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, Q4 2021
Institutional positions in AvePoint, Inc. as of Dec 31, 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
- 78
- +22 vs. Q3 2021
- Shares held
- 61.6M
- +36.4M (+144.6%) vs. Q3 2021
- Total value
- $387.1M
- +$173.5M (+81.2%) vs. Q3 2021
- New holders
- 37
- 24 more added
- Sold out
- 15
- 10 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sixth Street Partners Management Company, L.P. | 28,500,592 | $179.3M | 13.71% | +28,500,592 | New |
| Franklin Resources Inc | 5,916,294 | $37.2M | 0.01% | +862,711+17.1% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,000,000 | $31.4M | 0.07% | 00.0% | Unchanged |
| Monarch Alternative Capital LP | 4,745,000 | $29.8M | 4.64% | +1,195,000+33.7% | Added |
| Vanguard Group Inc | 3,170,117 | $19.9M | 0.00% | −112,536−3.4% | Reduced |
| Rubric Capital Management LP | 1,954,397 | $12.3M | 0.58% | +1,954,397 | New |
| Alyeska Investment Group, L.P. | 1,579,458 | $9.94M | 0.11% | +1,579,458 | New |
| BlackRock Inc. | 1,534,443 | $9.65M | 0.00% | +381,558+33.1% | Added |
| BWCP, LP | 1,280,522 | $8.05M | 4.31% | +1,280,522 | New |
| Geode Capital Management, LLC | 1,029,772 | $6.48M | 0.00% | +167,757+19.5% | Added |
| Susquehanna International Group, LLP | 712,150 | $4.48M | 0.01% | +314,388+79.0% | Added |
| EDBI Pte Ltd | 700,000 | $4.40M | 2.39% | +700,000 | New |
| State Street Corp | 634,148 | $3.99M | 0.00% | +365,748+136.3% | Added |
| HRT Financial LP | 475,898 | $2.99M | 0.02% | +475,898 | New |
| Two Sigma Investments, LP | 470,324 | $2.96M | 0.01% | +470,324 | New |
| Charles Schwab Investment Management Inc | 424,602 | $2.67M | 0.00% | +5,005+1.2% | Added |
| HighTower Advisors, LLC | 420,037 | $2.64M | 0.01% | +381,557+991.6% | Added |
| Phoenix Holdings Ltd. | 300,000 | $1.89M | 0.03% | +300,000 | New |
| Goldman Sachs Group Inc | 298,920 | $1.88M | 0.00% | +153,391+105.4% | Added |
| Citadel Advisors LLC | 204,769 | $1.29M | 0.00% | +132,012+181.4% | Added |
| Northern Trust Corp | 191,969 | $1.21M | 0.00% | +38,938+25.4% | Added |
| Swiss National Bank | 178,500 | $1.12M | 0.00% | +178,500 | New |
| Alpha Paradigm Partners, LLC | 153,115 | $963.0K | 0.39% | +79,772+108.8% | Added |
| Occudo Quantitative Strategies LP | 152,818 | $961.0K | 0.09% | +138,527+969.3% | Added |
| Cubist Systematic Strategies, LLC | 136,790 | $860.0K | 0.01% | −43,358−24.1% | Reduced |
| LMR Partners LLP | 106,367 | $669.0K | 0.01% | +106,367 | New |
| Ingalls & Snyder LLC | 90,525 | $569.0K | 0.03% | +47,985+112.8% | Added |
| UBS Asset Management Americas Inc | 85,100 | $535.3K | 0.00% | +85,100 | New |
| California State Teachers Retirement System | 68,946 | $434.0K | 0.00% | +68,946 | New |
| Morgan Stanley | 66,688 | $420.0K | 0.00% | +2,673+4.2% | Added |
| Jane Street Group, LLC | 66,176 | $416.0K | 0.00% | +39,452+147.6% | Added |
| Clay Northam Wealth Management, LLC | 57,000 | $359.0K | 0.34% | +57,000 | New |
| Credit Suisse AG | 56,421 | $354.0K | 0.00% | +56,421 | New |
| Boardman Bay Capital Management LLC | 52,073 | $328.0K | 0.55% | +7,500+16.8% | Added |
| Parametric Portfolio Associates LLC | 43,333 | $273.0K | 0.00% | +43,333 | New |
| Two Sigma Advisers, LP | 41,800 | $263.0K | 0.00% | +41,800 | New |
| Citigroup Inc | 39,675 | $250.0K | 0.00% | +22,603+132.4% | Added |
| Paloma Partners Management Co | 37,166 | $234.0K | 0.01% | +37,166 | New |
| UBS Group AG | 36,624 | $230.0K | 0.00% | +23,124+171.3% | Added |
| Bank of New York Mellon Corp | 34,175 | $215.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 32,592 | $205.0K | 0.00% | 00.0% | Unchanged |
| Skaana Management L.P. | 29,705 | $187.0K | 0.04% | +29,705 | New |
| Raymond James & Associates | 28,908 | $182.0K | 0.00% | −16,782−36.7% | Reduced |
| Bank of America Corp | 26,204 | $165.0K | 0.00% | −56,414−68.3% | Reduced |
| Mirabella Financial Services LLP | 24,638 | $155.0K | 0.02% | +24,638 | New |
| JPMorgan Chase & Co | 23,444 | $148.0K | 0.00% | +22,444+2,244.4% | Added |
| ExodusPoint Capital Management, LP | 23,034 | $145.0K | 0.00% | +23,034 | New |
| Balyasny Asset Management LLC | 22,828 | $144.0K | 0.00% | +22,828 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,967 | $138.0K | 0.00% | +21,967 | New |
| Arizona State Retirement System | 21,834 | $137.0K | 0.00% | +21,834 | New |
| Millennium Management LLC | 21,315 | $134.0K | 0.00% | +21,315 | New |
| Janus Henderson Group PLC | 21,179 | $133.0K | 0.00% | +21,179 | New |
| Clearline Capital LP | 29,075 | $130.0K | 0.02% | +29,075 | New |
| Legal & General Group Plc | 19,292 | $121.0K | 0.00% | +19,292 | New |
| Virtu Financial LLC | 18,918 | $119.0K | 0.01% | +18,918 | New |
| National Asset Management, Inc. | 17,250 | $109.0K | 0.00% | −28,500−62.3% | Reduced |
| Koshinski Asset Management, Inc. | 17,170 | $108.0K | 0.01% | +9,882+135.6% | Added |
| Kalos Management, Inc. | 12,221 | $106.0K | 0.03% | +121+1.0% | Added |
| Teacher Retirement System of Texas | 15,460 | $97.0K | 0.00% | +15,460 | New |
| Victory Capital Management Inc | 12,932 | $81.0K | 0.00% | −2,211−14.6% | Reduced |
| US Bancorp | 11,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,600 | $67.0K | 0.00% | +10,600 | New |
| FNY Investment Advisers, LLC | 10,421 | $65.0K | 0.04% | +1,000+10.6% | Added |
| Schonfeld Strategic Advisors LLC | 10,284 | $64.0K | 0.00% | +10,284 | New |
| Penserra Capital Management LLC | 6,774 | $42.0K | 0.00% | −12,073−64.1% | Reduced |
| Wells Fargo & Company | 4,281 | $27.0K | 0.00% | −922−17.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,275 | $20.0K | 0.00% | −770−19.0% | Reduced |
| Quantbot Technologies LP | 2,900 | $18.0K | 0.00% | +1,551+115.0% | Added |
| FourThought Financial, LLC | 2,134 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,144 | $7.00K | 0.00% | −16,179−93.4% | Reduced |
| Cutler Group LP | 700 | $4.00K | 0.00% | +700 | New |
| Strengthening Families & Communities, LLC | 425 | $3.00K | 0.00% | +425 | New |
| Northwestern Mutual Wealth Management Co | 213 | $1.00K | 0.00% | +213 | New |
| Blue Bell Private Wealth Management, LLC | 200 | $1.00K | 0.00% | +200 | New |
| Washington Trust Advisors, Inc. | 211 | $1.00K | 0.00% | +211 | New |
| American Portfolios Advisors | 100 | $629 | 0.00% | +100 | New |
| Royal Bank of Canada | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −2,500,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −701,476−100.0% | Sold out |
| Biltmore Capital Advisors LLC | 0 | $0 | 0.00% | −561,788−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −53,572−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −43,165−100.0% | Sold out |
| Exos Asset Management LLC | 0 | $0 | 0.00% | −26,855−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −22,116−100.0% | Sold out |
| Cherry Creek Investment Advisors, Inc. | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,169−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| Emfo, LLC | 0 | $0 | 0.00% | −698−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |