Calamos Advisors
AVPT icon

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 $362M AUM 20.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return