Stifel Financial’s AvePoint AVPT Stock Holding History

Stifel Financial’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	–	Sell	-11,554	Closed	-$160K	–	3636
2025 Q4	$160K	Buy	11,554 +1,498	+15%	+$20.7K	﹤0.01%	3426
2025 Q3	$151K	Buy	+10,056	New	+$169K	﹤0.01%	3394

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 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

Stifel Financial's AVPT Position: Q1 2026 in Review

Stifel Financial sold out of AvePoint (AVPT) in Q1 2026, closing a stake of 11,554 shares — an estimated $160K sold.

Stifel Financial first reported a position in AVPT in Q3 2025 and held it in 2 quarters. The position peaked at $160K in Q4 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

Stifel Financial reported no remaining AvePoint position as of Q1 2026 after selling out during the quarter.
Stifel Financial sold 11,554 AvePoint shares in Q1 2026, an estimated $160K.
Stifel Financial first reported a position in AvePoint in Q3 2025 and held it in 2 quarters.
Stifel Financial's AvePoint position peaked at $160K in Q4 2025.
255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.