Envestnet Asset Management
AVPT icon

Envestnet Asset Management’s AvePoint AVPT Stock Holding History

Envestnet 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
2026
Q2 		$552K Buy
49,256
+9,242
+23% +$95K ﹤0.01% 3997
2026
Q1 		$381K Sell
40,014
-15,423
-28% -$174K ﹤0.01% 4128
2025
Q4 		$770K Buy
55,437
+6,387
+13% +$88.2K ﹤0.01% 3424
2025
Q3 		$736K Buy
49,050
+26,806
+121% +$450K ﹤0.01% 3510
2025
Q2 		$430K Buy
22,244
+11,647
+110% +$202K ﹤0.01% 3808
2025
Q1 		$153K Buy
10,597
+376
+4% +$6.32K ﹤0.01% 4187
2024
Q4 		$169K Buy
+10,221
New +$155K ﹤0.01% 4133

Other funds holding AVPT

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Envestnet Asset Management's AVPT Position: Q2 2026 in Review

Envestnet Asset Management increased its AvePoint (AVPT) stake by 23% in Q2 2026, buying an estimated $95K and bringing the position to 49,256 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #3997.

Envestnet Asset Management first reported a position in AVPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $770K in Q4 2025. 67 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Envestnet Asset Management held 49,256 shares of AvePoint worth $552K as of Q2 2026.
  • Envestnet Asset Management bought 9,242 AvePoint shares in Q2 2026, an estimated $95K.
  • AvePoint made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3997 holding.
  • Envestnet Asset Management first reported a position in AvePoint in Q4 2024 and has held it in 7 quarters since.
  • Envestnet Asset Management's AvePoint position peaked at $770K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.