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 Q2	$70.1M	Buy	188,220 +9,100	+5%	+$2.37M	0.01%	1428
2026 Q1	$31.2M	Buy	+179,120	New	+$34.8M	﹤0.01%	2123

Other funds holding DAVE

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group's DAVE Position: Q2 2026 in Review

UBS Group increased its Dave Inc (DAVE) stake by 112% in Q2 2026, buying an estimated $13.5M and bringing the position to 98,147 shares worth $36.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

UBS Group first reported a position in DAVE in Q2 2021 and has held it in 17 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

UBS Group held 98,147 shares of Dave Inc worth $36.6M as of Q2 2026.
UBS Group bought 51,791 Dave Inc shares in Q2 2026, an estimated $13.5M.
Dave Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2066 holding.
UBS Group first reported a position in Dave Inc in Q2 2021 and has held it in 17 quarters since.
348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

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