Dave Inc (DAVE) Quarterly Institutional 13F Update (Q2 2026)

DAVE ranks #1785 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

DAVE is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

DAVE is a top-conviction position for Whetstone Capital Advisors, LLC — at 21.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in DAVE belongs to BlackRock, Inc., but the position matters far more to Whetstone Capital Advisors, LLC, who has 21.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Wealth Enhancement Advisory Services, LLC has added to its DAVE position for two straight quarters, increasing it by $752.4K to reach $1.3M today.

DAVE is down 0.4% today, but institutions show net buying of $2.0B this quarter — a divergence between today's price move and the underlying institutional flow.

DAVE posted net income of $222.6M over the trailing twelve months, and currently trades at a P/E of 23.9.

• Profitable — net income of $222.6M over the trailing twelve months
• Revenue grew 48.6% year over year
• Net income improved year over year, from $55.1M to $222.6M
• Generated $290.0M in positive operating cash flow
• Current ratio of 3.83x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.38x equity — within a conventional range