Ethic Inc’s AvePoint AVPT Stock Holding History

Ethic Inc’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	$115K	Sell	10,249 -1,403	-12%	-$14.4K	﹤0.01%	1319
2026 Q1	$111K	Buy	+11,652	New	+$131K	﹤0.01%	1193

Other funds holding AVPT

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

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

Ethic Inc's AVPT Position: Q2 2026 in Review

Ethic Inc reduced its AvePoint (AVPT) stake by 12% in Q2 2026, selling an estimated $14.4K and leaving 10,249 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Ethic Inc first reported a position in AVPT in Q1 2026 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Ethic Inc held 10,249 shares of AvePoint worth $115K as of Q2 2026.
Ethic Inc sold 1,403 AvePoint shares in Q2 2026, an estimated $14.4K.
AvePoint made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1319 holding.
Ethic Inc first reported a position in AvePoint in Q1 2026 and has held it in 2 quarters since.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.