EIM
AVPT icon

Essex Investment Management’s AvePoint AVPT Stock Holding History

Essex Investment 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
Q1 		$4.74M Sell
498,482
-9,532
-2% -$107K 0.75% 41
2025
Q4 		$7.06M Sell
508,014
-10,218
-2% -$141K 1.08% 23
2025
Q3 		$7.78M Buy
518,232
+5,529
+1% +$92.8K 1.19% 17
2025
Q2 		$9.9M Sell
512,703
-6,926
-1% -$120K 1.8% 5
2025
Q1 		$7.5M Sell
519,629
-26,116
-5% -$439K 1.57% 6
2024
Q4 		$9.01M Sell
545,745
-46,766
-8% -$710K 1.62% 7
2024
Q3 		$6.97M Sell
592,511
-11,495
-2% -$126K 1.22% 12
2024
Q2 		$6.29M Buy
604,006
+371,129
+159% +$3.22M 1.18% 17
2024
Q1 		$1.84M Buy
+232,877
New +$1.83M 0.36% 112

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $3.37T AUM 44.26% 1-Year Est. Return

Essex Investment Management's AVPT Position: Q1 2026 in Review

Essex Investment Management reduced its AvePoint (AVPT) stake by 1.9% in Q1 2026, selling an estimated $107K and leaving 498,482 shares worth $4.74M. The position accounts for 0.75% of the portfolio, ranked #41.

Essex Investment Management first reported a position in AVPT in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.9M in Q2 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Essex Investment Management held 498,482 shares of AvePoint worth $4.74M as of Q1 2026.
  • Essex Investment Management sold 9,532 AvePoint shares in Q1 2026, an estimated $107K.
  • AvePoint made up 0.75% of Essex Investment Management's portfolio in Q1 2026, its #41 holding.
  • Essex Investment Management first reported a position in AvePoint in Q1 2024 and has held it in 9 quarters since.
  • Essex Investment Management's AvePoint position peaked at $9.9M in Q2 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.