Dave Inc./DE (DAVE)

TickerDAVEBörseNasdaq
ISINUS23834J1025CIK0001841408
🔒 Mitglieder
Schluss · 27.07.2026
1T+0,7 %1W−7,4 %1M+16,3 %3M+45,1 %6M+120,4 %1J+92,6 %
GCS 59 → +0,0
TSI 35,9 · 42,0 ▼ 23.07.
8-K 5.02 02.03.26· 149T
Insider ▼ 05.06.26· 54T

Stammdaten

Dave Inc. bietet eine Reihe von Finanzprodukten und -dienstleistungen über ihre Online-Finanzserviceplattform an. Das Unternehmen bietet Insights, ein persönliches Finanzmanagement-Tool zur Verwaltung von Einnahmen und Ausgaben zwischen Gehältern für Mitglieder; ExtraCash, eine kostenlose Überziehungs- und Kurzzeitkreditalternative, die es Mitgliedern ermöglicht, Mittel auf ihr Konto zu überweisen und eine Gebühr zu vermeiden; und Side Hustle, ein Stellenausschreibungsportal. Das Unternehmen bietet auch Dave Banking, ein digitales Girokonto und Demand-Deposit-Konto an. Das Unternehmen wurde 2015 gegründet und hat seinen Sitz in West Hollywood, Kalifornien. KI

Unternehmen & Branche

NameDave Inc./DE
TickerDAVE
CIK0001841408
BörseNasdaq
SektorFinanzen
IndustrieKredit- & Finanzierungsdienste
SIC6199 · Finance Services

Wertpapier & Kennzahlen

CUSIP23834J102
ISINUS23834J1025
TypCommon Stock
Marktkapitalisierung5,83 Mrd. USD
KGV (P/E)29,77
Beta3,79

Sitz & Kontakt

Geschäftsadresse1265 SOUTH COCHRAN AVENUE, 90019 LOS ANGELES, CA
Telefon8448573283
EIN (IRS)00-0000000

Listing & Historie

Listing-BörsenNasdaq · Nasdaq
Fiskaljahr-Ende31.12.
SEC-Filer-StatusLarge accelerated filer
Frühere NamenVPC Impact Acquisition Holdings III, Inc. (bis 2022)

Bewertung

KBV (P/B)16,54 vs. 36,13 (2021)
KUV (P/S)10,53 vs. 9,15 (2021)
FCF-Rendite5,0 % vs. -0,1 % (2021)
Buyback-Rendite0,7 % vs. 0,0 % (2021)

Qualität & Bilanz

Nettomarge35,3 % vs. -13,1 % (2021)
ROIC55,5 % vs. -26,1 % (2021)

Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →

Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
Kennzahl20212022202320242025TTM*Verlauf
Bewertung
KBV (P/B)36,131,011,156,569,0928,62
KUV (P/S)9,150,520,393,465,799,65
FCF-Rendite-0,1 %-42,4 %33,0 %10,4 %9,0 %5,6 %
Buyback-Rendite0,0 %0,5 %0,0 %0,0 %1,4 %3,8 %
Qualität & Bilanz
Nettomarge-13,1 %-62,9 %-18,7 %16,7 %35,3 %37,2 %
ROIC-26,1 %-70,7 %-29,8 %22,4 %55,5 %110,2 %

Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.

Externe Quelle: SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »

Glück Conviction Score™

DAVE Dave Inc./DE
Eingeschränkte Aussagekraft — erst 61 % der Signal-Gewichte sind mit Daten unterlegt.
Conviction Score
59
Neutral
Risiko 64
Schwelle niedrighoch
Effektiv Risiko-Ausstieg
Handelsvolumen Hoch
Insider
0,0
Keine Insider-Käufe
Institutionell
26,5
51 neu, 106 erhöht, -532448K $ netto
Aktivist
35,1
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)

Score-Verlauf (90 Tage)

Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.

Kursverlauf (24 Monate)

Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.

Technische Indikatoren

77.5
Technical-Score: 77.5 / 100 (informativ, keine Anlageempfehlung)
Bullisch-Anteil 58.3 % — 7 bullisch / 1 bärisch / 4 neutral

Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).

IndikatorSignalGewichtWertDetailBeitrag
Kurs vs SMA50Bullisch10 %327.35+23.9 % vs SMA50
Kurs vs SMA200Bullisch15 %240.41+68.7 % vs SMA200
SMA-CrossBullisch10 %GOLDENvor 60 Tagen @ 257.27
EMA20 vs EMA50Bullisch5 %397.13EMA50: 346.00
MACD-HistogrammBärisch10 %-5.677Bearisch
RSI(14)Neutral10 %58.8Neutral (30–70)
Stoch %K(14)Neutral5 %43.3Neutral
ADX(14)+DIBullisch10 %33.2+DI: 23.8 / −DI: 20.6
Z-Score(60)Neutral5 %1.30In Range
52W-PositionBullisch5 %87.1 %Hoch 442.53 / Tief 155.92
Bollinger(20,2σ)Neutral5 %50.3 %Upper 452.99 / Mid 405.33 / Lower 357.68
LinReg-Slope(60)Bullisch10 %+3.6464R²=0.84 / annualisiert +291.1 %

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2026-06-05Preston DanDirectorOpen Market Sale-275259,83-71.453,25-14,7%
2026-06-04Preston DanDirectorOpen Market Sale-275247,65-68.103,75-14,0%
2026-06-02Beilman KyleOfficer, CFO and COO and SecretaryOpen Market Sale-4.073275,00-1.120.075,00-230,7%
2026-06-02Beilman KyleOfficer, CFO and COO and SecretaryOpen Market Sale-49277,23-13.584,27-2,8%
2026-06-02Wilk JasonDirector, Officer, Chief Executive OfficerOpen Market Sale-80277,49-22.199,20-4,6%
2026-06-02Wilk JasonDirector, Officer, Chief Executive OfficerOpen Market Sale-8.290275,01-2.279.832,90-469,6%
2026-06-02Wilk JasonDirector, Officer, Chief Executive OfficerOpen Market Sale-104276,55-28.761,20-5,9%
2026-03-06Mitchell AndreaDirectorOpen Market Sale-1.007214,60-216.102,20-44,5%
2026-03-06Mitchell AndreaDirectorOpen Market Sale-900215,58-194.022,00-40,0%
2026-03-06Mitchell AndreaDirectorOpen Market Sale-803206,26-165.626,78-34,1%
2026-03-06Mitchell AndreaDirectorOpen Market Sale-722216,74-156.486,28-32,2%
2026-03-06Mitchell AndreaDirectorOpen Market Sale-200204,86-40.972,00-8,4%
2026-03-06Mitchell AndreaDirectorOpen Market Sale-496212,65-105.474,40-21,7%
2026-03-06Mitchell AndreaDirectorOpen Market Sale-2.158209,34-451.755,72-93,0%
2026-03-06Mitchell AndreaDirectorOpen Market Sale-2.004213,58-428.014,32-88,2%
2026-03-06Mitchell AndreaDirectorOpen Market Sale-1.871211,38-395.491,98-81,5%
2026-03-06Mitchell AndreaDirectorOpen Market Sale-1.782208,28-371.154,96-76,4%
2026-03-06Mitchell AndreaDirectorOpen Market Sale-1.645210,32-345.976,40-71,3%
2026-03-06Mitchell AndreaDirectorOpen Market Sale-1.412207,51-293.004,12-60,4%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-200223,22-44.644,00-9,2%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-4.029214,88-865.751,52-178,3%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-1.883218,08-410.644,64-84,6%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-1.848210,41-388.837,68-80,1%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-1.685211,48-356.343,80-73,4%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-1.235213,81-264.055,35-54,4%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-800219,28-175.424,00-36,1%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-700215,62-150.934,00-31,1%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-600217,16-130.296,00-26,8%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-570221,42-126.209,40-26,0%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-500220,08-110.040,00-22,7%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-350209,20-73.220,00-15,1%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-300222,20-66.660,00-13,7%
2026-03-05Mitchell AndreaDirectorOpen Market Sale-300212,53-63.759,00-13,1%
2026-02-02POPE MICHAEL WDirectorOpen Market Sale-544162,00-88.128,00-18,2%
2025-12-18Khan ImranDirectorOpen Market Sale-164199,68-32.747,52-6,7%
2025-12-18Khan ImranDirectorOpen Market Sale-591204,59-120.912,69-24,9%
2025-12-18Khan ImranDirectorOpen Market Sale-407197,92-80.553,44-16,6%
2025-12-18Khan ImranDirectorOpen Market Sale-396198,54-78.621,84-16,2%
2025-12-18Khan ImranDirectorOpen Market Sale-309198,59-61.364,31-12,6%
2025-12-18Khan ImranDirectorOpen Market Sale-278202,59-56.320,02-11,6%
2025-12-18Khan ImranDirectorOpen Market Sale-268197,53-52.938,04-10,9%
2025-12-18Khan ImranDirectorOpen Market Sale-183200,92-36.768,36-7,6%
2025-12-18Khan ImranDirectorOpen Market Sale-166199,81-33.168,46-6,8%
2025-12-18Khan ImranDirectorOpen Market Sale-136200,78-27.306,08-5,6%
2025-12-18Khan ImranDirectorOpen Market Sale-110205,14-22.565,40-4,6%
2025-12-18Khan ImranDirectorOpen Market Sale-100206,71-20.671,00-4,3%
2025-12-18Khan ImranDirectorOpen Market Sale-500203,90-101.950,00-21,0%
2025-12-18Khan ImranDirectorOpen Market Sale-298204,90-61.060,20-12,6%
2025-12-18Khan ImranDirectorOpen Market Sale-246202,29-49.763,34-10,2%
2025-12-18Khan ImranDirectorOpen Market Sale-102205,93-21.004,86-4,3%
2025-12-17Khan ImranDirectorOpen Market Sale-3.509196,68-690.150,12-142,2%
2025-12-17Khan ImranDirectorOpen Market Sale-2.464200,73-494.598,72-101,9%
2025-12-17Khan ImranDirectorOpen Market Sale-2.454199,72-490.112,88-101,0%
2025-12-17Khan ImranDirectorOpen Market Sale-2.324199,89-464.544,36-95,7%
2025-12-17Khan ImranDirectorOpen Market Sale-2.220200,98-446.175,60-91,9%
2025-12-17Khan ImranDirectorOpen Market Sale-2.068202,02-417.777,36-86,1%
2025-12-17Khan ImranDirectorOpen Market Sale-1.854201,74-374.025,96-77,0%
2025-12-17Khan ImranDirectorOpen Market Sale-1.511198,03-299.223,33-61,6%
2025-12-17Khan ImranDirectorOpen Market Sale-1.141202,76-231.349,16-47,7%
2025-12-17Khan ImranDirectorOpen Market Sale-714197,65-141.122,10-29,1%
2025-12-17Khan ImranDirectorOpen Market Sale-683202,99-138.642,17-28,6%
2025-12-17Khan ImranDirectorOpen Market Sale-299195,57-58.475,43-12,0%
2025-12-17Khan ImranDirectorOpen Market Sale-290203,91-59.133,90-12,2%
2025-12-17Khan ImranDirectorOpen Market Sale-260204,01-53.042,60-10,9%
2025-12-17Khan ImranDirectorOpen Market Sale-200195,42-39.084,00-8,1%
2025-12-17Khan ImranDirectorOpen Market Sale-3.900198,69-774.891,00-159,6%
2025-12-17Khan ImranDirectorOpen Market Sale-3.779198,85-751.454,15-154,8%
2025-12-17Khan ImranDirectorOpen Market Sale-3.600196,70-708.120,00-145,9%
2025-12-16Khan ImranDirectorOpen Market Sale-91199,06-18.114,46-3,7%
2025-12-16Khan ImranDirectorOpen Market Sale-3.156196,42-619.901,52-127,7%
2025-12-16Khan ImranDirectorOpen Market Sale-2.561197,48-505.746,28-104,2%
2025-12-16Khan ImranDirectorOpen Market Sale-2.074195,52-405.508,48-83,5%
2025-12-16Khan ImranDirectorOpen Market Sale-1.123194,63-218.569,49-45,0%
2025-12-16Khan ImranDirectorOpen Market Sale-700193,42-135.394,00-27,9%
2025-12-16Khan ImranDirectorOpen Market Sale-700192,42-134.694,00-27,7%
2025-12-16Khan ImranDirectorOpen Market Sale-214189,55-40.563,70-8,4%
2025-12-16Khan ImranDirectorOpen Market Sale-49190,66-9.342,34-1,9%
2025-12-16Khan ImranDirectorOpen Market Sale-4.006198,50-795.191,00-163,8%
2025-12-16Khan ImranDirectorOpen Market Sale-3.802198,57-754.963,14-155,5%
2025-12-16Khan ImranDirectorOpen Market Sale-3.336196,45-655.357,20-135,0%
2025-12-16Khan ImranDirectorOpen Market Sale-52190,94-9.928,88-2,0%
2025-12-16Khan ImranDirectorOpen Market Sale-2.946197,53-581.923,38-119,9%
2025-12-16Khan ImranDirectorOpen Market Sale-1.923195,52-375.984,96-77,4%
2025-12-16Khan ImranDirectorOpen Market Sale-1.068194,62-207.854,16-42,8%
2025-12-16Khan ImranDirectorOpen Market Sale-900193,33-173.997,00-35,8%
2025-12-16Khan ImranDirectorOpen Market Sale-500192,20-96.100,00-19,8%
2025-12-16Khan ImranDirectorOpen Market Sale-211189,54-39.992,94-8,2%
2025-12-15Khan ImranDirectorOpen Market Sale-4.516191,59-865.220,44-178,2%
2025-12-15Khan ImranDirectorOpen Market Sale-79198,71-15.698,09-3,2%
2025-12-15Khan ImranDirectorOpen Market Sale-100198,93-19.893,00-4,1%
2025-12-15Khan ImranDirectorOpen Market Sale-111200,03-22.203,33-4,6%
2025-12-15Khan ImranDirectorOpen Market Sale-112200,03-22.403,36-4,6%
2025-12-15Khan ImranDirectorOpen Market Sale-188197,66-37.160,08-7,7%
2025-12-15Khan ImranDirectorOpen Market Sale-264197,77-52.211,28-10,8%
2025-12-15Khan ImranDirectorOpen Market Sale-300195,47-58.641,00-12,1%
2025-12-15Khan ImranDirectorOpen Market Sale-340189,32-64.368,80-13,3%
2025-12-15Khan ImranDirectorOpen Market Sale-400194,71-77.884,00-16,0%
2025-12-15Khan ImranDirectorOpen Market Sale-400194,86-77.944,00-16,1%
2025-12-15Khan ImranDirectorOpen Market Sale-424189,55-80.369,20-16,6%
2025-12-15Khan ImranDirectorOpen Market Sale-457196,96-90.010,72-18,5%
2025-12-15Khan ImranDirectorOpen Market Sale-512196,89-100.807,68-20,8%
2025-12-15Khan ImranDirectorOpen Market Sale-700193,50-135.450,00-27,9%
2025-12-15Khan ImranDirectorOpen Market Sale-900193,48-174.132,00-35,9%
2025-12-15Khan ImranDirectorOpen Market Sale-3.662192,57-705.191,34-145,3%
2025-12-15Khan ImranDirectorOpen Market Sale-4.088192,56-787.185,28-162,1%
2025-12-15Khan ImranDirectorOpen Market Sale-4.262190,77-813.061,74-167,5%
2025-12-15Khan ImranDirectorOpen Market Sale-4.298190,80-820.058,40-168,9%
2025-12-15Khan ImranDirectorOpen Market Sale-4.422191,56-847.078,32-174,5%
2025-12-02Wilk JasonDirector, Officer, Chief Executive OfficerOpen Market Sale-7.393203,77-1.506.471,61-310,3%
2025-12-02Beilman KyleOfficer, CFO and COO and SecretaryOpen Market Sale-3.495203,77-712.176,15-146,7%
2025-09-19Beilman KyleOfficer, CFO and COO and SecretaryOpen Market Sale-400231,00-92.400,00-19,0%
2025-09-19Wilk JasonDirector, Officer, Chief Executive OfficerOpen Market Sale-75.151230,21-17.300.511,71-3563,5%
2025-09-19Wilk JasonDirector, Officer, Chief Executive OfficerOpen Market Sale-6.542231,13-1.512.052,46-311,4%
2025-09-19Beilman KyleOfficer, CFO and COO and SecretaryOpen Market Sale-59.141230,06-13.605.978,46-2802,5%
2025-09-17Khan ImranDirectorOpen Market Sale-2.554217,21-554.754,34-114,3%
2025-09-17Khan ImranDirectorOpen Market Sale-200212,60-42.520,00-8,8%
2025-09-17Khan ImranDirectorOpen Market Sale-200214,18-42.836,00-8,8%
2025-09-17Khan ImranDirectorOpen Market Sale-200222,00-44.400,00-9,1%
2025-09-17Khan ImranDirectorOpen Market Sale-300212,74-63.822,00-13,1%
2025-09-17Khan ImranDirectorOpen Market Sale-300213,62-64.086,00-13,2%
2025-09-17Khan ImranDirectorOpen Market Sale-770215,21-165.711,70-34,1%
2025-09-17Khan ImranDirectorOpen Market Sale-837220,25-184.349,25-38,0%
2025-09-17Khan ImranDirectorOpen Market Sale-863219,10-189.083,30-38,9%
2025-09-17Khan ImranDirectorOpen Market Sale-905215,34-194.882,70-40,1%
2025-09-17Khan ImranDirectorOpen Market Sale-1.481218,29-323.287,49-66,6%
2025-09-17Khan ImranDirectorOpen Market Sale-2.671217,22-580.194,62-119,5%
2025-09-17Khan ImranDirectorOpen Market Sale-2.422216,42-524.169,24-108,0%
2025-09-17Khan ImranDirectorOpen Market Sale-200221,75-44.350,00-9,1%
2025-09-17Khan ImranDirectorOpen Market Sale-600220,10-132.060,00-27,2%
2025-09-17Khan ImranDirectorOpen Market Sale-1.170219,19-256.452,30-52,8%
2025-09-17Khan ImranDirectorOpen Market Sale-1.488218,23-324.726,24-66,9%
2025-09-17Khan ImranDirectorOpen Market Sale-2.523216,29-545.699,67-112,4%
2025-09-16Khan ImranDirectorOpen Market Sale-1.932212,72-410.975,04-84,7%
2025-09-16Khan ImranDirectorOpen Market Sale-3.513214,84-754.732,92-155,5%
2025-09-16Khan ImranDirectorOpen Market Sale-3.466210,84-730.771,44-150,5%
2025-09-16Khan ImranDirectorOpen Market Sale-3.430214,76-736.626,80-151,7%
2025-09-16Khan ImranDirectorOpen Market Sale-2.928213,95-626.445,60-129,0%
2025-09-16Khan ImranDirectorOpen Market Sale-2.814213,92-601.970,88-124,0%
2025-09-16Khan ImranDirectorOpen Market Sale-2.697209,75-565.695,75-116,5%
2025-09-16Khan ImranDirectorOpen Market Sale-1.850212,67-393.439,50-81,0%
2025-09-16Khan ImranDirectorOpen Market Sale-1.587211,64-335.872,68-69,2%
2025-09-16Khan ImranDirectorOpen Market Sale-1.392216,97-302.022,24-62,2%
2025-09-16Khan ImranDirectorOpen Market Sale-1.235217,11-268.130,85-55,2%
2025-09-16Khan ImranDirectorOpen Market Sale-1.200207,49-248.988,00-51,3%
2025-09-16Khan ImranDirectorOpen Market Sale-600208,12-124.872,00-25,7%
2025-09-16Khan ImranDirectorOpen Market Sale-508218,02-110.754,16-22,8%
2025-09-16Khan ImranDirectorOpen Market Sale-508217,95-110.718,60-22,8%
2025-09-16Khan ImranDirectorOpen Market Sale-500215,43-107.715,00-22,2%
2025-09-16Khan ImranDirectorOpen Market Sale-457215,89-98.661,73-20,3%
2025-09-16Khan ImranDirectorOpen Market Sale-379218,86-82.947,94-17,1%
2025-09-16Khan ImranDirectorOpen Market Sale-352218,85-77.035,20-15,9%
2025-09-16Khan ImranDirectorOpen Market Sale-3.382210,81-712.959,42-146,9%
2025-09-16Khan ImranDirectorOpen Market Sale-2.818209,78-591.160,04-121,8%
2025-09-16Khan ImranDirectorOpen Market Sale-1.534211,75-324.824,50-66,9%
2025-09-16Khan ImranDirectorOpen Market Sale-1.022207,47-212.034,34-43,7%
2025-09-16Khan ImranDirectorOpen Market Sale-678208,07-141.071,46-29,1%
2025-09-15Khan ImranDirectorOpen Market Sale-1.500229,23-343.845,00-70,8%
2025-09-15Beilman KyleOfficer, CFO and COO and SecretaryOpen Market Sale-1.140230,00-262.200,00-54,0%
2025-09-15Khan ImranDirectorOpen Market Sale-3.200218,77-700.064,00-144,2%
2025-09-15Khan ImranDirectorOpen Market Sale-3.111218,66-680.251,26-140,1%
2025-09-15Khan ImranDirectorOpen Market Sale-2.980224,85-670.053,00-138,0%
2025-09-15Khan ImranDirectorOpen Market Sale-1.469224,02-329.085,38-67,8%
2025-09-15Khan ImranDirectorOpen Market Sale-1.455221,93-322.908,15-66,5%
2025-09-15Khan ImranDirectorOpen Market Sale-1.362225,77-307.498,74-63,3%
2025-09-15Khan ImranDirectorOpen Market Sale-1.295229,16-296.762,20-61,1%
2025-09-15Khan ImranDirectorOpen Market Sale-1.195225,78-269.807,10-55,6%
2025-09-15Khan ImranDirectorOpen Market Sale-1.168223,90-261.515,20-53,9%
2025-09-15Khan ImranDirectorOpen Market Sale-1.125226,88-255.240,00-52,6%
2025-09-15Khan ImranDirectorOpen Market Sale-1.092226,92-247.796,64-51,0%
2025-09-15Khan ImranDirectorOpen Market Sale-569229,86-130.790,34-26,9%
2025-09-15Khan ImranDirectorOpen Market Sale-500227,97-113.985,00-23,5%
2025-09-15Khan ImranDirectorOpen Market Sale-404228,02-92.120,08-19,0%
2025-09-15Khan ImranDirectorOpen Market Sale-359229,96-82.555,64-17,0%
2025-09-15Khan ImranDirectorOpen Market Sale-1.617221,85-358.731,45-73,9%
2025-09-15Khan ImranDirectorOpen Market Sale-1.647220,80-363.657,60-74,9%
2025-09-15Khan ImranDirectorOpen Market Sale-1.867219,91-410.571,97-84,6%
2025-09-15Khan ImranDirectorOpen Market Sale-2.078220,79-458.801,62-94,5%
2025-09-15Khan ImranDirectorOpen Market Sale-2.175222,84-484.677,00-99,8%
2025-09-15Wilk JasonDirector, Officer, Chief Executive OfficerOpen Market Sale-2.948230,01-678.069,48-139,7%
2025-09-15Khan ImranDirectorOpen Market Sale-2.615224,98-588.322,70-121,2%
2025-09-15Khan ImranDirectorOpen Market Sale-2.396222,94-534.164,24-110,0%
2025-09-15Khan ImranDirectorOpen Market Sale-2.355219,95-517.982,25-106,7%
2025-09-12Beilman KyleOfficer, CFO and COO and SecretaryOpen Market Sale-9.319230,02-2.143.556,38-441,5%
2025-09-12Rozov YadinDirectorOpen Market Sale-822228,64-187.942,08-38,7%
2025-09-12Rozov YadinDirectorOpen Market Sale-848226,80-192.326,40-39,6%
2025-09-12Wilk JasonDirector, Officer, Chief Executive OfficerOpen Market Sale-15.359230,01-3.532.723,59-727,6%
2025-09-12Rozov YadinDirectorOpen Market Sale-2.462227,90-561.089,80-115,6%
2025-09-12Rozov YadinDirectorOpen Market Sale-3225,21-675,63-0,1%
2025-09-12Rozov YadinDirectorOpen Market Sale-591229,75-135.782,25-28,0%
2025-09-04Beilman KyleOfficer, CFO and COO and SecretaryOpen Market Sale-21200,52-4.210,92-0,9%
2025-09-04Beilman KyleOfficer, CFO and COO and SecretaryOpen Market Sale-3.548199,42-707.542,16-145,7%
2025-09-04Rozov YadinDirectorOpen Market Sale-228203,99-46.509,72-9,6%
2025-09-04Rozov YadinDirectorOpen Market Sale-596201,80-120.272,80-24,8%
2025-09-04Rozov YadinDirectorOpen Market Sale-1.012196,94-199.303,28-41,1%
2025-09-04Rozov YadinDirectorOpen Market Sale-1.384202,86-280.758,24-57,8%
2025-09-04Rozov YadinDirectorOpen Market Sale-3.619199,90-723.438,10-149,0%
2025-09-04Rozov YadinDirectorOpen Market Sale-1.659195,79-324.815,61-66,9%
2025-09-04Rozov YadinDirectorOpen Market Sale-2.327201,10-467.959,70-96,4%
2025-09-04Rozov YadinDirectorOpen Market Sale-3.035198,98-603.904,30-124,4%
2025-09-04Wilk JasonDirector, Officer, Chief Executive OfficerOpen Market Sale-26200,50-5.213,00-1,1%

Fondsaktivität (Vorquartalsvergleich)

⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Hood River Capital Management LLC1.145.90101.145.901199.489.905Neu+100,0%
BlackRock, Inc.828.5970828.597144.250.452Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP746.1910746.191129.904.391Neu+100,0%
Divisadero Street Capital Management, LP640.8400640.840111.563.836Neu+100,0%
VANGUARD CAPITAL MANAGEMENT LLC503.5280503.52887.659.190Neu+100,0%
RENAISSANCE TECHNOLOGIES LLC431.8000431.80075.172.062Neu+100,0%
JANE STREET GROUP, LLC352.1170352.11761.300.049Neu+100,0%
GEODE CAPITAL MANAGEMENT, LLC326.3400326.34056.820.913Neu+100,0%
CITADEL ADVISORS LLC292.4260292.42650.908.443Neu+100,0%
DIMENSIONAL FUND ADVISORS LP253.1730253.17344.069.105Neu+100,0%
STATE STREET CORP233.7880233.78840.700.153Neu+100,0%
FMR LLC231.0350231.03540.220.914Neu+100,0%
WELLINGTON MANAGEMENT GROUP LLP226.0420226.04239.351.652Neu+100,0%
UBS Group AG225.4760225.47639.253.117Neu+100,0%
Whetstone Capital Advisors, LLC224.1550224.15539.023.144Neu+100,0%
FULLER & THALER ASSET MANAGEMENT, INC.202.0130202.01335.168.468Neu+100,0%
AMERICAN CENTURY COMPANIES INC198.6280198.62834.579.538Neu+100,0%
VOYA INVESTMENT MANAGEMENT LLC193.8400193.84033.745.606Neu+100,0%
FINDELL CAPITAL MANAGEMENT LLC170.0000170.00029.595.300Neu+100,0%
Jefferies Financial Group Inc.158.2770158.27727.554.443Neu+100,0%
GOLDMAN SACHS GROUP INC148.4830148.48325.849.405Neu+100,0%
FRANKLIN RESOURCES INC136.7960136.79623.814.815Neu+100,0%
NORTHERN TRUST CORP122.5860122.58621.340.997Neu+100,0%
G2 Investment Partners Management LLC119.8400119.84020.862.946Neu+100,0%
Estuary Capital Management LP118.0770118.07720.556.025Neu+100,0%
Metavasi Capital LP117.5940117.59420.471.939Neu+100,0%
D. E. Shaw & Co., Inc.108.9050108.90518.959.271Neu+100,0%
Portolan Capital Management, LLC105.4420105.44218.356.398Neu+100,0%
SEI INVESTMENTS CO98.435098.43517.135.176Neu+100,0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC89.220089.22015.532.310Neu+100,0%
Nuveen, LLC87.864087.86415.296.243Neu+100,0%
Allianz Asset Management GmbH79.532079.53213.845.726Neu+100,0%
PEAK6 LLC77.200077.20013.439.748Neu+100,0%
Buckley Capital Advisors, LLC76.690076.69013.350.962Neu+100,0%
S SQUARED TECHNOLOGY, LLC75.040075.04013.063.714Neu+100,0%
PEREGRINE CAPITAL MANAGEMENT LLC33.83236.645-2.81312.605.465Reduziert-7,7%
OBERWEIS ASSET MANAGEMENT INC/66.702066.70211.612.151Neu+100,0%
Granahan Investment Management, LLC65.462065.46211.396.280Neu+100,0%
SG Capital Management LLC63.487063.48711.052.452Neu+100,0%
DRIEHAUS CAPITAL MANAGEMENT LLC62.334062.33410.851.726Neu+100,0%
FIRST TRUST ADVISORS LP60.351060.35110.506.505Neu+100,0%
Russell Investments Group, Ltd.57.006057.0069.924.378Neu+100,0%
GROUP ONE TRADING LLC56.355056.3559.810.842Neu+100,0%
MORGAN STANLEY56.071056.0719.761.447Neu+100,0%
Prospect Capital Advisors, LLC52.240052.2409.094.462Neu+100,0%
BANK OF AMERICA CORP /DE/47.425047.4258.256.218Neu+100,0%
MARSHALL WACE, LLP45.858045.8587.983.420Neu+100,0%
MILLENNIUM MANAGEMENT LLC42.090042.0907.327.448Neu+100,0%
Tenzing Global Management, LLC40.000040.0006.963.600Neu+100,0%
INTERCAPITAL, LLC39.386039.3866.856.709Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026)

⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
PEREGRINE CAPITAL MANAGEMENT LLC33.83236.645-7,7%12.605.46529,8137 %3 Q
OAK RIDGE INVESTMENTS LLC6.3890+100,0%2.380.4785,6390 %1 Q
COMMONWEALTH EQUITY SERVICES, LLC5.9041.191+395,7%2.199.7705,205 Q
TOTH FINANCIAL ADVISORY CORP5.3750+100,0%2.002.6724,7411 %2 Q
SIERRA SUMMIT ADVISORS LLC4.9260+100,0%1.835.3794,340 %6 Q
Louisiana State Employees Retirement System4.5000+100,0%1.676.6553,96100 %1 Q
Y-Intercept (Hong Kong) Ltd4.1980+100,0%1.564.1333,70100 %6 Q
Hennion & Walsh Asset Management, Inc.3.7102.980+24,5%1.382.3093,27100 %3 Q
LEAVELL INVESTMENT MANAGEMENT, INC.3.5504.250-16,5%1.322.6943,13100 %7 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3.0833.026+1,9%1.235.6752,920 %5 Q
Harbour Capital Advisors, LLC2.9723.010-1,3%1.191.0292,82100 %5 Q
RFG Advisory, LLC3.0750+100,0%1.145.7142,710 %1 Q
Police & Firemen's Retirement System of New Jersey2.9752.763+7,7%1.108.4552,62100 %7 Q
YOUSIF CAPITAL MANAGEMENT, LLC2.7830+100,0%1.036.9182,4523 %1 Q
Braeburn Wealth Management LLC2.4960+100,0%929.9842,200 %1 Q
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS2.4600+100,0%916.5712,17100 %1 Q
OREGON PUBLIC EMPLOYEES RETIREMENT FUND2.3320+100,0%868.8802,05100 %1 Q
Venture Visionary Partners LLC2.1500+100,0%801.0691,89100 %1 Q
SBI Securities Co., Ltd.1.7851.812-1,5%665.0731,57100 %7 Q
Yorktown Management & Research Co Inc1.7501.7500,0%652.0331,54100 %3 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.660,143
31.03.202626811,31.930
31.12.202528710,53.357
30.09.202526610,72.614
30.06.20252459,82.578
31.03.20251579,2702

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Estuary Capital Management LP118.07720.556.025
SG Capital Management LLC63.48711.052.452
INTERCAPITAL, LLC39.3866.856.709
Fund 1 Investments, LLC30.2145.259.955
Western Standard LLC30.1565.249.858
Cander Asset Management LP18.9403.297.265
SCOTIA CAPITAL INC.18.3783.199.298
Blackstone Inc.14.4412.514.034
Allspring Global Investments Holdings, LLC14.1892.461.082
Ruffer LLP13.8412.416.247

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
Divisadero Street Capital Management, LP640.840379.232+145.0 %111.563.836
FULLER & THALER ASSET MANAGEMENT, INC.202.013199.613+8317.2 %35.168.468
FINDELL CAPITAL MANAGEMENT LLC170.000100.000+142.9 %29.595.300
VOYA INVESTMENT MANAGEMENT LLC193.84091.992+90.3 %33.745.606
JANE STREET GROUP, LLC188.71789.077+89.4 %32.853.743
Granahan Investment Management, LLC65.46263.551+3325.5 %11.396.280
Portolan Capital Management, LLC105.44261.441+139.6 %18.356.398
FMR LLC231.03560.038+35.1 %40.220.914
Metavasi Capital LP117.59443.575+58.9 %20.471.939
DIMENSIONAL FUND ADVISORS LP253.17342.262+20.0 %44.069.105

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
DRIEHAUS CAPITAL MANAGEMENT LLC62.334-195.103-75.8 %10.851.726
Neuberger Berman Group LLC33.617-89.628-72.7 %5.852.383
SUSQUEHANNA INTERNATIONAL GROUP, LLP321.791-78.588-19.6 %56.020.595
CITADEL ADVISORS LLC55.226-69.782-55.8 %9.614.295
RENAISSANCE TECHNOLOGIES LLC431.800-67.300-13.5 %75.172.062
AMERICAN CENTURY COMPANIES INC198.628-67.119-25.3 %34.579.538
D. E. Shaw & Co., Inc.96.605-59.090-38.0 %16.817.964
MILLENNIUM MANAGEMENT LLC42.090-51.340-55.0 %7.327.448
Azora Capital LP12.649-49.852-79.8 %2.202.064
Whetstone Capital Advisors, LLC224.155-47.792-17.6 %39.023.144

Zusätzlich aktuell von 154 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Aktivisten & Großaktionäre (13D/13G)

DatumInvestorTypAnteilAktienΔZweckΔ-Balken
04.06.2026BlackRock, Inc.Passiv (13G/A)13,80 %1.570.442+8,20 pp
15.05.2026Susquehanna Securities, LLC (+1)Passiv (13G)5,40 %613.445Neu
15.05.2026Divisadero Street Capital Management, LP (+2)Passiv (13G/A)9,20 %1.125.840+1,50 pp
15.05.2026Divisadero Street Partners GP, LLC (+1)Passiv (13G/A)8,00 %974.033+1,20 pp
24.04.2026Jane Street Global Trading, LLCPassiv (13G)1,40 %160.000Neu
24.04.2026Jane Street Capital, LLCPassiv (13G)4,00 %457.281Neu
24.04.2026JANE STREET GROUP, LLCPassiv (13G)5,40 %617.281Neu
26.03.2026The Vanguard GroupPassiv (13G/A)Ausstieg0-5,03 pp
17.02.2026Hood River Capital Management LLCPassiv (13G/A)9,15 %1.115.931-0,36 pp
04.11.2025Divisadero Street Partners GP, LLC (+1)Passiv (13G)6,80 %815.859+1,70 pp
04.11.2025Divisadero Street Capital Management, LP (+2)Passiv (13G)7,70 %925.266+1,50 pp
22.08.2025Divisadero Street Capital Management, LP (+2)Passiv (13G)6,20 %755.038+1,70 pp
22.08.2025Divisadero Street Partners GP, LLC (+1)Passiv (13G)5,10 %610.511+1,40 pp
14.08.2025Norwest Venture Partners XIV LP (+4)Passiv (13G/A)2,00 %232.675Neu
13.08.2025Divisadero Street Capital Management, LP (+2)Passiv (13G/A)4,50 %534.590-4,30 pp
13.08.2025Divisadero Street Partners GP, LLC (+1)Passiv (13G/A)3,70 %439.590-2,70 pp
29.07.2025The Vanguard GroupPassiv (13G)5,03 %595.519Neu
17.07.2025BlackRock, Inc.Passiv (13G)5,60 %657.924Neu
17.06.2025Jason WilkAktivist (13D/A)10,90 %1.461.964-1,53 ppItem 4 of the Schedule 13D is hereby amended and supplemented by adding the following: …
15.05.2025Divisadero Street Capital Management, LP (+2)Passiv (13G/A)8,80 %1.013.241+1,10 pp
15.05.2025Divisadero Street Partners GP, LLC (+1)Passiv (13G/A)6,40 %744.000+0,70 pp
17.03.2025Jason WilkAktivist (13D/A)12,43 %1.627.661-0,57 ppItem 4 of the Schedule 13D is hereby amended and supplemented by adding the following: …
14.02.2025Hood River Capital Management LLCPassiv (13G)9,51 %1.068.756Neu
21.01.2025Divisadero Street Partners GP, LLC (+1)Passiv (13G)5,70 %641.878Neu
21.01.2025Divisadero Street Capital Management, LP (+2)Passiv (13G)7,70 %865.346+4,40 pp
14.11.2024Divisadero Street Capital Management, LP (+3)Passiv (13G/A)3,30 %365.917-2,60 pp
18.10.2024Section 32 Fund 1, LP (“Fund 1”) (+2)Aktivist (13D/A)Ausstieg0Neu
11.10.2024Section 32 Fund 1, LP (“Fund 1”) (+2)Aktivist (13D/A)9,20 %1.028.232-19,60 pp
02.07.2024Divisadero Street Capital Management, LP (+3)Passiv (13G)5,90 %642.286Neu
14.05.2024Section (+2)Aktivist (13D/A)18,70 %2.028.232-1,00 pp
09.05.2024Section (+2)Aktivist (13D/A)19,70 %2.138.232-5,20 pp
14.02.2024Genesis (+5)Passiv (13G/A)5,50 %582.675Neu
10.08.2023WilliamAktivist (13D/A)24,90 %25.882.325Neu
10.08.2023SectionAktivist (13D/A)24,90 %25.882.321Neu
10.08.2023SectionAktivist (13D/A)24,90 %25.882.3230,00 pp
14.02.2023Norwest Venture Partners XIV, LP (+5)Passiv (13G)5,70 %18.645.614Neu
17.08.2022Section 32 Fund 1, LP (“Fund 1”) (+2)Aktivist (13D/A)28,80 %93.305.022-1,50 pp
04.04.2022Section 32 Fund 1, LP (“Fund 1”) (+2)Aktivist (13D/A)30,30 %98.114.926Neu
14.02.2022ICS Opportunities II LLCPassiv (13G/A)1,49 %377.217+1,19 pp
14.02.2022Millennium International Management LP (+3)Passiv (13G/A)5,00 %1.268.317+1,20 pp

Finanzkennzahlen (SEC XBRL)

Währung:
PeriodeFilingUmsatzNettoergebnisEPSAktivaEigenkapital
2026-03-3110-Q158.414.000 $57.936.000 $4,02 $530.529.000 $203.781.000 $
2025-12-3110-K554.182.000 $195.865.000 $13,53 $487.418.000 $352.727.000 $
2025-09-3010-Q150.725.000 $92.072.000 $6,34 $433.251.000 $291.312.000 $
2025-06-3010-Q131.757.000 $9.040.000 $0,62 $363.563.000 $217.074.000 $
2025-03-3110-Q107.979.000 $28.812.000 $1,97 $315.655.000 $199.463.000 $
2024-12-3110-K347.076.000 $57.873.000 $4,19 $299.327.000 $183.101.000 $
2024-09-3010-Q92.489.000 $466.000 $0,03 $272.242.000 $155.815.000 $
2024-06-3010-Q80.117.000 $6.358.000 $0,47 $247.164.000 $141.757.000 $
2024-03-3110-Q73.630.000 $34.243.000 $2,60 $235.599.000 $127.314.000 $
2023-12-3110-K259.093.000 $-48.517.000 $-4,07 $294.023.000 $87.063.000 $
2023-09-3010-Q65.811.000 $-12.053.000 $-1,01 $294.447.000 $79.181.000 $
2023-06-3010-Q61.235.000 $-22.618.000 $-1,90 $296.012.000 $84.118.000 $
2023-03-3110-Q58.928.000 $-14.025.000 $-1,19 $305.443.000 $100.080.000 $
2022-12-3110-K204.838.000 $-128.906.000 $-11,12 $321.492.000 $106.560.000 $
2022-09-3010-Q56.807.000 $-47.504.000 $-4,06 $334.226.000 $123.225.000 $
2022-06-3010-Q45.805.000 $-27.115.000 $-2,34 $358.500.000 $163.272.000 $
2022-03-3110-Q42.551.000 $-32.795.000 $-2,91 $387.774.000 $166.797.000 $
2022-03-3110-Q/A42.551.000 $-32.795.000 $-0,09 $387.774.000 $166.798.000 $
2021-12-3110-K153.013.000 $-19.993.000 $-4,69 $147.186.000 $38.737.000 $
2021-09-3010-Q40.198.000 $-7.889.000 $-0,06 $254.819.737 $52.627.000 $

Umsatz nach Segmenten & Regionen

Geschäftssegmente

SegmentFY 2025FY 2024FY 2023FY 2022FY 2021AnteilΔTrend
Service Based Revenue511,9 Mio.311,4 Mio.232,2 Mio.188,9 Mio.142,2 Mio.92,4 %+64,4%
Processing And Overdraft Service Fees Net466,8 Mio.84,2 %Neu
Transaction Based Revenue42,3 Mio.35,7 Mio.26,9 Mio.16,0 Mio.10,8 Mio.7,6 %+18,6%
Subscriptions37,2 Mio.24,6 Mio.21,5 Mio.19,1 Mio.17,2 Mio.6,7 %+51,3%
Interchange Revenue Net24,4 Mio.20,0 Mio.17,0 Mio.4,4 %+21,9%
Transaction Based Revenue Other Net15,7 Mio.12,6 Mio.7,2 Mio.2,8 %+24,5%
Tips7,5 Mio.67,6 Mio.56,9 Mio.62,0 Mio.45,1 Mio.1,4 %-88,9%
Atm Revenue Net2,3 Mio.3,1 Mio.2,6 Mio.0,4 %-27,0%
Other349.000462.0001,3 Mio.1,1 Mio.772.0000,1 %-24,5%
Processing Fees218,8 Mio.152,5 Mio.106,7 Mio.79,1 Mio.

Quartalsverlauf

SegmentQ3 FY2025Q2 FY2025Q1 FY2025Q3 FY2024Q2 FY2024Q1 FY2024AnteilΔTrend
Service Based Revenue139,2 Mio.121,6 Mio.97,9 Mio.83,4 Mio.71,7 Mio.65,6 Mio.92,4 %+67,0%
Processing And Overdraft Service Fees Net129,2 Mio.85,7 %Neu
Transaction Based Revenue11,5 Mio.10,2 Mio.10,1 Mio.9,1 Mio.8,5 Mio.8,1 Mio.7,6 %+26,3%
Subscriptions10,0 Mio.8,1 Mio.6,8 Mio.6,3 Mio.5,9 Mio.5,9 Mio.6,6 %+57,1%
Interchange Revenue Net6,1 Mio.6,0 Mio.5,9 Mio.5,0 Mio.4,7 Mio.4,7 Mio.4,1 %+23,3%
Transaction Based Revenue Other Net4,7 Mio.3,4 Mio.3,4 Mio.3,4 Mio.3,0 Mio.2,5 Mio.3,1 %+37,5%
Atm Revenue Net718.000745.000794.000747.000760.000809.0000,5 %-3,9%
Other84.00076.00090.000102.000129.000113.0000,1 %-17,6%
Processing And Service Fees Net113,5 Mio.83,4 Mio.
Tips7,5 Mio.18,3 Mio.16,1 Mio.14,9 Mio.
Processing Fees58,7 Mio.49,6 Mio.44,6 Mio.

Quartalsergebnisse (Earnings)

QuartalStichtagVerkündetUmsatzEPS
Q1 202631.03.202605.05.2026158,4 Mio. USD4,02
Q3 202530.09.202504.11.2025150,7 Mio. USD6,34
Q2 202530.06.202506.08.2025131,8 Mio. USD0,62
Q1 202531.03.202508.05.2025108,0 Mio. USD1,97
Q3 202430.09.202412.11.202492,5 Mio. USD0,03
Q2 202430.06.202406.08.202480,1 Mio. USD0,47
Q1 202431.03.202407.05.202473,6 Mio. USD2,60
Q3 202330.09.202307.11.202365,8 Mio. USD-1,01
Q2 202330.06.202308.08.202361,2 Mio. USD-1,90

Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)

SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag, SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte (20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die Tage zwischen Berichtsstichtag und tatsächlicher Einreichung. Suffix /A kennzeichnet nachträgliche Berichtigungen.

Eingereicht (US)FormBerichtsperiodeVerzögerung
05.05.202610-Q31.03.202635 TageSEC »
02.03.202610-K31.12.202561 TageSEC »
04.11.202510-Q30.09.202535 TageSEC »
06.08.202510-Q30.06.202537 TageSEC »
08.05.202510-Q31.03.202538 TageSEC »
04.03.202510-K31.12.202463 TageSEC »
12.11.202410-Q30.09.202443 TageSEC »
06.08.202410-Q30.06.202437 TageSEC »
07.05.202410-Q31.03.202437 TageSEC »
05.03.202410-K31.12.202365 TageSEC »
07.11.202310-Q30.09.202338 TageSEC »
08.08.202310-Q30.06.202339 TageSEC »
09.05.202310-Q31.03.202339 TageSEC »
13.03.202310-K31.12.202272 TageSEC »
14.11.202210-Q30.09.202245 TageSEC »
22.08.202210-Q30.06.202253 TageSEC »
22.08.202210-Q/A31.03.2022144 TageSEC »
13.05.202210-Q31.03.202243 TageSEC »
25.03.202210-K31.12.202184 TageSEC »
23.11.202110-Q/A30.09.202154 TageSEC »
12.11.202110-Q30.09.202143 TageSEC »
13.08.202110-Q30.06.202144 TageSEC »
25.05.202110-Q31.03.202155 TageSEC »

Kapitalerhöhungen & Emissions-Historie

Emissions-Historie aus den finalen SEC-Prospekten: Börsengang (424B4) und Kapitalerhöhungen (424B5, Folge-/Sekundärplatzierungen). Volumen = Brutto-Erlös (bei Börsengängen zusätzlich der Ausgabepreis). Wiederholte Kapitalerhöhungen deuten auf Verwässerung der Altaktionäre hin.

Datum (US)ArtVolumen
08.03.2021Börsengang$212,6 Mio · $10,00/AktieSEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). Beträge in US-Dollar.

Proxy-/Governance-Filings

Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.

Datum (US)KategorieHV-Termin (US)Stichtag (US)Form
20.04.2026HV-EinladungDEFA14ASEC »
20.04.2026HV-Einladung02.06.2026 Jahres-HV13.04.2026DEF 14ASEC »
18.04.2025HV-EinladungDEFA14ASEC »
18.04.2025HV-Einladung02.06.2025 Jahres-HV04.04.2025DEF 14ASEC »
22.04.2024HV-Einladung03.06.2024 Jahres-HV19.04.2024DEF 14ASEC »
01.05.2023HV-Einladung09.06.2023 Jahres-HV28.04.2023DEF 14ASEC »
21.04.2023VorläufigPRE 14ASEC »
21.11.2022HV-Einladung13.12.2022 a.o. HV07.11.2022DEF 14ASEC »
09.11.2022VorläufigPRE 14ASEC »
15.06.2022HV-EinladungDEFA14ASEC »
14.06.2022HV-Einladung27.07.2022 Jahres-HV03.06.2022DEF 14ASEC »
15.12.2021HV-EinladungDEFA14ASEC »
14.12.2021HV-EinladungDEFA14ASEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).

Übernahmen & Fusionen (M&A)

M&A-relevante SEC-Filings der letzten sechs Jahre: Übernahmeangebote (Tender Offers), Fusionen (425/S-4), Aktienrückkauf-Angebote (Self-Tender) und Going-Private-Transaktionen. Geführt nach dem einreichenden Emittenten.

Datum (US)KategorieFormDeal-KonditionenSEC
04.01.2022Fusion425Ziel: Dave Inc.SEC »
22.12.2021Fusion425SEC »
22.12.2021Fusion425Erwerber: VPC Impact Acquisition Holdings III, Inc.SEC »
21.12.2021Fusion425SEC »
20.12.2021Fusion425Ziel: Dave Inc.SEC »
17.12.2021Fusion425Ziel: Dave Inc.SEC »
14.12.2021Fusion425Ziel: Dave Inc.SEC »
13.12.2021Fusion425Ziel: Dave Inc.SEC »
07.12.2021FusionS-4/AZiel: Dave · Umtausch 1,3544 Akt./Ziel-AktieSEC »
02.12.2021Fusion425SEC »
30.11.2021FusionS-4/AZiel: Dave · Umtausch 1,3544 Akt./Ziel-AktieSEC »
29.11.2021FusionS-4/AZiel: Dave · Umtausch 1,3544 Akt./Ziel-AktieSEC »
18.11.2021Fusion425SEC »
15.11.2021Fusion425Ziel: DaveSEC »
12.11.2021Fusion425Ziel: DaveSEC »
02.11.2021FusionS-4/AZiel: Dave · Umtausch 1,355 Akt./Ziel-AktieSEC »
06.10.2021Fusion425Ziel: Dave Inc.SEC »
06.10.2021FusionS-4Ziel: Dave · Umtausch 1,3605 Akt./Ziel-AktieSEC »
14.09.2021Fusion425Ziel: Dave, Inc.SEC »
18.08.2021Fusion425Ziel: Dave, Inc.SEC »
18.08.2021Fusion425SEC »
18.08.2021Fusion425Ziel: DaveSEC »
17.08.2021Fusion425Ziel: Dave InvestmentSEC »
10.06.2021Fusion425Ziel: Dave Inc.SEC »
07.06.2021Fusion425Ziel: Dave Inc.SEC »
07.06.2021Fusion425Ziel: Dave Inc.SEC »
07.06.2021Fusion425Ziel: Dave Inc.SEC »
07.06.2021Fusion425Ziel: DaveSEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). Deal-Konditionen aus dem Dokument extrahiert (Tender: SC TO-T/-I/SC 14D9; Fusion: 425/S-4 — Gegenpartei + Umtauschverhältnis), ohne Gewähr — Original siehe SEC-Link.

Kritische 8-K Meldungen

DatumMeldungTagsSchwereFilingAuszug
02.03.2026Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
21.01.2026Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
12.08.2022Item 4.02 — BilanzkorrekturenEXTREMSECItem 4.02(a) with Moss Adams. Cautionary Statement Regarding Forward-Looking Statements This Current Report on Form 8-K…
23.11.2021Item 4.02 — BilanzkorrekturenEXTREMSECItem 4.02 with Withum. Forward-Looking Statements This Current Report on Form 8-K includes “forward-looking…

8-K-Ereignisse (KI)

🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.

DatumEreignisSentimentMaterialitätZusammenfassungFiling
02.06.2026HV-Abstimmung0,0025Dave Inc. hielt am 2. Juni 2026 die jährliche Aktionärsversammlung ab. Vier Vorschläge wurden den Aktionären zur Abstimmung vorgelegt; 22,4 … 🔒SEC
05.05.2026Quartalszahlen0,0055Dave Inc. kündigte am 5. Mai 2026 die Finanzergebnisse für das erste Quartal 2026 an.SEC
09.03.2026Finanzierung/Anleihe-0,2565Dave Inc. hat Wandelanleihen an qualifizierte institutionelle Anleger ausgegeben. Die Anleihen können in bis zu 949.340 Stammaktien mit anfä… 🔒SEC
02.03.2026Personalwechsel0,0075Dave Inc. änderte am 25. Februar 2026 den Anstellungsvertrag von CEO Jason Wilk; Details zu den Vertragsänderungen wurden in einer Amendment… 🔒SEC
05.02.2026Quartalszahlen0,0055Dave Inc. gibt vorläufige Finanzergebnisse für Q4 und Gesamtjahr 2025 bekannt. Die genauen Auswirkungen auf den Aktienkurs können ohne die v… 🔒SEC
21.01.2026Personalwechsel-0,0535Director Imran Khan kündigt seinen Rückzug aus dem Board an. Die Entscheidung ist nicht mit Differenzen bezüglich Unternehmensoperationen ve… 🔒SEC

Hinweis

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