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Bare Financial Services’s AvePoint AVPT Stock Holding History

Bare Financial Services’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 		$572 Buy
+51
New +$524 ﹤0.01% 1632
2026
Q1 		– Sell
-36
Closed -$500 – 1745
2025
Q4 		$500 Buy
+36
New +$497 ﹤0.01% 1399
2025
Q3 		– Sell
-26
Closed -$502 – 1398
2025
Q2 		$502 Buy
+26
New +$451 ﹤0.01% 1126

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
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

Bare Financial Services's AVPT Position: Q2 2026 in Review

Bare Financial Services opened a new position in AvePoint (AVPT) in Q2 2026: 51 shares worth $572. The stake represents ﹤0.01% of the portfolio and ranks #1632 among its holdings. This is a return to the name: Bare Financial Services previously reported a position in AVPT as recently as Q4 2025.

Bare Financial Services first reported a position in AVPT in Q2 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Bare Financial Services held 51 shares of AvePoint worth $572 as of Q2 2026.
  • AvePoint was a new Bare Financial Services position in Q2 2026.
  • AvePoint made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1632 holding.
  • Bare Financial Services first reported a position in AvePoint in Q2 2025 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.