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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
Q1 		$7.42K Buy
+780
New +$8.78K ﹤0.01% 1799

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 34.61% 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 $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's AVPT Position: Q1 2026 in Review

Root Financial Partners opened a new position in AvePoint (AVPT) in Q1 2026: 780 shares worth $7.42K. The stake represents ﹤0.01% of the portfolio and ranks #1799 among its holdings.

255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Root Financial Partners held 780 shares of AvePoint worth $7.42K as of Q1 2026.
  • AvePoint was a new Root Financial Partners position in Q1 2026.
  • AvePoint made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1799 holding.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.