(+20.70%)Added	SEC filing ↗ Aug 13, 2024	▾
05	Whetstone Capital Advisors, LLC CIK 1607278 · View history	$6.35M 209,612 shares	2.95%	-191.17K(-47.70%)Reduced	SEC filing ↗ Aug 14, 2024	▾
06	MARSHALL WACE, LLP CIK 1318757 · View history	$5.34M 176,160 shares	0.01%	+176.16KNew	SEC filing ↗ Aug 14, 2024	▾
07	STATE STREET CORP CIK 93751 · View history	$4.96M 163,690 shares	0.00%	+140.38K(+602.20%)Added	SEC filing ↗ Aug 14, 2024	▾
08	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$4.87M 160,593 shares	0.00%	+91.64K(+132.90%)Added	SEC filing ↗ Aug 9, 2024	▾
09	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$4.01M 132,322 shares	0.00%	+82.81K(+167.20%)Added	SEC filing ↗ Aug 14, 2024	▾
10	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$3.72M 122,826 shares	0.01%	+44.23K(+56.30%)Added	SEC filing ↗ Aug 9, 2024	▾
11	G2 Investment Partners Management LLC CIK 1593404 · View history	$3.66M 120,647 shares	0.95%	+30.71K(+34.10%)Added	SEC filing ↗ Aug 14, 2024	▾
12	MORGAN STANLEY CIK 895421 · Amended · View history	$3.19M 105,170 shares	0.00%	+95.86K(+1,029.50%)Added	SEC filing ↗ May 14, 2025	▾
13	Nuveen Asset Management, LLC CIK 1521019 · View history	$2.61M 86,287 shares	0.00%	+86.29KNew	SEC filing ↗ Aug 9, 2024	▾
14	Cubist Systematic Strategies, LLC CIK 1603465 · Amended · View history	$2.52M 83,023 shares	0.04%	+83.02KNew	SEC filing ↗ Sep 16, 2024	▾
15	Trexquant Investment LP CIK 1633445 · View history	$2.44M 80,599 shares	0.04%	+64.09K(+388.10%)Added	SEC filing ↗ Aug 13, 2024	▾
16	ACADIAN ASSET MANAGEMENT LLC CIK 916542 · View history	$1.75M 57,671 shares	0.01%	+57.67KNew	SEC filing ↗ Aug 6, 2024	▾
17	CITADEL ADVISORS LLC CIK 1423053 · View history	$1.25M 41,129 shares	0.00%	+41.13KNew	SEC filing ↗ Aug 14, 2024	▾
18	Dynamic Technology Lab Private Ltd CIK 1535387 · View history	$998.00K 32,947 shares	0.11%	+32.95KNew	SEC filing ↗ Aug 15, 2024	▾
19	Jump Financial, LLC CIK 1831577 · Amended · View history	$984.39K 32,488 shares	0.02%	+32.49KNew	SEC filing ↗ Nov 14, 2024	▾
20	Squarepoint Ops LLC CIK 1642575 · View history	$963.54K 31,800 shares	0.00%	+31.80KNew	SEC filing ↗ Aug 14, 2024	▾

Showing 20 / 67 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

4,211,556

Not deduplicated across managers

Disclosed value

$127.73M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Dave Inc./DE · Q2 2024

Explore all 67 reporting institutions.

This page includes 20 of 67 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 67 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"23834J201","quarter":"2024Q2","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.