Kovitz Investment Group Partners
AVPT icon

Kovitz Investment Group Partners’s AvePoint AVPT Stock Holding History

Kovitz Investment Group Partners’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 		$3.59M Hold
320,000
– – 0.08% 155
2026
Q1 		$3.04M Sell
320,000
-40,000
-11% -$450K 0.07% 176
2025
Q4 		$5M Sell
360,000
-40,024
-10% -$553K 0.11% 145
2025
Q3 		$6M Buy
+400,024
New +$6.72M 0.02% 429

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 $3.38T AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Kovitz Investment Group Partners's AVPT Position: Q2 2026 in Review

Kovitz Investment Group Partners held its AvePoint (AVPT) position steady in Q2 2026 at 320,000 shares worth $3.59M. The position accounts for 0.08% of the portfolio, ranked #155.

Kovitz Investment Group Partners first reported a position in AVPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $6M in Q3 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Kovitz Investment Group Partners held 320,000 shares of AvePoint worth $3.59M as of Q2 2026.
  • Kovitz Investment Group Partners left its AvePoint share count unchanged in Q2 2026.
  • AvePoint made up 0.08% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #155 holding.
  • Kovitz Investment Group Partners first reported a position in AvePoint in Q3 2025 and has held it in 4 quarters since.
  • Kovitz Investment Group Partners's AvePoint position peaked at $6M in Q3 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.