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
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 $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial's AVPT Position: Q1 2026 in Review

Raymond James Financial reduced its AvePoint (AVPT) stake by 86% in Q1 2026, selling an estimated $15.9M and leaving 222,922 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #3319.

Raymond James Financial first reported a position in AVPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.8M in Q3 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Raymond James Financial held 222,922 shares of AvePoint worth $2.12M as of Q1 2026.
  • Raymond James Financial sold 1,411,655 AvePoint shares in Q1 2026, an estimated $15.9M.
  • AvePoint made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3319 holding.
  • Raymond James Financial first reported a position in AvePoint in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's AvePoint position peaked at $27.8M in Q3 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.