William Blair & Company
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William Blair & Company’s AvePoint AVPT Stock Holding History

William Blair & Company’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 		– Sell
-12,300
Closed -$117K – 2005
2026
Q1 		$117K Sell
12,300
-1,400
-10% -$15.8K ﹤0.01% 1570
2025
Q4 		$190K Buy
13,700
+1,050
+8% +$14.5K ﹤0.01% 1477
2025
Q3 		$190K Buy
+12,650
New +$212K ﹤0.01% 1474
2025
Q2 		– Sell
-6,063
Closed -$87.5K – 1831
2025
Q1 		$87.5K Sell
6,063
-1,500
-20% -$25.2K ﹤0.01% 1514
2024
Q4 		$125K Buy
7,563
+1,500
+25% +$22.8K ﹤0.01% 1504
2024
Q3 		$71.4K Sell
6,063
-4,000
-40% -$43.8K ﹤0.01% 1583
2024
Q2 		$105K Buy
10,063
+5,250
+109% +$45.5K ﹤0.01% 1506
2024
Q1 		$38.1K Buy
+4,813
New +$37.9K ﹤0.01% 1628

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

William Blair & Company's AVPT Position: Q2 2026 in Review

William Blair & Company sold out of AvePoint (AVPT) in Q2 2026, closing a stake of 12,300 shares — an estimated $117K sold.

William Blair & Company first reported a position in AVPT in Q1 2024 and held it in 8 quarters. The position peaked at $190K in Q4 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • William Blair & Company reported no remaining AvePoint position as of Q2 2026 after selling out during the quarter.
  • William Blair & Company sold 12,300 AvePoint shares in Q2 2026, an estimated $117K.
  • William Blair & Company first reported a position in AvePoint in Q1 2024 and held it in 8 quarters.
  • William Blair & Company's AvePoint position peaked at $190K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.