SCM
AVPT icon

SVB Capital Management’s AvePoint AVPT Stock Holding History

SVB Capital Management’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 		$362K Hold
32,310
– – 4.89% 3
2026
Q1 		$307K Hold
32,310
– – 14.83% 2
2025
Q4 		$449K Hold
32,310
– – 16.12% 2
2025
Q3 		$485K Hold
32,310
– – 1.53% 6
2025
Q2 		$624K Hold
32,310
– – 0.99% 9
2025
Q1 		$467K Buy
32,310
+3,208
+11% +$53.9K 1.38% 7
2024
Q4 		$480K Buy
+29,102
New +$442K 0.69% 7

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

SVB Capital Management's AVPT Position: Q2 2026 in Review

SVB Capital Management held its AvePoint (AVPT) position steady in Q2 2026 at 32,310 shares worth $362K. The position accounts for 4.89% of the portfolio, ranked #3.

SVB Capital Management first reported a position in AVPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $624K in Q2 2025. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • SVB Capital Management held 32,310 shares of AvePoint worth $362K as of Q2 2026.
  • SVB Capital Management left its AvePoint share count unchanged in Q2 2026.
  • AvePoint made up 4.89% of SVB Capital Management's portfolio in Q2 2026, its #3 holding.
  • SVB Capital Management first reported a position in AvePoint in Q4 2024 and has held it in 7 quarters since.
  • SVB Capital Management's AvePoint position peaked at $624K in Q2 2025.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on SVB Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.