Comparable stake leader
BlackRock, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001841408.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
05 Jun 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13D/G
13F
Company
|
14%
|
$377,016,011
1,570,442 shares
|
+$219,068,196 | 31 May 2026 |
| Jason Wilk |
3/4/5
13D/G
Chief Executive Officer, Director
|
11%
from 13D/G
|
$90,825,026
1,661,914 shares
mixed-class rows
|
-$28,367,517 | 02 Jun 2026 |
| Divisadero Street Capital Management, LP |
13F
13D/G
Company
|
9.2%
from 13D/G
|
$111,563,836
640,840 shares
|
— | 31 Mar 2026 |
| Hood River Capital Management LLC |
13D/G
13F
Company
|
9.2%
|
$247,078,283
1,115,931 shares
|
+$10,445,017 | 31 Dec 2025 |
| JANE STREET GROUP, LLC |
13F
13D/G
Company
|
5.4%
from 13D/G
|
$32,870,321
243,995 shares
mixed-class rows
|
— | 31 Mar 2026 |
| SUSQUEHANNA SECURITIES, LLC |
13D/G
G1 Execution Services, LLC
|
5.4%
|
—
613,445 shares
|
$0 | 31 Mar 2026 |
| Norwest Venture Partners XIV, LP |
13D/G
|
2%
|
$62,452,297
232,675 shares
|
$0 | 30 Jun 2025 |
| Yadin Rozov |
3/4/5
Director
|
0.67%
|
$13,201,941
75,834 shares
|
-$4,003,138 | 05 Jun 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$98,614,743.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 13,146 | $0 | $3,604,010 | -$3,604,010 |
| 3-6 | 0 | 30,544 | $0 | $6,479,029 | -$6,479,029 |
| 6-9 | 0 | 108,659 | $0 | $21,413,026 | -$21,413,026 |
| 9-12 | 0 | 300,514 | $0 | $67,118,679 | -$67,118,679 |
Reporting owners
Showing 1-16 of 16 reporting-owner rows connected to Dave Inc./DE. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Charles S. Paul | Director | $102,966,071 | Mixed | 05 Jan 2022 | ||
| Jason Wilk | Chief Executive Officer, Director | $90,825,026 | -$28,367,517 | -24% | Mixed | 02 Jun 2026 |
| Kyle Beilman | CFO and COO and Secretary | $53,942,625 | -$18,662,127 | -26% | Filing P/S | 02 Jun 2026 |
| Section 32 Fund 1, LP | 10%+ Owner | $41,746,219 | Filing P/S | 09 Oct 2024 | ||
| Yadin Rozov | Director | $13,201,941 | -$4,003,138 | -23% | Median | 05 Jun 2026 |
| Andrea Mitchell | Director | $1,410,760 | -$6,390,901 | -82% | Filing P/S | 05 Mar 2026 |
| Dan Preston | Director | $1,348,777 | -$139,557 | -9.4% | Filing P/S | 04 Jun 2026 |
| Michael W. Pope | Director | $1,126,014 | -$88,128 | -7.3% | Median | 02 Jun 2026 |
| Brendan Carroll | Director | $395,358 | Median | 02 Jun 2026 | ||
| Teresa Luna Aragones | Director | $301,591 | Mixed | 09 Jun 2023 | ||
| Nima Khajehnouri | Director | $110,895 | Median | 02 Jun 2026 | ||
| Imran Khan | Director | $0 | -$40,963,376 | -100% | Mixed | 18 Dec 2025 |
| Janet Kloppenburg | Director | Mixed | 05 Jan 2022 | |||
| Peter Offenhauser | Director | Mixed | 05 Jan 2022 | |||
| Kurt Summers | Director | Mixed | 05 Jan 2022 | |||
| VPC Impact Acquisition Holdings Sponsor III, LLC | Director, Other*, 10%+ Owner | Mixed | 05 Jan 2022 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Yadin Rozov | DAVE | Class A Common Stock | Gift | -100% | -2,200 | 0 | 05 Jun 2026 | By Family Foundation | ||
| Dan Preston | DAVE | Class A Common Stock | Sale | -5.03% | $71,453 | $259.83 | -275 | 5,191 | 05 Jun 2026 | Direct |
| Dan Preston | DAVE | Class A Common Stock | Sale | -4.79% | $68,104 | $247.65 | -275 | 5,466 | 04 Jun 2026 | Direct |
| Kyle Beilman | DAVE | Class A Common Stock | Sale | -2.06% | $1,133,659 | $275.03 | -4,122 | 196,155 | 02 Jun 2026 | Direct |
| Jason Wilk | DAVE | Class A Common Stock | Sale | -2.75% | $2,330,793 | $275.05 | -8,474 | 299,950 | 02 Jun 2026 | Direct |
| Michael W. Pope | DAVE | Class A Common Stock | Award | 10.9% | 637 | 6,468 | 02 Jun 2026 | Direct | ||
| Nima Khajehnouri | DAVE | Class A Common Stock | Award | 637 | 637 | 02 Jun 2026 | Direct | |||
| Yadin Rozov | DAVE | Class A Common Stock | Award | 0.85% | 637 | 75,834 | 02 Jun 2026 | Direct | ||
| Dan Preston | DAVE | Class A Common Stock | Award | 12.5% | 637 | 5,741 | 02 Jun 2026 | Direct | ||
| Brendan Carroll | DAVE | Class A Common Stock | Award | 39% | 637 | 2,271 | 02 Jun 2026 | Direct | ||
| Kyle Beilman | DAVE | Prepaid Variable Forward Contract (obligation to sell) | Other | 25,650 | 25,650 | 29 May 2026 | Direct | |||
| Kyle Beilman | DAVE | Class A Common Stock | Tax liability | -1.6% | -3,261 | 200,277 | 18 Mar 2026 | Direct | ||
| Kyle Beilman | DAVE | Class A Common Stock | Award | 30.8% | 47,982 | 203,538 | 09 Mar 2026 | Direct | ||
| Jason Wilk | DAVE | Class A Common Stock | Award | 51.4% | 104,641 | 308,424 | 09 Mar 2026 | Direct | ||
| Andrea Mitchell | DAVE | Class A Common Stock | Sale | -69.7% | $3,164,081 | $210.94 | -15,000 | 6,509 | 06 Mar 2026 | Direct |
| Andrea Mitchell | DAVE | Class A Common Stock | Sale | -41.1% | $3,226,819 | $215.12 | -15,000 | 21,509 | 05 Mar 2026 | Direct |
| Jason Wilk | DAVE | Class A Common Stock | Tax liability | -3.17% | -6,678 | 203,783 | 04 Mar 2026 | Direct | ||
| Michael W. Pope | DAVE | Class A Common Stock | Sale | -8.53% | $88,128 | $162.00 | -544 | 5,831 | 02 Feb 2026 | Direct |
| Kyle Beilman | DAVE | Class A Common Stock | Options Exercise | 3.32% | 5,000 | 155,556 | 27 Jan 2026 | Direct | ||
| Kyle Beilman | DAVE | Stock Option (right to buy) | Options Exercise | -17.9% | -5,000 | 22,958 | 27 Jan 2026 | Direct | ||
| Imran Khan | DAVE | Class A Common Stock | Sale | -100% | $233,778 | $204.00 | -1,146 | 0 | 18 Dec 2025 | By Proem Special Situations Fund I, LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -45.7% | $191,613 | $198.77 | -964 | 1,146 | 18 Dec 2025 | By Proem Special Situations Fund I, LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -100% | $432,324 | $201.64 | -2,144 | 0 | 18 Dec 2025 | By Proem Investments Master Fund LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -88.7% | $3,313,859 | $199.33 | -16,625 | 2,110 | 17 Dec 2025 | By Proem Special Situations Fund I, LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -88.6% | $3,318,064 | $199.34 | -16,645 | 2,144 | 17 Dec 2025 | By Proem Investments Master Fund LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -44% | $2,896,102 | $196.51 | -14,738 | 18,735 | 16 Dec 2025 | By Proem Special Situations Fund I, LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -17.9% | $813,305 | $198.51 | -4,097 | 18,789 | 16 Dec 2025 | By Proem Investments Master Fund LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -31.6% | $2,069,720 | $195.68 | -10,577 | 22,886 | 16 Dec 2025 | By Proem Investments Master Fund LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -31.5% | $2,961,760 | $192.17 | -15,412 | 33,473 | 15 Dec 2025 | By Proem Special Situations Fund I, LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -31.6% | $2,963,853 | $192.17 | -15,423 | 33,463 | 15 Dec 2025 | By Proem Investments Master Fund LP |
| Kyle Beilman | DAVE | Class A Common Stock | Sale | -2.27% | $712,176 | $203.77 | -3,495 | 150,556 | 02 Dec 2025 | Direct |
| Jason Wilk | DAVE | Class A Common Stock | Sale | -3.39% | $1,506,472 | $203.77 | -7,393 | 210,461 | 02 Dec 2025 | Direct |
| Kyle Beilman | DAVE | Class A Common Stock | Sale | -27.9% | $13,698,378 | $230.07 | -59,541 | 154,051 | 19 Sep 2025 | Direct |
| Jason Wilk | DAVE | Class A Common Stock | Sale | -27.3% | $18,812,564 | $230.28 | -81,693 | 217,854 | 19 Sep 2025 | Direct |
| Jason Wilk | DAVE | Class A Common Stock | Options Exercise | 37.5% | 81,693 | 299,547 | 19 Sep 2025 | Direct | ||
| Jason Wilk | DAVE | Class V Common Stock | Options Exercise | -5.85% | -81,693 | 1,314,082 | 19 Sep 2025 | Direct | ||
| Imran Khan | DAVE | Class A Common Stock | Sale | -14.9% | $1,858,043 | $217.70 | -8,535 | 48,885 | 17 Sep 2025 | By Proem Special Situations Fund I, LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -2.16% | $272,318 | $214.42 | -1,270 | 57,420 | 17 Sep 2025 | By Proem Special Situations Fund I, LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -16.8% | $2,147,025 | $217.33 | -9,879 | 48,886 | 17 Sep 2025 | By Proem Investments Master Fund LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -25.8% | $4,341,313 | $212.60 | -20,420 | 58,690 | 16 Sep 2025 | By Proem Special Situations Fund I, LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -13.3% | $1,936,089 | $215.22 | -8,996 | 58,765 | 16 Sep 2025 | By Proem Investments Master Fund LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -14.4% | $2,393,025 | $210.54 | -11,366 | 67,761 | 16 Sep 2025 | By Proem Investments Master Fund LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -20% | $4,411,836 | $223.10 | -19,775 | 79,110 | 15 Sep 2025 | By Proem Special Situations Fund I, LP |
| Imran Khan | DAVE | Class A Common Stock | Sale | -20% | $4,409,351 | $223.16 | -19,759 | 79,127 | 15 Sep 2025 | By Proem Investments Master Fund LP |
| Kyle Beilman | DAVE | Class A Common Stock | Sale | -0.53% | $262,200 | $230.00 | -1,140 | 213,592 | 15 Sep 2025 | Direct |
| Jason Wilk | DAVE | Class A Common Stock | Sale | -1.34% | $678,069 | $230.01 | -2,948 | 217,854 | 15 Sep 2025 | Direct |
| Jason Wilk | DAVE | Class A Common Stock | Options Exercise | 1.35% | 2,948 | 220,802 | 15 Sep 2025 | Direct | ||
| Jason Wilk | DAVE | Class V Common Stock | Options Exercise | -0.21% | -2,948 | 1,395,775 | 15 Sep 2025 | Direct | ||
| Kyle Beilman | DAVE | Class A Common Stock | Sale | -4.16% | $2,143,556 | $230.02 | -9,319 | 214,732 | 12 Sep 2025 | Direct |
| Jason Wilk | DAVE | Class A Common Stock | Sale | -6.59% | $3,532,724 | $230.01 | -15,359 | 217,854 | 12 Sep 2025 | Direct |