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Dave shares owned by LPL Financial

Quarter-by-quarter ownership of Dave (DAVE) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Dave

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All positions including Dave held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dave by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 17k 199.35
2025-06-30 $3.9M 15k 268.41
2024-12-31 $494k 5.7k 86.92

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View all positions for LPL Financial

Top funds holding Dave

Hood River Capital Management
Divisadero Street Capital Management
Susquehanna International
BlackRock
Vanguard Group
Renaissance Technologies
Citadel Advisors
D. E. Shaw & Co
Driehaus Capital Management
Jane Street
Whetstone Capital Advisors
Geode Capital Management
American Century Companies
State Street Corporation
Ameriprise Financial

View all funds holding Dave