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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 35 | $0 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 100 | $629 | 0.00% | +100 | 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 |
| Strengthening Families & Communities, LLC | 425 | $3.00K | 0.00% | +425 | New |
| Cutler Group LP | 700 | $4.00K | 0.00% | +700 | New |
| Tower Research Capital LLC (TRC) | 1,144 | $7.00K | 0.00% | −16,179−93.4% | Reduced |
| FourThought Financial, LLC | 2,134 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,900 | $18.0K | 0.00% | +1,551+115.0% | Added |
| Advisor Group Holdings, Inc. | 3,275 | $20.0K | 0.00% | −770−19.0% | Reduced |
| Wells Fargo & Company | 4,281 | $27.0K | 0.00% | −922−17.7% | Reduced |
| Penserra Capital Management LLC | 6,774 | $42.0K | 0.00% | −12,073−64.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,284 | $64.0K | 0.00% | +10,284 | New |
| FNY Investment Advisers, LLC | 10,421 | $65.0K | 0.04% | +1,000+10.6% | Added |
| J.W. Cole Advisors, Inc. | 10,600 | $67.0K | 0.00% | +10,600 | New |
| US Bancorp | 11,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,932 | $81.0K | 0.00% | −2,211−14.6% | Reduced |
| Teacher Retirement System of Texas | 15,460 | $97.0K | 0.00% | +15,460 | New |
| Kalos Management, Inc. | 12,221 | $106.0K | 0.03% | +121+1.0% | Added |
| Koshinski Asset Management, Inc. | 17,170 | $108.0K | 0.01% | +9,882+135.6% | Added |
| National Asset Management, Inc. | 17,250 | $109.0K | 0.00% | −28,500−62.3% | Reduced |
| Virtu Financial LLC | 18,918 | $119.0K | 0.01% | +18,918 | New |
| Legal & General Group Plc | 19,292 | $121.0K | 0.00% | +19,292 | New |
| Clearline Capital LP | 29,075 | $130.0K | 0.02% | +29,075 | New |
| Janus Henderson Group PLC | 21,179 | $133.0K | 0.00% | +21,179 | New |
| Millennium Management LLC | 21,315 | $134.0K | 0.00% | +21,315 | New |
| Arizona State Retirement System | 21,834 | $137.0K | 0.00% | +21,834 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,967 | $138.0K | 0.00% | +21,967 | New |
| Balyasny Asset Management LLC | 22,828 | $144.0K | 0.00% | +22,828 | New |
| ExodusPoint Capital Management, LP | 23,034 | $145.0K | 0.00% | +23,034 | New |
| JPMorgan Chase & Co | 23,444 | $148.0K | 0.00% | +22,444+2,244.4% | Added |
| Mirabella Financial Services LLP | 24,638 | $155.0K | 0.02% | +24,638 | New |
| Bank of America Corp | 26,204 | $165.0K | 0.00% | −56,414−68.3% | Reduced |
| Raymond James & Associates | 28,908 | $182.0K | 0.00% | −16,782−36.7% | Reduced |
| Skaana Management L.P. | 29,705 | $187.0K | 0.04% | +29,705 | New |
| First Republic Investment Management, Inc. | 32,592 | $205.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 34,175 | $215.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 36,624 | $230.0K | 0.00% | +23,124+171.3% | Added |
| Paloma Partners Management Co | 37,166 | $234.0K | 0.01% | +37,166 | New |
| Citigroup Inc | 39,675 | $250.0K | 0.00% | +22,603+132.4% | Added |
| Two Sigma Advisers, LP | 41,800 | $263.0K | 0.00% | +41,800 | New |
| Parametric Portfolio Associates LLC | 43,333 | $273.0K | 0.00% | +43,333 | New |
| Boardman Bay Capital Management LLC | 52,073 | $328.0K | 0.55% | +7,500+16.8% | Added |
| Credit Suisse AG | 56,421 | $354.0K | 0.00% | +56,421 | New |
| Clay Northam Wealth Management, LLC | 57,000 | $359.0K | 0.34% | +57,000 | New |
| Jane Street Group, LLC | 66,176 | $416.0K | 0.00% | +39,452+147.6% | Added |
| Morgan Stanley | 66,688 | $420.0K | 0.00% | +2,673+4.2% | Added |
| California State Teachers Retirement System | 68,946 | $434.0K | 0.00% | +68,946 | New |
| UBS Asset Management Americas Inc | 85,100 | $535.3K | 0.00% | +85,100 | New |
| Ingalls & Snyder LLC | 90,525 | $569.0K | 0.03% | +47,985+112.8% | Added |
| LMR Partners LLP | 106,367 | $669.0K | 0.01% | +106,367 | New |
| Cubist Systematic Strategies, LLC | 136,790 | $860.0K | 0.01% | −43,358−24.1% | Reduced |
| Occudo Quantitative Strategies LP | 152,818 | $961.0K | 0.09% | +138,527+969.3% | Added |
| Alpha Paradigm Partners, LLC | 153,115 | $963.0K | 0.39% | +79,772+108.8% | Added |
| Swiss National Bank | 178,500 | $1.12M | 0.00% | +178,500 | New |
| Northern Trust Corp | 191,969 | $1.21M | 0.00% | +38,938+25.4% | Added |
| Citadel Advisors LLC | 204,769 | $1.29M | 0.00% | +132,012+181.4% | Added |
| Goldman Sachs Group Inc | 298,920 | $1.88M | 0.00% | +153,391+105.4% | Added |
| Phoenix Holdings Ltd. | 300,000 | $1.89M | 0.03% | +300,000 | New |
| HighTower Advisors, LLC | 420,037 | $2.64M | 0.01% | +381,557+991.6% | Added |
| Charles Schwab Investment Management Inc | 424,602 | $2.67M | 0.00% | +5,005+1.2% | Added |
| Two Sigma Investments, LP | 470,324 | $2.96M | 0.01% | +470,324 | New |
| HRT Financial LP | 475,898 | $2.99M | 0.02% | +475,898 | New |
| State Street Corp | 634,148 | $3.99M | 0.00% | +365,748+136.3% | Added |
| EDBI Pte Ltd | 700,000 | $4.40M | 2.39% | +700,000 | New |
| Susquehanna International Group, LLP | 712,150 | $4.48M | 0.01% | +314,388+79.0% | Added |
| Geode Capital Management, LLC | 1,029,772 | $6.48M | 0.00% | +167,757+19.5% | Added |
| BWCP, LP | 1,280,522 | $8.05M | 4.31% | +1,280,522 | New |
| BlackRock Inc. | 1,534,443 | $9.65M | 0.00% | +381,558+33.1% | Added |
| Alyeska Investment Group, L.P. | 1,579,458 | $9.94M | 0.11% | +1,579,458 | New |
| Rubric Capital Management LP | 1,954,397 | $12.3M | 0.58% | +1,954,397 | New |
| Vanguard Group Inc | 3,170,117 | $19.9M | 0.00% | −112,536−3.4% | Reduced |
| Monarch Alternative Capital LP | 4,745,000 | $29.8M | 4.64% | +1,195,000+33.7% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 5,000,000 | $31.4M | 0.07% | 00.0% | Unchanged |
| Franklin Resources Inc | 5,916,294 | $37.2M | 0.01% | +862,711+17.1% | Added |
| Sixth Street Partners Management Company, L.P. | 28,500,592 | $179.3M | 13.71% | +28,500,592 | New |
| 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 |