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EFG Asset Management’s AvePoint AVPT Stock Holding History

EFG Asset 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
2025
Q3 		$3.1M Buy
206,576
+43,510
+27% +$731K 0.4% 113
2025
Q2 		$3.15M Buy
163,066
+93,994
+136% +$1.63M 0.45% 96
2025
Q1 		$1,000K Buy
+69,072
New +$1.16M 0.17% 169

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 $5.72T AUM 30.48% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EFG Asset Management's AVPT Position: Q3 2025 in Review

EFG Asset Management increased its AvePoint (AVPT) stake by 27% in Q3 2025, buying an estimated $731K and bringing the position to 206,576 shares worth $3.1M. The position accounts for 0.4% of the portfolio, ranked #113.

EFG Asset Management first reported a position in AVPT in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.15M in Q2 2025. 240 funds tracked by Wall St. Rank hold AVPT as of Q3 2025.

  • EFG Asset Management held 206,576 shares of AvePoint worth $3.1M as of Q3 2025.
  • EFG Asset Management bought 43,510 AvePoint shares in Q3 2025, an estimated $731K.
  • AvePoint made up 0.4% of EFG Asset Management's portfolio in Q3 2025, its #113 holding.
  • EFG Asset Management first reported a position in AvePoint in Q1 2025 and has held it in 3 quarters since.
  • EFG Asset Management's AvePoint position peaked at $3.15M in Q2 2025.
  • 240 funds tracked by Wall St. Rank held AvePoint as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.