Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s AvePoint AVPT Stock Holding History

Capital Fund Management (CFM)’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 		$1.23M Buy
109,415
+16,143
+17% +$166K 0.01% 1625
2026
Q1 		$887K Buy
93,272
+12,895
+16% +$145K ﹤0.01% 1724
2025
Q4 		$1.12M Sell
80,377
-15,115
-16% -$209K ﹤0.01% 1971
2025
Q3 		$1.43M Buy
+95,492
New +$1.6M ﹤0.01% 1926
2025
Q2 		– Sell
-71,314
Closed -$1.03M – 2330
2025
Q1 		$1.03M Buy
+71,314
New +$1.2M ﹤0.01% 1661

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

Capital Fund Management (CFM)'s AVPT Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its AvePoint (AVPT) stake by 17% in Q2 2026, buying an estimated $166K and bringing the position to 109,415 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1625.

Capital Fund Management (CFM) first reported a position in AVPT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q3 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Capital Fund Management (CFM) held 109,415 shares of AvePoint worth $1.23M as of Q2 2026.
  • Capital Fund Management (CFM) bought 16,143 AvePoint shares in Q2 2026, an estimated $166K.
  • AvePoint made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1625 holding.
  • Capital Fund Management (CFM) first reported a position in AvePoint in Q1 2025 and has held it in 5 quarters since.
  • Capital Fund Management (CFM)'s AvePoint position peaked at $1.43M in Q3 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.