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
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 $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $127B AUM 43.98% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M 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