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Farther Finance Advisors’s AvePoint AVPT Stock Holding History

Farther Finance Advisors’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 		$21K Buy
1,878
+693
+58% +$7.13K ﹤0.01% 3929
2026
Q1 		$11.5K Buy
1,185
+417
+54% +$4.7K ﹤0.01% 4010
2025
Q4 		$10.7K Buy
768
+190
+33% +$2.63K ﹤0.01% 3863
2025
Q3 		$8.68K Sell
578
-942
-62% -$15.8K ﹤0.01% 3505
2025
Q2 		$29.4K Buy
1,520
+504
+50% +$8.74K ﹤0.01% 2433
2025
Q1 		$15K Buy
1,016
+964
+1,854% +$16.2K ﹤0.01% 2524
2024
Q4 		$859 Hold
52
– – ﹤0.01% 3297
2024
Q3 		$612 Buy
52
+17
+49% +$186 ﹤0.01% 3381
2024
Q2 		$361 Hold
35
– – ﹤0.01% 3351
2024
Q1 		$271 Buy
35
+5
+17% +$39 ﹤0.01% 3201
2023
Q4 		$246 Buy
+30
New +$234 ﹤0.01% 3180

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

Farther Finance Advisors's AVPT Position: Q2 2026 in Review

Farther Finance Advisors increased its AvePoint (AVPT) stake by 58% in Q2 2026, buying an estimated $7.13K and bringing the position to 1,878 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3929.

Farther Finance Advisors first reported a position in AVPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.4K in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Farther Finance Advisors held 1,878 shares of AvePoint worth $21K as of Q2 2026.
  • Farther Finance Advisors bought 693 AvePoint shares in Q2 2026, an estimated $7.13K.
  • AvePoint made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3929 holding.
  • Farther Finance Advisors first reported a position in AvePoint in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's AvePoint position peaked at $29.4K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.