Wellington Management Group
AVPT icon

Wellington Management Group’s AvePoint AVPT Stock Holding History

Wellington Management 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 		$31.1M Buy
2,776,579
+1,433,299
+107% +$14.7M 0.01% 879
2026
Q1 		$12.8M Sell
1,343,280
-4,665,956
-78% -$52.5M ﹤0.01% 1173
2025
Q4 		$83.5M Sell
6,009,236
-369,978
-6% -$5.11M 0.01% 593
2025
Q3 		$95.8M Sell
6,379,214
-249,759
-4% -$4.19M 0.02% 565
2025
Q2 		$128M Sell
6,628,973
-141,739
-2% -$2.46M 0.02% 467
2025
Q1 		$97.8M Buy
6,770,712
+340,509
+5% +$5.72M 0.02% 508
2024
Q4 		$106M Buy
6,430,203
+2,332,813
+57% +$35.4M 0.02% 518
2024
Q3 		$48.2M Buy
+4,097,390
New +$44.9M 0.01% 707

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

Wellington Management Group's AVPT Position: Q2 2026 in Review

Wellington Management Group increased its AvePoint (AVPT) stake by 107% in Q2 2026, buying an estimated $14.7M and bringing the position to 2,776,579 shares worth $31.1M. The position accounts for 0.01% of the portfolio, ranked #879.

Wellington Management Group first reported a position in AVPT in Q3 2024 and has held it in 8 quarters since. The position peaked at $128M in Q2 2025. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Wellington Management Group held 2,776,579 shares of AvePoint worth $31.1M as of Q2 2026.
  • Wellington Management Group bought 1,433,299 AvePoint shares in Q2 2026, an estimated $14.7M.
  • AvePoint made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #879 holding.
  • Wellington Management Group first reported a position in AvePoint in Q3 2024 and has held it in 8 quarters since.
  • Wellington Management Group's AvePoint position peaked at $128M in Q2 2025.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.