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DAVE (DAVE)
NASDAQ
$316.30+$6.58 (+2.12%)
Price as of Jun 23, 2026 11:24 AM EDT- $3.5BMarket Cap
- 44.24%1-Year Change
- Software - ApplicationIndustry
DAVE (DAVE)
$316.30+$6.58 (+2.12%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
HOOD RIVER CAPITAL MANAGEMENT LLC | 8.52% | 1.1M | +29,970 (+2.62%) | Mar 31, 2026 |
BLACKROCK, INC. | 6.16% | 828,597 | -40,235 (-4.86%) | Mar 31, 2026 |
VANGUARD GROUP INC | 5.10% | 685,839 | +30,546 (+4.45%) | Dec 31, 2025 |
DIVISADERO STREET CAPITAL MANAGEMENT, LP | 4.77% | 640,840 | +379,232 (+59.18%) | Mar 31, 2026 |
BLACKROCK FUNDING, INC. /DE | 4.16% | 558,571 | +44,712 (+8.00%) | Dec 31, 2024 |
BLACKROCK INC. | 3.78% | 508,668 | +414,672 (+81.52%) | Jun 30, 2024 |
N/A | 3.75% | 503,528 | +503,528 (+100.00%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD INDEX FUNDS | 62.57% | 8.4M | 0 (0.00%) | Mar 31, 2026 |
Virtus Investment Trust | 53.75% | 7.2M | +7.2M (+100.00%) | Mar 31, 2026 |
Virtus Strategy Trust | 51.10% | 6.9M | +6.9M (+100.00%) | Mar 31, 2026 |
FIDELITY CONCORD STREET TRUST | 10.18% | 1.4M | 0 (0.00%) | Feb 28, 2026 |
SCHWAB STRATEGIC TRUST | 5.46% | 733,580 | 0 (0.00%) | Feb 28, 2026 |
Manager Directed Portfolios | 4.76% | 639,788 | +44,027 (+6.88%) | Mar 31, 2026 |
BANCROFT FUND LTD | 3.24% | 435,000 | +435,000 (+100.00%) | Mar 31, 2026 |
Current Ownership Distribution
- Mutual Funds117.1M (33.72%)
- Insiders116.0M (33.41%)
- Institutions114.1M (32.86%)
- Other0 (0.00%)
Insider Transactions
- 33.41% (116.0M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 6Number of InsiderSelling (last 12 months)
- $927.5MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Beilman Kyle CFO and COO and Secretary | In Kind | Mar 18, 2026 | $672,059.49 | 3,261 | $206.09 | 200,277 |
Beilman Kyle CFO and COO and Secretary | Award | Mar 09, 2026 | $0.00 | 8,260 | $0.00 | 163,816 |
Wilk Jason Chief Executive Officer | Award | Mar 09, 2026 | $0.00 | 13,767 | $0.00 | 217,550 |
Beilman Kyle CFO and COO and Secretary | Award | Mar 09, 2026 | $0.00 | 30,224 | $0.00 | 194,040 |
Wilk Jason Chief Executive Officer | Award | Mar 09, 2026 | $0.00 | 72,539 | $0.00 | 290,089 |
Beilman Kyle CFO and COO and Secretary | Award | Mar 09, 2026 | $0.00 | 9,498 | $0.00 | 203,538 |
Wilk Jason Chief Executive Officer | Award | Mar 09, 2026 | $0.00 | 18,335 | $0.00 | 308,424 |
Mitchell Andrea | Sell | Mar 06, 2026 | $40,972.00 | 200 | $204.86 | 21,309 |
Mitchell Andrea | Sell | Mar 06, 2026 | $165,626.78 | 803 | $206.26 | 20,506 |
Mitchell Andrea | Sell | Mar 06, 2026 | $293,004.12 | 1,412 | $207.51 | 19,094 |
Mitchell Andrea | Sell | Mar 06, 2026 | $371,154.96 | 1,782 | $208.28 | 17,312 |
Mitchell Andrea | Sell | Mar 06, 2026 | $451,755.72 | 2,158 | $209.34 | 15,154 |
Mitchell Andrea | Sell | Mar 06, 2026 | $345,976.40 | 1,645 | $210.32 | 13,509 |
Mitchell Andrea | Sell | Mar 06, 2026 | $395,491.98 | 1,871 | $211.38 | 11,638 |
Mitchell Andrea | Sell | Mar 06, 2026 | $105,474.40 | 496 | $212.65 | 11,142 |
Mitchell Andrea | Sell | Mar 06, 2026 | $428,014.32 | 2,004 | $213.58 | 9,138 |
Mitchell Andrea | Sell | Mar 06, 2026 | $216,102.20 | 1,007 | $214.60 | 8,131 |
Mitchell Andrea | Sell | Mar 06, 2026 | $194,022.00 | 900 | $215.58 | 7,231 |
Mitchell Andrea | Sell | Mar 06, 2026 | $156,486.28 | 722 | $216.74 | 6,509 |
Mitchell Andrea | Sell | Mar 05, 2026 | $73,220.00 | 350 | $209.20 | 36,159 |
Mitchell Andrea | Sell | Mar 05, 2026 | $388,837.68 | 1,848 | $210.41 | 34,311 |
Mitchell Andrea | Sell | Mar 05, 2026 | $356,343.80 | 1,685 | $211.48 | 32,626 |
Mitchell Andrea | Sell | Mar 05, 2026 | $63,759.00 | 300 | $212.53 | 32,326 |
Mitchell Andrea | Sell | Mar 05, 2026 | $264,055.35 | 1,235 | $213.81 | 31,091 |
Mitchell Andrea | Sell | Mar 05, 2026 | $865,751.52 | 4,029 | $214.88 | 27,062 |
Mitchell Andrea | Sell | Mar 05, 2026 | $150,934.00 | 700 | $215.62 | 26,362 |
Mitchell Andrea | Sell | Mar 05, 2026 | $130,296.00 | 600 | $217.16 | 25,762 |
Mitchell Andrea | Sell | Mar 05, 2026 | $410,644.64 | 1,883 | $218.08 | 23,879 |
Mitchell Andrea | Sell | Mar 05, 2026 | $175,424.00 | 800 | $219.28 | 23,079 |
Mitchell Andrea | Sell | Mar 05, 2026 | $110,040.00 | 500 | $220.08 | 22,579 |