DAVE INC -CW27 (DAVEW) Institutional Ownership Changes & 13F Activity
DAVE INC -CW27 (DAVEW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lmr Partners Llp, Toronto Dominion Bank, Balyasny Asset Management L.P., Caption Management, Llc, and Walled Lake Planning & Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Lmr Partners Llp | Buy | +1,339,132 | +34.1% | 5,271,564 | $12.70M | Q2 2026 | Aug 14, 2026 |
| Toronto Dominion Bank | Sell | -290,891 | -74.4% | 100,000 | $241.00K | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +278,336 | — | 278,336 | $662.44K | Q2 2026 | Aug 14, 2026 |
| Caption Management, Llc | Buy | +38,343 | +10.1% | 419,774 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +3,924 | +7.1% | 59,202 | $142.68K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -1,027 | -72.2% | 395 | $952.00 | Q2 2026 | Aug 13, 2026 |
| Atlas Capital Advisors Inc. | Sell | -1 | -0.0% | 16,398 | $39.52K | Q2 2026 | Aug 13, 2026 |
| Wolverine Asset Management Llc | Buy | +17,598 | +9.1% | 211,346 | $509.34K | Q2 2026 | Aug 10, 2026 |
| Walled Lake Planning & Wealth Management, Llc | Sell | -36,837 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 30, 2026 |
Frequently asked questions about DAVEW activity
Which institutional owners are buying DAVEW?
Institutional owners buying DAVEW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DAVEW activity?
"Buy" means an investor increased their reported position in DAVEW compared to the prior reporting period. This reflects growing exposure to DAVE INC -CW27 (DAVEW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DAVEW increasing?
Institutional interest in DAVEW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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