UBS Group
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UBS Group’s Phunware PHUN Stock Holding History

UBS Group’s Portfolio PHUN Stock Details PHUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,000
Closed -$5.2K – 10597
2024
Q4 		$5.2K Buy
+1,000
New +$5.52K ﹤0.01% 8686

Other funds holding PHUN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

UBS Group's PHUN Position: Q1 2026 in Review

UBS Group increased its Phunware (PHUN) stake by 340% in Q1 2026, buying an estimated $948K and bringing the position to 676,251 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #5410.

UBS Group first reported a position in PHUN in Q4 2016 and has held it in 34 quarters since. The position peaked at $1.35M in Q1 2025. 31 funds tracked by Wall St. Rank hold PHUN as of Q1 2026.

  • UBS Group held 676,251 shares of Phunware worth $1.2M as of Q1 2026.
  • UBS Group bought 522,555 Phunware shares in Q1 2026, an estimated $948K.
  • Phunware made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5410 holding.
  • UBS Group first reported a position in Phunware in Q4 2016 and has held it in 34 quarters since.
  • UBS Group's Phunware position peaked at $1.35M in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Phunware as of Q1 2026.

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