Vanguard Personalized Indexing Management, LLC
Position in AVPT — AvePoint, Inc.
CIK 1767306
OAKLAND, CA
Position in AVPT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$378,158
+$144,089 QoQ
Shares Held
33,734
+37.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#144
of 252 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in AVPT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $674,304,472 across 66 Software - Infrastructure names. AVPT ranks #44 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,106,284 | $412,666,057 | |
| 2 | ORCL |
Oracle Corp
|
325,428 | $47,691,473 | |
| 3 | PANW |
Palo Alto Networks Inc
|
128,750 | $43,906,325 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
301,158 | $35,136,103 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
113,748 | $21,701,412 | |
| 6 | FTNT |
Fortinet, Inc.
|
126,199 | $19,386,690 | |
| 7 | NET |
Cloudflare, Inc.
|
49,840 | $12,224,755 | |
| 8 | SNPS |
Synopsys Inc
|
22,411 | $9,996,874 |
All Filings in AVPT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,158 | 33,734 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $234,069 | 24,613 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $181,000 | 13,031 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $234,876 | 15,648 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $293,164 | 15,182 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $152,370 | 10,552 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||