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Summit Securities Group’s AvePoint AVPT Stock Holding History

Summit Securities Group’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 		$5.74K Buy
+512
New +$5.26K ﹤0.01% 955
2025
Q3 		– Sell
-4
Closed -$77 – 1029
2025
Q2 		$77 Sell
4
-2,623
-100% -$45.5K ﹤0.01% 1041
2025
Q1 		$37.9K Buy
2,627
+2,263
+622% +$38K 0.01% 366
2024
Q4 		$6.01K Buy
+364
New +$5.53K ﹤0.01% 506
2024
Q3 		– Sell
-49
Closed -$1K – 574
2024
Q2 		$1K Buy
+49
New +$425 ﹤0.01% 538
2022
Q3 		– Sell
-1
Closed – – 925
2022
Q2 		$0 Hold
1
– – ﹤0.01% 946
2022
Q1 		$0 Buy
+1
New +$6 ﹤0.01% 1093

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

Summit Securities Group's AVPT Position: Q2 2026 in Review

Summit Securities Group opened a new position in AvePoint (AVPT) in Q2 2026: 512 shares worth $5.74K. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AVPT as recently as Q2 2025.

Summit Securities Group first reported a position in AVPT in Q1 2022 and has held it in 7 quarters since. The position peaked at $37.9K in Q1 2025. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Summit Securities Group held 512 shares of AvePoint worth $5.74K as of Q2 2026.
  • AvePoint was a new Summit Securities Group position in Q2 2026.
  • AvePoint made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #955 holding.
  • Summit Securities Group first reported a position in AvePoint in Q1 2022 and has held it in 7 quarters since.
  • Summit Securities Group's AvePoint position peaked at $37.9K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.