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Sheets Smith Investment Management’s AvePoint AVPT Stock Holding History

Sheets Smith Investment 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
2025
Q3 		– Sell
-101,781
Closed -$1.97M – 142
2025
Q2 		$1.97M Sell
101,781
-226
-0.2% -$3.92K 1.73% 11
2025
Q1 		$1.47M Sell
102,007
-303
-0.3% -$5.09K 1.47% 15
2024
Q4 		$1.69M Buy
+102,310
New +$1.55M 1.43% 18

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sheets Smith Investment Management's AVPT Position: Q3 2025 in Review

Sheets Smith Investment Management sold out of AvePoint (AVPT) in Q3 2025, closing a stake of 101,781 shares — an estimated $1.97M sold.

Sheets Smith Investment Management first reported a position in AVPT in Q4 2024 and held it in 3 quarters. The position peaked at $1.97M in Q2 2025. 240 funds tracked by Wall St. Rank hold AVPT as of Q3 2025.

  • Sheets Smith Investment Management reported no remaining AvePoint position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Investment Management sold 101,781 AvePoint shares in Q3 2025, an estimated $1.97M.
  • Sheets Smith Investment Management first reported a position in AvePoint in Q4 2024 and held it in 3 quarters.
  • Sheets Smith Investment Management's AvePoint position peaked at $1.97M in Q2 2025.
  • 240 funds tracked by Wall St. Rank held AvePoint as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.