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 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 $362M AUM 20.02% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neo Ivy Capital Management's AVPT Position: Q1 2026 in Review

Neo Ivy Capital Management reduced its AvePoint (AVPT) stake by 64% in Q1 2026, selling an estimated $1.8M and leaving 89,041 shares worth $847K. The position accounts for 0.22% of the portfolio, ranked #154.

Neo Ivy Capital Management first reported a position in AVPT in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.23M in Q4 2024. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

Neo Ivy Capital Management held 89,041 shares of AvePoint worth $847K as of Q1 2026.
Neo Ivy Capital Management sold 159,739 AvePoint shares in Q1 2026, an estimated $1.8M.
AvePoint made up 0.22% of Neo Ivy Capital Management's portfolio in Q1 2026, its #154 holding.
Neo Ivy Capital Management first reported a position in AvePoint in Q4 2024 and has held it in 5 quarters since.
Neo Ivy Capital Management's AvePoint position peaked at $6.23M in Q4 2024.
255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.