MAM
AVPT icon

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
Q3 		$6.79K Hold
482
– – ﹤0.01% 321
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

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Marquette Asset Management's AVPT Position: Q3 2026 in Review

Marquette Asset Management held its AvePoint (AVPT) position steady in Q3 2026 at 482 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Marquette Asset Management first reported a position in AVPT in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.88K in Q1 2026. 7 funds tracked by Wall St. Rank hold AVPT as of Q3 2026.

  • Marquette Asset Management held 482 shares of AvePoint worth $6.79K as of Q3 2026.
  • Marquette Asset Management left its AvePoint share count unchanged in Q3 2026.
  • AvePoint made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #321 holding.
  • Marquette Asset Management first reported a position in AvePoint in Q3 2025 and has held it in 5 quarters since.
  • Marquette Asset Management's AvePoint position peaked at $8.88K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held AvePoint as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.