UBS AM
AVPT icon

UBS AM’s AvePoint AVPT Stock Holding History

UBS AM’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 		$3.15M Buy
280,955
+11,232
+4% +$116K ﹤0.01% 1853
2026
Q1 		$2.57M Sell
269,723
-3,731
-1% -$42K ﹤0.01% 1922
2025
Q4 		$3.8M Buy
273,454
+5,762
+2% +$79.6K ﹤0.01% 1597
2025
Q3 		$4.02M Buy
267,692
+201,542
+305% +$3.38M ﹤0.01% 1469
2025
Q2 		$1.28M Sell
66,150
-180,330
-73% -$3.13M ﹤0.01% 2326
2025
Q1 		$3.56M Sell
246,480
-16,604
-6% -$279K ﹤0.01% 1731
2024
Q4 		$4.34M Buy
263,084
+30,399
+13% +$462K ﹤0.01% 1676
2024
Q3 		$2.74M Sell
232,685
-26,004
-10% -$285K ﹤0.01% 1876
2024
Q2 		$2.7M Buy
258,689
+85,066
+49% +$738K ﹤0.01% 1833
2024
Q1 		$1.38M Hold
173,623
– – ﹤0.01% 1857
2023
Q4 		$1.43M Buy
173,623
+42,979
+33% +$336K ﹤0.01% 1843
2023
Q3 		$878K Buy
130,644
+55,180
+73% +$348K ﹤0.01% 2026
2023
Q2 		$311K Hold
75,464
– – ﹤0.01% 2467
2023
Q1 		$311K Buy
+75,464
New +$341K ﹤0.01% 2467
2022
Q4 		– Sell
-137,917
Closed -$553K – 2579
2022
Q3 		$553K Hold
137,917
– – ﹤0.01% 2303
2022
Q2 		$599K Hold
137,917
– – ﹤0.01% 2236
2022
Q1 		$725K Buy
137,917
+52,817
+62% +$302K ﹤0.01% 2297
2021
Q4 		$535K Buy
+85,100
New +$659K ﹤0.01% 2526

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

UBS AM's AVPT Position: Q2 2026 in Review

UBS AM increased its AvePoint (AVPT) stake by 4.2% in Q2 2026, buying an estimated $116K and bringing the position to 280,955 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

UBS AM first reported a position in AVPT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.34M in Q4 2024. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • UBS AM held 280,955 shares of AvePoint worth $3.15M as of Q2 2026.
  • UBS AM bought 11,232 AvePoint shares in Q2 2026, an estimated $116K.
  • AvePoint made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1853 holding.
  • UBS AM first reported a position in AvePoint in Q4 2021 and has held it in 18 quarters since.
  • UBS AM's AvePoint position peaked at $4.34M in Q4 2024.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.