ETF Holdings Breakdown of AVPT

AVPT institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	84,971	USD 1,304,305
2025-09-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	19,990	USD 306,847
2025-09-26	IE00BG0J4C88 (iShares Digital Security UCITS ETF)	587,907	USD 9,024,372
2025-09-26	IE00BG0J4841 (iShares Digital Security UCITS ETF USD Dist GBP)	587,907	USD 9,024,372 0.8%
2025-09-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	637	USD 9,778 0.8%
Total =		1,281,412	USD 19,669,674

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with AVPT

AvePoint (NASDAQ:AVPT) Coverage Initiated at B. Riley

B. Riley started coverage on shares of AvePoint (NASDAQ:AVPT – Get Free Report) in a research report issued on Tuesday, Marketbeat.com reports. The brokerage set a “buy” rating and a $25.00 price target on the stock. B. Riley’s price target indicates a potential upside of 58.23% from the company’s current price. AVPT has been the […] - 2025-08-28 02:52:45

Citigroup Lowers AvePoint (NASDAQ:AVPT) Price Target to $18.00

AvePoint (NASDAQ:AVPT – Get Free Report) had its target price dropped by analysts at Citigroup from $19.00 to $18.00 in a research note issued to investors on Monday,Benzinga reports. The firm currently has a “neutral” rating on the stock. Citigroup’s price objective would indicate a potential upside of 20.81% from the company’s current price. A […] - 2025-08-20 02:05:13

AvePoint, Inc. (NASDAQ:AVPT) Shares Sold by Blair William & Co. IL

Blair William & Co. IL reduced its position in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 19.8% during the 1st quarter, HoldingsChannel.com reports. The firm owned 6,063 shares of the company’s stock after selling 1,500 shares during the quarter. Blair William & Co. IL’s holdings in AvePoint were worth $88,000 at the end of the […] - 2025-08-14 05:00:56

Analysts Set AvePoint, Inc. (NASDAQ:AVPT) Target Price at $19.25

AvePoint, Inc. (NASDAQ:AVPT – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the six brokerages that are covering the firm, Marketbeat reports. Two equities research analysts have rated the stock with a hold rating, three have assigned a buy rating and one has issued a strong buy rating on the […] - 2025-08-12 02:30:48

Zurcher Kantonalbank Zurich Cantonalbank Increases Stock Position in AvePoint, Inc. (NASDAQ:AVPT)

Zurcher Kantonalbank Zurich Cantonalbank lifted its holdings in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 38.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 42,772 shares of the company’s stock after acquiring an additional 11,919 shares during […] - 2025-08-07 05:16:51

Victory Capital Management Inc. Has $2.74 Million Stake in AvePoint, Inc. (NASDAQ:AVPT)

Victory Capital Management Inc. grew its holdings in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 1,421.4% in the 1st quarter, Holdings Channel reports. The fund owned 189,770 shares of the company’s stock after buying an additional 177,297 shares during the period. Victory Capital Management Inc.’s holdings in AvePoint were worth $2,740,000 at the […] - 2025-07-29 04:22:49

AvePoint (NASDAQ:AVPT) Upgraded at Cantor Fitzgerald

Cantor Fitzgerald upgraded shares of AvePoint (NASDAQ:AVPT – Free Report) to a strong-buy rating in a report released on Friday morning,Zacks.com reports. A number of other research analysts have also weighed in on the company. Scotiabank raised their target price on AvePoint from $19.00 to $22.00 and gave the company a “sector outperform” rating in […] - 2025-07-28 02:05:01

Teachers Retirement System of The State of Kentucky Has $1.20 Million Stock Holdings in AvePoint, Inc. (NASDAQ:AVPT)

Teachers Retirement System of The State of Kentucky lessened its position in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 16.8% during the 1st quarter, HoldingsChannel reports. The fund owned 82,781 shares of the company’s stock after selling 16,742 shares during the quarter. Teachers Retirement System of The State of Kentucky’s holdings in AvePoint […] - 2025-07-25 05:12:50

AvePoint, Inc. (NASDAQ:AVPT) Shares Purchased by Cerity Partners LLC

Cerity Partners LLC lifted its holdings in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 70.1% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 70,454 shares of the company’s stock after purchasing an additional 29,034 shares during the quarter. Cerity Partners LLC’s holdings […] - 2025-07-23 05:42:56

AvePoint (NASDAQ:AVPT) Now Covered by Jefferies Financial Group

Jefferies Financial Group started coverage on shares of AvePoint (NASDAQ:AVPT – Free Report) in a report issued on Monday morning, Marketbeat.com reports. The brokerage issued a buy rating and a $22.00 price target on the stock. A number of other brokerages have also weighed in on AVPT. The Goldman Sachs Group upped their price target […] - 2025-07-22 03:14:58

AvePoint, Inc. (NASDAQ:AVPT) Receives $17.40 Average PT from Analysts

Shares of AvePoint, Inc. (NASDAQ:AVPT – Get Free Report) have been given an average rating of “Moderate Buy” by the six brokerages that are presently covering the company, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a hold rating and four have given a buy rating to the company. The average […] - 2025-07-18 02:23:00

AvePoint, Inc. (NASDAQ:AVPT) Shares Sold by Teacher Retirement System of Texas

Teacher Retirement System of Texas lowered its stake in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 51.6% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 73,850 shares of the company’s stock after selling 78,878 shares during the quarter. Teacher Retirement System of Texas’ holdings in AvePoint were worth $1,066,000 at the […] - 2025-07-14 04:56:53

4,655 Shares in AvePoint, Inc. (NASDAQ:AVPT) Purchased by KBC Group NV

KBC Group NV purchased a new stake in AvePoint, Inc. (NASDAQ:AVPT – Free Report) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 4,655 shares of the company’s stock, valued at approximately $67,000. A number of other hedge funds have also recently bought and […] - 2025-07-09 04:45:57

Moran Wealth Management LLC Has $688,000 Stock Holdings in AvePoint, Inc. (NASDAQ:AVPT)

Moran Wealth Management LLC cut its stake in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 3.9% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 47,630 shares of the company’s stock after selling 1,941 shares during the period. Moran Wealth Management LLC’s holdings […] - 2025-06-27 05:14:55

AvePoint, Inc. (NASDAQ:AVPT) Receives $17.40 Average Price Target from Brokerages

AvePoint, Inc. (NASDAQ:AVPT – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the six ratings firms that are covering the firm, Marketbeat Ratings reports. Two analysts have rated the stock with a hold recommendation and four have given a buy recommendation to the company. The average 1-year price objective among […] - 2025-06-23 02:14:12

California State Teachers Retirement System Sells 8,395 Shares of AvePoint, Inc. (NASDAQ:AVPT)

California State Teachers Retirement System lowered its stake in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 7.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 97,946 shares of the company’s stock after selling 8,395 shares during the period. California State Teachers […] - 2025-06-09 05:00:53

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $4.34 Million Position in AvePoint, Inc. (NASDAQ:AVPT)

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 13.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 263,084 shares of the company’s stock after purchasing an additional 30,399 shares during the […] - 2025-06-04 05:00:50

Two Sigma Investments LP Grows Position in AvePoint, Inc. (NASDAQ:AVPT)

Two Sigma Investments LP lifted its position in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 155.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 108,192 shares of the company’s stock after acquiring an additional 65,852 shares during the period. Two Sigma Investments LP’s holdings in AvePoint were worth $1,786,000 as of […] - 2025-06-03 05:12:58

AvePoint, Inc. (NASDAQ:AVPT) Shares Sold by Tidal Investments LLC

Tidal Investments LLC reduced its stake in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 42.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,865 shares of the company’s stock after selling 22,969 shares during the period. Tidal Investments LLC’s holdings in […] - 2025-05-29 05:10:57

Brokerages Set AvePoint, Inc. (NASDAQ:AVPT) Price Target at $17.40

AvePoint, Inc. (NASDAQ:AVPT – Get Free Report) has received a consensus rating of “Moderate Buy” from the six brokerages that are covering the firm, MarketBeat Ratings reports. Two investment analysts have rated the stock with a hold recommendation and four have assigned a buy recommendation to the company. The average 1 year price target among […] - 2025-05-29 02:27:26

Woodline Partners LP Acquires New Holdings in AvePoint, Inc. (NASDAQ:AVPT)

Woodline Partners LP bought a new position in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 21,188 shares of the company’s stock, valued at approximately $350,000. A number of other […] - 2025-05-28 05:24:54

AvePoint, Inc. (NASDAQ:AVPT) Shares Acquired by ProShare Advisors LLC

ProShare Advisors LLC increased its holdings in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 37.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 45,409 shares of the company’s stock after acquiring an additional 12,307 shares during the quarter. ProShare Advisors LLC’s holdings in […] - 2025-05-25 06:04:58

AvePoint, Inc. (NASDAQ:AVPT) Shares Purchased by Millennium Management LLC

Millennium Management LLC boosted its holdings in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 37.9% during the 4th quarter, Holdings Channel reports. The fund owned 1,007,592 shares of the company’s stock after acquiring an additional 277,038 shares during the quarter. Millennium Management LLC’s holdings in AvePoint were worth $16,635,000 as of its most recent filing […] - 2025-05-22 05:57:02

AvePoint (NASDAQ:AVPT) Sets New 12-Month High on Analyst Upgrade

AvePoint, Inc. (NASDAQ:AVPT – Get Free Report)’s stock price reached a new 52-week high during trading on Tuesday after The Goldman Sachs Group raised their price target on the stock from $15.00 to $17.00. The Goldman Sachs Group currently has a neutral rating on the stock. AvePoint traded as high as $20.10 and last traded […] - 2025-05-15 03:10:48

AvePoint (NASDAQ:AVPT) Price Target Raised to $17.00

AvePoint (NASDAQ:AVPT – Free Report) had its target price increased by The Goldman Sachs Group from $15.00 to $17.00 in a report released on Monday morning,Benzinga reports. The Goldman Sachs Group currently has a neutral rating on the stock. Other equities research analysts have also issued reports about the stock. Scotiabank increased their target price […] - 2025-05-15 02:32:51

The Manufacturers Life Insurance Company Sells 1,725 Shares of AvePoint, Inc. (NASDAQ:AVPT)

The Manufacturers Life Insurance Company lowered its stake in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 2.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 68,288 shares of the company’s stock after selling 1,725 shares during the quarter. The Manufacturers Life Insurance […] - 2025-05-14 04:46:50

Price T Rowe Associates Inc. MD Boosts Position in AvePoint, Inc. (NASDAQ:AVPT)

Price T Rowe Associates Inc. MD lifted its position in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 23.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 51,460 shares of the company’s stock after purchasing an additional 9,801 shares during the quarter. Price […] - 2025-05-12 05:18:49

AvePoint (NASDAQ:AVPT) Price Target Raised to $22.00

AvePoint (NASDAQ:AVPT – Free Report) had its price target raised by Scotiabank from $19.00 to $22.00 in a report issued on Friday morning,Benzinga reports. The brokerage currently has a sector outperform rating on the stock. Several other brokerages also recently issued reports on AVPT. William Blair reaffirmed an “outperform” rating on shares of AvePoint in […] - 2025-05-12 04:42:56

First Trust Advisors LP Has $6.94 Million Stake in AvePoint, Inc. (NASDAQ:AVPT)

First Trust Advisors LP reduced its stake in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 8.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 420,550 shares of the company’s stock after selling 40,448 shares during […] - 2025-04-30 06:00:59

Barclays PLC Has $3.80 Million Position in AvePoint, Inc. (NASDAQ:AVPT)

Barclays PLC boosted its holdings in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 11.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 230,341 shares of the company’s stock after buying an additional 23,983 shares during the period. Barclays PLC owned approximately 0.12% of […] - 2025-04-29 05:08:58

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