A6
AVPT icon

Anchor @ 65’s AvePoint AVPT Stock Holding History

Anchor @ 65’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 		$223M Hold
19,910,510
– – 62.95% 1
2026
Q1 		$189M Hold
19,910,510
– – 52.34% 1
2025
Q4 		$277M Hold
19,910,510
– – 63.72% 1
2025
Q3 		$299M Buy
19,910,510
+3,243,910
+19% +$54.5M 61.85% 1
2025
Q2 		$322M Hold
16,666,600
– – 65.12% 1
2025
Q1 		$241M Hold
16,666,600
– – 51.56% 1
2024
Q4 		$275M Buy
+16,666,600
New +$253M 67.32% 1

Other funds holding AVPT

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Anchor @ 65's AVPT Position: Q2 2026 in Review

Anchor @ 65 held its AvePoint (AVPT) position steady in Q2 2026 at 19,910,510 shares worth $223M. The position accounts for 62.95% of the portfolio, ranked #1.

Anchor @ 65 first reported a position in AVPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $322M in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Anchor @ 65 held 19,910,510 shares of AvePoint worth $223M as of Q2 2026.
  • Anchor @ 65 left its AvePoint share count unchanged in Q2 2026.
  • AvePoint made up 62.95% of Anchor @ 65's portfolio in Q2 2026, its #1 holding.
  • Anchor @ 65 first reported a position in AvePoint in Q4 2024 and has held it in 7 quarters since.
  • Anchor @ 65's AvePoint position peaked at $322M in Q2 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Anchor @ 65's 13F filing for Q2 2026, filed 14 Aug 2026.