Lindbrook Capital’s AvePoint AVPT Stock Holding History

Lindbrook Capital’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
2025 Q1	$12.3K	Buy	850 +29	+4%	+$487	﹤0.01%	1572
2024 Q4	$13.6K	Hold	821	–	–	﹤0.01%	1488
2024 Q3	$9.66K	Buy	821 +23	+3%	+$252	﹤0.01%	1697
2024 Q2	$8.31K	Buy	798 +56	+8%	+$486	﹤0.01%	1735
2024 Q1	$5.88K	Hold	742	–	–	﹤0.01%	1830
2023 Q4	$6.09K	Hold	742	–	–	﹤0.01%	1779
2023 Q3	$4.99K	Hold	742	–	–	﹤0.01%	1774
2023 Q2	$4.27K	Buy	742 +680	+1,097%	+$3.58K	﹤0.01%	1882
2023 Q1	$255	Sell	62 -147	-70%	-$663	﹤0.01%	2690
2022 Q4	$859	Sell	209 -572	-73%	-$2.45K	﹤0.01%	2495
2022 Q3	$3K	Buy	+781	New	+$3.68K	﹤0.01%	1836
2021 Q1	–	Sell	-2	Closed	–	–	1872
2020 Q4	$0	Buy	+2	New	+$24	﹤0.01%	1773

Other funds holding AVPT

Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lindbrook Capital's AVPT Position: Q1 2025 in Review

Lindbrook Capital increased its AvePoint (AVPT) stake by 3.5% in Q1 2025, buying an estimated $487 and bringing the position to 850 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Lindbrook Capital first reported a position in AVPT in Q4 2020 and has held it in 12 quarters since. The position peaked at $13.6K in Q4 2024. 254 funds tracked by Wall St. Rank hold AVPT as of Q1 2025.

Lindbrook Capital held 850 shares of AvePoint worth $12.3K as of Q1 2025.
Lindbrook Capital bought 29 AvePoint shares in Q1 2025, an estimated $487.
AvePoint made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1572 holding.
Lindbrook Capital first reported a position in AvePoint in Q4 2020 and has held it in 12 quarters since.
Lindbrook Capital's AvePoint position peaked at $13.6K in Q4 2024.
254 funds tracked by Wall St. Rank held AvePoint as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.