DAVE
Dave Inc./DEMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $31 | $241 | +688% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $36 | $241 | +572% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $36 | $241 | +572% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $36 | $241 | +572% |
| D.E. Shaw | Q4 2024(8Q snapshot) | 6Q | $80 | $241 | +201% |
| AQR Capital Management | Q4 2024(8Q snapshot) | 6Q | $80 | $241 | +201% |
| Maverick Capital | Q4 2025 | 2Q | $205 | $241 | +17% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management 3× in & out | Q3 2025 | Q2 2026 | → $236 | +17% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Dave Inc./DE. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-263065Jun 9, 2026
- Form 40001193125-26-262530Jun 8, 2026
- Form 40001193125-26-257870Jun 4, 2026
- Form 40001193125-26-257869Jun 4, 2026
- Form 40001193125-26-257856Jun 4, 2026
- Form 40001193125-26-257855Jun 4, 2026
- Form 40001193125-26-257854Jun 4, 2026
- Form 40001193125-26-257853Jun 4, 2026
- Form 40001193125-26-257850Jun 4, 2026
- Form 40001193125-26-249002May 29, 2026
- Form 40001889438-26-000004Mar 20, 2026
- Form 40001889438-26-000002Mar 11, 2026
- Form 40001867755-26-000005Mar 11, 2026
- Form 40001897926-26-000002Mar 6, 2026
- Form 40001867755-26-000003Mar 6, 2026
Fundamentals
XBRL · Dave Inc./DEAnnual figures sourced directly from Dave Inc./DE's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Dave Inc./DE — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 2, 2026
- 8-KMaterial eventMay 5, 2026
- 10-QQuarterly reportMay 5, 2026
- DEF 14AProxy statementApr 20, 2026
- 8-KMaterial eventMar 9, 2026
- 8-KMaterial eventMar 6, 2026
- 8-KMaterial eventMar 3, 2026
- 8-KMaterial eventMar 2, 2026
- 10-KAnnual reportMar 2, 2026
- 8-KMaterial eventFeb 5, 2026
- 8-KMaterial eventJan 21, 2026
- 10-QQuarterly reportNov 4, 2025
- 8-KMaterial eventNov 4, 2025
- 8-KMaterial eventAug 13, 2025
- 10-QQuarterly reportAug 6, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Maverick Capital | Q4 2025 | open | $205 | $269 | +31% |
| Point72 Asset Management | Q3 2025 | Q2 2026 | $201 | $236 | +17% |
| Point72 Asset Management | Q1 2025 | Q2 2025 | $117 | $184 | +57% |
| D.E. Shaw | Q4 2024 | open | $80 | $241 | +201% |
| AQR Capital Management | Q4 2024 | open | $80 | $241 | +201% |
| Citadel Advisors | Q3 2024 | open | $36 | $241 | +572% |
| Two Sigma Investments | Q3 2024 | open | $36 | $241 | +572% |
| Millennium Management | Q3 2024 | open | $36 | $241 | +572% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $36 | $80 | +123% |
| Renaissance Technologies | Q3 2024 | open | $31 | $241 | +688% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.