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 $362M AUM 20.02% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return