Findell Capital Increases Stake in Dave by 32,000 Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 12 2026
0mins
Should l Buy DAVE?
Source: Fool
- Share Increase: Findell Capital increased its stake in Dave by 32,000 shares in Q4 2025, with an estimated transaction value of $6.88 million, reflecting strong confidence in the company, especially as its stock surged 150% over the past year.
- Valuation Growth: The quarter-end valuation of Dave rose by $7.92 million, indicating the dual impact of stock price appreciation and new share purchases, showcasing the company's robust performance and market recognition in the digital banking sector.
- Financial Performance: In 2025, Dave's revenue climbed 60% year-over-year to $554.2 million, with net income reaching $195.9 million, highlighting its sustained growth potential in a competitive fintech landscape.
- Customer Growth: Dave's monthly active users reached 2.93 million, with customer acquisition costs remaining low at approximately $20 per new member, indicating the sustainability and efficiency of its business model, further solidifying its market position.
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Analyst Views on DAVE
Wall Street analysts forecast DAVE stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 174.950
Low
250.00
Averages
312.50
High
347.00
Current: 174.950
Low
250.00
Averages
312.50
High
347.00
About DAVE
Dave Inc. is a neobank, providing a mobile-first financial services platform designed to help people manage their money. The Company offers access to short-term liquidity, fee-free banking, and financial management tools. Its platform and products include ExtraCash and Dave Checking. ExtraCash is its flagship overdraft product, offered through its bank partners, that provides its members with credit in the form of a discretionary overdraft to bridge liquidity gaps between paychecks. Dave Checking is a digital demand deposit account offered through its bank partners with no account minimums or corresponding fees, and Federal Deposit Insurance Corporation (FDIC) pass-through insurance. Its members can open a Dave Checking account through its mobile application, add funds, and begin spending using a virtual or physical Dave branded debit Mastercard (Dave Debit Card). Its personal financial management products include Budget, Side Hustle, and Goals.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Dave Inc Options Volume: Today, Dave Inc's options volume reached 4,250 contracts, representing approximately 425,000 shares, which accounts for 61.8% of its average daily trading volume of 687,930 shares over the past month, indicating a significant increase in market interest.
- High Strike Call Activity: Within Dave Inc, the $180 strike call option is particularly active, with 1,362 contracts traded today, equating to about 136,200 shares, suggesting that investors are increasingly optimistic about future price increases.
- Lululemon Options Volume: Concurrently, Lululemon's options volume hit 17,291 contracts, representing around 1.7 million shares, which is 56.6% of its average daily trading volume of 3.1 million shares over the past month, reflecting the brand's strong market performance.
- Lululemon High Strike Call Activity: For Lululemon, the $175 strike call option saw 853 contracts traded, amounting to approximately 85,300 shares, indicating investor confidence in its growth potential moving forward.
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- New Investment Position: G2 Investment Partners has established a new position in Xometry, acquiring 221,679 shares valued at $13.2 million, which represents 3.1% of its assets under management, indicating confidence in the company's prospects.
- Rapid Accumulation: G2 quickly ramped up its holdings in Xometry to become one of its largest positions by year-end, despite holding no shares as of September 30, reflecting optimism about Xometry's growth potential.
- Financial Performance: Xometry reported a loss of $8.6 million in the fourth quarter, an improvement from a $9.9 million loss a year earlier, while revenue surged 30% year-over-year to $192 million, showcasing its competitive edge in a rapidly growing market.
- Market Outlook: The number of active suppliers and buyers for Xometry increased by 17% and 20%, respectively, and despite a 34.8% drop in stock price, the company must achieve GAAP profitability to support long-term stock appreciation potential.
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- Stake Acquisition: G2 Investment Partners disclosed in an SEC filing on February 17 that it acquired 221,679 shares of Xometry, valued at $13.2 million, representing 3.1% of its assets under management.
- Top Holdings Overview: Following the acquisition, G2's major holdings include NASDAQ: DAVE ($29.4 million, 7.0% of AUM) and NYSE: PACK ($18.1 million, 4.3% of AUM), indicating a focus on diversified investments.
- Financial Performance: Xometry reported a 30% year-over-year revenue increase in Q4 2022, reaching $192 million, although it still posted a GAAP net loss of $8.6 million, despite a 17% and 20% increase in active suppliers and buyers, respectively.
- Market Outlook: While Xometry's stock has dropped 34.8% this year, it has gained 50.9% over the past year, highlighting its potential in the rapidly growing on-demand manufacturing market, though profitability is essential for long-term stock appreciation.
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- Transaction Overview: Board member Andrea Mitchell sold 30,000 shares of common stock in multiple open-market transactions on March 5 and 6, 2026, totaling $6.4 million, indicating a significant reduction in her ownership stake.
- Ownership Change: Post-transaction, Mitchell's direct ownership plummeted from 36,509 shares to 6,509 shares, representing an 82.17% decrease, which may raise concerns about her confidence in the company's future.
- Historical Comparison: This sale marks Mitchell's largest single transaction to date, involving 30,000 shares compared to her previous median sale of 16,180 shares, suggesting a potential shift in her holding strategy.
- Market Reaction and Investor Caution: While Dave Inc. reported strong financial results for 2025 with a 60% revenue increase to $554.2 million, Mitchell's substantial sell-off could lead investors to approach the stock with caution, especially as shares have rebounded from a 52-week low of $65.46 to over $200.
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- Share Reduction Details: Andrea Mitchell sold 30,000 shares of Dave Inc. on March 5 and 6, 2026, across 26 open-market transactions, totaling approximately $6.39 million at a weighted average price of $213.03 per share, reducing her direct holdings by 82.17% to 6,509 shares.
- Trading Plan Context: This sale was executed under a Rule 10b5-1 trading plan adopted in November 2025, designed to mitigate legal risks associated with insider trading; however, the significant reduction of over 80% in her holdings raises caution among investors regarding Dave's stock.
- Financial Performance Highlights: Prior to the sale, Dave reported a 60% year-over-year revenue increase to $554.2 million in its 2025 financial results released on March 2, alongside a net income surge to $195.9 million, indicating strong performance and demand in the fintech sector.
- Market Volatility Risks: Although Dave's stock has rebounded significantly from a 52-week low of $65.46 to over $200, its high volatility, with a beta of approximately four, necessitates careful risk assessment for investors considering a purchase.
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- Transaction Overview: Board member Andrea Mitchell sold 30,000 shares of common stock in multiple open-market transactions on March 5 and 6, 2026, totaling $6.4 million, indicating a significant reduction in her stake in the company.
- Ownership Reduction: Following the sale, Mitchell's direct ownership plummeted from 36,509 shares to 6,509 shares, representing an 82.17% decrease, which may raise concerns about her confidence in the company's future prospects.
- Historical Comparison: This transaction marks Mitchell's largest single sale to date, involving 30,000 shares compared to her previous average sale of 16,180 shares, suggesting a notable shift in her stance towards her holdings.
- Market Reaction and Investor Advice: While the company reported a 60% year-over-year revenue increase to $554.2 million in its 2025 financial results, Mitchell's significant sell-off may lead investors to approach the stock with caution, especially given the price rebound from a 52-week low of $65.46 to over $200.
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