Follow-The-Filings

Security · featured owners

DAVE Dave Inc./DE

Dave Inc. Financials CLASS A COM NEW Equity as of 2026 Q2 among managers we track

  • 3 exits

DAVE (Dave Inc./DE) 13F ownership among featured managers we track as of 2026 Q2. Figures are as-filed 13F, not free float.

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Estuary Capital Management exited 2026 Q2 last 2026 Q1 3.4% Exit −3.44% 118,077 $21M history
Polen Capital Management exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 3,869 $674K history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 2,475 $431K history

SEC filings

Recent issuer filings from EDGAR · 14 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02
8-K 2.02,9.01
10-Q
8-K 5.07
10-Q
8-K 2.02,9.01
DEFA14A
8-K 1.01,2.03,3.02,8.01,9.01
8-K 1.01,8.01,9.01
8-K 8.01,9.01
10-K
8-K 2.02,5.02,8.01,9.01
8-K 2.01,9.01
8-K 5.02,7.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 16 rows shown

Filed Form Detail Links
4 Period Sep 11, 2026 · 2 forms
4 Period Sep 10, 2026
4 Period Sep 4, 2026
4 Period Sep 2, 2026 · 2 forms
4 Period Jun 5, 2026
4 Period Jun 4, 2026
4 Period Jun 2, 2026 · 7 forms
4 Period May 29, 2026
4 Period Mar 18, 2026
4 Period Mar 9, 2026 · 2 forms
4 Period Mar 4, 2026
4 Period Mar 5, 2026
4 Period Feb 2, 2026
4 Period Jan 27, 2026
4 Period Dec 17, 2025
4 Period Dec 18, 2025

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $259.09M $347.08M $554.18M
Net income -$48.52M $57.87M $195.86M
Net margin * -18.7% 16.7% 35.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $276.89M $282.27M $436.7M
Total non-current assets * $17.14M $17.06M $50.72M
Total assets $294.02M $299.33M $487.42M
Total current liabilities $25.6M $35.06M $114M
Total non-current liabilities * $181.36M $81.16M $20.69M
Total equity $87.06M $183.1M $352.73M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $33.75M $125.14M $290.02M
Cash from investing -$14.38M -$45.84M -$202.75M
Cash from financing $0.022M -$71M -$56.29M
Net change in cash * $19.4M $8.3M $30.99M

ownership over time

filing count by report period · click a bar for that quarter’s holders