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AVPT icon

Allworth Financial’s AvePoint AVPT Stock Holding History

Allworth Financial’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 		$56.8K Buy
5,065
+2,649
+110% +$27.2K ﹤0.01% 2372
2026
Q1 		$23K Buy
2,416
+1,061
+78% +$11.9K ﹤0.01% 2894
2025
Q4 		$18.8K Sell
1,355
-29,676
-96% -$410K ﹤0.01% 2868
2025
Q3 		$466K Buy
31,031
+6,447
+26% +$108K ﹤0.01% 917
2025
Q2 		$475K Buy
24,584
+24,494
+27,216% +$425K ﹤0.01% 856
2025
Q1 		$1.42K Buy
90
+48
+114% +$806 ﹤0.01% 3338
2024
Q4 		$737 Hold
42
– – ﹤0.01% 3496
2024
Q3 		$495 Sell
42
-17
-29% -$186 ﹤0.01% 3419
2024
Q2 		$624 Buy
+59
New +$512 ﹤0.01% 3308

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 $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Allworth Financial's AVPT Position: Q2 2026 in Review

Allworth Financial increased its AvePoint (AVPT) stake by 110% in Q2 2026, buying an estimated $27.2K and bringing the position to 5,065 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Allworth Financial first reported a position in AVPT in Q2 2024 and has held it in 9 quarters since. The position peaked at $475K in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Allworth Financial held 5,065 shares of AvePoint worth $56.8K as of Q2 2026.
  • Allworth Financial bought 2,649 AvePoint shares in Q2 2026, an estimated $27.2K.
  • AvePoint made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2372 holding.
  • Allworth Financial first reported a position in AvePoint in Q2 2024 and has held it in 9 quarters since.
  • Allworth Financial's AvePoint position peaked at $475K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.