Empirical Asset Management’s AvePoint AVPT Stock Holding History

Empirical 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 Q1	–	Sell	-15,966	Closed	-$264K	–	317
2024 Q4	$264K	Buy	+15,966	New	+$243K	0.09%	248

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PCM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Empirical Asset Management's AVPT Position: Q1 2025 in Review

Empirical Asset Management sold out of AvePoint (AVPT) in Q1 2025, closing a stake of 15,966 shares — an estimated $264K sold.

Empirical Asset Management first reported a position in AVPT in Q4 2024 and held it in 1 quarter. The position peaked at $264K in Q4 2024. 254 funds tracked by Wall St. Rank hold AVPT as of Q1 2025.

Empirical Asset Management reported no remaining AvePoint position as of Q1 2025 after selling out during the quarter.
Empirical Asset Management sold 15,966 AvePoint shares in Q1 2025, an estimated $264K.
Empirical Asset Management first reported a position in AvePoint in Q4 2024 and held it in 1 quarter.
Empirical Asset Management's AvePoint position peaked at $264K in Q4 2024.
254 funds tracked by Wall St. Rank held AvePoint as of Q1 2025.

Based on Empirical Asset Management's 13F filing for Q1 2025, filed 12 May 2025.