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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 10 | $0 | 0.00% | +10 | New |
| Captrust Financial Advisors | 35 | $0 | 0.00% | +35 | New |
| Evolution Wealth Advisors, LLC | 500 | $4.00K | 0.00% | +500 | New |
| Emfo, LLC | 698 | $6.00K | 0.01% | +698 | 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 |
| Arkadios Wealth Advisors | 1,211 | $10.0K | 0.00% | +1,211 | New |
| Quantbot Technologies LP | 1,349 | $11.0K | 0.00% | +1,349 | New |
| Wolverine Asset Management LLC | 1,698 | $14.0K | 0.00% | +1,698 | New |
| FourThought Financial, LLC | 2,134 | $18.0K | 0.00% | +2,134 | New |
| Advisor Group Holdings, Inc. | 4,045 | $35.0K | 0.00% | +4,045 | New |
| Wells Fargo & Company | 5,203 | $44.0K | 0.00% | +5,203 | New |
| Koshinski Asset Management, Inc. | 7,288 | $61.9K | 0.01% | +7,288 | New |
| FNY Investment Advisers, LLC | 9,421 | $79.0K | 0.04% | +9,421 | New |
| Marshall Wace North America L.P. | 10,099 | $86.0K | 0.00% | +10,099 | New |
| US Bancorp | 11,000 | $93.0K | 0.00% | +11,000 | New |
| Squarepoint Ops LLC | 11,169 | $95.0K | 0.00% | +11,169 | New |
| Cambridge Investment Research Advisors, Inc. | 11,600 | $98.0K | 0.00% | +11,600 | New |
| Kalos Management, Inc. | 12,100 | $105.0K | 0.03% | +12,100 | New |
| Cherry Creek Investment Advisors, Inc. | 12,500 | $106.0K | 0.07% | +12,500 | New |
| UBS Group AG | 13,500 | $115.0K | 0.00% | +13,500 | New |
| Occudo Quantitative Strategies LP | 14,291 | $121.0K | 0.01% | +14,291 | New |
| Victory Capital Management Inc | 15,143 | $129.0K | 0.00% | +15,143 | New |
| Citigroup Inc | 17,072 | $145.0K | 0.00% | +17,072 | New |
| Tower Research Capital LLC (TRC) | 17,323 | $147.0K | 0.00% | +17,323 | New |
| Penserra Capital Management LLC | 18,847 | $160.0K | 0.00% | +18,847 | New |
| Capstone Investment Advisors, LLC | 22,116 | $188.0K | 0.00% | +22,116 | New |
| Jane Street Group, LLC | 26,724 | $227.0K | 0.00% | +26,724 | New |
| Exos Asset Management LLC | 26,855 | $228.0K | 0.12% | +26,855 | New |
| First Republic Investment Management, Inc. | 32,592 | $277.0K | 0.00% | +32,592 | New |
| Bank of New York Mellon Corp | 34,175 | $290.0K | 0.00% | +34,175 | New |
| HighTower Advisors, LLC | 38,480 | $327.0K | 0.00% | +38,480 | New |
| Ingalls & Snyder LLC | 42,540 | $361.0K | 0.02% | +42,540 | New |
| Marshall Wace, LLP | 43,165 | $366.0K | 0.00% | +43,165 | New |
| Boardman Bay Capital Management LLC | 44,573 | $378.0K | 0.68% | +44,573 | New |
| Raymond James & Associates | 45,690 | $388.0K | 0.00% | +45,690 | New |
| National Asset Management, Inc. | 45,750 | $389.0K | 0.01% | +45,750 | New |
| Man Group plc | 53,572 | $454.0K | 0.00% | +53,572 | New |
| Morgan Stanley | 64,015 | $543.0K | 0.00% | +64,015 | New |
| Citadel Advisors LLC | 72,757 | $618.0K | 0.00% | +72,757 | New |
| Alpha Paradigm Partners, LLC | 73,343 | $623.0K | 0.25% | +73,343 | New |
| Bank of America Corp | 82,618 | $702.0K | 0.00% | +82,618 | New |
| Goldman Sachs Group Inc | 145,529 | $1.24M | 0.00% | +145,529 | New |
| Northern Trust Corp | 153,031 | $1.30M | 0.00% | +153,031 | New |
| Cubist Systematic Strategies, LLC | 180,148 | $1.53M | 0.02% | +180,148 | New |
| State Street Corp | 268,400 | $2.28M | 0.00% | +268,400 | New |
| Susquehanna International Group, LLP | 397,762 | $3.38M | 0.00% | +397,762 | New |
| Charles Schwab Investment Management Inc | 419,597 | $3.56M | 0.00% | +419,597 | New |
| Biltmore Capital Advisors LLC | 561,788 | $4.77M | 0.88% | +561,788 | New |
| J. Goldman & Co LP | 701,476 | $5.96M | 0.53% | +701,476 | New |
| Geode Capital Management, LLC | 862,015 | $7.32M | 0.00% | +842,684+4,359.2% | Added |
| BlackRock Inc. | 1,152,885 | $9.79M | 0.00% | +1,152,885 | New |
| Federated Hermes, Inc. | 2,500,000 | $21.2M | 0.04% | +2,500,000 | New |
| Vanguard Group Inc | 3,282,653 | $27.9M | 0.00% | +3,282,653 | New |
| Monarch Alternative Capital LP | 3,550,000 | $30.1M | 6.79% | +3,550,000 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,000,000 | $42.5M | 0.08% | +5,000,000 | New |
| Franklin Resources Inc | 5,053,583 | $42.9M | 0.02% | +5,053,583 | New |
| Resolute Partners Group | 0 | $0 | 0.00% | −300−100.0% | Sold out |