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Parallel Advisors’s AvePoint AVPT Stock Holding History

Parallel 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 		$17.9K Sell
1,598
-76
-5% -$782 ﹤0.01% 2670
2026
Q1 		$15.9K Buy
1,674
+426
+34% +$4.8K ﹤0.01% 2571
2025
Q4 		$17.3K Sell
1,248
-141
-10% -$1.95K ﹤0.01% 2366
2025
Q3 		$20.8K Hold
1,389
– – ﹤0.01% 2222
2025
Q2 		$26.8K Sell
1,389
-7,887
-85% -$137K ﹤0.01% 2056
2025
Q1 		$134K Buy
9,276
+8,005
+630% +$134K ﹤0.01% 1143
2024
Q4 		$21K Hold
1,271
– – ﹤0.01% 2128
2024
Q3 		$15K Buy
1,271
+37
+3% +$405 ﹤0.01% 2239
2024
Q2 		$12.9K Buy
1,234
+135
+12% +$1.17K ﹤0.01% 2216
2024
Q1 		$8.7K Sell
1,099
-1,674
-60% -$13.2K ﹤0.01% 2364
2023
Q4 		$22.8K Buy
2,773
+1,674
+152% +$13.1K ﹤0.01% 1852
2023
Q3 		$7.38K Hold
1,099
– – ﹤0.01% 2341
2023
Q2 		$6.33K Sell
1,099
-94
-8% -$495 ﹤0.01% 2347
2023
Q1 		$4.92K Buy
1,193
+94
+9% +$424 ﹤0.01% 2413
2022
Q4 		$4.52K Buy
1,099
+1,050
+2,143% +$4.49K ﹤0.01% 2380
2022
Q3 		$0 Buy
49
+3
+7% +$14 ﹤0.01% 3135
2022
Q2 		$0 Buy
+46
New +$234 ﹤0.01% 2990

Other funds holding AVPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Parallel Advisors's AVPT Position: Q2 2026 in Review

Parallel Advisors reduced its AvePoint (AVPT) stake by 4.5% in Q2 2026, selling an estimated $782 and leaving 1,598 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Parallel Advisors first reported a position in AVPT in Q2 2022 and has held it in 17 quarters since. The position peaked at $134K in Q1 2025. 171 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Parallel Advisors held 1,598 shares of AvePoint worth $17.9K as of Q2 2026.
  • Parallel Advisors sold 76 AvePoint shares in Q2 2026, an estimated $782.
  • AvePoint made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2670 holding.
  • Parallel Advisors first reported a position in AvePoint in Q2 2022 and has held it in 17 quarters since.
  • Parallel Advisors's AvePoint position peaked at $134K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.