IA
AVPT icon

IFP Advisors’s AvePoint AVPT Stock Holding History

IFP Advisors’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 		$13.9K Buy
1,243
+444
+56% +$4.57K ﹤0.01% 3187
2026
Q1 		$7.6K Buy
799
+552
+223% +$6.22K ﹤0.01% 3298
2025
Q4 		$3.43K Buy
247
+235
+1,958% +$3.25K ﹤0.01% 3609
2025
Q3 		$180 Buy
+12
New +$202 ﹤0.01% 4416
2025
Q2 		– Sell
-15
Closed -$260 – 4192
2025
Q1 		$217 Hold
15
– – ﹤0.01% 3644
2024
Q4 		$248 Buy
+15
New +$228 ﹤0.01% 3632
2023
Q1 		– Sell
-169
Closed -$2K – 3426
2022
Q4 		$2K Buy
+169
New +$723 ﹤0.01% 4112

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

IFP Advisors's AVPT Position: Q2 2026 in Review

IFP Advisors increased its AvePoint (AVPT) stake by 56% in Q2 2026, buying an estimated $4.57K and bringing the position to 1,243 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3187.

IFP Advisors first reported a position in AVPT in Q4 2022 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • IFP Advisors held 1,243 shares of AvePoint worth $13.9K as of Q2 2026.
  • IFP Advisors bought 444 AvePoint shares in Q2 2026, an estimated $4.57K.
  • AvePoint made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3187 holding.
  • IFP Advisors first reported a position in AvePoint in Q4 2022 and has held it in 7 quarters since.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.