Dave Inc.
DAVE
Jodie situation report
Dave Inc.'s move is spreading beyond its market group.
DAVE accounts for 16.6% of the group's measured movement across 4.6 effective names. all 5 measured members are falling in raw terms, but 5 of 5 SPY-adjusted paths align to the upside. Capital-flow agreement is 21%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
SEZL moved materially before DAVE. DAVE crossed its material path threshold at 15:30 ET. AFRM, UPST, KLAR followed.
5 of 5 members in Digital Payment Solutions are active. 0 of 7 disclosed connections are confirming.
- At least 4 of 5 durable members become active together.
- Capital-flow agreement rises above 55%.
- PGY remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 1 of 5 members or fewer.
Who this business touches
The relationships behind DAVE
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
MAMastercard IncorporateddistributorMar 2, 2026 ▾
“Members access funds via virtual or physical Dave branded Mastercard debit cards, with no-fee withdrawals at approximately 40,000 MoneyPass ATM locations.”
MAMastercard IncorporatedpartnerNov 4, 2025 ▾
“Dave Checking revenues are primarily driven by merchant interchange, incentives from Mastercard, interest on deposits paid by our partner bank, and other ancillary fees paid by customers (e.g., out of network ATM fees, instant withdrawal fees).”
Depended on by
NNN3.6% of NNNcustomerFeb 11, 2026 ▾
“As of December 31, 2025, approximately, • 63.0% of the Property Portfolio annual base rent is generated from tenants in six lines of trade: automotive service (18.6%), convenience stores (16.3%), restaurants (including full and limited service) (14.3%), enter…”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
DAVE is currently a Leader in the organic co-movement group Digital Payment Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.