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Marquette Asset Management’s AvePoint AVPT Stock Holding History

Marquette Asset Management’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 		$5.4K Sell
482
-452
-48% -$4.65K ﹤0.01% 417
2026
Q1 		$8.88K Buy
934
+300
+47% +$3.38K ﹤0.01% 267
2025
Q4 		$8.81K Buy
634
+389
+159% +$5.37K ﹤0.01% 246
2025
Q3 		$3.68K Buy
+245
New +$4.11K ﹤0.01% 389

Other funds holding AVPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Marquette Asset Management's AVPT Position: Q2 2026 in Review

Marquette Asset Management reduced its AvePoint (AVPT) stake by 48% in Q2 2026, selling an estimated $4.65K and leaving 482 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Marquette Asset Management first reported a position in AVPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.88K in Q1 2026. 83 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Marquette Asset Management held 482 shares of AvePoint worth $5.4K as of Q2 2026.
  • Marquette Asset Management sold 452 AvePoint shares in Q2 2026, an estimated $4.65K.
  • AvePoint made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #417 holding.
  • Marquette Asset Management first reported a position in AvePoint in Q3 2025 and has held it in 4 quarters since.
  • Marquette Asset Management's AvePoint position peaked at $8.88K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.