Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s AvePoint AVPT Stock Holding History

Jacobs Levy Equity 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
2026
Q2 		– Sell
-186,445
Closed -$1.77M – 953
2026
Q1 		$1.77M Sell
186,445
-206,384
-53% -$2.32M 0.01% 610
2025
Q4 		$5.46M Buy
392,829
+197,093
+101% +$2.72M 0.02% 389
2025
Q3 		$2.94M Buy
+195,736
New +$3.29M 0.01% 515

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

Jacobs Levy Equity Management's AVPT Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of AvePoint (AVPT) in Q2 2026, closing a stake of 186,445 shares — an estimated $1.77M sold.

Jacobs Levy Equity Management first reported a position in AVPT in Q3 2025 and held it in 3 quarters. The position peaked at $5.46M in Q4 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining AvePoint position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 186,445 AvePoint shares in Q2 2026, an estimated $1.77M.
  • Jacobs Levy Equity Management first reported a position in AvePoint in Q3 2025 and held it in 3 quarters.
  • Jacobs Levy Equity Management's AvePoint position peaked at $5.46M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.