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
2023 Q2	–	Sell	-350,000	Closed	-$1.44M	–	34
2023 Q1	$1.44M	Buy	+350,000	New	+$1.58M	0.36%	35
2022 Q3	–	Sell	-635,000	Closed	-$48K	–	34
2022 Q2	$48K	Buy	+635,000	New	+$3.22M	0.01%	37

Other funds holding AVPT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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.