Morgan Stanley
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Morgan Stanley’s AvePoint AVPT Stock Holding History

Morgan Stanley’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 		$96.1M Buy
8,571,409
+603,276
+8% +$6.2M 0.01% 1604
2026
Q1 		$75.8M Buy
7,968,133
+96,851
+1% +$1.09M ﹤0.01% 1687
2025
Q4 		$109M Buy
7,871,282
+6,205,829
+373% +$85.7M 0.01% 1376
2025
Q3 		$25M Sell
1,665,453
-146,926
-8% -$2.47M ﹤0.01% 2678
2025
Q2 		$35M Buy
1,812,379
+348,330
+24% +$6.04M ﹤0.01% 2253
2025
Q1 		$21.1M Buy
1,464,049
+125,275
+9% +$2.1M ﹤0.01% 2646
2024
Q4 		$22.1M Sell
1,338,774
-610,495
-31% -$9.27M ﹤0.01% 2652
2024
Q3 		$22.9M Buy
1,949,269
+896,016
+85% +$9.82M ﹤0.01% 2667
2024
Q2 		$11M Buy
1,053,253
+628,192
+148% +$5.45M ﹤0.01% 3254
2024
Q1 		$3.37M Sell
425,061
-302,475
-42% -$2.38M ﹤0.01% 4223
2023
Q4 		$5.97M Buy
727,536
+486,697
+202% +$3.8M ﹤0.01% 3776
2023
Q3 		$1.62M Sell
240,839
-146,439
-38% -$923K ﹤0.01% 4519
2023
Q2 		$2.23M Buy
387,278
+123,659
+47% +$651K ﹤0.01% 4361
2023
Q1 		$1.09M Buy
263,619
+100,933
+62% +$455K ﹤0.01% 4809
2022
Q4 		$669K Buy
162,686
+855
+0.5% +$3.66K ﹤0.01% 5085
2022
Q3 		$650K Buy
161,831
+8,745
+6% +$41.2K ﹤0.01% 5127
2022
Q2 		$664K Buy
153,086
+41,434
+37% +$210K ﹤0.01% 5268
2022
Q1 		$587K Buy
111,652
+44,964
+67% +$258K ﹤0.01% 5312
2021
Q4 		$420K Buy
66,688
+2,673
+4% +$20.7K ﹤0.01% 5650
2021
Q3 		$543K Sell
64,015
-29,072
-31% -$289K ﹤0.01% 5441
2021
Q2 		$1.14M Sell
93,087
-24,199
-21% -$264K ﹤0.01% 5005
2021
Q1 		$1.3M Buy
117,286
+6,911
+6% +$96.7K ﹤0.01% 4563
2020
Q4 		$1.66M Sell
110,375
-148,497
-57% -$1.78M ﹤0.01% 4310
2020
Q3 		$2.74M Buy
258,872
+258,705
+154,913% +$2.69M ﹤0.01% 3362
2020
Q2 		$2K Sell
167
-93
-36% -$920 ﹤0.01% 6436
2020
Q1 		$3K Sell
260
-1,020
-80% -$10.1K ﹤0.01% 6311
2019
Q4 		$13K Buy
+1,280
New +$12.8K ﹤0.01% 6195

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley's AVPT Position: Q2 2026 in Review

Morgan Stanley increased its AvePoint (AVPT) stake by 7.6% in Q2 2026, buying an estimated $6.2M and bringing the position to 8,571,409 shares worth $96.1M. The position accounts for 0.01% of the portfolio, ranked #1604.

Morgan Stanley first reported a position in AVPT in Q4 2019 and has held it in 27 quarters since. The position peaked at $109M in Q4 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Morgan Stanley held 8,571,409 shares of AvePoint worth $96.1M as of Q2 2026.
  • Morgan Stanley bought 603,276 AvePoint shares in Q2 2026, an estimated $6.2M.
  • AvePoint made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1604 holding.
  • Morgan Stanley first reported a position in AvePoint in Q4 2019 and has held it in 27 quarters since.
  • Morgan Stanley's AvePoint position peaked at $109M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.