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Essential Partners’s AvePoint AVPT Stock Holding History

Essential Partners’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 		$12K Buy
1,071
+335
+46% +$3.44K 0.01% 1137
2026
Q1 		$7K Sell
736
-431
-37% -$4.85K ﹤0.01% 1415
2025
Q4 		$16.2K Buy
1,167
+257
+28% +$3.55K 0.01% 987
2025
Q3 		$13.7K Buy
910
+18
+2% +$302 ﹤0.01% 1043
2025
Q2 		$17.2K Buy
+892
New +$15.5K 0.01% 712

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 $3.38T AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Essential Partners's AVPT Position: Q2 2026 in Review

Essential Partners increased its AvePoint (AVPT) stake by 46% in Q2 2026, buying an estimated $3.44K and bringing the position to 1,071 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1137.

Essential Partners first reported a position in AVPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.2K in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Essential Partners held 1,071 shares of AvePoint worth $12K as of Q2 2026.
  • Essential Partners bought 335 AvePoint shares in Q2 2026, an estimated $3.44K.
  • AvePoint made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1137 holding.
  • Essential Partners first reported a position in AvePoint in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's AvePoint position peaked at $17.2K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.