CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AVPT — AvePoint, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in AVPT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,966,673
+$2,651,913 QoQ
Shares Held
1,245,912
+4.7% QoQ
Ownership
0.589%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 252 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVPT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $32,682,327,528 across 100 Software - Infrastructure names. AVPT ranks #56 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,298,999 | $19,508,572,606 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,382,853 | $2,176,680,529 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
17,699,013 | $2,064,943,846 | |
| 4 | ORCL |
Oracle Corp
|
10,531,224 | $1,543,350,876 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,972,808 | $1,521,092,173 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,967,178 | $763,057,884 | |
| 7 | SNPS |
Synopsys Inc
|
1,492,070 | $665,567,664 | |
| 8 | NET |
Cloudflare, Inc.
|
1,795,993 | $440,521,162 |
All Filings in AVPT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,966,673 | 1,245,912 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,314,760 | 1,189,775 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,535,156 | 1,190,436 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,035,389 | 1,134,936 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,870,523 | 977,241 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,038,857 | 902,968 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $15,161,875 | 918,345 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,564,563 | 897,584 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,692,999 | 834,261 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,834,785 | 862,978 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,021,216 | 855,203 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,838,376 | 868,806 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,700,482 | 816,056 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,062,227 | 743,259 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,041,108 | 739,929 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,875,366 | 717,049 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,076,669 | 708,910 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,289,935 | 435,349 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,670,746 | 424,602 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,562,378 | 419,597 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||