Stephens Consulting’s AvePoint AVPT Stock Holding History

Stephens 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
2025 Q2	–	Sell	-50	Closed	-$722	–	1278
2025 Q1	$722	Buy	+50	New	+$840	﹤0.01%	803

Other funds holding AVPT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Stephens Consulting's AVPT Position: Q2 2025 in Review

Stephens Consulting sold out of AvePoint (AVPT) in Q2 2025, closing a stake of 50 shares — an estimated $722 sold.

Stephens Consulting first reported a position in AVPT in Q1 2025 and held it in 1 quarter. The position peaked at $722 in Q1 2025. 245 funds tracked by Wall St. Rank hold AVPT as of Q2 2025.

Stephens Consulting reported no remaining AvePoint position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 50 AvePoint shares in Q2 2025, an estimated $722.
Stephens Consulting first reported a position in AvePoint in Q1 2025 and held it in 1 quarter.
Stephens Consulting's AvePoint position peaked at $722 in Q1 2025.
245 funds tracked by Wall St. Rank held AvePoint as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.