HFS
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Hughes Financial Services’s AvePoint AVPT Stock Holding History

Hughes Financial Services’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 		$34 Sell
3
-1
-25% -$10 ﹤0.01% 1677
2026
Q1 		$38 Buy
+4
New +$45 ﹤0.01% 1505

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

Hughes Financial Services's AVPT Position: Q2 2026 in Review

Hughes Financial Services reduced its AvePoint (AVPT) stake by 25% in Q2 2026, selling an estimated $10 and leaving 3 shares worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Hughes Financial Services first reported a position in AVPT in Q1 2026 and has held it in 2 quarters since. The position peaked at $38 in Q1 2026. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Hughes Financial Services held 3 shares of AvePoint worth $34 as of Q2 2026.
  • Hughes Financial Services sold 1 AvePoint share in Q2 2026, an estimated $10.
  • AvePoint made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1677 holding.
  • Hughes Financial Services first reported a position in AvePoint in Q1 2026 and has held it in 2 quarters since.
  • Hughes Financial Services's AvePoint position peaked at $38 in Q1 2026.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.