SBI Securities’s AvePoint AVPT Stock Holding History

SBI Securities’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	$437	Sell	39 -116	-75%	-$1.19K	﹤0.01%	3078
2026 Q1	$1.47K	Buy	155 +12	+8%	+$135	﹤0.01%	2515
2025 Q4	$1.99K	Buy	143 +2	+1%	+$28	﹤0.01%	2381
2025 Q3	$2.12K	Sell	141 -185	-57%	-$3.11K	﹤0.01%	2397
2025 Q2	$6.29K	Buy	326 +176	+117%	+$3.05K	﹤0.01%	1884
2025 Q1	$2.17K	Buy	150 +20	+15%	+$336	﹤0.01%	2255
2024 Q4	$2.15K	Buy	+130	New	+$1.98K	﹤0.01%	2284

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Securities's AVPT Position: Q2 2026 in Review

SBI Securities reduced its AvePoint (AVPT) stake by 75% in Q2 2026, selling an estimated $1.19K and leaving 39 shares worth $437. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

SBI Securities first reported a position in AVPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.29K in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

SBI Securities held 39 shares of AvePoint worth $437 as of Q2 2026.
SBI Securities sold 116 AvePoint shares in Q2 2026, an estimated $1.19K.
AvePoint made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3078 holding.
SBI Securities first reported a position in AvePoint in Q4 2024 and has held it in 7 quarters since.
SBI Securities's AvePoint position peaked at $6.29K in Q2 2025.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.