WPG Advisers
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WPG Advisers’s AvePoint AVPT Stock Holding History

WPG Advisers’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
Q3 		$4.07K Buy
+289
New +$3.78K ﹤0.01% 1006

Other funds holding AVPT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

WPG Advisers's AVPT Position: Q3 2026 in Review

WPG Advisers opened a new position in AvePoint (AVPT) in Q3 2026: 289 shares worth $4.07K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings.

186 funds tracked by Wall St. Rank hold AVPT as of Q3 2026.

  • WPG Advisers held 289 shares of AvePoint worth $4.07K as of Q3 2026.
  • AvePoint was a new WPG Advisers position in Q3 2026.
  • AvePoint made up ﹤0.01% of WPG Advisers's portfolio in Q3 2026, its #1006 holding.
  • 186 funds tracked by Wall St. Rank held AvePoint as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.