DAVE Dave Inc. - Class A Common Stock

NASDAQ · Financial Services · View on SEC EDGAR ↗
$344.58
Price · Aug 18, 2026
Fundamentals as of May 5, 2026
52W Range
$152–$458
63% of range
Analyst Rating
BUY
18 analysts
Price Target
$427
+24% upside
P/E (TTM)
—
ROE
—
Net Profit Margin
—

DAVE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$344.58
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$152 – $458

DAVE Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow —
Margins —

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
DAVE
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
DAVE
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
DAVE
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
DAVE
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
DAVE
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
DAVE
Peer Median

DAVE Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 18 analysts
  • Strong Buy 4 22.2%
  • Buy 11 61.1%
  • Hold 3 16.7%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

12 analysts · 2026-08-19
Median target $449.50 +30.4%
Mean target $426.58 +23.8%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.33%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.49 $3.74 -3.3%
March 31, 2026 $4.02 $2.93 1.1%
Dec. 31, 2025 $4.57 $3.26 1.3%
Sept. 30, 2025 $4.45 $1.86 2.6%
June 30, 2025 $0.62 $1.54 -0.92%
March 31, 2025 $1.97 $0.84 1.1%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
DAVE — — — — — —
OMF $7.92B 10.3 8.9% 16.0% 23.3% —
ENVA $3.89B 13.6 18.6% 9.8% 24.3% 58.1%
CACC $4.74B 12.2 7.2% 18.3% 27.5% —
SLM $5.39B 7.8 7.3% 37.5% 30.9% —
NNI — 11.3 21.1% 120.9% 12.2% —
BFH $3.26B 6.8 — 12.8% 16.0% —
UPST $4.29B 97.2 64.0% 5.1% 7.0% —
HAPN — — — — — —
ECPG $1.18B 5.0 34.4% 14.5% 27.4% —
EZPW $1.16B 13.4 9.7% 8.6% 11.7% 58.6%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Latest News Recent headlines mentioning this company

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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Institutional owners (13F) 386 filers · $3.8B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
125 (+67 vs prior Q) 34 (-29 vs prior Q) 110 (+9 vs prior Q) 95 (+12 vs prior Q) +1.6M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Hood River Capital Management LLC $411,442,567 1,104,277 10.74% Shares
Divisadero Street Capital Management, LP $260,576,778 699,366 6.80% Shares
VANGUARD CAPITAL MANAGEMENT LLC $176,659,450 474,139 4.61% Shares
FMR LLC $165,590,919 444,432 4.32% Shares
STATE STREET CORP $151,551,728 406,752 3.96% Shares
RENAISSANCE TECHNOLOGIES LLC $136,881,369 367,378 3.57% Shares
Driehaus Capital Management LLC $123,527,371 331,537 3.23% Shares
JANE STREET GROUP, LLC $121,389,822 325,800 3.17% Call option
GEODE CAPITAL MANAGEMENT, LLC $113,198,095 303,769 2.96% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $107,864,805 289,500 2.82% Call option
JANE STREET GROUP, LLC $105,115,091 282,120 2.74% Shares
DIMENSIONAL FUND ADVISORS LP $89,971,915 241,477 2.35% Shares
CITADEL ADVISORS LLC $89,831,449 241,100 2.35% Call option
VANGUARD PORTFOLIO MANAGEMENT LLC $87,427,498 234,648 2.28% Shares
AMERICAN CENTURY COMPANIES INC $84,886,981 227,827 2.22% Shares
Whetstone Capital Advisors, LLC $83,116,632 223,078 2.17% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $76,586,777 205,552 2.00% Shares
UBS Group AG $70,128,890 188,220 1.83% Call option
GOLDMAN SACHS GROUP INC $64,946,535 174,311 1.70% Shares
WELLINGTON MANAGEMENT GROUP LLP $63,883,164 171,457 1.67% Shares
JANE STREET GROUP, LLC $62,446,084 167,600 1.63% Put option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $62,036,235 166,500 1.62% Put option
FINDELL CAPITAL MANAGEMENT LLC $54,025,550 145,000 1.41% Shares
Portolan Capital Management, LLC $39,247,885 105,338 1.02% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $36,258,223 97,314 0.95% Shares
ALLIANCEBERNSTEIN L.P. $34,853,340 200,203 0.91% Shares
Granahan Investment Management, LLC $31,631,773 84,897 0.83% Shares
FIRST TRUST ADVISORS LP $30,688,002 82,364 0.80% Shares
OBERWEIS ASSET MANAGEMENT INC/ $29,398,096 78,902 0.77% Shares
VANGUARD FIDUCIARY TRUST CO $27,789,253 74,584 0.73% Shares
Metavasi Capital LP $27,025,443 72,534 0.71% Shares
CANADA PENSION PLAN INVESTMENT BOARD $25,857,746 69,400 0.68% Shares
JPMORGAN CHASE & CO $23,691,147 63,290 0.62% Shares
PEAK6 LLC $22,467,177 60,300 0.59% Call option
Buckley Capital Advisors, LLC $21,312,148 57,200 0.56% Shares
G2 Investment Partners Management LLC $21,234,277 56,991 0.55% Shares
BANK OF AMERICA CORP /DE/ $19,887,364 53,376 0.52% Shares
CITADEL ADVISORS LLC $19,337,421 51,900 0.50% Put option
TWO SIGMA INVESTMENTS, LP $18,623,911 49,985 0.49% Shares
PRINCIPAL FINANCIAL GROUP INC $18,600,065 49,921 0.49% Shares
D. E. Shaw & Co., Inc. $18,182,392 48,800 0.47% Shares
VANGUARD GROUP INC $16,812,547 75,934 0.44% Shares
D. E. Shaw & Co., Inc. $14,717,305 39,500 0.38% Call option
S SQUARED TECHNOLOGY, LLC $14,173,324 38,040 0.37% Shares
Public Sector Pension Investment Board $13,272,401 35,622 0.35% Shares
Point72 Asset Management, L.P. $12,668,060 34,000 0.33% Call option
MILLENNIUM MANAGEMENT LLC $12,637,135 33,917 0.33% Shares
PEREGRINE CAPITAL MANAGEMENT LLC $12,605,465 33,832 0.33% Shares
GLOBEFLEX CAPITAL L P $11,403,490 30,606 0.30% Shares
STATE OF WISCONSIN INVESTMENT BOARD $10,896,022 29,244 0.28% Shares
AMERIPRISE FINANCIAL INC $10,697,493 28,711 0.28% Shares
EMERALD ADVISERS, LLC $10,057,322 26,993 0.26% Shares
IEQ CAPITAL, LLC $9,818,119 26,351 0.26% Shares
INTERCAPITAL, LLC $9,687,340 26,000 0.25% Shares
SEGALL BRYANT & HAMILL, LLC $9,171,675 24,616 0.24% Shares
NEUBERGER BERMAN GROUP LLC $9,051,701 24,294 0.24% Shares
RHUMBLINE ADVISERS $9,011,437 24,186 0.24% Shares
DANSKE BANK A/S $8,771,886 23,543 0.23% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $8,626,577 23,153 0.23% Shares
Prospect Capital Advisors, LLC $8,383,275 22,500 0.22% Shares
BlackRock, Inc. $7,876,553 21,140 0.21% Shares
Swiss National Bank $7,749,872 20,800 0.20% Shares
MARSHALL WACE, LLP $7,740,930 20,776 0.20% Shares
EMERALD MUTUAL FUND ADVISERS TRUST $7,412,305 19,894 0.19% Shares
Russell Investments Group, Ltd. $7,082,494 19,008 0.18% Shares
WOLVERINE TRADING, LLC $6,916,536 32,800 0.18% Call option
Ensign Peak Advisors, Inc $6,859,382 18,410 0.18% Shares
SCOTIA CAPITAL INC. $6,746,915 18,108 0.18% Shares
MORGAN STANLEY $6,736,398 18,079 0.18% Shares
Emerald Investment Advisers, LLC $6,727,112 18,055 0.18% Shares
OSTERWEIS CAPITAL MANAGEMENT INC $6,584,410 17,672 0.17% Shares
Legal & General Group Plc $5,916,357 15,879 0.15% Shares
Cubist Systematic Strategies, LLC $5,761,215 28,900 0.15% Call option
BOOTHBAY FUND MANAGEMENT, LLC $5,421,930 14,552 0.14% Shares
CREDIT AGRICOLE S A $5,290,778 14,200 0.14% Shares
CAXTON ASSOCIATES LLP $5,270,286 14,145 0.14% Shares
Interval Partners, LP $5,253,519 14,100 0.14% Put option
DEUTSCHE BANK AG\ $5,175,275 13,890 0.14% Shares
BARCLAYS PLC $4,873,849 13,081 0.13% Shares
Lisanti Capital Growth, LLC $4,866,025 13,060 0.13% Shares
VOYA INVESTMENT MANAGEMENT LLC $4,828,021 12,958 0.13% Shares
Havemeyer Place LP $4,624,960 12,413 0.12% Shares
Regal Partners Ltd $4,613,037 12,381 0.12% Shares
Point72 Asset Management, L.P. $4,359,303 11,700 0.11% Put option
Informed Momentum Co LLC $4,207,659 11,293 0.11% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $4,172,000 11,198 0.11% Shares
LPL Financial LLC $4,062,349 10,903 0.11% Shares
PRUDENTIAL FINANCIAL INC $4,044,837 10,856 0.11% Shares
Quadrature Capital Ltd $3,862,268 10,366 0.10% Shares
Calamos Advisors LLC $3,845,129 10,320 0.10% Shares
Ruffer LLP $3,791,428 10,187 0.10% Shares
Washington Harbour Partners LP $3,780,286 14,084 0.10% Shares
Caption Management, LLC $3,725,900 10,000 0.10% Call option
Tenzing Global Management, LLC $3,725,900 10,000 0.10% Shares
Anson Funds Management LP $3,725,900 10,000 0.10% Shares
Walleye Trading LLC $3,576,864 9,600 0.09% Call option
Cubist Systematic Strategies, LLC $3,548,430 17,800 0.09% Put option
Ancora Advisors LLC $3,442,732 9,240 0.09% Shares
WOLVERINE TRADING, LLC $3,395,007 16,100 0.09% Put option
Trexquant Investment LP $3,363,370 9,027 0.09% Shares

Company insiders 14 insiders · 2 officers · 13 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jason Wilk Chief Executive Officer June 2, 2026 S 299,950 0 10 $-28,367,516
Kyle Beilman CFO and COO and Secretary June 2, 2026 S 196,155 0 10 $-18,662,126
Yadin Rozov Director June 5, 2026 G 0 0 14 $-4,003,138
Dan Preston Director June 5, 2026 S 5,191 0 2 $-139,557
Nima Khajehnouri Director June 2, 2026 A 637 0 0 $0
Brendan Carroll Director June 2, 2026 A 2,271 0 0 $0
Michael W Pope Director June 2, 2026 A 6,468 0 1 $-88,128
Imran Khan Director Dec. 18, 2025 S 0 0 141 $-40,963,368
Andrea Mitchell Director June 11, 2025 S 36,509 0 0 $0
Teresa Luna Aragones Director June 9, 2023 A 47,159 0 0 $0
Peter Offenhauser Director Jan. 5, 2022 M 17,000 0 0 $0
Janet Kloppenburg Director Jan. 5, 2022 M 17,000 0 0 $0
Kurt Summers Director Jan. 5, 2022 M 17,000 0 0 $0
Charles S Paul Director Jan. 5, 2022 A 15,328,524 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 3 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Jason Wilk ×3 filings June 17, 2025 10.90% Amendment — SEC
Section 32 Fund 1, LP (“Fund 1”), Section 32 GP 1, LLC (“GP 1”), William J. Maris (“Maris”) ×5 filings Oct. 11, 2024 — Initial filing — SEC
Paras Chitrakar Jan. 26, 2022 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 57 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
XSHQ · Invesco Exchange-Traded Fund Trust … 1.75% 17,776 SH Aug. 8, 2026 Daily
RZG · Invesco Exchange-Traded Fund Trust 1.56% 6,796 SH Aug. 8, 2026 Daily
PSCF · Invesco Exchange-Traded Fund Trust … 0.71% 609 SH Aug. 8, 2026 Daily
JSML · Janus Detroit Street Trust 0.61% 7,130 NS April 30, 2026 N-PORT
FYC · First Trust Exchange-Traded AlphaDE… 0.51% 19,743 NS April 30, 2026 N-PORT
IJT · iShares Trust 0.42% 96,200 SH Aug. 8, 2026 Daily
VIOG · VANGUARD ADMIRAL FUNDS 0.42% 12,348 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.33% 3,015 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.28% 9,597 NS May 31, 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0.27% 933 NS May 31, 2026 N-PORT
IWO · iShares Trust 0.23% 93,329 SH Aug. 8, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.23% 1,847 SH Aug. 8, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.22% 10,975 SH Aug. 8, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.21% 36,276 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.21% 632,583 SH Aug. 8, 2026 Daily
VUSE · ETF Series Solutions 0.19% 4,682 NS May 31, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.18% 7,953 NS April 30, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 3,787 NS April 30, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.12% 59,064 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.12% 261,069 SH Aug. 8, 2026 Daily
ISCG · iShares Trust 0.11% 3,133 SH Aug. 8, 2026 Daily
FAD · First Trust Exchange-Traded AlphaDE… 0.10% 1,840 NS April 30, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.10% 286 NS April 30, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.10% 9,380 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.09% 4,522 NS April 30, 2026 N-PORT
ESML · iShares Trust 0.07% 5,901 SH Aug. 8, 2026 Daily
ITWO · ProShares Trust 0.07% 489 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.07% 37,380 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.07% 53,436 NS May 31, 2026 N-PORT
FBCG · FIDELITY COVINGTON TRUST 0.07% 15,097 NS April 30, 2026 N-PORT
ISCB · iShares Trust 0.06% 439 SH Aug. 8, 2026 Daily
VFH · VANGUARD WORLD FUND 0.05% 16,867 SH Aug. 8, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.04% 2,895 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.04% 382 NS May 31, 2026 N-PORT
AVUQ · AMERICAN CENTURY ETF TRUST 0.04% 376 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.04% 118,969 SH Aug. 8, 2026 Daily
WSML · iShares Trust 0.04% 673 SH Aug. 8, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.04% 2,902 NS April 30, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.03% 499 NS April 30, 2026 N-PORT
URTY · ProShares Trust 0.03% 384 NS May 31, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.02% 8,887 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.02% 25,746 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.02% 412 NS May 31, 2026 N-PORT
EBI · RBB Fund Trust 0.01% 314 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.01% 10 NS May 31, 2026 N-PORT
SMLF · iShares Trust 0.01% 1,487 SH Aug. 8, 2026 Daily
DCOR · Dimensional ETF Trust 0.01% 1,344 NS April 30, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 344,117 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 832 SH Aug. 8, 2026 Daily
ONEQ · Fidelity Commonwealth Trust 0.01% 3,256 NS May 31, 2026 N-PORT