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Ingalls & Snyder LLC’s AvePoint AVPT Stock Holding History

Ingalls & Snyder LLC’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 		$2.13M Sell
190,203
-2,708
-1% -$27.8K 0.06% 163
2026
Q1 		$1.83M Sell
192,911
-1,385
-0.7% -$15.6K 0.06% 163
2025
Q4 		$2.7M Buy
194,296
+3,611
+2% +$49.9K 0.1% 134
2025
Q3 		$2.86M Sell
190,685
-300
-0.2% -$5.04K 0.09% 135
2025
Q2 		$3.69M Sell
190,985
-900
-0.5% -$15.6K 0.13% 111
2025
Q1 		$2.77M Buy
191,885
+10,775
+6% +$181K 0.09% 126
2024
Q4 		$2.99M Sell
181,110
-15,985
-8% -$243K 0.12% 119
2024
Q3 		$2.32M Buy
197,095
+13,106
+7% +$144K 0.09% 139
2024
Q2 		$1.92M Sell
183,989
-5,230
-3% -$45.4K 0.08% 146
2024
Q1 		$1.5M Buy
189,219
+12,879
+7% +$101K 0.07% 173
2023
Q4 		$1.45M Sell
176,340
-33
-0% -$258 0.07% 170
2023
Q3 		$1.19M Buy
176,373
+32,146
+22% +$203K 0.06% 193
2023
Q2 		$831K Sell
144,227
-1,880
-1% -$9.9K 0.04% 232
2023
Q1 		$602K Sell
146,107
-5,037
-3% -$22.7K 0.03% 255
2022
Q4 		$621K Sell
151,144
-2,203
-1% -$9.43K 0.03% 253
2022
Q3 		$615K Buy
153,347
+3,650
+2% +$17.2K 0.03% 246
2022
Q2 		$650K Buy
149,697
+27,030
+22% +$137K 0.03% 246
2022
Q1 		$645K Buy
122,667
+32,142
+36% +$184K 0.03% 276
2021
Q4 		$569K Buy
90,525
+47,985
+113% +$372K 0.03% 294
2021
Q3 		$361K Buy
+42,540
New +$423K 0.02% 353

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

Ingalls & Snyder LLC's AVPT Position: Q2 2026 in Review

Ingalls & Snyder LLC reduced its AvePoint (AVPT) stake by 1.4% in Q2 2026, selling an estimated $27.8K and leaving 190,203 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #163.

Ingalls & Snyder LLC first reported a position in AVPT in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.69M in Q2 2025. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Ingalls & Snyder LLC held 190,203 shares of AvePoint worth $2.13M as of Q2 2026.
  • Ingalls & Snyder LLC sold 2,708 AvePoint shares in Q2 2026, an estimated $27.8K.
  • AvePoint made up 0.06% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #163 holding.
  • Ingalls & Snyder LLC first reported a position in AvePoint in Q3 2021 and has held it in 20 quarters since.
  • Ingalls & Snyder LLC's AvePoint position peaked at $3.69M in Q2 2025.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.