Catalyst Capital Advisors’s AvePoint AVPT Stock Holding History

Catalyst Capital 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	$7.85K	Hold	700	–	–	﹤0.01%	368
2026 Q1	$6.66K	Sell	700 -6,200	-90%	-$69.8K	﹤0.01%	365
2025 Q4	$95.8K	Hold	6,900	–	–	﹤0.01%	274
2025 Q3	$104K	Hold	6,900	–	–	﹤0.01%	305
2025 Q2	$133K	Hold	6,900	–	–	﹤0.01%	293
2025 Q1	$99.6K	Buy	+6,900	New	+$116K	﹤0.01%	303

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Catalyst Capital Advisors's AVPT Position: Q2 2026 in Review

Catalyst Capital Advisors held its AvePoint (AVPT) position steady in Q2 2026 at 700 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Catalyst Capital Advisors first reported a position in AVPT in Q1 2025 and has held it in 6 quarters since. The position peaked at $133K in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Catalyst Capital Advisors held 700 shares of AvePoint worth $7.85K as of Q2 2026.
Catalyst Capital Advisors left its AvePoint share count unchanged in Q2 2026.
AvePoint made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #368 holding.
Catalyst Capital Advisors first reported a position in AvePoint in Q1 2025 and has held it in 6 quarters since.
Catalyst Capital Advisors's AvePoint position peaked at $133K in Q2 2025.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.