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Rothschild Investment LLC’s AvePoint AVPT Stock Holding History

Rothschild Investment LLC’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 		$19.7K Buy
1,754
+450
+35% +$4.63K ﹤0.01% 1557
2026
Q1 		$12.4K Buy
1,304
+394
+43% +$4.44K ﹤0.01% 1602
2025
Q4 		$12.6K Buy
910
+110
+14% +$1.52K ﹤0.01% 1492
2025
Q3 		$12K Sell
800
-70
-8% -$1.18K ﹤0.01% 1378
2025
Q2 		$16.8K Buy
870
+595
+216% +$10.3K ﹤0.01% 1057
2025
Q1 		$3.97K Buy
275
+60
+28% +$1.01K ﹤0.01% 1544
2024
Q4 		$3.55K Buy
215
+40
+23% +$608 ﹤0.01% 1485
2024
Q3 		$2.06K Buy
175
+100
+133% +$1.09K ﹤0.01% 1712
2024
Q2 		$782 Buy
75
+60
+400% +$520 ﹤0.01% 1788
2024
Q1 		$119 Buy
+15
New +$118 ﹤0.01% 2105

Other funds holding AVPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Rothschild Investment LLC's AVPT Position: Q2 2026 in Review

Rothschild Investment LLC increased its AvePoint (AVPT) stake by 35% in Q2 2026, buying an estimated $4.63K and bringing the position to 1,754 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Rothschild Investment LLC first reported a position in AVPT in Q1 2024 and has held it in 10 quarters since. 204 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Rothschild Investment LLC held 1,754 shares of AvePoint worth $19.7K as of Q2 2026.
  • Rothschild Investment LLC bought 450 AvePoint shares in Q2 2026, an estimated $4.63K.
  • AvePoint made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1557 holding.
  • Rothschild Investment LLC first reported a position in AvePoint in Q1 2024 and has held it in 10 quarters since.
  • 204 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.