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DAVE · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

DAVEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • DAVE
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterDAVEV
Q3 2020none listed holders, n.a.55 holders, $62.2bn
Q4 2020none listed holders, n.a.52 holders, $67.1bn
Q1 2021none listed holders, n.a.58 holders, $64.5bn
Q2 2021none listed holders, n.a.52 holders, $69.3bn
Q3 2021none listed holders, n.a.56 holders, $63.6bn
Q4 2021none listed holders, n.a.47 holders, $58.0bn
Q1 2022none listed holders, n.a.59 holders, $61.8bn
Q2 2022none listed holders, n.a.57 holders, $55.2bn
Q3 2022none listed holders, n.a.57 holders, $50.7bn
Q4 2022none listed holders, n.a.54 holders, $59.4bn
Q1 2023none listed holders, n.a.55 holders, $64.0bn
Q2 2023none listed holders, n.a.54 holders, $65.2bn
Q3 2023none listed holders, n.a.55 holders, $61.5bn
Q4 2023none listed holders, n.a.48 holders, $68.6bn
Q1 2024none listed holders, n.a.50 holders, $73.1bn
Q2 20241 holders, $696k45 holders, $69.5bn
Q3 20241 holders, $525k47 holders, $70.5bn
Q4 20243 holders, $30m48 holders, $77.6bn
Q1 20251 holders, $7.3m43 holders, $83.5bn
Q2 202510 holders, $453m45 holders, $83.4bn
Q3 20257 holders, $143m48 holders, $82.8bn
Q4 20255 holders, $135m49 holders, $86.0bn
Q1 20263 holders, $76m49 holders, $73.3bn
Q2 20262 holders, $142m52 holders, $81.9bn
DAVE

Dave Inc

Holders
1
Reported value
$525k
Buyers
0
Sellers
1

Not ranked this quarter: its new positions are allocations in a new listing.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
47
Reported value
$70.5bn
Buyers
15
Sellers
29

Breadth -14 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q3 2024

Among the 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DAVE (0)

None.

Only V (46)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, and 21 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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