FNY Investment Advisers’s AvePoint AVPT Stock Holding History

FNY Investment Advisers’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	$127K	Buy	+9,090	New	+$119K	0.03%	278
2023 Q2	–	Sell	-6,221	Closed	-$25K	–	530
2023 Q1	$25K	Sell	6,221 -2,700	-30%	-$12.2K	0.03%	244
2022 Q4	$36K	Hold	8,921	–	–	0.05%	208
2022 Q3	$35K	Hold	8,921	–	–	0.02%	252
2022 Q2	$38K	Hold	8,921	–	–	0.03%	263
2022 Q1	$46K	Sell	8,921 -1,500	-14%	-$8.59K	0.04%	261
2021 Q4	$65K	Buy	10,421 +1,000	+11%	+$7.74K	0.03%	237
2021 Q3	$79K	Buy	+9,421	New	+$93.7K	0.04%	261
2021 Q2	–	Sell	-148,221	Closed	-$1.64M	–	774
2021 Q1	$1.64M	Buy	148,221 +148,121	+148,121%	+$2.07M	0.61%	41
2020 Q4	$1K	Sell	100 -60,189	-100%	-$721K	﹤0.01%	719
2020 Q3	$639K	Buy	60,289 +50,189	+497%	+$522K	0.27%	85
2020 Q2	$103K	Buy	+10,100	New	+$99.9K	0.06%	168

Other funds holding AVPT

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FNY Investment Advisers's AVPT Position: Q3 2026 in Review

FNY Investment Advisers opened a new position in AvePoint (AVPT) in Q3 2026: 9,090 shares worth $127K. The stake represents 0.03% of the portfolio and ranks #278 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in AVPT as recently as Q1 2023.

FNY Investment Advisers first reported a position in AVPT in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.64M in Q1 2021. 17 funds tracked by Wall St. Rank hold AVPT as of Q3 2026.

FNY Investment Advisers held 9,090 shares of AvePoint worth $127K as of Q3 2026.
AvePoint was a new FNY Investment Advisers position in Q3 2026.
AvePoint made up 0.03% of FNY Investment Advisers's portfolio in Q3 2026, its #278 holding.
FNY Investment Advisers first reported a position in AvePoint in Q2 2020 and has held it in 12 quarters since.
FNY Investment Advisers's AvePoint position peaked at $1.64M in Q1 2021.
17 funds tracked by Wall St. Rank held AvePoint as of Q3 2026.

Based on FNY Investment Advisers's 13F filing for Q3 2026, filed 16 Oct 2026.