AvePoint, Inc.
AVPT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001777921
In the last 90 days, AvePoint, Inc. insiders filed 0 open-market purchases and 5 sales; 253 institutions reported holding it in 13F filings for Q2 2026, worth $1.59B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in AvePoint, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 57
- +55 vs. Q2 2021
- Shares held
- 25.2M
- +25.2M (+128,156.5%) vs. Q2 2021
- Total value
- $213.8M
- +$213.5M (+90,095.3%) vs. Q2 2021
- New holders
- 56
- 1 more added
- Sold out
- 1
- 0 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVPT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 253 | $1.59B |
| Q1 2026 | 255 | $1.26B |
| Q4 2025 | 252 | $1.81B |
| Q3 2025 | 240 | $1.90B |
| Q2 2025 | 246 | $2.24B |
| Q1 2025 | 254 | $1.58B |
| Q4 2024 | 238 | $1.70B |
| Q3 2024 | 187 | $1.07B |
| Q2 2024 | 175 | $873.5M |
| Q1 2024 | 139 | $648.3M |
| Q4 2023 | 125 | $674.6M |
| Q3 2023 | 106 | $530.1M |
| Q2 2023 | 101 | $456.5M |
| Q1 2023 | 96 | $313.5M |
| Q4 2022 | 95 | $310.1M |
| Q3 2022 | 95 | $303.2M |
| Q2 2022 | 106 | $333.0M |
| Q1 2022 | 95 | $341.6M |
| Q4 2021 | 78 | $387.1M |
| Q3 2021 | 57 | $213.8M |
| Q2 2021 | 2 | $237.0K |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Franklin Resources Inc | 5,053,583 | $42.9M | 0.02% | +5,053,583 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,000,000 | $42.5M | 0.08% | +5,000,000 | New |
| Monarch Alternative Capital LP | 3,550,000 | $30.1M | 6.79% | +3,550,000 | New |
| Vanguard Group Inc | 3,282,653 | $27.9M | 0.00% | +3,282,653 | New |
| Federated Hermes, Inc. | 2,500,000 | $21.2M | 0.04% | +2,500,000 | New |
| BlackRock Inc. | 1,152,885 | $9.79M | 0.00% | +1,152,885 | New |
| Geode Capital Management, LLC | 862,015 | $7.32M | 0.00% | +842,684+4,359.2% | Added |
| J. Goldman & Co LP | 701,476 | $5.96M | 0.53% | +701,476 | New |
| Biltmore Capital Advisors LLC | 561,788 | $4.77M | 0.88% | +561,788 | New |
| Charles Schwab Investment Management Inc | 419,597 | $3.56M | 0.00% | +419,597 | New |
| Susquehanna International Group, LLP | 397,762 | $3.38M | 0.00% | +397,762 | New |
| State Street Corp | 268,400 | $2.28M | 0.00% | +268,400 | New |
| Cubist Systematic Strategies, LLC | 180,148 | $1.53M | 0.02% | +180,148 | New |
| Northern Trust Corp | 153,031 | $1.30M | 0.00% | +153,031 | New |
| Goldman Sachs Group Inc | 145,529 | $1.24M | 0.00% | +145,529 | New |
| Bank of America Corp | 82,618 | $702.0K | 0.00% | +82,618 | New |
| Alpha Paradigm Partners, LLC | 73,343 | $623.0K | 0.25% | +73,343 | New |
| Citadel Advisors LLC | 72,757 | $618.0K | 0.00% | +72,757 | New |
| Morgan Stanley | 64,015 | $543.0K | 0.00% | +64,015 | New |
| Man Group plc | 53,572 | $454.0K | 0.00% | +53,572 | New |
| National Asset Management, Inc. | 45,750 | $389.0K | 0.01% | +45,750 | New |
| Raymond James & Associates | 45,690 | $388.0K | 0.00% | +45,690 | New |
| Boardman Bay Capital Management LLC | 44,573 | $378.0K | 0.68% | +44,573 | New |
| Marshall Wace, LLP | 43,165 | $366.0K | 0.00% | +43,165 | New |
| Ingalls & Snyder LLC | 42,540 | $361.0K | 0.02% | +42,540 | New |
| HighTower Advisors, LLC | 38,480 | $327.0K | 0.00% | +38,480 | New |
| Bank of New York Mellon Corp | 34,175 | $290.0K | 0.00% | +34,175 | New |
| First Republic Investment Management, Inc. | 32,592 | $277.0K | 0.00% | +32,592 | New |
| Exos Asset Management LLC | 26,855 | $228.0K | 0.12% | +26,855 | New |
| Jane Street Group, LLC | 26,724 | $227.0K | 0.00% | +26,724 | New |
| Capstone Investment Advisors, LLC | 22,116 | $188.0K | 0.00% | +22,116 | New |
| Penserra Capital Management LLC | 18,847 | $160.0K | 0.00% | +18,847 | New |
| Tower Research Capital LLC (TRC) | 17,323 | $147.0K | 0.00% | +17,323 | New |
| Citigroup Inc | 17,072 | $145.0K | 0.00% | +17,072 | New |
| Victory Capital Management Inc | 15,143 | $129.0K | 0.00% | +15,143 | New |
| Occudo Quantitative Strategies LP | 14,291 | $121.0K | 0.01% | +14,291 | New |
| UBS Group AG | 13,500 | $115.0K | 0.00% | +13,500 | New |
| Cherry Creek Investment Advisors, Inc. | 12,500 | $106.0K | 0.07% | +12,500 | New |
| Kalos Management, Inc. | 12,100 | $105.0K | 0.03% | +12,100 | New |
| Cambridge Investment Research Advisors, Inc. | 11,600 | $98.0K | 0.00% | +11,600 | New |
| Squarepoint Ops LLC | 11,169 | $95.0K | 0.00% | +11,169 | New |
| US Bancorp | 11,000 | $93.0K | 0.00% | +11,000 | New |
| Marshall Wace North America L.P. | 10,099 | $86.0K | 0.00% | +10,099 | New |
| FNY Investment Advisers, LLC | 9,421 | $79.0K | 0.04% | +9,421 | New |
| Koshinski Asset Management, Inc. | 7,288 | $61.9K | 0.01% | +7,288 | New |
| Wells Fargo & Company | 5,203 | $44.0K | 0.00% | +5,203 | New |
| Advisor Group Holdings, Inc. | 4,045 | $35.0K | 0.00% | +4,045 | New |
| FourThought Financial, LLC | 2,134 | $18.0K | 0.00% | +2,134 | New |
| Wolverine Asset Management LLC | 1,698 | $14.0K | 0.00% | +1,698 | New |
| Quantbot Technologies LP | 1,349 | $11.0K | 0.00% | +1,349 | New |
| Arkadios Wealth Advisors | 1,211 | $10.0K | 0.00% | +1,211 | New |
| JPMorgan Chase & Co | 1,000 | $8.00K | 0.00% | +1,000 | New |
| Thomas J. Herzfeld Advisors, Inc. | 967 | $8.00K | 0.00% | +967 | New |
| Emfo, LLC | 698 | $6.00K | 0.01% | +698 | New |
| Evolution Wealth Advisors, LLC | 500 | $4.00K | 0.00% | +500 | New |
| Royal Bank of Canada | 10 | $0 | 0.00% | +10 | New |
| Captrust Financial Advisors | 35 | $0 | 0.00% | +35 | New |
| Resolute Partners Group | 0 | $0 | 0.00% | −300−100.0% | Sold out |