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SJS Investment Consulting’s AvePoint AVPT Stock Holding History

SJS Investment Consulting’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 		$897 Buy
80
+46
+135% +$473 ﹤0.01% 2066
2026
Q1 		$324 Buy
34
+15
+79% +$169 ﹤0.01% 1875
2025
Q4 		$264 Buy
+19
New +$262 ﹤0.01% 1725
2025
Q3 		– Sell
-118
Closed -$2.28K – 1642
2025
Q2 		$2.28K Hold
118
– – ﹤0.01% 530
2025
Q1 		$1.7K Buy
+118
New +$1.98K ﹤0.01% 792

Other funds holding AVPT

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SJS Investment Consulting's AVPT Position: Q2 2026 in Review

SJS Investment Consulting increased its AvePoint (AVPT) stake by 135% in Q2 2026, buying an estimated $473 and bringing the position to 80 shares worth $897. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

SJS Investment Consulting first reported a position in AVPT in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.28K in Q2 2025. 43 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • SJS Investment Consulting held 80 shares of AvePoint worth $897 as of Q2 2026.
  • SJS Investment Consulting bought 46 AvePoint shares in Q2 2026, an estimated $473.
  • AvePoint made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2066 holding.
  • SJS Investment Consulting first reported a position in AvePoint in Q1 2025 and has held it in 5 quarters since.
  • SJS Investment Consulting's AvePoint position peaked at $2.28K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.