LPL Financial
AVPT icon

LPL Financial’s AvePoint AVPT Stock Holding History

LPL Financial’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 		$108K Sell
11,347
-33,429
-75% -$376K ﹤0.01% 5662
2025
Q4 		$622K Sell
44,776
-7,893
-15% -$109K ﹤0.01% 4518
2025
Q3 		$791K Buy
52,669
+36,617
+228% +$615K ﹤0.01% 4238
2025
Q2 		$310K Buy
16,052
+3,311
+26% +$57.4K ﹤0.01% 4749
2025
Q1 		$184K Sell
12,741
-36
-0.3% -$605 ﹤0.01% 4894
2024
Q4 		$211K Buy
12,777
+2,242
+21% +$34.1K ﹤0.01% 4779
2024
Q3 		$124K Buy
+10,535
New +$115K ﹤0.01% 4849
2021
Q1 		– Sell
-30,980
Closed -$465K – 4081
2020
Q4 		$465K Buy
+30,980
New +$371K ﹤0.01% 2826

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $127B AUM 43.98% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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 $2.9T AUM 29.55% 1-Year Est. Return