Dave Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:DAVE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
04 Sep 25	SellUS$712,157	Kyle Beilman	Individual	3,571	US$201.95
04 Sep 25	SellUS$1,506,894	Jason Wilk	Individual	7,557	US$200.50
04 Jun 25	SellUS$1,138,147	Yadin Rozov	Individual	5,500	US$207.79
03 Jun 25	SellUS$1,099,756	Kyle Beilman	Individual	5,372	US$204.72
03 Jun 25	SellUS$1,538,191	Jason Wilk	Individual	7,514	US$204.71

Insider Trading Volume

Insider Buying: DAVE insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of DAVE?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	755,038	5.59%
General Public	792,413	5.87%
Individual Insiders	2,538,104	18.8%
Institutions	9,413,170	69.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 68.9% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.1%	Jason Wilk	1,368,893	US$282.9m	-6.37%	no data
7.92%	Hood River Capital Management LLC	1,068,549	US$220.8m	-5.17%	2.42%
7.36%	Paras Chitrakar	993,819	US$205.4m	0%	no data
5.59%	Divisadero Street Capital Management, LP	755,038	US$156.0m	41.2%	10.05%
5%	BlackRock, Inc.	675,016	US$139.5m	15.1%	no data
4.41%	The Vanguard Group, Inc.	595,519	US$123.1m	11.8%	no data
3.75%	D. E. Shaw & Co., L.P.	506,316	US$104.6m	491%	0.1%
3.29%	Renaissance Technologies LLC	443,700	US$91.7m	46.5%	0.11%
2.05%	Whetstone Capital Advisors, LLC	276,747	US$57.2m	-2.22%	16.35%
1.83%	Two Sigma Advisers, LP	247,373	US$51.1m	2,090%	0.1%
1.72%	NVP Associates, LLC	232,675	US$48.1m	-60.1%	5.88%
1.54%	Geode Capital Management, LLC	207,773	US$42.9m	14.6%	no data
1.52%	Two Sigma Investments, LP	205,821	US$42.5m	1,370%	0.07%
1.45%	American Century Investment Management Inc	196,201	US$40.5m	-42.2%	0.02%
1.42%	Driehaus Capital Management LLC	191,943	US$39.7m	83.4%	0.2%
1.38%	State Street Global Advisors, Inc.	186,734	US$38.6m	10.2%	no data
1.18%	Dimensional Fund Advisors LP	159,017	US$32.9m	51.1%	no data
1.09%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	147,604	US$30.5m	-28.5%	0.01%
1.07%	Voya Investment Management LLC	144,285	US$29.8m	5,600%	0.03%
0.96%	Millennium Management LLC	129,536	US$26.8m	92.2%	0.02%
0.87%	Point72 Asset Management, L.P.	116,926	US$24.2m	0%	0.04%
0.86%	G2 Investment Partners Management LLC	116,576	US$24.1m	-56.2%	4.67%
0.86%	Trexquant Investment LP	116,189	US$24.0m	-20.1%	0.26%
0.82%	Northern Trust Global Investments	110,031	US$22.7m	12.5%	no data
0.8%	UBS Asset Management AG	108,064	US$22.3m	255%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/10/10 07:02
End of Day Share Price	2025/10/10 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Dave Inc. is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Gary Prestopino	Barrington Research Associates, Inc.
Mark Palmer	Benchmark Company
Harold Goetsch	B. Riley Securities, Inc.