Jim Simons
AVPT icon

Jim Simons’s AvePoint AVPT Stock Holding History

Jim Simons’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 		$24.5M Buy
2,580,153
+363,200
+16% +$4.09M 0.04% 567
2025
Q4 		$30.8M Buy
2,216,953
+273,300
+14% +$3.78M 0.05% 441
2025
Q3 		$29.2M Sell
1,943,653
-127,347
-6% -$2.14M 0.04% 562
2025
Q2 		$40M Buy
2,071,000
+367,461
+22% +$6.37M 0.05% 425
2025
Q1 		$24.6M Buy
1,703,539
+551,939
+48% +$9.27M 0.04% 580
2024
Q4 		$19M Buy
1,151,600
+25,000
+2% +$380K 0.03% 697
2024
Q3 		$13.3M Buy
1,126,600
+264,700
+31% +$2.9M 0.02% 895
2024
Q2 		$8.98M Buy
861,900
+121,200
+16% +$1.05M 0.02% 986
2024
Q1 		$5.87M Sell
740,700
-127,700
-15% -$1M 0.01% 1312
2023
Q4 		$7.13M Buy
868,400
+176,600
+26% +$1.38M 0.01% 1121
2023
Q3 		$4.65M Buy
691,800
+39,200
+6% +$247K 0.01% 1348
2023
Q2 		$3.76M Buy
652,600
+142,600
+28% +$751K 0.01% 1593
2023
Q1 		$2.1M Buy
510,000
+54,800
+12% +$247K ﹤0.01% 1996
2022
Q4 		$1.87M Buy
455,200
+54,900
+14% +$235K ﹤0.01% 2110
2022
Q3 		$1.6M Buy
400,300
+52,800
+15% +$249K ﹤0.01% 2178
2022
Q2 		$1.51M Buy
347,500
+82,300
+31% +$418K ﹤0.01% 2404
2022
Q1 		$1.4M Buy
+265,200
New +$1.52M ﹤0.01% 2496

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $167B AUM 44.17% 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

Jim Simons's AVPT Position: Q1 2026 in Review

Jim Simons increased its AvePoint (AVPT) stake by 16% in Q1 2026, buying an estimated $4.09M and bringing the position to 2,580,153 shares worth $24.5M. The position accounts for 0.04% of the portfolio, ranked #567.

Jim Simons first reported a position in AVPT in Q1 2022 and has held it in 17 quarters since. The position peaked at $40M in Q2 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Jim Simons held 2,580,153 shares of AvePoint worth $24.5M as of Q1 2026.
  • Jim Simons bought 363,200 AvePoint shares in Q1 2026, an estimated $4.09M.
  • AvePoint made up 0.04% of Jim Simons's portfolio in Q1 2026, its #567 holding.
  • Jim Simons first reported a position in AvePoint in Q1 2022 and has held it in 17 quarters since.
  • Jim Simons's AvePoint position peaked at $40M in Q2 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

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