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
Q2 		$732K Buy
65,305
+54,619
+511% +$562K ﹤0.01% 1072
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Capstone Investment Advisors's AVPT Position: Q2 2026 in Review

Capstone Investment Advisors increased its AvePoint (AVPT) stake by 511% in Q2 2026, buying an estimated $562K and bringing the position to 65,305 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Capstone Investment Advisors first reported a position in AVPT in Q3 2021 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Capstone Investment Advisors held 65,305 shares of AvePoint worth $732K as of Q2 2026.
  • Capstone Investment Advisors bought 54,619 AvePoint shares in Q2 2026, an estimated $562K.
  • AvePoint made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1072 holding.
  • Capstone Investment Advisors first reported a position in AvePoint in Q3 2021 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.