Root Financial Partners
AVPT icon

Root Financial Partners’s AvePoint AVPT Stock Holding History

Root Financial Partners’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
Q3 		$6.79K Buy
+482
New +$6.3K ﹤0.01% 2100
2026
Q2 		– Sell
-780
Closed -$7.42K – 651
2026
Q1 		$7.42K Buy
+780
New +$8.78K ﹤0.01% 1799

Other funds holding AVPT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Peregrine Capital Management
Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Root Financial Partners's AVPT Position: Q3 2026 in Review

Root Financial Partners opened a new position in AvePoint (AVPT) in Q3 2026: 482 shares worth $6.79K. The stake represents ﹤0.01% of the portfolio and ranks #2100 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AVPT as recently as Q1 2026.

Root Financial Partners first reported a position in AVPT in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.42K in Q1 2026. 130 funds tracked by Wall St. Rank hold AVPT as of Q3 2026.

  • Root Financial Partners held 482 shares of AvePoint worth $6.79K as of Q3 2026.
  • AvePoint was a new Root Financial Partners position in Q3 2026.
  • AvePoint made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2100 holding.
  • Root Financial Partners first reported a position in AvePoint in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's AvePoint position peaked at $7.42K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held AvePoint as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.