Smith Group Asset Management’s AvePoint AVPT Stock Holding History

Smith Group 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 Q1	$591K	Buy	62,120 +5,155	+9%	+$58.1K	0.03%	126
2025 Q4	$791K	Buy	56,965 +1,613	+3%	+$22.3K	0.04%	110
2025 Q3	$831K	Buy	55,352 +1,448	+3%	+$24.3K	0.05%	102
2025 Q2	$1.04M	Sell	53,904 -95	-0.2%	-$1.65K	0.07%	89
2025 Q1	$780K	Buy	53,999 +168	+0.3%	+$2.82K	0.06%	101
2024 Q4	$889K	Buy	53,831 +527	+1%	+$8K	0.07%	95
2024 Q3	$627K	Buy	53,304 +10,614	+25%	+$116K	0.05%	89
2024 Q2	$445K	Buy	+42,690	New	+$370K	0.04%	92

Other funds holding AVPT

Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Smith Group Asset Management's AVPT Position: Q1 2026 in Review

Smith Group Asset Management increased its AvePoint (AVPT) stake by 9% in Q1 2026, buying an estimated $58.1K and bringing the position to 62,120 shares worth $591K. The position accounts for 0.03% of the portfolio, ranked #126.

Smith Group Asset Management first reported a position in AVPT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

Smith Group Asset Management held 62,120 shares of AvePoint worth $591K as of Q1 2026.
Smith Group Asset Management bought 5,155 AvePoint shares in Q1 2026, an estimated $58.1K.
AvePoint made up 0.03% of Smith Group Asset Management's portfolio in Q1 2026, its #126 holding.
Smith Group Asset Management first reported a position in AvePoint in Q2 2024 and has held it in 8 quarters since.
Smith Group Asset Management's AvePoint position peaked at $1.04M in Q2 2025.
255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.