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
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

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM's DAVE Position: Q1 2026 in Review

UBS AM increased its Dave Inc (DAVE) stake by 5.5% in Q1 2026, buying an estimated $161K and bringing the position to 15,850 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

UBS AM first reported a position in DAVE in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.71M in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • UBS AM held 15,850 shares of Dave Inc worth $2.76M as of Q1 2026.
  • UBS AM bought 830 Dave Inc shares in Q1 2026, an estimated $161K.
  • Dave Inc made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1878 holding.
  • UBS AM first reported a position in Dave Inc in Q1 2025 and has held it in 5 quarters since.
  • UBS AM's Dave Inc position peaked at $6.71M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.