GRP
AVPT icon

Global Retirement Partners’s AvePoint AVPT Stock Holding History

Global Retirement 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
2026
Q2 		$7.78K Buy
+694
New +$7.14K ﹤0.01% 3515
2025
Q4 		$24.1K Sell
1,734
-30
-2% -$414 ﹤0.01% 2787
2025
Q3 		$26.5K Buy
+1,764
New +$29.6K ﹤0.01% 2261
2024
Q4 		$24.6K Buy
+1,489
New +$22.6K ﹤0.01% 1981

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Global Retirement Partners's AVPT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AvePoint (AVPT) in Q2 2026: 694 shares worth $7.78K. The stake represents ﹤0.01% of the portfolio and ranks #3515 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVPT as recently as Q4 2025.

Global Retirement Partners first reported a position in AVPT in Q4 2024 and has held it in 4 quarters since. The position peaked at $26.5K in Q3 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Global Retirement Partners held 694 shares of AvePoint worth $7.78K as of Q2 2026.
  • AvePoint was a new Global Retirement Partners position in Q2 2026.
  • AvePoint made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3515 holding.
  • Global Retirement Partners first reported a position in AvePoint in Q4 2024 and has held it in 4 quarters since.
  • Global Retirement Partners's AvePoint position peaked at $26.5K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.