James T. Borello’s AvePoint AVPT Stock Holding History

James T. Borello’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	$7.39K	Hold	525	–	–	﹤0.01%	686
2026 Q2	$5.88K	Buy	525 +496	+1,710%	+$5.1K	﹤0.01%	741
2026 Q1	$276	Buy	+29	New	+$327	﹤0.01%	1094

Other funds holding AVPT

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return

James T. Borello's AVPT Position: Q3 2026 in Review

James T. Borello held its AvePoint (AVPT) position steady in Q3 2026 at 525 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

James T. Borello first reported a position in AVPT in Q1 2026 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold AVPT as of Q3 2026.

James T. Borello held 525 shares of AvePoint worth $7.39K as of Q3 2026.
James T. Borello left its AvePoint share count unchanged in Q3 2026.
AvePoint made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #686 holding.
James T. Borello first reported a position in AvePoint in Q1 2026 and has held it in 3 quarters since.
42 funds tracked by Wall St. Rank held AvePoint as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.