Capstone Investment Advisors
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Capstone Investment Advisors’s AvePoint AVPT Stock Holding History

Capstone Investment 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
2026
Q1 		$102K Buy
+10,686
New +$120K ﹤0.01% 1544
2025
Q4 		– Sell
-13,310
Closed -$200K – 1596
2025
Q3 		$200K Buy
+13,310
New +$224K ﹤0.01% 1837
2021
Q4 		– Sell
-22,116
Closed -$188K – 1850
2021
Q3 		$188K Buy
+22,116
New +$220K ﹤0.01% 1705

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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

Capstone Investment Advisors's AVPT Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in AvePoint (AVPT) in Q1 2026: 10,686 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #1544 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in AVPT as recently as Q3 2025.

Capstone Investment Advisors first reported a position in AVPT in Q3 2021 and has held it in 3 quarters since. The position peaked at $200K in Q3 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Capstone Investment Advisors held 10,686 shares of AvePoint worth $102K as of Q1 2026.
  • AvePoint was a new Capstone Investment Advisors position in Q1 2026.
  • AvePoint made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1544 holding.
  • Capstone Investment Advisors first reported a position in AvePoint in Q3 2021 and has held it in 3 quarters since.
  • Capstone Investment Advisors's AvePoint position peaked at $200K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.