Mach-1 Financial Group’s AvePoint AVPT Stock Holding History

Mach-1 Financial Group’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 Q3	–	Sell	-17,286	Closed	-$334K	–	261
2025 Q2	$334K	Buy	+17,286	New	+$300K	0.1%	175

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 $5.72T AUM 30.48% 1-Year Est. Return

PCM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mach-1 Financial Group's AVPT Position: Q3 2025 in Review

Mach-1 Financial Group sold out of AvePoint (AVPT) in Q3 2025, closing a stake of 17,286 shares — an estimated $334K sold.

Mach-1 Financial Group first reported a position in AVPT in Q2 2025 and held it in 1 quarter. The position peaked at $334K in Q2 2025. 240 funds tracked by Wall St. Rank hold AVPT as of Q3 2025.

Mach-1 Financial Group reported no remaining AvePoint position as of Q3 2025 after selling out during the quarter.
Mach-1 Financial Group sold 17,286 AvePoint shares in Q3 2025, an estimated $334K.
Mach-1 Financial Group first reported a position in AvePoint in Q2 2025 and held it in 1 quarter.
Mach-1 Financial Group's AvePoint position peaked at $334K in Q2 2025.
240 funds tracked by Wall St. Rank held AvePoint as of Q3 2025.

Based on Mach-1 Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.