FFA
AVPT icon

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
Q3 		$33.9K Buy
2,406
+528
+28% +$6.91K ﹤0.01% 3738
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

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's AVPT Position: Q3 2026 in Review

Farther Finance Advisors increased its AvePoint (AVPT) stake by 28% in Q3 2026, buying an estimated $6.91K and bringing the position to 2,406 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3738.

Farther Finance Advisors first reported a position in AVPT in Q4 2023 and has held it in 12 quarters since. 7 funds tracked by Wall St. Rank hold AVPT as of Q3 2026.

  • Farther Finance Advisors held 2,406 shares of AvePoint worth $33.9K as of Q3 2026.
  • Farther Finance Advisors bought 528 AvePoint shares in Q3 2026, an estimated $6.91K.
  • AvePoint made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3738 holding.
  • Farther Finance Advisors first reported a position in AvePoint in Q4 2023 and has held it in 12 quarters since.
  • 7 funds tracked by Wall St. Rank held AvePoint as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.