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Mirabella Financial Services’s AvePoint AVPT Stock Holding History

Mirabella Financial Services’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 		$802K Buy
71,508
+45,423
+174% +$467K 0.08% 140
2026
Q1 		$248K Buy
+26,085
New +$294K 0.02% 628
2022
Q2 		– Sell
-24,118
Closed -$127K – 472
2022
Q1 		$127K Sell
24,118
-520
-2% -$2.98K 0.01% 425
2021
Q4 		$155K Buy
+24,638
New +$191K 0.02% 342

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

Mirabella Financial Services's AVPT Position: Q2 2026 in Review

Mirabella Financial Services increased its AvePoint (AVPT) stake by 174% in Q2 2026, buying an estimated $467K and bringing the position to 71,508 shares worth $802K. The position accounts for 0.08% of the portfolio, ranked #140.

Mirabella Financial Services first reported a position in AVPT in Q4 2021 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Mirabella Financial Services held 71,508 shares of AvePoint worth $802K as of Q2 2026.
  • Mirabella Financial Services bought 45,423 AvePoint shares in Q2 2026, an estimated $467K.
  • AvePoint made up 0.08% of Mirabella Financial Services's portfolio in Q2 2026, its #140 holding.
  • Mirabella Financial Services first reported a position in AvePoint in Q4 2021 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.