Ameriprise
AVPT icon

Ameriprise’s AvePoint AVPT Stock Holding History

Ameriprise’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 		$114K Buy
+10,203
New +$105K ﹤0.01% 4016
2026
Q1 		– Sell
-72,044
Closed -$1M – 4060
2025
Q4 		$1M Sell
72,044
-16,026
-18% -$221K ﹤0.01% 3329
2025
Q3 		$1.32M Sell
88,070
-4,551
-5% -$76.4K ﹤0.01% 3221
2025
Q2 		$1.79M Buy
92,621
+57,495
+164% +$997K ﹤0.01% 3000
2025
Q1 		$507K Sell
35,126
-10,625
-23% -$178K ﹤0.01% 3479
2024
Q4 		$755K Buy
45,751
+33,801
+283% +$513K ﹤0.01% 3367
2024
Q3 		$141K Sell
11,950
-338
-3% -$3.7K ﹤0.01% 3794
2024
Q2 		$128K Buy
+12,288
New +$107K ﹤0.01% 3749

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

Ameriprise's AVPT Position: Q2 2026 in Review

Ameriprise opened a new position in AvePoint (AVPT) in Q2 2026: 10,203 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #4016 among its holdings. This is a return to the name: Ameriprise previously reported a position in AVPT as recently as Q4 2025.

Ameriprise first reported a position in AVPT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q2 2025. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Ameriprise held 10,203 shares of AvePoint worth $114K as of Q2 2026.
  • AvePoint was a new Ameriprise position in Q2 2026.
  • AvePoint made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #4016 holding.
  • Ameriprise first reported a position in AvePoint in Q2 2024 and has held it in 8 quarters since.
  • Ameriprise's AvePoint position peaked at $1.79M in Q2 2025.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.