SummitTX Capital’s AvePoint AVPT Stock Holding History

SummitTX Capital’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	-25,163	Closed	-$363K	–	747
2025 Q1	$363K	Buy	+25,163	New	+$423K	0.02%	618

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

SummitTX Capital's AVPT Position: Q2 2025 in Review

SummitTX Capital sold out of AvePoint (AVPT) in Q2 2025, closing a stake of 25,163 shares — an estimated $363K sold.

SummitTX Capital first reported a position in AVPT in Q1 2025 and held it in 1 quarter. The position peaked at $363K in Q1 2025. 245 funds tracked by Wall St. Rank hold AVPT as of Q2 2025.

SummitTX Capital reported no remaining AvePoint position as of Q2 2025 after selling out during the quarter.
SummitTX Capital sold 25,163 AvePoint shares in Q2 2025, an estimated $363K.
SummitTX Capital first reported a position in AvePoint in Q1 2025 and held it in 1 quarter.
SummitTX Capital's AvePoint position peaked at $363K in Q1 2025.
245 funds tracked by Wall St. Rank held AvePoint as of Q2 2025.

Based on SummitTX Capital's 13F filing for Q2 2025, filed 14 Aug 2025.