rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

Dave Inc.

DAVE · Nasdaq

FinancialsDigital Banking & Lending PlatformsLeading

DAVE stood above a rising 150-day average in 35 of the last 52 weekly readings, including each of the last 26 weeks. It is 18.6% above that average now. Digital Banking & Lending Platforms: 27% of its 22 stocks in an uptrend (±0 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Leading
Weeks in an uptrend
26 in a row
Industry in uptrend
27% 0 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$41.6M
Officials’ trades on record
1
Institutions holding
321 (+68)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 35 of 52 weeks.

17 Apr – 16 Oct
2%31%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Digital Banking & Lending Platforms: A minority of its stocks are in an uptrend and the share has held steady. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$70.0M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

1 disclosed lines: House 0, Senate 0, executive 1; 1 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k4 Jun 2026filed 22 Aug 2026

Insiders

Buy orders, 12 months0
Sale orders, 12 months15
Buyers · sellers0 · 6
WhoDidSharesTraded
Brendan CarrollDirectorsold33,453at $1.6014 Sep 2026filed 14 Sep 2026
Brendan CarrollDirectorsold16,179at $1.5911 Sep 2026filed 14 Sep 2026
Brendan CarrollDirectorsold15,359at $1.5910 Sep 2026filed 14 Sep 2026
Brendan CarrollDirectorsold300,000at $1.984 Sep 2026filed 9 Sep 2026
Dan PrestonDirectorsold275at $259.835 Jun 2026filed 8 Jun 2026
Dan PrestonDirectorsold275at $247.654 Jun 2026filed 8 Jun 2026
Jason WilkChief Executive Officersold80at $277.492 Jun 2026filed 4 Jun 2026
Jason WilkChief Executive Officersold104at $276.552 Jun 2026filed 4 Jun 2026
Jason WilkChief Executive Officersold8,290at $275.012 Jun 2026filed 4 Jun 2026
Kyle BeilmanCFO and COO and Secretarysold49at $277.232 Jun 2026filed 4 Jun 2026
Kyle BeilmanCFO and COO and Secretarysold4,073at $275.002 Jun 2026filed 4 Jun 2026
Andrea MitchellDirectorsold200at $204.866 Mar 2026filed 6 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders321+68 on the quarter
New · exited107 · 39
Reported value$4.5B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20261,667,948$621.5M+839,351+101.3%
Hood River Capital Management LLCreduced · filed 14 Aug 20261,104,277$411.4M-41,624−3.6%
Divisadero Street Capital Management, LPadded · filed 14 Aug 2026699,366$260.6M+58,526+9.1%
FMR LLCadded · filed 13 Aug 2026479,746$178.7M+248,711+107.7%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026474,139$176.7M-29,389−5.8%
STATE STREET CORPadded · filed 7 Aug 2026406,752$151.6M+172,964+74.0%
RENAISSANCE TECHNOLOGIES LLCreduced · filed 13 Aug 2026367,378$136.9M-64,422−14.9%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026341,843$127.4M+15,503+4.8%
Driehaus Capital Management LLCadded · filed 14 Aug 2026331,537$123.5M+269,203+431.9%
JANE STREET GROUP, LLCadded · filed 14 Aug 2026312,197$116.3M+123,480+65.4%
31 Mar 2023 – 30 Jun 2026
23167310Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Brendan Carroll Company insiderDirector · last 14 Sep 20260 · 0
Jason Wilk Company insiderChief Executive Officer · last 11 Sep 20261 · 12
Kyle Beilman Company insiderCFO and COO and Secretary · last 11 Sep 20262 · 15
Dan Preston Company insiderDirector · last 5 Jun 20260 · 9
Yadin Rozov Company insiderDirector · last 5 Jun 20262 · 3
Donald J. Trump Executive branchWhite House Office · last 4 Jun 20261 · 0
Michael W. Pope Company insiderDirector · last 2 Jun 20260 · 5
Nima Khajehnouri Company insiderDirector · last 2 Jun 20260 · 0
Andrea Mitchell Company insiderDirector · last 6 Mar 20260 · 3
Imran Khan Company insiderDirector · last 18 Dec 20250 · 13
William J. Maris Company insider10% owner · last 9 Oct 20240 · 5
Section 32 Fund 1, Lp Company insider10% owner · last 10 May 20240 · 4

Same industry

WLTH WealthfrontIn trend+7%
SKYA SkyAIJust started moving+71%
NU Nu HoldingsAbove a falling average+4%
GDOT Green DotSetting up-4%
ORIO Orion DigitalNot moving yet-5%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Free cash flow marginFY 2025 · to 31 Dec 202552.3%
Cash conversionFY 2025 · to 31 Dec 2025148%
Debt to equityFY 2024 · to 31 Dec 20240.41×
Cash and equivalentsFY 2025 · to 31 Dec 2025$80.5M
Free cash flowFY 2025 · to 31 Dec 2025$289.7M

Analyst forecasts

No analyst forecasts yet.