Arax Advisory Partners’s AvePoint AVPT Stock Holding History

Arax Advisory Partners’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	$516K	Buy	46,004 +45,415	+7,711%	+$467K	﹤0.01%	1617
2026 Q1	$5.6K	Buy	589 +105	+22%	+$1.18K	﹤0.01%	2729
2025 Q4	$6.72K	Sell	484 -2,479	-84%	-$34.2K	﹤0.01%	2692
2025 Q3	$44.5K	Buy	2,963 +2,772	+1,451%	+$46.5K	﹤0.01%	1881
2025 Q2	$3.69K	Buy	+191	New	+$3.31K	﹤0.01%	2351

Other funds holding AVPT

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 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

PCM

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

Arax Advisory Partners's AVPT Position: Q2 2026 in Review

Arax Advisory Partners increased its AvePoint (AVPT) stake by 7,711% in Q2 2026, buying an estimated $467K and bringing the position to 46,004 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Arax Advisory Partners first reported a position in AVPT in Q2 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Arax Advisory Partners held 46,004 shares of AvePoint worth $516K as of Q2 2026.
Arax Advisory Partners bought 45,415 AvePoint shares in Q2 2026, an estimated $467K.
AvePoint made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1617 holding.
Arax Advisory Partners first reported a position in AvePoint in Q2 2025 and has held it in 5 quarters since.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.