PS
AVPT icon

Principal Securities’s AvePoint AVPT Stock Holding History

Principal Securities’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
-117
Closed -$1.76K – 1519
2025
Q3 		$1.76K Buy
117
+84
+255% +$1.41K ﹤0.01% 3266
2025
Q2 		$637 Sell
33
-2,710
-99% -$47K ﹤0.01% 3440
2025
Q1 		$45.3K Hold
2,743
– – ﹤0.01% 1792
2024
Q4 		$45.3K Buy
2,743
+2,722
+12,962% +$41.3K ﹤0.01% 1791
2024
Q3 		$247 Hold
21
– – ﹤0.01% 3346
2024
Q2 		$219 Sell
21
-100
-83% -$867 ﹤0.01% 3299
2024
Q1 		$958 Buy
121
+99
+450% +$779 ﹤0.01% 3050
2023
Q4 		$181 Buy
+22
New +$172 ﹤0.01% 3150

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 $3.37T AUM 44.26% 1-Year Est. Return

Principal Securities's AVPT Position: Q4 2025 in Review

Principal Securities sold out of AvePoint (AVPT) in Q4 2025, closing a stake of 117 shares — an estimated $1.76K sold.

Principal Securities first reported a position in AVPT in Q4 2023 and held it in 8 quarters. The position peaked at $45.3K in Q1 2025. 251 funds tracked by Wall St. Rank hold AVPT as of Q4 2025.

  • Principal Securities reported no remaining AvePoint position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 117 AvePoint shares in Q4 2025, an estimated $1.76K.
  • Principal Securities first reported a position in AvePoint in Q4 2023 and held it in 8 quarters.
  • Principal Securities's AvePoint position peaked at $45.3K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held AvePoint as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.