Raymond James Financial
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Raymond James Financial’s AvePoint AVPT Stock Holding History

Raymond James Financial’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 		$3.04M Buy
271,293
+48,371
+22% +$497K ﹤0.01% 3172
2026
Q1 		$2.12M Sell
222,922
-1,411,655
-86% -$15.9M ﹤0.01% 3319
2025
Q4 		$22.8M Sell
1,634,577
-217,540
-12% -$3.01M 0.01% 1351
2025
Q3 		$27.8M Buy
1,852,117
+544,822
+42% +$9.15M 0.01% 1183
2025
Q2 		$25.2M Buy
1,307,295
+19,476
+2% +$338K 0.01% 1187
2025
Q1 		$18.6M Buy
1,287,819
+193,502
+18% +$3.25M 0.01% 1369
2024
Q4 		$18.1M Buy
+1,094,317
New +$16.6M 0.01% 1405

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 $3.38T AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Raymond James Financial's AVPT Position: Q2 2026 in Review

Raymond James Financial increased its AvePoint (AVPT) stake by 22% in Q2 2026, buying an estimated $497K and bringing the position to 271,293 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #3172.

Raymond James Financial first reported a position in AVPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.8M in Q3 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Raymond James Financial held 271,293 shares of AvePoint worth $3.04M as of Q2 2026.
  • Raymond James Financial bought 48,371 AvePoint shares in Q2 2026, an estimated $497K.
  • AvePoint made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3172 holding.
  • Raymond James Financial first reported a position in AvePoint in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's AvePoint position peaked at $27.8M in Q3 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.