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
Q2 		$149K Buy
13,305
+1,958
+17% +$20.1K ﹤0.01% 5838
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 $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

LPL Financial's AVPT Position: Q2 2026 in Review

LPL Financial increased its AvePoint (AVPT) stake by 17% in Q2 2026, buying an estimated $20.1K and bringing the position to 13,305 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #5838.

LPL Financial first reported a position in AVPT in Q4 2020 and has held it in 9 quarters since. The position peaked at $791K in Q3 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • LPL Financial held 13,305 shares of AvePoint worth $149K as of Q2 2026.
  • LPL Financial bought 1,958 AvePoint shares in Q2 2026, an estimated $20.1K.
  • AvePoint made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5838 holding.
  • LPL Financial first reported a position in AvePoint in Q4 2020 and has held it in 9 quarters since.
  • LPL Financial's AvePoint position peaked at $791K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.