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Dave Inc.

DAVE Technology
$172.7 $-0.75 (-0.43%)
Market Cap: $2.33 B
Gurus Holding
5
Popularity Rank
#1706
% of Shares Held
5.05%
Net Activity (Q4 2025)
+$55.04 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 Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $117.83 M.

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

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $55.04 M net inflow during the quarter.

Recent activity highlights Lee Ainslie who increased their stake by 136.4%. Conversely, Cliff Asness reduced exposure by 6.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$55.54 M
Total Buy Value
New Buys 1
Additions 3
-$501,493.66
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for Dave Inc. (DAVE)

Major holders include Renaissance Technologies (RenTech) ($110.51 M), Jefferies Group ($27.87 M), Cliff Asness ($6.75 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 682,304 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $55.04 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited DAVE. The total reported sell value was $501,493.66.

Yes, 1 managers opened new positions in DAVE, and 3 increased their existing holdings. The total reported buy value was $55.54 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.17% Add 29.2% 499,100 $110.51 M Q4 2025
0.14% New Buy 125,891 $27.87 M Q4 2025
0.00% Reduce -6.9% 30,485 $6.75 M Q4 2025
0.04% Add 136.4% 16,376 $3.63 M Q4 2025
0.00% Add 36.7% 10,452 $2.31 M Q4 2025
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