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SBI Okasan Asset Management’s AvePoint AVPT Stock Holding History

SBI Okasan Asset 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 		$88.6K Hold
8,000
– – ﹤0.01% 288
2026
Q1 		$75K Hold
8,000
– – ﹤0.01% 286
2025
Q4 		$112K Buy
+8,000
New +$111K 0.01% 273

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

SBI Okasan Asset Management's AVPT Position: Q2 2026 in Review

SBI Okasan Asset Management held its AvePoint (AVPT) position steady in Q2 2026 at 8,000 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

SBI Okasan Asset Management first reported a position in AVPT in Q4 2025 and has held it in 3 quarters since. The position peaked at $112K in Q4 2025. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • SBI Okasan Asset Management held 8,000 shares of AvePoint worth $88.6K as of Q2 2026.
  • SBI Okasan Asset Management left its AvePoint share count unchanged in Q2 2026.
  • AvePoint made up ﹤0.01% of SBI Okasan Asset Management's portfolio in Q2 2026, its #288 holding.
  • SBI Okasan Asset Management first reported a position in AvePoint in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's AvePoint position peaked at $112K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.