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AVPT icon

Covestor’s AvePoint AVPT Stock Holding History

Covestor’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 		$127K Buy
11,287
+4,993
+79% +$51.3K 0.07% 253
2026
Q1 		$60K Sell
6,294
-1,532
-20% -$17.3K 0.04% 582
2025
Q4 		$109K Buy
7,826
+3,604
+85% +$49.8K 0.06% 529
2025
Q3 		$63K Buy
4,222
+338
+9% +$5.68K 0.03% 797
2025
Q2 		$75K Sell
3,884
-4,941
-56% -$85.7K 0.04% 706
2025
Q1 		$127K Buy
8,825
+8,577
+3,458% +$144K 0.08% 352
2024
Q4 		$4K Buy
248
+126
+103% +$1.91K ﹤0.01% 1744
2024
Q3 		$1K Sell
122
-13
-10% -$142 ﹤0.01% 1893
2024
Q2 		$1K Buy
135
+52
+63% +$451 ﹤0.01% 1927
2024
Q1 		$1K Buy
83
+41
+98% +$323 ﹤0.01% 1901
2023
Q4 		$0 Sell
42
-11
-21% -$86 ﹤0.01% 2135
2023
Q3 		$0 Buy
53
+6
+13% +$38 ﹤0.01% 2106
2023
Q2 		$0 Sell
47
-10
-18% -$53 ﹤0.01% 2123
2023
Q1 		$0 Buy
57
+42
+280% +$190 ﹤0.01% 2008
2022
Q4 		$0 Buy
15
+9
+150% +$39 ﹤0.01% 2055
2022
Q3 		$0 Buy
+6
New +$28 ﹤0.01% 1974

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 $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Covestor's AVPT Position: Q2 2026 in Review

Covestor increased its AvePoint (AVPT) stake by 79% in Q2 2026, buying an estimated $51.3K and bringing the position to 11,287 shares worth $127K. The position accounts for 0.07% of the portfolio, ranked #253.

Covestor first reported a position in AVPT in Q3 2022 and has held it in 16 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Covestor held 11,287 shares of AvePoint worth $127K as of Q2 2026.
  • Covestor bought 4,993 AvePoint shares in Q2 2026, an estimated $51.3K.
  • AvePoint made up 0.07% of Covestor's portfolio in Q2 2026, its #253 holding.
  • Covestor first reported a position in AvePoint in Q3 2022 and has held it in 16 quarters since.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.