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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
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 $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SVB Capital Management's AVPT Position: Q1 2026 in Review

SVB Capital Management held its AvePoint (AVPT) position steady in Q1 2026 at 32,310 shares worth $307K. The position accounts for 14.83% of the portfolio, ranked #2.

SVB Capital Management first reported a position in AVPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $624K in Q2 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • SVB Capital Management held 32,310 shares of AvePoint worth $307K as of Q1 2026.
  • SVB Capital Management left its AvePoint share count unchanged in Q1 2026.
  • AvePoint made up 14.83% of SVB Capital Management's portfolio in Q1 2026, its #2 holding.
  • SVB Capital Management first reported a position in AvePoint in Q4 2024 and has held it in 6 quarters since.
  • SVB Capital Management's AvePoint position peaked at $624K in Q2 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on SVB Capital Management's 13F filing for Q1 2026, filed 13 May 2026.