Zacks Investment Management’s AvePoint AVPT Stock Holding History

Zacks Investment Management’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	–	Sell	-36,450	Closed	-$506K	–	719
2025 Q4	$506K	Buy	+36,450	New	+$504K	﹤0.01%	501

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Zacks Investment Management's AVPT Position: Q1 2026 in Review

Zacks Investment Management sold out of AvePoint (AVPT) in Q1 2026, closing a stake of 36,450 shares — an estimated $506K sold.

Zacks Investment Management first reported a position in AVPT in Q4 2025 and held it in 1 quarter. The position peaked at $506K in Q4 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

Zacks Investment Management reported no remaining AvePoint position as of Q1 2026 after selling out during the quarter.
Zacks Investment Management sold 36,450 AvePoint shares in Q1 2026, an estimated $506K.
Zacks Investment Management first reported a position in AvePoint in Q4 2025 and held it in 1 quarter.
Zacks Investment Management's AvePoint position peaked at $506K in Q4 2025.
255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.