DTL
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Dynamic Technology Lab’s AvePoint AVPT Stock Holding History

Dynamic Technology Lab’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
Q4 		– Sell
-68,547
Closed -$1.03M – 749
2025
Q3 		$1.03M Buy
+68,547
New +$1.15M 0.17% 183
2025
Q2 		– Sell
-19,094
Closed -$276K – 937
2025
Q1 		$276K Buy
+19,094
New +$321K 0.04% 731
2024
Q1 		– Sell
-19,245
Closed -$158K – 1044
2023
Q4 		$158K Buy
+19,245
New +$150K 0.02% 910
2023
Q3 		– Sell
-11,307
Closed -$65K – 953
2023
Q2 		$65K Buy
+11,307
New +$59.6K 0.01% 923
2022
Q2 		– Sell
-46,327
Closed -$244K – 1123
2022
Q1 		$244K Buy
+46,327
New +$265K 0.03% 876

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return