Wells Fargo
AVPT icon

Wells Fargo’s AvePoint AVPT Stock Holding History

Wells Fargo’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
2021
Q4 		– Sell
-15,000
Closed -$127K – 7201
2021
Q3 		$127K Hold
15,000
– – ﹤0.01% 5285
2021
Q2 		$180K Hold
15,000
– – ﹤0.01% 5073
2021
Q1 		$166K Buy
+15,000
New +$210K ﹤0.01% 5241

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $167B AUM 44.17% 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 $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo's AVPT Position: Q1 2026 in Review

Wells Fargo reduced its AvePoint (AVPT) stake by 79% in Q1 2026, selling an estimated $2.67M and leaving 62,634 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #4053.

Wells Fargo first reported a position in AVPT in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.42M in Q2 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Wells Fargo held 62,634 shares of AvePoint worth $596K as of Q1 2026.
  • Wells Fargo sold 237,363 AvePoint shares in Q1 2026, an estimated $2.67M.
  • AvePoint made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4053 holding.
  • Wells Fargo first reported a position in AvePoint in Q2 2020 and has held it in 24 quarters since.
  • Wells Fargo's AvePoint position peaked at $4.42M in Q2 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.