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 Q2	$6.45M	Sell	575,250 -199,750	-26%	-$2.05M	0.87%	38
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 $355M AUM 27.93% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 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 $3.37T AUM 44.26% 1-Year Est. Return

PCM

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

Herald Investment Management's AVPT Position: Q2 2026 in Review

Herald Investment Management reduced its AvePoint (AVPT) stake by 26% in Q2 2026, selling an estimated $2.05M and leaving 575,250 shares worth $6.45M. The position accounts for 0.87% of the portfolio, ranked #38.

Herald Investment Management first reported a position in AVPT in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.5M in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Herald Investment Management held 575,250 shares of AvePoint worth $6.45M as of Q2 2026.
Herald Investment Management sold 199,750 AvePoint shares in Q2 2026, an estimated $2.05M.
AvePoint made up 0.87% of Herald Investment Management's portfolio in Q2 2026, its #38 holding.
Herald Investment Management first reported a position in AvePoint in Q1 2022 and has held it in 18 quarters since.
Herald Investment Management's AvePoint position peaked at $13.5M in Q2 2025.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.