Position in AVPT
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$559,917
+$281,560 QoQ
Shares Held
49,948
+70.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 252 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in AVPT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $1,249,192,487 across 83 Software - Infrastructure names. AVPT ranks #51 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,166,180 | $808,028,463 | |
| 2 | ORCL |
Oracle Corp
|
580,555 | $85,080,335 | |
| 3 | PANW |
Palo Alto Networks Inc
|
225,680 | $76,961,393 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
385,533 | $44,980,135 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
152,248 | $29,046,634 | |
| 6 | FTNT |
Fortinet, Inc.
|
155,864 | $23,943,827 | |
| 7 | VRSN |
Verisign Inc/Ca
|
71,469 | $17,978,741 | |
| 8 | SNPS |
Synopsys Inc
|
31,444 | $14,026,225 |
All Filings in AVPT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,917 | 49,948 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $278,357 | 29,270 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||