ER
AVPT icon

EVR Research’s AvePoint AVPT Stock Holding History

EVR Research’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
2024
Q4 		– Sell
-100,000
Closed -$1.18M – 39
2024
Q3 		$1.18M Sell
100,000
-730,000
-88% -$8M 0.29% 33
2024
Q2 		$8.65M Sell
830,000
-620,000
-43% -$5.38M 2.58% 15
2024
Q1 		$11.5M Sell
1,450,000
-150,000
-9% -$1.18M 2.56% 15
2023
Q4 		$13.1M Sell
1,600,000
-1,400,000
-47% -$10.9M 2.94% 15
2023
Q3 		$20.2M Sell
3,000,000
-1,200,000
-29% -$7.56M 5.34% 5
2023
Q2 		$24.2M Sell
4,200,000
-1,210,000
-22% -$6.37M 6.46% 4
2023
Q1 		$22.3M Buy
5,410,000
+576,902
+12% +$2.6M 5.55% 4
2022
Q4 		$19.9M Buy
4,833,098
+670,098
+16% +$2.87M 5.99% 4
2022
Q3 		$16.7M Buy
4,163,000
+1,227,000
+42% +$5.78M 4.95% 7
2022
Q2 		$12.7M Buy
2,936,000
+2,382,931
+431% +$12.1M 3.76% 8
2022
Q1 		$2.91M Buy
+553,069
New +$3.17M 1.07% 25

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EVR Research's AVPT Position: Q4 2024 in Review

EVR Research sold out of AvePoint (AVPT) in Q4 2024, closing a stake of 100,000 shares — an estimated $1.18M sold.

EVR Research first reported a position in AVPT in Q1 2022 and held it in 11 quarters. The position peaked at $24.2M in Q2 2023. 238 funds tracked by Wall St. Rank hold AVPT as of Q4 2024.

  • EVR Research reported no remaining AvePoint position as of Q4 2024 after selling out during the quarter.
  • EVR Research sold 100,000 AvePoint shares in Q4 2024, an estimated $1.18M.
  • EVR Research first reported a position in AvePoint in Q1 2022 and held it in 11 quarters.
  • EVR Research's AvePoint position peaked at $24.2M in Q2 2023.
  • 238 funds tracked by Wall St. Rank held AvePoint as of Q4 2024.

Based on EVR Research's 13F filing for Q4 2024, filed 13 Feb 2025.