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GAMMA Investing’s AvePoint AVPT Stock Holding History

GAMMA Investing’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 		$58.1K Buy
4,125
+311
+8% +$4.07K ﹤0.01% 2270
2026
Q2 		$42.8K Buy
3,814
+802
+27% +$8.25K ﹤0.01% 2404
2026
Q1 		$28.6K Buy
3,012
+185
+7% +$2.08K ﹤0.01% 2523
2025
Q4 		$39.3K Sell
2,827
-85
-3% -$1.17K ﹤0.01% 2230
2025
Q3 		$43.7K Buy
2,912
+66
+2% +$1.11K ﹤0.01% 2088
2025
Q2 		$55K Buy
2,846
+470
+20% +$8.15K ﹤0.01% 1868
2025
Q1 		$34.3K Buy
2,376
+422
+22% +$7.09K ﹤0.01% 2053
2024
Q4 		$32.3K Buy
1,954
+230
+13% +$3.49K ﹤0.01% 1996
2024
Q3 		$20.3K Buy
1,724
+697
+68% +$7.63K ﹤0.01% 2100
2024
Q2 		$10.7K Buy
1,027
+931
+970% +$8.07K ﹤0.01% 2212
2024
Q1 		$760 Buy
96
+78
+433% +$614 ﹤0.01% 3003
2023
Q4 		$139 Buy
+18
New +$141 ﹤0.01% 3134

Other funds holding AVPT

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's AVPT Position: Q3 2026 in Review

GAMMA Investing increased its AvePoint (AVPT) stake by 8.2% in Q3 2026, buying an estimated $4.07K and bringing the position to 4,125 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

GAMMA Investing first reported a position in AVPT in Q4 2023 and has held it in 12 quarters since. 7 funds tracked by Wall St. Rank hold AVPT as of Q3 2026.

  • GAMMA Investing held 4,125 shares of AvePoint worth $58.1K as of Q3 2026.
  • GAMMA Investing bought 311 AvePoint shares in Q3 2026, an estimated $4.07K.
  • AvePoint made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2270 holding.
  • GAMMA Investing first reported a position in AvePoint in Q4 2023 and has held it in 12 quarters since.
  • 7 funds tracked by Wall St. Rank held AvePoint as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.