$DAVE

$328.47 +$5.46 (1.69%) Close

$DAVE Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 12.7M shares outstanding

Who owns DAVE?

By type of holder

Institutions 96.6% Insiders 0.0% Everyone else 3.4%

Concentration Top 10 holders own 58.2%

BlackRock, Inc. 13.1% · Jason Wilk 12.0%

Institutional ownership

96.6%

+12.7 pts vs last qtr

Institutional holders

345

+72 vs last qtr

Net shares bought

+1.6M

by institutions in Q2 2026

New / sold out

113 / 41

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +839.4K
Driehaus Capital Management LLC +269.2K

Biggest sellers in Q2 2026

Susquehanna International Group, LLP SOLD OUT −321.8K
Jefferies Financial Group Inc. SOLD OUT −158.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$91M

16 notices from 9 people

Shares covered

324.1K

2.55% of the company

Arranged in advance

33%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Yadin Rozov Former affiliate $24.5M
Beilman Kyle Officer $22.5M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+25.0%

+7.71% a year

Each share's claim on the business

−20.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$44.3M vs —

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years47% 3–5 years13% 1–3 years29% Under 1 year12%

Quarterly turnover

25.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting DAVE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.7M	13.11%	+839.4K (+101.3%)	≤2021	0.0%
Shares held by quarter Peak holding14.8M (Q3'24) Change over 8 quarters−13.2M Share of the company13.110% BlackRock, Inc.'s full portfolio →
HR Hood River Capital Management LLC	1.1M	8.68%	−41.6K (−3.6%)	2024	3.0%
Shares held by quarter Peak holding1.1M (Q1'26) Change over 8 quarters+915.5K Share of the company8.680% Hood River Capital Management LLC's full portfolio →

BlackRock, Inc.

1.7M

% of company

13.11%

Change vs last qtr

+839.4K (+101.3%)

Held since

≤2021

Hood River Capital Management LLC

1.1M

% of company

8.68%

Change vs last qtr

−41.6K (−3.6%)

Held since

2024

28 more super investors behind a free account

See every manager holding Dave Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting DAVE on Form N-PORT; together they hold 46.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$233M	625.0K	4.91%	0.21%	June 30, 2026
HR Hood River Small-Cap Growth Fund Manager Directed Portfolios	$196M	527.4K	4.15%	2.95%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$233M

% of company

4.91%

% of the fund

0.21%

As of

June 30, 2026

Hood River Small-Cap Growth Fund

Manager Directed Portfolios

Position value

$196M

% of company

4.15%

% of the fund

2.95%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Dave Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
JW Jason Wilk 5%+ holder 13D · 11.8%	1.5M	12.03%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company12.030% Disclosed stake13D · 11.8% View the 13D/G filing →

Jason Wilk

5%+ holder13D · 11.8%

1.5M

% of company

12.03%

Change vs last qtr

—

Held since

—

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