Bellevue Asset Management’s AvePoint AVPT Stock Holding History

Bellevue Asset Management’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 Q1	–	Sell	-123	Closed	-$1.71K	–	382
2025 Q4	$1.71K	Hold	123	–	–	﹤0.01%	456
2025 Q3	$1.85K	Buy	123 +15	+14%	+$252	﹤0.01%	447
2025 Q2	$2.08K	Hold	108	–	–	﹤0.01%	430
2025 Q1	$1.56K	Hold	108	–	–	﹤0.01%	446
2024 Q4	$1.78K	Hold	108	–	–	﹤0.01%	453
2024 Q3	$1.27K	Hold	108	–	–	﹤0.01%	452
2024 Q2	$1.13K	Buy	+108	New	+$937	﹤0.01%	458
2023 Q3	–	Sell	-206	Closed	-$1.19K	–	457
2023 Q2	$1.19K	Buy	+206	New	+$1.08K	﹤0.01%	463
2022 Q2	–	Sell	-206	Closed	-$1K	–	505
2022 Q1	$1K	Buy	+206	New	+$1.18K	﹤0.01%	502

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

PCM

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bellevue Asset Management's AVPT Position: Q1 2026 in Review

Bellevue Asset Management sold out of AvePoint (AVPT) in Q1 2026, closing a stake of 123 shares — an estimated $1.71K sold.

Bellevue Asset Management first reported a position in AVPT in Q1 2022 and held it in 9 quarters. The position peaked at $2.08K in Q2 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

Bellevue Asset Management reported no remaining AvePoint position as of Q1 2026 after selling out during the quarter.
Bellevue Asset Management sold 123 AvePoint shares in Q1 2026, an estimated $1.71K.
Bellevue Asset Management first reported a position in AvePoint in Q1 2022 and held it in 9 quarters.
Bellevue Asset Management's AvePoint position peaked at $2.08K in Q2 2025.
255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.