UBS Group
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UBS Group’s AvePoint AVPT Stock Holding History

UBS Group’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 		$6.72M Buy
599,255
+394,775
+193% +$4.06M ﹤0.01% 3869
2026
Q1 		$1.94M Sell
204,480
-216,164
-51% -$2.43M ﹤0.01% 4999
2025
Q4 		$5.84M Buy
420,644
+47,199
+13% +$652K ﹤0.01% 3871
2025
Q3 		$5.61M Buy
373,445
+128,447
+52% +$2.16M ﹤0.01% 3914
2025
Q2 		$4.73M Sell
244,998
-1,072,434
-81% -$18.6M ﹤0.01% 3952
2025
Q1 		$19M Buy
1,317,432
+550,169
+72% +$9.24M ﹤0.01% 2379
2024
Q4 		$12.7M Buy
767,263
+665,528
+654% +$10.1M ﹤0.01% 2803
2024
Q3 		$1.2M Buy
101,735
+37,723
+59% +$413K ﹤0.01% 4498
2024
Q2 		$667K Sell
64,012
-94,891
-60% -$823K ﹤0.01% 4770
2024
Q1 		$1.26M Sell
158,903
-9,696
-6% -$76.3K ﹤0.01% 4405
2023
Q4 		$1.38M Buy
168,599
+104,085
+161% +$813K ﹤0.01% 4196
2023
Q3 		$434K Sell
64,514
-13,973
-18% -$88K ﹤0.01% 4767
2023
Q2 		$452K Buy
78,487
+33,697
+75% +$178K ﹤0.01% 4906
2023
Q1 		$185K Buy
44,790
+18,741
+72% +$84.6K ﹤0.01% 5441
2022
Q4 		$107K Buy
26,049
+15,549
+148% +$66.5K ﹤0.01% 6034
2022
Q3 		$42K Buy
10,500
+2,155
+26% +$10.2K ﹤0.01% 6511
2022
Q2 		$37K Sell
8,345
-15,779
-65% -$80.1K ﹤0.01% 6153
2022
Q1 		$127K Sell
24,124
-12,500
-34% -$71.6K ﹤0.01% 5713
2021
Q4 		$230K Buy
36,624
+23,124
+171% +$179K ﹤0.01% 5564
2021
Q3 		$115K Buy
13,500
+12,835
+1,930% +$128K ﹤0.01% 5740
2021
Q2 		$8K Sell
665
-4,947
-88% -$54K ﹤0.01% 8223
2021
Q1 		$62K Buy
5,612
+2,166
+63% +$30.3K ﹤0.01% 6333
2020
Q4 		$52K Buy
+3,446
New +$41.3K ﹤0.01% 6144

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 Group's AVPT Position: Q2 2026 in Review

UBS Group increased its AvePoint (AVPT) stake by 193% in Q2 2026, buying an estimated $4.06M and bringing the position to 599,255 shares worth $6.72M. The position accounts for ﹤0.01% of the portfolio, ranked #3869.

UBS Group first reported a position in AVPT in Q4 2020 and has held it in 23 quarters since. The position peaked at $19M in Q1 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • UBS Group held 599,255 shares of AvePoint worth $6.72M as of Q2 2026.
  • UBS Group bought 394,775 AvePoint shares in Q2 2026, an estimated $4.06M.
  • AvePoint made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3869 holding.
  • UBS Group first reported a position in AvePoint in Q4 2020 and has held it in 23 quarters since.
  • UBS Group's AvePoint position peaked at $19M in Q1 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

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