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Joel Greenblatt’s AvePoint AVPT Stock Holding History

Joel Greenblatt’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 		$7.73M Sell
689,914
-120,431
-15% -$1.24M 0.02% 852
2026
Q1 		$7.71M Buy
810,345
+58,340
+8% +$657K 0.02% 754
2025
Q4 		$10.4M Sell
752,005
-35,123
-4% -$485K 0.04% 622
2025
Q3 		$11.8M Sell
787,128
-10,952
-1% -$184K 0.05% 523
2025
Q2 		$15.4M Sell
798,080
-57,320
-7% -$994K 0.09% 308
2025
Q1 		$12.4M Buy
855,400
+14,437
+2% +$243K 0.1% 264
2024
Q4 		$13.9M Buy
840,963
+823,423
+4,695% +$12.5M 0.13% 191
2024
Q3 		$206K Buy
17,540
+1,452
+9% +$15.9K ﹤0.01% 1332
2024
Q2 		$168K Buy
16,088
+2,325
+17% +$20.2K ﹤0.01% 1352
2024
Q1 		$109K Buy
+13,763
New +$108K ﹤0.01% 1328

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

Joel Greenblatt's AVPT Position: Q2 2026 in Review

Joel Greenblatt reduced its AvePoint (AVPT) stake by 15% in Q2 2026, selling an estimated $1.24M and leaving 689,914 shares worth $7.73M. The position accounts for 0.02% of the portfolio, ranked #852.

Joel Greenblatt first reported a position in AVPT in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.4M in Q2 2025. 252 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Joel Greenblatt held 689,914 shares of AvePoint worth $7.73M as of Q2 2026.
  • Joel Greenblatt sold 120,431 AvePoint shares in Q2 2026, an estimated $1.24M.
  • AvePoint made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #852 holding.
  • Joel Greenblatt first reported a position in AvePoint in Q1 2024 and has held it in 10 quarters since.
  • Joel Greenblatt's AvePoint position peaked at $15.4M in Q2 2025.
  • 252 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.