Rise Advisors’s AvePoint AVPT Stock Holding History

Rise Advisors’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	-597	Closed	-$8.96K	–	217
2025 Q3	$8.96K	Hold	597	–	–	﹤0.01%	1041
2025 Q2	$11.5K	Hold	597	–	–	﹤0.01%	897
2025 Q1	$8.62K	Buy	+597	New	+$10K	﹤0.01%	1082

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rise Advisors's AVPT Position: Q4 2025 in Review

Rise Advisors sold out of AvePoint (AVPT) in Q4 2025, closing a stake of 597 shares — an estimated $8.96K sold.

Rise Advisors first reported a position in AVPT in Q1 2025 and held it in 3 quarters. The position peaked at $11.5K in Q2 2025. 251 funds tracked by Wall St. Rank hold AVPT as of Q4 2025.

Rise Advisors reported no remaining AvePoint position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 597 AvePoint shares in Q4 2025, an estimated $8.96K.
Rise Advisors first reported a position in AvePoint in Q1 2025 and held it in 3 quarters.
Rise Advisors's AvePoint position peaked at $11.5K in Q2 2025.
251 funds tracked by Wall St. Rank held AvePoint as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.