DAVEW Institutional Ownership & Shareholders
DAVE INC -CW27 (DAVEW) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lmr Partners Llp is currently the largest disclosed institutional shareholder of DAVEW tracked by InsiderSet, reporting ownership valued at approximately $12.70M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $896,693.036, representing an estimated loss of -92.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed DAVEW value among the investors covered in this analysis. Major shareholders include Lmr Partners Llp, Oasis Management Co Ltd., Aristeia Capital, L.L.C., and several other long-term asset managers with concentrated positions in DAVE INC -CW27 (DAVEW).
This page ranks the largest institutional DAVEW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
18
Total Reported Value
$19.81M
Largest Holder
Lmr Partners Llp
Largest Position
$12.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lmr Partners Llp | 0.09% | 5,271,564 | $12,704,469 | $896,693 | -$11,807,776 | -92.94% | |
| Oasis Management Co Ltd. | 0.26% | 6,368 | $2,372,804 | $1,083 | -$2,371,721 | -99.95% | |
| Aristeia Capital, L.L.C. | 0.02% | 449,600 | $1,043,072 | $76,477 | -$966,595 | -92.67% | |
| Caption Management, Llc | 0.04% | 419,774 | $1,011,655 | $71,404 | -$940,251 | -92.94% | |
| Anson Funds Management Lp | 0.06% | 1,900 | $707,921 | $323 | -$707,598 | -99.95% | |
| Balyasny Asset Management L.P. | 0.00% | 278,336 | $662,440 | $47,345 | -$615,095 | -92.85% | |
| Warberg Asset Management Llc | 0.09% | 389,498 | $381,708 | $66,254 | -$315,454 | -82.64% | |
| Toronto Dominion Bank | 0.00% | 100,000 | $241,000 | $17,010 | -$223,990 | -92.94% | |
| Wolverine Asset Management Llc | 0.00% | 192,389 | $188,539 | $32,725 | -$155,814 | -82.64% | |
| Jane Street Group, Llc | 0.00% | 59,202 | $142,677 | $10,070 | -$132,607 | -92.94% | |
| D. E. Shaw & Co., Inc. | 0.00% | 49,200 | $117,096 | $8,369 | -$108,727 | -92.85% | |
| Silver Rock Financial Lp | 0.21% | 40,979 | $98,759 | $6,971 | -$91,788 | -92.94% | |
| Blue Owl Capital Holdings Lp | 0.01% | 28,750 | $68,425 | $4,890 | -$63,535 | -92.85% | |
| Atlas Capital Advisors Inc. | 0.00% | 16,398 | $39,519 | $2,789 | -$36,730 | -92.94% | |
| Goldman Sachs Group Inc | 0.00% | 11,707 | $28,214 | $1,991 | -$26,223 | -92.94% | |
| Ubs Group Ag | 0.00% | 395 | $952 | $67 | -$885 | -92.94% | |
| Clear Street Group Inc. | 0.00% | 100 | $241 | $17 | -$224 | -92.94% | |
| Kepos Capital Lp | 0.19% | 56,307 | $136 | $9,578 | +$9,442 | +6942.52% |
Frequently asked questions about DAVEW
Who are the largest institutional holders of DAVEW?
The largest institutional holders of DAVEW reported in the latest SEC Form 13F filings include Lmr Partners Llp, Oasis Management Co Ltd., Aristeia Capital, L.L.C., Caption Management, Llc, and Anson Funds Management Lp. InsiderSet ranks institutional holders by their latest reported DAVEW position.
What is DAVEW institutional ownership?
This page tracks DAVEW positions reported by institutional investment managers through SEC Form 13F. DAVE INC -CW27 (DAVEW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DAVEW?
InsiderSet currently tracks 18 institutional managers reporting DAVEW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DAVEW shareholders.
How much DAVEW stock do institutions own?
Institutional investment managers disclosed approximately $19.81M in DAVEW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DAVEW institutional ownership last updated?
The latest DAVEW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DAVEW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DAVEW position after the reporting date.
Are institutions buying or selling DAVEW?
Institutional buying and selling can be analyzed by comparing DAVEW positions across consecutive 13F reporting periods. InsiderSet's DAVEW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DAVEW ownership changes.
How has DAVEW institutional ownership changed over time?
InsiderSet tracks DAVEW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.