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
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 $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 $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kovitz Investment Group Partners's AVPT Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its AvePoint (AVPT) stake by 11% in Q1 2026, selling an estimated $450K and leaving 320,000 shares worth $3.04M. The position accounts for 0.07% of the portfolio, ranked #176.

Kovitz Investment Group Partners first reported a position in AVPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $6M in Q3 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Kovitz Investment Group Partners held 320,000 shares of AvePoint worth $3.04M as of Q1 2026.
  • Kovitz Investment Group Partners sold 40,000 AvePoint shares in Q1 2026, an estimated $450K.
  • AvePoint made up 0.07% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #176 holding.
  • Kovitz Investment Group Partners first reported a position in AvePoint in Q3 2025 and has held it in 3 quarters since.
  • Kovitz Investment Group Partners's AvePoint position peaked at $6M in Q3 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.