Neo Ivy Capital Management’s AvePoint AVPT Stock Holding History

Neo Ivy Capital 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	$709K	Sell	63,280 -25,761	-29%	-$265K	0.16%	191
2026 Q1	$847K	Sell	89,041 -159,739	-64%	-$1.8M	0.22%	154
2025 Q4	$3.46M	Buy	248,780 +113,632	+84%	+$1.57M	0.55%	77
2025 Q3	$2.03M	Buy	135,148 +102,724	+317%	+$1.72M	0.49%	67
2025 Q2	$626K	Buy	+32,424	New	+$562K	0.2%	175
2025 Q1	–	Sell	-377,301	Closed	-$6.23M	–	289
2024 Q4	$6.23M	Buy	+377,301	New	+$5.73M	1.25%	11

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Neo Ivy Capital Management's AVPT Position: Q2 2026 in Review

Neo Ivy Capital Management reduced its AvePoint (AVPT) stake by 29% in Q2 2026, selling an estimated $265K and leaving 63,280 shares worth $709K. The position accounts for 0.16% of the portfolio, ranked #191.

Neo Ivy Capital Management first reported a position in AVPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.23M in Q4 2024. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Neo Ivy Capital Management held 63,280 shares of AvePoint worth $709K as of Q2 2026.
Neo Ivy Capital Management sold 25,761 AvePoint shares in Q2 2026, an estimated $265K.
AvePoint made up 0.16% of Neo Ivy Capital Management's portfolio in Q2 2026, its #191 holding.
Neo Ivy Capital Management first reported a position in AvePoint in Q4 2024 and has held it in 6 quarters since.
Neo Ivy Capital Management's AvePoint position peaked at $6.23M in Q4 2024.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.