Atria Investments
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Atria Investments’s AvePoint AVPT Stock Holding History

Atria Investments’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
Q3 		$229K Buy
+16,279
New +$213K ﹤0.01% 2016

Other funds holding AVPT

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atria Investments's AVPT Position: Q3 2026 in Review

Atria Investments opened a new position in AvePoint (AVPT) in Q3 2026: 16,279 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #2016 among its holdings.

17 funds tracked by Wall St. Rank hold AVPT as of Q3 2026.

  • Atria Investments held 16,279 shares of AvePoint worth $229K as of Q3 2026.
  • AvePoint was a new Atria Investments position in Q3 2026.
  • AvePoint made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #2016 holding.
  • 17 funds tracked by Wall St. Rank held AvePoint as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.