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Cornerstone Financial Management’s AvePoint AVPT Stock Holding History

Cornerstone Financial Management’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 		$2.12K Buy
189
+136
+257% +$1.4K ﹤0.01% 830
2026
Q1 		$504 Buy
53
+7
+15% +$79 ﹤0.01% 1194
2025
Q4 		$639 Buy
+46
New +$635 ﹤0.01% 1072

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

Cornerstone Financial Management's AVPT Position: Q2 2026 in Review

Cornerstone Financial Management increased its AvePoint (AVPT) stake by 257% in Q2 2026, buying an estimated $1.4K and bringing the position to 189 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Cornerstone Financial Management first reported a position in AVPT in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Cornerstone Financial Management held 189 shares of AvePoint worth $2.12K as of Q2 2026.
  • Cornerstone Financial Management bought 136 AvePoint shares in Q2 2026, an estimated $1.4K.
  • AvePoint made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #830 holding.
  • Cornerstone Financial Management first reported a position in AvePoint in Q4 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.