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Okabena Investment Services’s AvePoint AVPT Stock Holding History

Okabena Investment Services’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
-43,518
Closed -$604K – 148
2025
Q4 		$604K Sell
43,518
-3,429
-7% -$47.4K 0.12% 106
2025
Q3 		$705K Buy
46,947
+6,546
+16% +$110K 0.14% 101
2025
Q2 		$780K Buy
+40,401
New +$701K 0.17% 82

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $3.38T AUM 44.17% 1-Year Est. Return

Okabena Investment Services's AVPT Position: Q1 2026 in Review

Okabena Investment Services sold out of AvePoint (AVPT) in Q1 2026, closing a stake of 43,518 shares — an estimated $604K sold.

Okabena Investment Services first reported a position in AVPT in Q2 2025 and held it in 3 quarters. The position peaked at $780K in Q2 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Okabena Investment Services reported no remaining AvePoint position as of Q1 2026 after selling out during the quarter.
  • Okabena Investment Services sold 43,518 AvePoint shares in Q1 2026, an estimated $604K.
  • Okabena Investment Services first reported a position in AvePoint in Q2 2025 and held it in 3 quarters.
  • Okabena Investment Services's AvePoint position peaked at $780K in Q2 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.