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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
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 $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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
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
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Papamarkou Wellner Asset Management's AVPT Position: Q1 2026 in Review

Papamarkou Wellner Asset Management opened a new position in AvePoint (AVPT) in Q1 2026: 20,270 shares worth $193K. The stake represents 0.12% of the portfolio and ranks #79 among its holdings. This is a return to the name: Papamarkou Wellner Asset Management previously reported a position in AVPT as recently as Q2 2025.

Papamarkou Wellner Asset Management first reported a position in AVPT in Q1 2025 and has held it in 3 quarters since. The position peaked at $587K in Q2 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Papamarkou Wellner Asset Management held 20,270 shares of AvePoint worth $193K as of Q1 2026.
  • AvePoint was a new Papamarkou Wellner Asset Management position in Q1 2026.
  • AvePoint made up 0.12% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #79 holding.
  • Papamarkou Wellner Asset Management first reported a position in AvePoint in Q1 2025 and has held it in 3 quarters since.
  • Papamarkou Wellner Asset Management's AvePoint position peaked at $587K in Q2 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.