Franklin Resources

Franklin Resources’s AvePoint AVPT Stock Holding History

Franklin Resources’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 Q1	$741K	Sell	77,872 -1,111,719	-93%	-$12.5M	﹤0.01%	2306
2025 Q4	$16.5M	Sell	1,189,591 -1,119,787	-48%	-$15.5M	﹤0.01%	1013
2025 Q3	$34.7M	Buy	2,309,378 +179,254	+8%	+$3.01M	0.01%	767
2025 Q2	$41.1M	Buy	2,130,124 +893,384	+72%	+$15.5M	0.01%	690
2025 Q1	$17.9M	Buy	1,236,740 +153,666	+14%	+$2.58M	0.01%	935
2024 Q4	$17.9M	Sell	1,083,074 -117,515	-10%	-$1.78M	0.01%	944
2024 Q3	$14.8M	Buy	1,200,589 +27,191	+2%	+$298K	﹤0.01%	986
2024 Q2	$12.2M	Sell	1,173,398 -18,397	-2%	-$160K	﹤0.01%	1007
2024 Q1	$9.44M	Sell	1,191,795 -43,774	-4%	-$344K	﹤0.01%	1101
2023 Q4	$10.1M	Sell	1,235,569 -326,212	-21%	-$2.55M	﹤0.01%	926
2023 Q3	$10.5M	Sell	1,561,781 -507,707	-25%	-$3.2M	0.01%	907
2023 Q2	$11.9M	Buy	2,069,488 +66,376	+3%	+$350K	0.01%	886
2023 Q1	$8.25M	Buy	2,003,112 +2,140	+0.1%	+$9.66K	﹤0.01%	967
2022 Q4	$8.22M	Sell	2,000,972 -354,687	-15%	-$1.52M	﹤0.01%	988
2022 Q3	$9.45M	Buy	2,355,659 +1,029	+0%	+$4.85K	0.01%	946
2022 Q2	$10.2M	Sell	2,354,630 -1,941,946	-45%	-$9.86M	0.01%	949
2022 Q1	$22.6M	Sell	4,296,576 -1,619,718	-27%	-$9.28M	0.01%	824
2021 Q4	$37.2M	Buy	5,916,294 +862,711	+17%	+$6.68M	0.01%	731
2021 Q3	$42.9M	Buy	+5,053,583	New	+$50.3M	0.02%	697

Other funds holding AVPT

Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return