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CIBC World Markets’s AvePoint AVPT Stock Holding History

CIBC World Markets’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
2025
Q2 		$316K Sell
16,382
-12,199
-43% -$212K ﹤0.01% 1078
2025
Q1 		$413K Buy
28,581
+16,527
+137% +$278K ﹤0.01% 1100
2024
Q4 		$199K Buy
+12,054
New +$183K ﹤0.01% 1139

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

CIBC World Markets's AVPT Position: Q2 2025 in Review

CIBC World Markets reduced its AvePoint (AVPT) stake by 43% in Q2 2025, selling an estimated $212K and leaving 16,382 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

CIBC World Markets first reported a position in AVPT in Q4 2024 and has held it in 3 quarters since. The position peaked at $413K in Q1 2025. 245 funds tracked by Wall St. Rank hold AVPT as of Q2 2025.

  • CIBC World Markets held 16,382 shares of AvePoint worth $316K as of Q2 2025.
  • CIBC World Markets sold 12,199 AvePoint shares in Q2 2025, an estimated $212K.
  • AvePoint made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1078 holding.
  • CIBC World Markets first reported a position in AvePoint in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's AvePoint position peaked at $413K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held AvePoint as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.