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Petrus Trust Company’s AvePoint AVPT Stock Holding History

Petrus Trust Company’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
2025
Q4 		– Sell
-11,468
Closed -$172K – 43
2025
Q3 		$172K Sell
11,468
-8,721
-43% -$146K 0.02% 122
2025
Q2 		$390K Sell
20,189
-14,675
-42% -$254K 0.04% 207
2025
Q1 		$503K Buy
34,864
+17,945
+106% +$301K 0.05% 184
2024
Q4 		$279K Sell
16,919
-17,441
-51% -$265K 0.03% 452
2024
Q3 		$404K Buy
+34,360
New +$376K 0.04% 308

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 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 $3.38T AUM 44.17% 1-Year Est. Return

Petrus Trust Company's AVPT Position: Q4 2025 in Review

Petrus Trust Company sold out of AvePoint (AVPT) in Q4 2025, closing a stake of 11,468 shares — an estimated $172K sold.

Petrus Trust Company first reported a position in AVPT in Q3 2024 and held it in 5 quarters. The position peaked at $503K in Q1 2025. 251 funds tracked by Wall St. Rank hold AVPT as of Q4 2025.

  • Petrus Trust Company reported no remaining AvePoint position as of Q4 2025 after selling out during the quarter.
  • Petrus Trust Company sold 11,468 AvePoint shares in Q4 2025, an estimated $172K.
  • Petrus Trust Company first reported a position in AvePoint in Q3 2024 and held it in 5 quarters.
  • Petrus Trust Company's AvePoint position peaked at $503K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held AvePoint as of Q4 2025.

Based on Petrus Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.