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Hillsdale Investment Management’s AvePoint AVPT Stock Holding History

Hillsdale 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
2025
Q4 		– Sell
-480
Closed -$7.21K – 662
2025
Q3 		$7.21K Buy
480
+150
+45% +$2.52K ﹤0.01% 593
2025
Q2 		$6.37K Buy
+330
New +$5.72K ﹤0.01% 573

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hillsdale Investment Management's AVPT Position: Q4 2025 in Review

Hillsdale Investment Management sold out of AvePoint (AVPT) in Q4 2025, closing a stake of 480 shares — an estimated $7.21K sold.

Hillsdale Investment Management first reported a position in AVPT in Q2 2025 and held it in 2 quarters. The position peaked at $7.21K in Q3 2025. 251 funds tracked by Wall St. Rank hold AVPT as of Q4 2025.

  • Hillsdale Investment Management reported no remaining AvePoint position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 480 AvePoint shares in Q4 2025, an estimated $7.21K.
  • Hillsdale Investment Management first reported a position in AvePoint in Q2 2025 and held it in 2 quarters.
  • Hillsdale Investment Management's AvePoint position peaked at $7.21K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held AvePoint as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.