Smartleaf Asset Management’s AvePoint AVPT Stock Holding History

Smartleaf 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	$9.98K	Hold	902	–	–	﹤0.01%	2366
2026 Q1	$8.45K	Sell	902 -8,380	-90%	-$94.4K	﹤0.01%	2413
2025 Q4	$130K	Buy	9,282 +8,327	+872%	+$115K	﹤0.01%	1049
2025 Q3	$14.6K	Buy	+955	New	+$16K	﹤0.01%	1951
2025 Q2	–	Sell	-422	Closed	-$6.17K	–	2741
2025 Q1	$6.17K	Buy	422 +32	+8%	+$538	﹤0.01%	2118
2024 Q4	$6.43K	Buy	390 +40	+11%	+$608	﹤0.01%	2162
2024 Q3	$4.1K	Sell	350 -32	-8%	-$351	﹤0.01%	2209
2024 Q2	$3.91K	Buy	+382	New	+$3.31K	﹤0.01%	1921

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

Smartleaf Asset Management's AVPT Position: Q2 2026 in Review

Smartleaf Asset Management held its AvePoint (AVPT) position steady in Q2 2026 at 902 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Smartleaf Asset Management first reported a position in AVPT in Q2 2024 and has held it in 8 quarters since. The position peaked at $130K in Q4 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Smartleaf Asset Management held 902 shares of AvePoint worth $9.98K as of Q2 2026.
Smartleaf Asset Management left its AvePoint share count unchanged in Q2 2026.
AvePoint made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2366 holding.
Smartleaf Asset Management first reported a position in AvePoint in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's AvePoint position peaked at $130K in Q4 2025.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.