Calamos Advisors
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Calamos Advisors’s AvePoint AVPT Stock Holding History

Calamos Advisors’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
2025
Q4 		– Sell
-11,036
Closed -$166K – 934
2025
Q3 		$166K Sell
11,036
-97,842
-90% -$1.64M ﹤0.01% 842
2025
Q2 		$2.1M Sell
108,878
-33,288
-23% -$577K 0.01% 627
2025
Q1 		$2.05M Sell
142,166
-16,261
-10% -$273K 0.01% 589
2024
Q4 		$2.62M Sell
158,427
-9,105
-5% -$138K 0.01% 578
2024
Q3 		$1.97M Sell
167,532
-36,827
-18% -$403K 0.01% 619
2024
Q2 		$2.13M Buy
204,359
+158,940
+350% +$1.38M 0.01% 586
2024
Q1 		$360K Sell
45,419
-108,023
-70% -$850K ﹤0.01% 714
2023
Q4 		$1.26M Buy
+153,442
New +$1.2M 0.01% 645

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 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 $3.38T AUM 44.17% 1-Year Est. Return

Calamos Advisors's AVPT Position: Q4 2025 in Review

Calamos Advisors sold out of AvePoint (AVPT) in Q4 2025, closing a stake of 11,036 shares — an estimated $166K sold.

Calamos Advisors first reported a position in AVPT in Q4 2023 and held it in 8 quarters. The position peaked at $2.62M in Q4 2024. 251 funds tracked by Wall St. Rank hold AVPT as of Q4 2025.

  • Calamos Advisors reported no remaining AvePoint position as of Q4 2025 after selling out during the quarter.
  • Calamos Advisors sold 11,036 AvePoint shares in Q4 2025, an estimated $166K.
  • Calamos Advisors first reported a position in AvePoint in Q4 2023 and held it in 8 quarters.
  • Calamos Advisors's AvePoint position peaked at $2.62M in Q4 2024.
  • 251 funds tracked by Wall St. Rank held AvePoint as of Q4 2025.

Based on Calamos Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.