Principal Financial Group
AVPT icon

Principal Financial Group’s AvePoint AVPT Stock Holding History

Principal Financial Group’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 		$145K Buy
12,973
+2,216
+21% +$22.8K ﹤0.01% 2099
2026
Q1 		$102K Buy
+10,757
New +$121K ﹤0.01% 2124
2025
Q4 		– Sell
-10,177
Closed -$153K – 2194
2025
Q3 		$153K Sell
10,177
-279,386
-96% -$4.69M ﹤0.01% 2182
2025
Q2 		$5.59M Buy
289,563
+211,167
+269% +$3.66M ﹤0.01% 1530
2025
Q1 		$1.13M Buy
78,396
+4,348
+6% +$73K ﹤0.01% 1835
2024
Q4 		$1.22M Buy
74,048
+6,186
+9% +$94K ﹤0.01% 1853
2024
Q3 		$799K Sell
67,862
-18,862
-22% -$207K ﹤0.01% 1881
2024
Q2 		$904K Buy
86,724
+6,027
+7% +$52.3K ﹤0.01% 1872
2024
Q1 		$639K Buy
80,697
+63,538
+370% +$500K ﹤0.01% 1935
2023
Q4 		$141K Buy
17,159
+975
+6% +$7.62K ﹤0.01% 2220
2023
Q3 		$109K Sell
16,184
-1,921
-11% -$12.1K ﹤0.01% 2274
2023
Q2 		$104K Buy
18,105
+3,798
+27% +$20K ﹤0.01% 2286
2023
Q1 		$58.9K Sell
14,307
-1,285
-8% -$5.8K ﹤0.01% 2362
2022
Q4 		$64.1K Sell
15,592
-3,156
-17% -$13.5K ﹤0.01% 2346
2022
Q3 		$75K Sell
18,748
-1,235
-6% -$5.82K ﹤0.01% 2375
2022
Q2 		$87K Buy
+19,983
New +$101K ﹤0.01% 2409

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

Principal Financial Group's AVPT Position: Q2 2026 in Review

Principal Financial Group increased its AvePoint (AVPT) stake by 21% in Q2 2026, buying an estimated $22.8K and bringing the position to 12,973 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Principal Financial Group first reported a position in AVPT in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.59M in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Principal Financial Group held 12,973 shares of AvePoint worth $145K as of Q2 2026.
  • Principal Financial Group bought 2,216 AvePoint shares in Q2 2026, an estimated $22.8K.
  • AvePoint made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2099 holding.
  • Principal Financial Group first reported a position in AvePoint in Q2 2022 and has held it in 16 quarters since.
  • Principal Financial Group's AvePoint position peaked at $5.59M in Q2 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.