Neo Ivy Capital Management AVPT — AVEPOINT INC

Ownership history in Neo Ivy Capital Management  ·  5 quarters on record

AI Ownership Summary

Neo Ivy Capital Management reported AVEPOINT INC (AVPT) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.25% in 2024 Q4. The latest visible filing shows AVPT at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Neo Ivy Capital Management's position in AVEPOINT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVPT was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVPT stock page Neo Ivy Capital Management fund profile Neo Ivy Capital Management full holdings
How Neo Ivy Capital Management held AVPT — position size vs. price
% of Fund (quarterly)    AVPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 89,041 -159,739 -64.2% 0.22% $847K 2026-05-15 $9.93
2025 Q4 ADDED — — — 248,780 +113,632 +84.1% 0.55% $3.5M 2026-02-13 $10.56
2025 Q3 ADDED — — — 135,148 +102,724 +316.8% 0.49% $2.0M 2025-11-12 $13.21
2025 Q2 REDUCED 91.4% -21.0% ✅ 32,424 -344,877 -91.4% 0.20% $626K 2025-08-12 $14.90
2024 Q4 INITIATED — — — 377,301 — — 1.25% $6.2M 2025-02-18 $19.61

🏢 Other funds also holding AVPT

As of 2026 Q1 — sorted by position size

Anchor @ 65 Pte. Ltd. 52.34% Pinegrove Venture Partners, LLC 14.83% Stoic Point Capital Management LLC 4.49% Parsifal Capital Management, LP 3Y 4.27% SCALAR GAUGE MANAGEMENT, LLC 1.74% HERALD INVESTMENT MANAGEMENT Ltd 3Y 7Y 1.03% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.75% Odyssean, LLC 0.46% BROWN CAPITAL MANAGEMENT LLC 3Y 7Y 0.32% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.25%

FAQ About Neo Ivy Capital Management and AVPT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Neo Ivy Capital Management reported owning AVPT?

Neo Ivy Capital Management reported AVPT across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AVPT position in Neo Ivy Capital Management's portfolio?

The largest reported portfolio weight for AVPT was 1.25% in 2024 Q4.

What is the latest reported AVPT position on this page?

The most recent filing on this page is 2026 Q1, when Neo Ivy Capital Management reported 89,041 shares, equal to 0.22% of portfolio, with an estimated market value of $847K.

What does the chart on this AVPT ownership page compare?

The chart compares Neo Ivy Capital Management's quarterly AVPT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Neo Ivy Capital Management time their AVPT position?

Based on 13F filing dates vs. subsequent AVPT price moves, Neo Ivy Capital Management correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on AVPT relative to SPY over the holding period was -51.0%.

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