I
AVPT icon

InceptionR’s AvePoint AVPT Stock Holding History

InceptionR’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 		$175K Sell
18,350
-10,829
-37% -$122K 0.04% 595
2025
Q4 		$405K Buy
29,179
+13,510
+86% +$187K 0.11% 340
2025
Q3 		$235K Buy
+15,669
New +$263K 0.06% 553

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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
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
Jennison Associates New York $145B AUM 34.61% 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

InceptionR's AVPT Position: Q1 2026 in Review

InceptionR reduced its AvePoint (AVPT) stake by 37% in Q1 2026, selling an estimated $122K and leaving 18,350 shares worth $175K. The position accounts for 0.04% of the portfolio, ranked #595.

InceptionR first reported a position in AVPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $405K in Q4 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • InceptionR held 18,350 shares of AvePoint worth $175K as of Q1 2026.
  • InceptionR sold 10,829 AvePoint shares in Q1 2026, an estimated $122K.
  • AvePoint made up 0.04% of InceptionR's portfolio in Q1 2026, its #595 holding.
  • InceptionR first reported a position in AvePoint in Q3 2025 and has held it in 3 quarters since.
  • InceptionR's AvePoint position peaked at $405K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.