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Fortitude Family Office’s AvePoint AVPT Stock Holding History

Fortitude Family Office’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 		$9.97K Buy
708
+657
+1,288% +$8.6K ﹤0.01% 1218
2026
Q2 		$572 Buy
+51
New +$524 ﹤0.01% 1942

Other funds holding AVPT

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office's AVPT Position: Q3 2026 in Review

Fortitude Family Office increased its AvePoint (AVPT) stake by 1,288% in Q3 2026, buying an estimated $8.6K and bringing the position to 708 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Fortitude Family Office first reported a position in AVPT in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold AVPT as of Q3 2026.

  • Fortitude Family Office held 708 shares of AvePoint worth $9.97K as of Q3 2026.
  • Fortitude Family Office bought 657 AvePoint shares in Q3 2026, an estimated $8.6K.
  • AvePoint made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1218 holding.
  • Fortitude Family Office first reported a position in AvePoint in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held AvePoint as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.