| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $136.9M | 0.19% | 367.38K | −15% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a DAVE trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Jun 4, 2026 | Preston DanDirector | Sale at price 247.65 - 259.83 per share. | 550 | $139.56K |
| Jun 4, 2026 | Rozov YadinDirector | Stock Gift at price 0.00 per share. | 2.2K | — |
| Jun 1, 2026 | Pope Michael WDirector | Stock Award(Grant) at price 0.00 per share. | 637 | — |
| Jun 1, 2026 | Preston DanDirector | Stock Award(Grant) at price 0.00 per share. | 637 | — |
| Jun 1, 2026 | Carroll BrendanDirector | Stock Award(Grant) at price 0.00 per share. | 637 | — |
| Jun 1, 2026 | Beilman KyleChief Operating Officer | Sale at price 275.00 - 277.23 per share. | 4.1K | $1.13M |
| Jun 1, 2026 | Wilk JasonChief Executive Officer | Sale at price 275.01 - 277.49 per share. | 8.5K | $2.33M |
| Jun 1, 2026 | Rozov YadinDirector | Stock Award(Grant) at price 0.00 per share. | 637 | — |
| Jun 1, 2026 | Khajehnouri NimaDirector | Stock Award(Grant) at price 0.00 per share. | 637 | — |
| Mar 8, 2026 | Beilman KyleChief Operating Officer | Stock Award(Grant) at price 0.00 per share. | 48K | — |
| Mar 8, 2026 | Wilk JasonChief Executive Officer | Stock Award(Grant) at price 0.00 per share. | 104.6K | — |
| Mar 5, 2026 | Mitchell Andrea SandlerDirector | Sale at price 204.86 - 223.22 per share. | 30K | $6.39M |
| Feb 1, 2026 | Pope Michael WDirector | Sale at price 162.00 per share. | 544 | $88.13K |
| Jan 26, 2026 | Beilman KyleChief Operating Officer | Conversion of Exercise of derivative security at price 1.42 per share. | 5K | $7.10K |
| Dec 17, 2025 | Khan ImranDirector | Sale at price 195.42 - 206.71 per share. | 36.4K | $7.26M |
| Dec 17, 2025 | Khan ImranDirector | Sale at price 202.29 - 205.93 per share. | 1.1K | $233.78K |
| Dec 15, 2025 | Khan ImranDirector | Sale at price 189.32 - 200.03 per share. | 41.4K | $8.00M |
| Dec 15, 2025 | Khan ImranDirector | Sale at price 189.54 - 199.06 per share. | 18.8K | $3.71M |
| Dec 1, 2025 | Beilman KyleChief Operating Officer | Sale at price 203.77 per share. | 3.5K | $712.18K |
| Dec 1, 2025 | Wilk JasonChief Executive Officer | Sale at price 203.77 per share. | 7.4K | $1.51M |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -26.1 | 18.1 | -9.9 | 56.2 | 3.9 | 31.9 | 0.0 | -3.5 | -10.6 | 11.7 | +62.2% | ||
| 2025 | 10.2 | 5.1 | -17.9 | 14.7 | 111.8 | 33.7 | -12.1 | -9.6 | -6.5 | 20.1 | -8.8 | 1.4 | +154.7% |
| 2024 | 106.4 | 51.3 | 41.8 | 17.9 | 2.9 | -32.8 | 20.0 | 3.4 | 6.3 | -3.5 | 155.9 | -11.9 | +936.6% |
| 2023 | -2.2 | -7.4 | -27.9 | -7.6 | -3.2 | -1.7 | 16.9 | 23.6 | -19.5 | -15.0 | 13.9 | 39.8 | −9.6% |
| 2022 | 22.4 | -65.2 | 63.6 | -43.4 | -43.5 | -70.0 | 0.3 | -25.4 | -30.3 | -12.5 | 29.6 | -28.7 | −97.2% |
| 2021 | 0.4 | -0.1 | -0.3 | 0.3 | 0.2 | 0.4 | 0.5 | 2.5 | +4.0% |
Dave Inc. provides various financial products and services through its financial services platform in the United States. It offers Budget, personal financial management tool that helps members anticipate upcoming transactions and receive notifications by utilizing historical bank account data to identify recurring charges; ExtraCash, a form of a discretionary overdraft to bridge liquidity gaps between paycheck; Side Hustle, a job application portal to find supplemental or temporary work. The company also provides Dave Checking, a digital demand deposit account. Dave Inc. was founded in 2015 and is headquartered in Los Angeles, California.
Buy / hold / sell counts