Dave Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Dave has 12 disclosed suppliers and 0 disclosed customers in SEC filings.
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−15.09%
vs ±13.1% implied · ×1.15
shaded = implied · ▲▼ = realized
Dave Inc.
317.10
Table…tenants and the related concepts they operate as of December 31, 2025 (dollars in thousands)
| Tenant (1) | Concept | Number of Properties (2) | Annualized Base Rent | % of Annualized Base Rent |
|---|---|---|---|---|
| Dave & Buster's Inc. | Dave & Buster's | 5 | 8,078 | 1.5% |
SentenceIn March 2025, we entered into the Program Agreement with Coastal under which Coastal issues and maintains deposit accounts and sponsors access to debit and ACH networks.
DAVE 10-Kaccession 0001193125-26-085370
SentenceProgram Agreement, dated February 27, 2025, by and between Coastal Community Bank and Dave Operating LLC (incorporated by reference to Exhibit 10.1 to the Company's Quarterly Report on Form 10-Q filed with the Commission on May 8, 2025).
DAVE 10-Kaccession 0001193125-26-085370
SentenceBank Services Agreement, dated July 13, 2020, by and between Evolve Bank & Trust and Dave Inc. (incorporated by reference to Exhibit 10.1 to the Company's Quarterly Report on Form 10-Q filed with the Commission on November 12, 2024).
DAVE 10-Kaccession 0001193125-26-085370
SentenceIn January 2024, we repurchased the $105.7 million outstanding balance of the convertible note issued to FTX Ventures Ltd. for $71.0 million, representing a discount of approximately $34.7 million.
DAVE 10-Kaccession 0001193125-26-085370
SentenceService Agreement, dated March 18, 2020, by and between Dave, Inc. and Galileo Financial Technologies, Inc. (incorporated by reference to Exhibit 10.4 to the Company's Quarterly Report on Form 10-Q filed with the Commission on November 12, 2024).
DAVE 10-Kaccession 0001193125-26-085370
SentenceService Agreement, dated March 18, 2020, by and between Dave, Inc. and Galileo Financial Technologies, Inc.
DAVE 10-Kaccession 0001193125-26-085370
SentenceThe law firm of Mitchell Sandler LLC, of which the Company's director Andrea Mitchell is a partner, provided legal services to the Company, which totaled $ 0.9 million, $ 1.3 million, and $ 0.8 million for the years ended December 31, 2025, 2024, and 2023 , respectively.
DAVE 10-Kaccession 0001193125-26-085370
SentenceMembers access funds via virtual or physical Dave branded Mastercard debit cards, with no-fee withdrawals at approximately 40,000 MoneyPass ATM locations.
DAVE 10-Kaccession 0001193125-26-085370
SentenceIn January 2019, the Company entered into a lease agreement with PCJW Properties LLC ("PCJW") for office space located in Los Angeles, California.
DAVE 10-Kaccession 0001193125-26-085370
SentenceThese expenses also include activation-related costs, such as third-party fees (e.g., Plaid) incurred to onboard new Members to our platform.
DAVE 10-Kaccession 0001193125-26-085370
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Inputs8Q avg ±17.2%·×0.63·cheap
straddle ±12.9%
spot 316.79exp Nov 6ATM strike 317.5ATM straddle 47.90IV 136%