DAVE INC -CW27 (DAVEW) Top Institutional Shareholders
DAVE INC -CW27 (DAVEW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $3.10M in DAVEW holdings during the latest filing period.
Lmr Partners Llp is currently the largest disclosed institutional shareholder of DAVEW tracked by InsiderSet, reporting ownership valued at approximately $1.18M in its March 31, 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 $4.09M, representing an estimated gain of +246.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed DAVEW value among the investors covered in this analysis. Major shareholders include Lmr Partners Llp, Oasis Management Co Ltd., Anson Funds Management Lp, 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
17
Total Reported Value
$3.10M
Largest Holder
Lmr Partners Llp
Largest Position
$1.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lmr Partners Llp | 0.01% | 3,932,432 | $1,179,336 | $4,089,729 | +$2,910,393 | +246.78% | |
| Oasis Management Co Ltd. | 0.13% | 6,368 | $1,108,676 | $6,623 | -$1,102,053 | -99.40% | |
| Anson Funds Management Lp | 0.04% | 1,900 | $330,771 | $1,976 | -$328,795 | -99.40% | |
| Aristeia Capital, L.L.C. | 0.00% | 449,600 | $125,888 | $467,584 | +$341,696 | +271.43% | |
| Toronto Dominion Bank | 0.00% | 390,891 | $117,267 | $406,527 | +$289,260 | +246.67% | |
| Caption Management, Llc | 0.01% | 381,431 | $114,391 | $396,688 | +$282,297 | +246.78% | |
| Wolverine Asset Management Llc | 0.00% | 193,748 | $58,102 | $201,498 | +$143,396 | +246.80% | |
| Jane Street Group, Llc | 0.00% | 55,278 | $16,578 | $57,489 | +$40,911 | +246.78% | |
| D. E. Shaw & Co., Inc. | 0.00% | 49,200 | $13,284 | $51,168 | +$37,884 | +285.19% | |
| Silver Rock Financial Lp | 0.02% | 40,979 | $12,290 | $42,618 | +$30,328 | +246.77% | |
| Walled Lake Planning & Wealth Management, Llc | 0.00% | 36,837 | $11,047 | $38,310 | +$27,263 | +246.80% | |
| Blue Owl Capital Holdings Lp | 0.00% | 28,750 | $7,763 | $29,900 | +$22,137 | +285.16% | |
| Atlas Capital Advisors Inc. | 0.00% | 16,399 | $4,918 | $17,055 | +$12,137 | +246.79% | |
| Goldman Sachs Group Inc | 0.00% | 11,707 | $3,511 | $12,175 | +$8,664 | +246.78% | |
| Ubs Group Ag | 0.00% | 1,422 | $427 | $1,479 | +$1,052 | +246.34% | |
| Clear Street Group Inc. | 0.00% | 100 | $30 | $104 | +$74 | +246.67% | |
| Kepos Capital Lp | 0.03% | 56,307 | $17 | $58,559 | +$58,542 | +344366.35% |
Frequently asked questions about DAVEW
Who owns the most DAVEW stock?
The largest holders of DAVEW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DAVE INC -CW27 (DAVEW).
Is DAVEW widely held by superinvestors?
Many widely followed stocks like DAVEW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DAVEW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.