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Dave Inc.

DAVE Technology
$228.46 $-12.44 (-5.16%)
Market Cap: $2.9 B
Gurus Holding
4
Popularity Rank
#2334
% of Shares Held
4.92%
Net Activity (Q1 2026)
-$10.42 M

Guru Ownership Trend

Guru Analysis for Dave Inc. (DAVE)

Dave Inc. (DAVE), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $142.85 M.

Top institutional holders include Renaissance Technologies (RenTech) and Jefferies Group.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $10.42 M net outflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 25.7%. Conversely, Lee Ainslie reduced exposure by 84.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$6.03 M
Total Buy Value
New Buys 0
Additions 2
-$16.45 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Dave Inc. (DAVE)

Major holders include Renaissance Technologies (RenTech) ($75.17 M), Jefferies Group ($27.55 M), Cliff Asness ($5.7 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 625,295 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $10.42 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited DAVE. The total reported sell value was $16.45 M.

Yes, 0 managers opened new positions in DAVE, and 2 increased their existing holdings. The total reported buy value was $6.03 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Reduce -13.5% 431,800 $75.17 M Q1 2026
0.19% Add 25.7% 158,277 $27.55 M Q1 2026
0.00% Add 7.4% 32,743 $5.7 M Q1 2026
0.00% Reduce -84.9% 2,475 $430,873 Q1 2026
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