Position in DAVE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,074,922
New position
Shares Held
2,885
first reported quarter
Ownership
0.023%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#164
of 343 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $13,439,275 across 17 Software - Application names. DAVE ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
28,009 | $2,780,733 | |
| 2 | DDOG |
Datadog, Inc.
|
6,113 | $1,591,580 | |
| 3 | TTAN |
ServiceTitan, Inc.
|
18,839 | $1,332,105 | |
| 4 | UBER |
Uber Technologies, Inc
|
18,055 | $1,302,848 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
3,129 | $1,174,376 | |
| 6 | DAVE |
Dave Inc./DE
This page
|
2,885 | $1,074,922 | |
| 7 | CRM |
Salesforce, Inc.
|
4,687 | $734,265 | |
| 8 | ADP |
Automatic Data Processing Inc
|
3,253 | $728,509 |
All Filings in DAVE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,074,922 | 2,885 | Shares | Other | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||