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 		$31.2M Buy
+179,120
New +$34.8M ﹤0.01% 2123

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.