UBS Group
DAVE icon

UBS Group’s Dave Inc DAVE Stock Holding History

UBS Group’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 		$8.07M Sell
46,356
-23,313
-33% -$4.53M ﹤0.01% 3577
2025
Q4 		$15.4M Buy
69,669
+11,025
+19% +$2.37M ﹤0.01% 2832
2025
Q3 		$11.7M Sell
58,644
-24,424
-29% -$5.27M ﹤0.01% 3121
2025
Q2 		$22.3M Buy
83,068
+60,354
+266% +$9.51M ﹤0.01% 2252
2025
Q1 		$1.88M Sell
22,714
-76,637
-77% -$7.18M ﹤0.01% 4759
2024
Q4 		$8.64M Sell
99,351
-235,947
-70% -$15.8M ﹤0.01% 3225
2024
Q3 		$13.4M Buy
335,298
+332,932
+14,072% +$12M ﹤0.01% 2129
2024
Q2 		$71.7K Buy
2,366
+1,772
+298% +$72K ﹤0.01% 6409
2024
Q1 		$22.1K Buy
+594
New +$13.7K ﹤0.01% 6883
2023
Q1 		– Sell
-683
Closed -$6.34K – 9714
2022
Q4 		$6.34K Buy
683
+204
+43% +$2.18K ﹤0.01% 9044
2022
Q3 		$5K Buy
479
+476
+15,867% +$8.79K ﹤0.01% 9181
2022
Q2 		$0 Buy
3
+1
+50% +$97 ﹤0.01% 10409
2022
Q1 		$0 Sell
2
-81
-98% -$19.5K ﹤0.01% 10353
2021
Q4 		$27K Sell
83
-905
-92% -$288K ﹤0.01% 7485
2021
Q3 		$313K Buy
988
+94
+11% +$29.8K ﹤0.01% 5008
2021
Q2 		$283K Buy
+894
New +$282K ﹤0.01% 5120

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 Group's DAVE Position: Q1 2026 in Review

UBS Group reduced its Dave Inc (DAVE) stake by 33% in Q1 2026, selling an estimated $4.53M and leaving 46,356 shares worth $8.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3577.

UBS Group first reported a position in DAVE in Q2 2021 and has held it in 16 quarters since. The position peaked at $22.3M in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • UBS Group held 46,356 shares of Dave Inc worth $8.07M as of Q1 2026.
  • UBS Group sold 23,313 Dave Inc shares in Q1 2026, an estimated $4.53M.
  • Dave Inc made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3577 holding.
  • UBS Group first reported a position in Dave Inc in Q2 2021 and has held it in 16 quarters since.
  • UBS Group's Dave Inc position peaked at $22.3M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.