ANB Bank’s AvePoint AVPT Stock Holding History

ANB 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
2025 Q4	–	Sell	-18,789	Closed	-$282K	–	128
2025 Q3	$282K	Sell	18,789 -549	-3%	-$9.22K	0.11%	102
2025 Q2	$373K	Buy	19,338 +1,309	+7%	+$22.7K	0.17%	83
2025 Q1	$260K	Buy	18,029 +533	+3%	+$8.95K	0.12%	93
2024 Q4	$289K	Buy	+17,496	New	+$266K	0.13%	88

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

PCM

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

ANB Bank's AVPT Position: Q4 2025 in Review

ANB Bank sold out of AvePoint (AVPT) in Q4 2025, closing a stake of 18,789 shares — an estimated $282K sold.

ANB Bank first reported a position in AVPT in Q4 2024 and held it in 4 quarters. The position peaked at $373K in Q2 2025. 251 funds tracked by Wall St. Rank hold AVPT as of Q4 2025.

ANB Bank reported no remaining AvePoint position as of Q4 2025 after selling out during the quarter.
ANB Bank sold 18,789 AvePoint shares in Q4 2025, an estimated $282K.
ANB Bank first reported a position in AvePoint in Q4 2024 and held it in 4 quarters.
ANB Bank's AvePoint position peaked at $373K in Q2 2025.
251 funds tracked by Wall St. Rank held AvePoint as of Q4 2025.

Based on ANB Bank's 13F filing for Q4 2025, filed 13 Feb 2026.