Fidelity Investments
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Fidelity Investments’s AvePoint AVPT Stock Holding History

Fidelity Investments’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 		$1.02M Buy
91,214
+16,279
+22% +$167K ﹤0.01% 3007
2026
Q1 		$713K Buy
74,935
+46,954
+168% +$529K ﹤0.01% 2985
2025
Q4 		$389K Sell
27,981
-8,068
-22% -$111K ﹤0.01% 3173
2025
Q3 		$541K Buy
36,049
+4,414
+14% +$74.1K ﹤0.01% 3002
2025
Q2 		$611K Sell
31,635
-92,276
-74% -$1.6M ﹤0.01% 2893
2025
Q1 		$1.79M Buy
123,911
+108,102
+684% +$1.82M ﹤0.01% 2479
2024
Q4 		$261K Sell
15,809
-22,466
-59% -$341K ﹤0.01% 3163
2024
Q3 		$450K Buy
38,275
+35,446
+1,253% +$388K ﹤0.01% 2904
2024
Q2 		$29.5K Buy
2,829
+661
+30% +$5.73K ﹤0.01% 3883
2024
Q1 		$17.2K Sell
2,168
-444
-17% -$3.49K ﹤0.01% 4070
2023
Q4 		$21.4K Buy
2,612
+1,112
+74% +$8.69K ﹤0.01% 3912
2023
Q3 		$10.1K Buy
1,500
+317
+27% +$2K ﹤0.01% 4111
2023
Q2 		$6.81K Buy
1,183
+431
+57% +$2.27K ﹤0.01% 4269
2023
Q1 		$3.1K Sell
752
-1,248
-62% -$5.63K ﹤0.01% 4513
2022
Q4 		$8.22K Buy
2,000
+162
+9% +$693 ﹤0.01% 4081
2022
Q3 		$7K Buy
1,838
+1,210
+193% +$5.7K ﹤0.01% 4182
2022
Q2 		$3K Buy
628
+596
+1,863% +$3.03K ﹤0.01% 4428
2022
Q1 		$0 Buy
+32
New +$183 ﹤0.01% 4939
2021
Q3 		– Sell
-3
Closed – – 4322
2021
Q2 		$0 Buy
+3
New +$33 ﹤0.01% 4221
2021
Q1 		– Sell
-115
Closed -$2K – 3962
2020
Q4 		$2K Buy
+115
New +$1.38K ﹤0.01% 3568

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

Fidelity Investments's AVPT Position: Q2 2026 in Review

Fidelity Investments increased its AvePoint (AVPT) stake by 22% in Q2 2026, buying an estimated $167K and bringing the position to 91,214 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

Fidelity Investments first reported a position in AVPT in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.79M in Q1 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Fidelity Investments held 91,214 shares of AvePoint worth $1.02M as of Q2 2026.
  • Fidelity Investments bought 16,279 AvePoint shares in Q2 2026, an estimated $167K.
  • AvePoint made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3007 holding.
  • Fidelity Investments first reported a position in AvePoint in Q4 2020 and has held it in 20 quarters since.
  • Fidelity Investments's AvePoint position peaked at $1.79M in Q1 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.