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Evergreen Capital Management’s AvePoint AVPT Stock Holding History

Evergreen Capital 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 		$249K Buy
22,171
+333
+2% +$3.42K ﹤0.01% 1340
2026
Q1 		$208K Buy
+21,838
New +$246K ﹤0.01% 1376

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 $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Evergreen Capital Management's AVPT Position: Q2 2026 in Review

Evergreen Capital Management increased its AvePoint (AVPT) stake by 1.5% in Q2 2026, buying an estimated $3.42K and bringing the position to 22,171 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Evergreen Capital Management 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.

  • Evergreen Capital Management held 22,171 shares of AvePoint worth $249K as of Q2 2026.
  • Evergreen Capital Management bought 333 AvePoint shares in Q2 2026, an estimated $3.42K.
  • AvePoint made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1340 holding.
  • Evergreen Capital Management 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 Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.