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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
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
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
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$1.91T AUM
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$1.66T AUM
25.57%
1-Year Est. Return
VCM
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$4.04T AUM
D.E. Shaw & Co
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$127B AUM
43.98%
1-Year Est. Return
PCM
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$775M AUM
28.52%
1-Year Est. Return
Jennison Associates
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$145B AUM
34.61%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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