Global Retirement Partners, LLC
PensionPosition in AVPT — AvePoint, Inc.
CIK 1749744
San Rafael, CA
Position in AVPT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,779
-$16,306 QoQ
Shares Held
694
-60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 252 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVPT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Global Retirement Partners, LLC holds $137,237,313 across 86 Software - Infrastructure names. AVPT ranks #64 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,026 | $90,280,538 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
79,424 | $9,266,398 | |
| 3 | PANW |
Palo Alto Networks Inc
|
24,469 | $8,344,418 | |
| 4 | ORCL |
Oracle Corp
|
52,348 | $7,671,599 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
38,500 | $7,345,222 | |
| 6 | FTNT |
Fortinet, Inc.
|
13,784 | $2,117,498 | |
| 7 | SNPS |
Synopsys Inc
|
3,231 | $1,441,252 | |
| 8 | NET |
Cloudflare, Inc.
|
4,210 | $1,032,628 |
All Filings in AVPT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,779 | 694 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $24,085 | 1,734 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,477 | 1,764 | Shares | Sole | 2025-10-21 | |
| 2024-12-31 | $24,583 | 1,489 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||