AIM
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Aigen Investment Management’s AvePoint AVPT Stock Holding History

Aigen Investment Management’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-42,311
Closed -$402K – 538
2026
Q1 		$402K Sell
42,311
-33,748
-44% -$380K 0.1% 269
2025
Q4 		$1.06M Buy
76,059
+30,375
+66% +$420K 0.24% 114
2025
Q3 		$686K Sell
45,684
-2,695
-6% -$45.3K 0.11% 299
2025
Q2 		$934K Buy
48,379
+2,580
+6% +$44.7K 0.13% 259
2025
Q1 		$661K Buy
45,799
+6,621
+17% +$111K 0.11% 279
2024
Q4 		$647K Buy
39,178
+21,115
+117% +$321K 0.11% 263
2024
Q3 		$213K Sell
18,063
-13,173
-42% -$144K 0.04% 570
2024
Q2 		$325K Buy
31,236
+4,761
+18% +$41.3K 0.06% 450
2024
Q1 		$210K Sell
26,475
-3,496
-12% -$27.5K 0.05% 532
2023
Q4 		$246K Buy
29,971
+19,886
+197% +$155K 0.04% 574
2023
Q3 		$67.8K Buy
+10,085
New +$63.5K 0.01% 767

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Aigen Investment Management's AVPT Position: Q2 2026 in Review

Aigen Investment Management sold out of AvePoint (AVPT) in Q2 2026, closing a stake of 42,311 shares — an estimated $402K sold.

Aigen Investment Management first reported a position in AVPT in Q3 2023 and held it in 11 quarters. The position peaked at $1.06M in Q4 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Aigen Investment Management reported no remaining AvePoint position as of Q2 2026 after selling out during the quarter.
  • Aigen Investment Management sold 42,311 AvePoint shares in Q2 2026, an estimated $402K.
  • Aigen Investment Management first reported a position in AvePoint in Q3 2023 and held it in 11 quarters.
  • Aigen Investment Management's AvePoint position peaked at $1.06M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.