Amalgamated Bank’s AvePoint AVPT Stock Holding History

Amalgamated Bank’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 Q1	–	Sell	-4,618	Closed	-$64K	–	1736
2025 Q4	$64K	Buy	4,618 +212	+5%	+$2.93K	﹤0.01%	1777
2025 Q3	$66K	Hold	4,406	–	–	﹤0.01%	1766
2025 Q2	$85K	Hold	4,406	–	–	﹤0.01%	1727
2025 Q1	$64K	Buy	4,406 +15	+0.3%	+$252	﹤0.01%	1752
2024 Q4	$72K	Hold	4,391	–	–	﹤0.01%	1762
2024 Q3	$52K	Hold	4,391	–	–	﹤0.01%	1832
2024 Q2	$46K	Sell	4,391 -678	-13%	-$5.88K	﹤0.01%	1867
2024 Q1	$40K	Sell	5,069 -16,544	-77%	-$130K	﹤0.01%	1913
2023 Q4	$177K	Sell	21,613 -731	-3%	-$5.71K	﹤0.01%	1827
2023 Q3	$150K	Hold	22,344	–	–	﹤0.01%	1875
2023 Q2	$129K	Buy	22,344 +4,187	+23%	+$22.1K	﹤0.01%	1983
2023 Q1	$75K	Sell	18,157 -2,515	-12%	-$11.3K	﹤0.01%	2150
2022 Q4	$85K	Hold	20,672	–	–	﹤0.01%	2190
2022 Q3	$83K	Buy	20,672 +329	+2%	+$1.55K	﹤0.01%	2235
2022 Q2	$88K	Buy	+20,343	New	+$103K	﹤0.01%	2218

Other funds holding AVPT

Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amalgamated Bank's AVPT Position: Q1 2026 in Review

Amalgamated Bank sold out of AvePoint (AVPT) in Q1 2026, closing a stake of 4,618 shares — an estimated $64K sold.

Amalgamated Bank first reported a position in AVPT in Q2 2022 and held it in 15 quarters. The position peaked at $177K in Q4 2023. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

Amalgamated Bank reported no remaining AvePoint position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 4,618 AvePoint shares in Q1 2026, an estimated $64K.
Amalgamated Bank first reported a position in AvePoint in Q2 2022 and held it in 15 quarters.
Amalgamated Bank's AvePoint position peaked at $177K in Q4 2023.
255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.