NewEdge Advisors’s AvePoint AVPT Stock Holding History

NewEdge Advisors’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	–	Sell	-93	Closed	-$1.29K	–	4147
2025 Q4	$1.29K	Sell	93 -15	-14%	-$207	﹤0.01%	3952
2025 Q3	$1.62K	Sell	108 -13	-11%	-$218	﹤0.01%	3817
2025 Q2	$2.34K	Sell	121 -5	-4%	-$87	﹤0.01%	3586
2025 Q1	$1.82K	Buy	126 +116	+1,160%	+$1.95K	﹤0.01%	3530
2024 Q4	$165	Buy	+10	New	+$152	﹤0.01%	3753

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 $2.22T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

PCM

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

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

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

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

NewEdge Advisors's AVPT Position: Q1 2026 in Review

NewEdge Advisors sold out of AvePoint (AVPT) in Q1 2026, closing a stake of 93 shares — an estimated $1.29K sold.

NewEdge Advisors first reported a position in AVPT in Q4 2024 and held it in 5 quarters. The position peaked at $2.34K in Q2 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

NewEdge Advisors reported no remaining AvePoint position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 93 AvePoint shares in Q1 2026, an estimated $1.29K.
NewEdge Advisors first reported a position in AvePoint in Q4 2024 and held it in 5 quarters.
NewEdge Advisors's AvePoint position peaked at $2.34K in Q2 2025.
255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.