Freestone Grove Partners’s AvePoint AVPT Stock Holding History

Freestone Grove Partners’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
2025 Q4	–	Sell	-17,151	Closed	-$257K	–	735
2025 Q3	$257K	Buy	+17,151	New	+$288K	﹤0.01%	635

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Freestone Grove Partners's AVPT Position: Q4 2025 in Review

Freestone Grove Partners sold out of AvePoint (AVPT) in Q4 2025, closing a stake of 17,151 shares — an estimated $257K sold.

Freestone Grove Partners first reported a position in AVPT in Q3 2025 and held it in 1 quarter. The position peaked at $257K in Q3 2025. 251 funds tracked by Wall St. Rank hold AVPT as of Q4 2025.

Freestone Grove Partners reported no remaining AvePoint position as of Q4 2025 after selling out during the quarter.
Freestone Grove Partners sold 17,151 AvePoint shares in Q4 2025, an estimated $257K.
Freestone Grove Partners first reported a position in AvePoint in Q3 2025 and held it in 1 quarter.
Freestone Grove Partners's AvePoint position peaked at $257K in Q3 2025.
251 funds tracked by Wall St. Rank held AvePoint as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.