Barclays
AVPT icon

Barclays’s AvePoint AVPT Stock Holding History

Barclays’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 		$1.02M Sell
72,616
-87,962
-55% -$1.15M ﹤0.01% 3039
2026
Q2 		$1.8M Sell
160,578
-5,809
-3% -$59.7K ﹤0.01% 2405
2026
Q1 		$1.58M Sell
166,387
-188,138
-53% -$2.12M ﹤0.01% 2501
2025
Q4 		$4.92M Buy
354,525
+142,988
+68% +$1.98M ﹤0.01% 2231
2025
Q3 		$3.18M Sell
211,537
-53,734
-20% -$902K ﹤0.01% 2518
2025
Q2 		$5.12M Buy
265,271
+101,482
+62% +$1.76M ﹤0.01% 2107
2025
Q1 		$2.37M Sell
163,789
-66,552
-29% -$1.12M ﹤0.01% 2506
2024
Q4 		$3.8M Buy
230,341
+23,983
+12% +$364K ﹤0.01% 2399
2024
Q3 		$2.43M Buy
206,358
+161,354
+359% +$1.77M ﹤0.01% 2700
2024
Q2 		$469K Sell
45,004
-81,035
-64% -$703K ﹤0.01% 3078
2024
Q1 		$998K Sell
126,039
-99,999
-44% -$787K ﹤0.01% 3125
2023
Q4 		$1.86M Buy
226,038
+182,047
+414% +$1.42M ﹤0.01% 2977
2023
Q3 		$296K Sell
43,991
-7,264
-14% -$45.8K ﹤0.01% 3088
2023
Q2 		$295K Sell
51,255
-14,966
-23% -$78.8K ﹤0.01% 3057
2023
Q1 		$273K Buy
66,221
+31,109
+89% +$140K ﹤0.01% 3629
2022
Q4 		$144K Buy
35,112
+29,651
+543% +$127K ﹤0.01% 4018
2022
Q3 		$22K Sell
5,461
-1,004
-16% -$4.73K ﹤0.01% 4023
2022
Q2 		$28K Buy
6,465
+6,088
+1,615% +$30.9K ﹤0.01% 4264
2022
Q1 		$2K Buy
+377
New +$2.16K ﹤0.01% 4773

Other funds holding AVPT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Peregrine Capital Management
Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Stoic Point Capital Management
Stoic Point Capital Management Palo Alto, California $153M AUM 1.6% 1-Year Est. Return

Barclays's AVPT Position: Q3 2026 in Review

Barclays reduced its AvePoint (AVPT) stake by 55% in Q3 2026, selling an estimated $1.15M and leaving 72,616 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3039.

Barclays first reported a position in AVPT in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.12M in Q2 2025. 128 funds tracked by Wall St. Rank hold AVPT as of Q3 2026.

  • Barclays held 72,616 shares of AvePoint worth $1.02M as of Q3 2026.
  • Barclays sold 87,962 AvePoint shares in Q3 2026, an estimated $1.15M.
  • AvePoint made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #3039 holding.
  • Barclays first reported a position in AvePoint in Q1 2022 and has held it in 19 quarters since.
  • Barclays's AvePoint position peaked at $5.12M in Q2 2025.
  • 128 funds tracked by Wall St. Rank held AvePoint as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.