Cerity Partners
AVPT icon

Cerity Partners’s AvePoint AVPT Stock Holding History

Cerity Partners’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 		$1.1M Buy
98,195
+29,084
+42% +$299K ﹤0.01% 1941
2026
Q1 		$657K Buy
69,111
+15,706
+29% +$177K ﹤0.01% 2117
2025
Q4 		$742K Buy
53,405
+14,379
+37% +$199K ﹤0.01% 1857
2025
Q3 		$586K Buy
39,026
+2,001
+5% +$33.6K ﹤0.01% 1875
2025
Q2 		$715K Sell
37,025
-33,429
-47% -$580K ﹤0.01% 1685
2025
Q1 		$1.02M Buy
70,454
+29,034
+70% +$488K ﹤0.01% 1420
2024
Q4 		$496K Sell
41,420
-79
-0.2% -$1.2K ﹤0.01% 1765
2024
Q3 		$488K Buy
41,499
+2,571
+7% +$28.2K ﹤0.01% 1783
2024
Q2 		$406K Buy
+38,928
New +$338K ﹤0.01% 1648

Other funds holding AVPT

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cerity Partners's AVPT Position: Q2 2026 in Review

Cerity Partners increased its AvePoint (AVPT) stake by 42% in Q2 2026, buying an estimated $299K and bringing the position to 98,195 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Cerity Partners first reported a position in AVPT in Q2 2024 and has held it in 9 quarters since. 232 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Cerity Partners held 98,195 shares of AvePoint worth $1.1M as of Q2 2026.
  • Cerity Partners bought 29,084 AvePoint shares in Q2 2026, an estimated $299K.
  • AvePoint made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1941 holding.
  • Cerity Partners first reported a position in AvePoint in Q2 2024 and has held it in 9 quarters since.
  • 232 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.