your badges 52W Range $152–$458 63% of range Analyst Rating BUY 19 analysts Price Target $444 +28% upside P/E · ROE · Net Profit Margin ·

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

03
Price $346.57
52W Range $152–$458

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

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 1
Ex-date Split Type
Jan. 6, 2023 1-for-32 Reverse

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

06
Valuation & Ratios 07–12

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

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

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

14
Avg Surprise 34.1%
Next Report Nov 02, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 12, 2026 $0.49 $3.74 -86.9%
March 31, 2026 May 12, 2026 $4.02 $2.93 37.2%
Dec. 31, 2025 $4.57 $3.26 40.4%
Sept. 30, 2025 $4.45 $1.86 139.7%
June 30, 2025 $0.62 $1.54 -59.6%
March 31, 2025 $1.97 $0.84 133.7%

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

15
No annual filings for DAVE

We don't have SEC filings for this ticker yet.

Most recent period on the left · null values shown as ·

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

16
No data for this statement

Not enough fundamentals data to build this statement yet.

Institutional owners (13F) 386 filers · $5.3B total · As of Sept. 30, 2026

17

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.

Holders 386
Value held $5.3B
New positions 118
Exited positions 35
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
118 (+53 vs prior Q) 35 (-27 vs prior Q) 119 (+12 vs prior Q) 99 (+18 vs prior Q) +2.2M

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
BlackRock, Inc. $621,460,746 1,667,948 11.82% Shares
Hood River Capital Management LLC $411,442,567 1,104,277 7.82% Shares
Divisadero Street Capital Management, LP $260,576,778 699,366 4.95% Shares
FMR LLC $178,748,628 479,746 3.40% Shares
VANGUARD CAPITAL MANAGEMENT LLC $176,659,450 474,139 3.36% Shares
VANGUARD GROUP INC $151,851,613 685,839 2.89% Shares
STATE STREET CORP $151,551,728 406,752 2.88% Shares
RENAISSANCE TECHNOLOGIES LLC $136,881,369 367,378 2.60% Shares
GEODE CAPITAL MANAGEMENT, LLC $127,384,086 341,843 2.42% Shares
Driehaus Capital Management LLC $123,527,371 331,537 2.35% Shares
JANE STREET GROUP, LLC $121,389,822 325,800 2.31% Call option
JANE STREET GROUP, LLC $116,321,480 312,197 2.21% Shares
Invesco Ltd. $110,344,765 296,156 2.10% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $107,864,805 289,500 2.05% Call option
DIMENSIONAL FUND ADVISORS LP $95,262,313 255,679 1.81% Shares
CITADEL ADVISORS LLC $89,831,449 241,100 1.71% Call option
GOLDMAN SACHS GROUP INC $89,222,637 239,466 1.70% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $87,427,498 234,648 1.66% Shares
AMERICAN CENTURY COMPANIES INC $84,886,981 227,827 1.61% Shares
Whetstone Capital Advisors, LLC $83,116,632 223,078 1.58% Shares
WELLINGTON MANAGEMENT GROUP LLP $79,054,284 212,175 1.50% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $76,586,777 205,552 1.46% Shares
UBS Group AG $70,128,890 188,220 1.33% Call option
JANE STREET GROUP, LLC $62,446,084 167,600 1.19% Put option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $62,036,235 166,500 1.18% Put option
FINDELL CAPITAL MANAGEMENT LLC $54,025,550 145,000 1.03% Shares
FRANKLIN RESOURCES INC $52,248,669 140,231 0.99% Shares
JPMORGAN CHASE & CO $51,054,271 136,922 0.97% Shares
NORTHERN TRUST CORP $50,632,373 135,893 0.96% Shares
VOYA INVESTMENT MANAGEMENT LLC $43,580,735 116,967 0.83% Shares
Empowered Funds, LLC $39,377,547 105,686 0.75% Shares
Portolan Capital Management, LLC $39,247,885 105,338 0.75% Shares
UBS Group AG $36,568,590 98,147 0.70% Shares
MORGAN STANLEY $36,347,114 97,550 0.69% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $36,258,223 97,314 0.69% Shares
ALLIANCEBERNSTEIN L.P. $34,853,340 200,203 0.66% Shares
Granahan Investment Management, LLC $31,631,773 84,897 0.60% Shares
FIRST TRUST ADVISORS LP $30,688,002 82,364 0.58% Shares
Nuveen, LLC $30,228,600 81,131 0.57% Shares
SEI INVESTMENTS CO $29,677,627 79,652 0.56% Shares
OBERWEIS ASSET MANAGEMENT INC/ $29,398,096 78,902 0.56% Shares
BANK OF AMERICA CORP /DE/ $29,122,380 78,162 0.55% Shares
VANGUARD FIDUCIARY TRUST CO $27,789,253 74,584 0.53% Shares
Metavasi Capital LP $27,025,443 72,534 0.51% Shares
CANADA PENSION PLAN INVESTMENT BOARD $25,857,746 69,400 0.49% Shares
Russell Investments Group, Ltd. $25,693,329 68,957 0.49% Shares
Bank of New York Mellon Corp $23,341,379 62,646 0.44% Shares
PEAK6 LLC $22,467,177 60,300 0.43% Call option
Buckley Capital Advisors, LLC $21,312,148 57,200 0.41% Shares
G2 Investment Partners Management LLC $21,234,277 56,991 0.40% Shares

Show all 386 institutional owners →

Activists & 5%+ owners 3 positions

18

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.

Company insiders 14 insiders · 2 officers · 13 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jason Wilk Chief Executive Officer June 2, 2026 S 299,950 0 4 $-3,837,265
Kyle Beilman CFO and COO and Secretary June 2, 2026 S 196,155 0 3 $-1,845,835
Yadin Rozov Director June 5, 2026 G 0 0 0 $0
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
Andrea Mitchell Director March 6, 2026 S 6,509 0 26 $-6,390,900
Imran Khan Director Dec. 18, 2025 S 0 0 75 $-19,194,372
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

ETF ownership Held by 43 ETFs

20

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 … 2.15% 18,240 SH Oct. 2, 2026 Daily
RZG · Invesco Exchange-Traded Fund Trust 1.86% 6,559 SH Oct. 2, 2026 Daily
PSCF · Invesco Exchange-Traded Fund Trust … 0.80% 649 SH Oct. 2, 2026 Daily
FYC · First Trust Exchange-Traded AlphaDE… 0.68% 23,558 NS July 31, 2026 N-PORT
JSML · Janus Detroit Street Trust 0.67% 6,493 NS July 31, 2026 N-PORT
JSMD · Janus Detroit Street Trust 0.56% 15,707 NS July 31, 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0.42% 12,348 SH Aug. 19, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.39% 3,038 SH Oct. 2, 2026 Daily
FYX · First Trust Exchange-Traded AlphaDE… 0.32% 11,706 NS July 31, 2026 N-PORT
IWO · iShares Trust 0.24% 96,802 SH Sept. 11, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.22% 1,557 SH Oct. 2, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.22% 10,975 SH Aug. 19, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.21% 36,276 SH Aug. 19, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 2,694 NS July 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.14% 2,134 NS July 31, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.13% 299 NS July 31, 2026 N-PORT
RSSL · Global X Funds 0.12% 4,915 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.12% 263,269 SH Sept. 11, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.12% 59,064 SH Aug. 19, 2026 Daily
ISCG · iShares Trust 0.12% 3,143 SH Sept. 11, 2026 Daily
DFAS · Dimensional ETF Trust 0.09% 37,497 NS July 31, 2026 N-PORT
FBCG · FIDELITY COVINGTON TRUST 0.06% 10,906 NS July 31, 2026 N-PORT
ESML · iShares Trust 0.06% 4,323 SH Sept. 10, 2026 Daily
VFH · VANGUARD WORLD FUND 0.05% 16,867 SH Aug. 19, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.04% 2,777 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.04% 118,969 SH Aug. 19, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.04% 2,262 SH Oct. 2, 2026 Daily
WSML · iShares Trust 0.04% 680 SH Sept. 10, 2026 Daily
SMDX · Tidal Trust III 0.04% 125 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.03% 499 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.02% 25,459 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.01% 1,099 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 344,117 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 832 SH Aug. 19, 2026 Daily
DFAU · Dimensional ETF Trust 0.01% 2,544 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.01% 3,408 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.01% 324 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.01% 14,321 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 3,008 SH Sept. 10, 2026 Daily
IJR · iShares Trust · 633,077 SH Sept. 10, 2026 Daily
IJT · iShares Trust · 98,115 SH Sept. 9, 2026 Daily
ISCB · iShares Trust · 447 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 1,505 SH Sept. 11, 2026 Daily

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

21
rating · 19 analysts BUY
Median target $450.00 +29.8%
4 21.1% Strong Buy
12 63.2% Buy
3 15.8% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

14 analysts · 2026-09-30

Mean target $444.21 +28.2%

← Below all targets Current price $346.57
Low$350.00 Mean$444.21 High$500.00

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

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
DAVE · · · · · ·
FCFS $7.01B 21.5 8.0% 9.0% 15.3% 50.3%
OMF $7.92B 10.3 8.9% 16.0% 23.3% ·
FIGR $0 92.8 48.7% 26.4% 16.9% ·
CACC $4.74B 12.2 7.2% 18.3% 27.5% ·
NNI · 11.3 21.1% 120.9% 12.2% ·
ENVA $3.89B 13.6 18.6% 9.8% 24.3% 58.1%
SLM $5.39B 7.8 7.3% 37.5% 30.9% ·
BFH $3.26B 6.8 · 12.8% 16.0% ·
UPST $4.29B 97.2 64.0% 5.1% 7.0% ·
ECPG $1.18B 5.0 34.4% 14.5% 27.4% ·

Latest News Recent headlines mentioning this company

23
Keefe Bruyette Maintains an Outperform Rating on Dave Inc. (DAVE) Yahoo Finance · 4 months, 2 weeks ago Notable Wednesday Option Activity: BILL, DAVE, LULU Nasdaq · 6 months, 1 week ago G2 Investment Partners Initiates a New Position in Xometry Yahoo Finance · 6 months, 2 weeks ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Source: SEC 10-Q filed May 5, 2026