Nisa Investment Advisors
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Nisa Investment Advisors’s AvePoint AVPT Stock Holding History

Nisa Investment 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
Q2 		$47.1K Buy
4,201
+2,491
+146% +$25.6K ﹤0.01% 1878
2026
Q1 		$16.3K Sell
1,710
-67
-4% -$755 ﹤0.01% 2087
2025
Q4 		$24.7K Buy
1,777
+65
+4% +$898 ﹤0.01% 1861
2025
Q3 		$25.7K Hold
1,712
– – ﹤0.01% 1881
2025
Q2 		$33.1K Buy
1,712
+27
+2% +$468 ﹤0.01% 1724
2025
Q1 		$24.3K Sell
1,685
-940
-36% -$15.8K ﹤0.01% 1804
2024
Q4 		$43.3K Hold
2,625
– – ﹤0.01% 1718
2024
Q3 		$30.9K Buy
2,625
+108
+4% +$1.18K ﹤0.01% 1772
2024
Q2 		$26.2K Buy
2,517
+105
+4% +$911 ﹤0.01% 1851
2024
Q1 		$19.1K Buy
2,412
+154
+7% +$1.21K ﹤0.01% 1905
2023
Q4 		$18.5K Sell
2,258
-3,170
-58% -$24.8K ﹤0.01% 1904
2023
Q3 		$36.5K Hold
5,428
– – ﹤0.01% 1824
2023
Q2 		$31.3K Buy
5,428
+2,030
+60% +$10.7K ﹤0.01% 1920
2023
Q1 		$14K Hold
3,398
– – ﹤0.01% 2091
2022
Q4 		$14K Hold
3,398
– – ﹤0.01% 2130
2022
Q3 		$15K Buy
3,398
+148
+5% +$698 ﹤0.01% 2107
2022
Q2 		$14K Buy
+3,250
New +$16.5K ﹤0.01% 2122

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

Nisa Investment Advisors's AVPT Position: Q2 2026 in Review

Nisa Investment Advisors increased its AvePoint (AVPT) stake by 146% in Q2 2026, buying an estimated $25.6K and bringing the position to 4,201 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Nisa Investment Advisors first reported a position in AVPT in Q2 2022 and has held it in 17 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Nisa Investment Advisors held 4,201 shares of AvePoint worth $47.1K as of Q2 2026.
  • Nisa Investment Advisors bought 2,491 AvePoint shares in Q2 2026, an estimated $25.6K.
  • AvePoint made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1878 holding.
  • Nisa Investment Advisors first reported a position in AvePoint in Q2 2022 and has held it in 17 quarters since.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.