Rockefeller Capital Management
AVPT icon

Rockefeller Capital Management’s AvePoint AVPT Stock Holding History

Rockefeller Capital Management’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 		$472K Sell
42,137
-1,316
-3% -$13.5K ﹤0.01% 2114
2026
Q1 		$413K Buy
43,453
+5,832
+16% +$65.7K ﹤0.01% 2087
2025
Q4 		$523K Buy
37,621
+8,925
+31% +$123K ﹤0.01% 1879
2025
Q3 		$431K Buy
28,696
+13,420
+88% +$225K ﹤0.01% 1839
2025
Q2 		$295K Buy
+15,276
New +$265K ﹤0.01% 1656
2025
Q1 		– Sell
-22,791
Closed -$376K – 1665
2024
Q4 		$376K Buy
22,791
+35
+0.2% +$532 ﹤0.01% 1552
2024
Q3 		$268K Sell
22,756
-230
-1% -$2.52K ﹤0.01% 1559
2024
Q2 		$240K Buy
+22,986
New +$199K ﹤0.01% 1600
2022
Q3 		– Sell
-1,552
Closed -$6K – 3877
2022
Q2 		$6K Buy
+1,552
New +$7.88K ﹤0.01% 3342

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

Rockefeller Capital Management's AVPT Position: Q2 2026 in Review

Rockefeller Capital Management reduced its AvePoint (AVPT) stake by 3% in Q2 2026, selling an estimated $13.5K and leaving 42,137 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Rockefeller Capital Management first reported a position in AVPT in Q2 2022 and has held it in 9 quarters since. The position peaked at $523K in Q4 2025. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Rockefeller Capital Management held 42,137 shares of AvePoint worth $472K as of Q2 2026.
  • Rockefeller Capital Management sold 1,316 AvePoint shares in Q2 2026, an estimated $13.5K.
  • AvePoint made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2114 holding.
  • Rockefeller Capital Management first reported a position in AvePoint in Q2 2022 and has held it in 9 quarters since.
  • Rockefeller Capital Management's AvePoint position peaked at $523K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.