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Sunbelt Securities’s AvePoint AVPT Stock Holding History

Sunbelt Securities’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 		$190 Buy
20
+3
+18% +$34 ﹤0.01% 2514
2025
Q4 		$236 Buy
+17
New +$235 ﹤0.01% 2400

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
D.E. Shaw & Co
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
Jennison Associates New York $167B AUM 44.17% 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

Sunbelt Securities's AVPT Position: Q1 2026 in Review

Sunbelt Securities increased its AvePoint (AVPT) stake by 18% in Q1 2026, buying an estimated $34 and bringing the position to 20 shares worth $190. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Sunbelt Securities first reported a position in AVPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $236 in Q4 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Sunbelt Securities held 20 shares of AvePoint worth $190 as of Q1 2026.
  • Sunbelt Securities bought 3 AvePoint shares in Q1 2026, an estimated $34.
  • AvePoint made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2514 holding.
  • Sunbelt Securities first reported a position in AvePoint in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's AvePoint position peaked at $236 in Q4 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.