UBS AM
DAVE icon

UBS AM’s Dave Inc DAVE Stock Holding History

UBS AM’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.16M Buy
21,913
+6,063
+38% +$1.58M ﹤0.01% 1363
2026
Q1 		$2.76M Buy
15,850
+830
+6% +$161K ﹤0.01% 1878
2025
Q4 		$3.33M Buy
15,020
+2,901
+24% +$624K ﹤0.01% 1662
2025
Q3 		$2.42M Sell
12,119
-12,877
-52% -$2.78M ﹤0.01% 1669
2025
Q2 		$6.71M Buy
24,996
+17,260
+223% +$2.72M ﹤0.01% 1560
2025
Q1 		$639K Buy
+7,736
New +$725K ﹤0.01% 2446

Other funds holding DAVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS AM's DAVE Position: Q2 2026 in Review

UBS AM increased its Dave Inc (DAVE) stake by 38% in Q2 2026, buying an estimated $1.58M and bringing the position to 21,913 shares worth $8.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

UBS AM first reported a position in DAVE in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • UBS AM held 21,913 shares of Dave Inc worth $8.16M as of Q2 2026.
  • UBS AM bought 6,063 Dave Inc shares in Q2 2026, an estimated $1.58M.
  • Dave Inc made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1363 holding.
  • UBS AM first reported a position in Dave Inc in Q1 2025 and has held it in 6 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.