Herald Investment Management’s AvePoint AVPT Stock Holding History

Herald Investment Management’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	$7.36M	Sell	775,000 -75,000	-9%	-$845K	1.03%	26
2025 Q4	$11.8M	Buy	850,000 +150,000	+21%	+$2.07M	1.54%	16
2025 Q3	$10.5M	Hold	700,000	–	–	1.4%	18
2025 Q2	$13.5M	Hold	700,000	–	–	2%	12
2025 Q1	$10.1M	Hold	700,000	–	–	1.9%	15
2024 Q4	$11.5M	Hold	700,000	–	–	1.89%	13
2024 Q3	$8.22M	Hold	700,000	–	–	1.42%	20
2024 Q2	$7.29M	Hold	700,000	–	–	1.2%	21
2024 Q1	$5.53M	Buy	700,000 +275,000	+65%	+$2.16M	0.9%	29
2023 Q4	$3.49M	Hold	425,000	–	–	0.67%	40
2023 Q3	$2.85M	Buy	425,000 +71,993	+20%	+$454K	0.61%	46
2023 Q2	$2.03M	Hold	353,007	–	–	0.39%	64
2023 Q1	$1.45M	Hold	353,007	–	–	0.32%	73
2022 Q4	$1.45M	Hold	353,007	–	–	0.36%	71
2022 Q3	$1.42M	Hold	353,007	–	–	0.35%	77
2022 Q2	$1.53M	Hold	353,007	–	–	0.35%	75
2022 Q1	$1.85M	Buy	+353,007	New	+$2.02M	0.34%	78

Other funds holding AVPT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

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

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

Herald Investment Management's AVPT Position: Q1 2026 in Review

Herald Investment Management reduced its AvePoint (AVPT) stake by 8.8% in Q1 2026, selling an estimated $845K and leaving 775,000 shares worth $7.36M. The position accounts for 1.03% of the portfolio, ranked #26.

Herald Investment Management first reported a position in AVPT in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.5M in Q2 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

Herald Investment Management held 775,000 shares of AvePoint worth $7.36M as of Q1 2026.
Herald Investment Management sold 75,000 AvePoint shares in Q1 2026, an estimated $845K.
AvePoint made up 1.03% of Herald Investment Management's portfolio in Q1 2026, its #26 holding.
Herald Investment Management first reported a position in AvePoint in Q1 2022 and has held it in 17 quarters since.
Herald Investment Management's AvePoint position peaked at $13.5M in Q2 2025.
255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Herald Investment Management's 13F filing for Q1 2026, filed 13 May 2026.