GFA
AVPT icon

Godfrey Financial Associates’s AvePoint AVPT Stock Holding History

Godfrey Financial Associates’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 		$280 Hold
25
– – ﹤0.01% 968
2026
Q1 		$238 Hold
25
– – ﹤0.01% 983
2025
Q4 		$347 Buy
+25
New +$345 ﹤0.01% 894

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

Godfrey Financial Associates's AVPT Position: Q2 2026 in Review

Godfrey Financial Associates held its AvePoint (AVPT) position steady in Q2 2026 at 25 shares worth $280. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Godfrey Financial Associates first reported a position in AVPT in Q4 2025 and has held it in 3 quarters since. The position peaked at $347 in Q4 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Godfrey Financial Associates held 25 shares of AvePoint worth $280 as of Q2 2026.
  • Godfrey Financial Associates left its AvePoint share count unchanged in Q2 2026.
  • AvePoint made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #968 holding.
  • Godfrey Financial Associates first reported a position in AvePoint in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's AvePoint position peaked at $347 in Q4 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.