ETF Holdings Breakdown of AVPT

Stock Name	Avepoint Inc
Ticker	AVPT(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US0536041041

News associated with AVPT

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 08:14:55
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 05:14:12
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 08:00:53
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 08:00:50
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 08:12:58
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 08:10:57
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 05:27:26
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 08:24:54
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 09:04:58
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 08:57:02
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 06:10:48
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 05:32:51
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 07:46:50
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 08:18:49
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 07:42:56
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 09:00:59
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 08:08:58
Legal & General Group Plc Raises Position in AvePoint, Inc. (NASDAQ:AVPT): Legal & General Group Plc raised its holdings in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 10.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 124,513 shares of the company’s stock after buying an additional 11,687 shares during […] - 2025-04-25 08:13:06
1,094,317 Shares in AvePoint, Inc. (NASDAQ:AVPT) Acquired by Raymond James Financial Inc.: Raymond James Financial Inc. purchased a new position in AvePoint, Inc. (NASDAQ:AVPT – Free Report) in the 4th quarter, HoldingsChannel reports. The fund purchased 1,094,317 shares of the company’s stock, valued at approximately $18,067,000. A number of other large investors have also modified their holdings of AVPT. Vanguard Group Inc. boosted its holdings in AvePoint […] - 2025-04-21 07:40:49
Geode Capital Management LLC Has $47.07 Million Position in AvePoint, Inc. (NASDAQ:AVPT): Geode Capital Management LLC raised its holdings in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 0.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,850,268 shares of the company’s stock after purchasing an additional 20,720 shares during the quarter. Geode […] - 2025-04-15 08:00:57
AvePoint, Inc. (NASDAQ:AVPT) Shares Sold by Russell Investments Group Ltd.: Russell Investments Group Ltd. lessened its stake in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 25.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 409,052 shares of the company’s stock after selling 141,974 shares during the quarter. Russell Investments Group Ltd.’s holdings in […] - 2025-04-14 07:56:59
Pictet Asset Management Holding SA Has $251,000 Holdings in AvePoint, Inc. (NASDAQ:AVPT): Pictet Asset Management Holding SA grew its stake in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 16.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,183 shares of the company’s stock after purchasing an additional 2,089 shares during the period. Pictet Asset […] - 2025-04-11 08:56:58
554,700 Shares in AvePoint, Inc. (NASDAQ:AVPT) Bought by Norges Bank: Norges Bank bought a new stake in AvePoint, Inc. (NASDAQ:AVPT – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 554,700 shares of the company’s stock, valued at approximately $9,158,000. Several other institutional investors and hedge funds have also bought and sold shares of AVPT. Charles Schwab Investment Management Inc. raised its […] - 2025-04-09 08:30:57
JPMorgan Chase & Co. Buys 121,144 Shares of AvePoint, Inc. (NASDAQ:AVPT): JPMorgan Chase & Co. increased its stake in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 7.9% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 1,657,804 shares of the company’s stock after purchasing an additional 121,144 shares during the period. JPMorgan Chase & Co.’s holdings […] - 2025-04-09 07:54:49
Blair William & Co. IL Has $125,000 Stock Holdings in AvePoint, Inc. (NASDAQ:AVPT): Blair William & Co. IL boosted its stake in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 24.7% during the fourth quarter, Holdings Channel reports. The fund owned 7,563 shares of the company’s stock after acquiring an additional 1,500 shares during the period. Blair William & Co. IL’s holdings in AvePoint were worth $125,000 […] - 2025-04-07 07:48:54
Cibc World Markets Corp Takes $199,000 Position in AvePoint, Inc. (NASDAQ:AVPT): Cibc World Markets Corp acquired a new stake in AvePoint, Inc. (NASDAQ:AVPT – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 12,054 shares of the company’s stock, valued at approximately $199,000. Several other large investors have also bought and […] - 2025-03-27 08:34:52
Raymond James Financial Inc. Invests $18.07 Million in AvePoint, Inc. (NASDAQ:AVPT): Raymond James Financial Inc. acquired a new stake in AvePoint, Inc. (NASDAQ:AVPT – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund acquired 1,094,317 shares of the company’s stock, valued at approximately $18,067,000. A number of other large investors also recently bought and sold shares of AVPT. Wellington Management Group LLP acquired a […] - 2025-03-18 08:24:55
AvePoint (NASDAQ:AVPT) Given New $16.00 Price Target at Citigroup: AvePoint (NASDAQ:AVPT – Get Free Report) had its price target reduced by equities researchers at Citigroup from $18.00 to $16.00 in a report issued on Tuesday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Citigroup’s price target points to a potential upside of 11.97% from the company’s current price. Several other brokerages […] - 2025-03-13 06:25:01
Handelsbanken Fonder AB Makes New Investment in AvePoint, Inc. (NASDAQ:AVPT): Handelsbanken Fonder AB purchased a new position in shares of AvePoint, Inc. (NASDAQ:AVPT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 27,700 shares of the company’s stock, valued at approximately $457,000. Several other institutional investors have also recently made changes to […] - 2025-03-03 08:52:52
Principal Securities Inc. Purchases 2,722 Shares of AvePoint, Inc. (NASDAQ:AVPT): Principal Securities Inc. lifted its position in AvePoint, Inc. (NASDAQ:AVPT – Free Report) by 12,961.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,743 shares of the company’s stock after buying an additional 2,722 shares during the period. Principal […] - 2025-02-28 08:27:14

AVPT institutional holdings

The following institutional investment holdings of AVPT have been identified

Date ETF ISIN/Name Num Shares Book value
2025-06-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 79,187 USD 1,521,182

2025-06-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 18,582 USD 356,960

2025-06-26 IE00BG0J4C88 (iShares Digital Security UCITS ETF) 584,712 USD 11,232,318

2025-06-26 IE00BG0J4841 (iShares Digital Security UCITS ETF USD Dist GBP) 584,712 USD 11,232,318

2025-06-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 492 USD 9,451

Total = 1,267,685 USD 24,352,229
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	79,187	USD 1,521,182
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	18,582	USD 356,960
2025-06-26	IE00BG0J4C88 (iShares Digital Security UCITS ETF)	584,712	USD 11,232,318
2025-06-26	IE00BG0J4841 (iShares Digital Security UCITS ETF USD Dist GBP)	584,712	USD 11,232,318
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	492	USD 9,451
Total =	1,267,685	USD 24,352,229

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