PWAM
AVPT icon

Papamarkou Wellner Asset Management’s AvePoint AVPT Stock Holding History

Papamarkou Wellner Asset 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 		$227K Hold
20,270
– – 0.14% 68
2026
Q1 		$193K Buy
+20,270
New +$228K 0.12% 79
2025
Q3 		– Sell
-30,400
Closed -$587K – 82
2025
Q2 		$587K Hold
30,400
– – 0.39% 49
2025
Q1 		$439K Buy
+30,400
New +$511K 0.31% 51

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

Papamarkou Wellner Asset Management's AVPT Position: Q2 2026 in Review

Papamarkou Wellner Asset Management held its AvePoint (AVPT) position steady in Q2 2026 at 20,270 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #68.

Papamarkou Wellner Asset Management first reported a position in AVPT in Q1 2025 and has held it in 4 quarters since. The position peaked at $587K in Q2 2025. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Papamarkou Wellner Asset Management held 20,270 shares of AvePoint worth $227K as of Q2 2026.
  • Papamarkou Wellner Asset Management left its AvePoint share count unchanged in Q2 2026.
  • AvePoint made up 0.14% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #68 holding.
  • Papamarkou Wellner Asset Management first reported a position in AvePoint in Q1 2025 and has held it in 4 quarters since.
  • Papamarkou Wellner Asset Management's AvePoint position peaked at $587K in Q2 2025.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.