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, Q1 2022
Institutional positions in AvePoint, Inc. as of Mar 31, 2022. 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
- 95
- +18 vs. Q4 2021
- Shares held
- 64.9M
- +3.44M (+5.6%) vs. Q4 2021
- Total value
- $341.6M
- −$45.2M (−11.7%) vs. Q4 2021
- New holders
- 31
- 34 more added
- Sold out
- 13
- 20 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 35 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 32 | $0 | 0.00% | +32 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 118 | $1.00K | 0.00% | −1,026−89.7% | Reduced |
| Cutler Group LP | 352 | $1.00K | 0.00% | −348−49.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 166 | $1.00K | 0.00% | +166 | New |
| Bellevue Asset Management, LLC | 206 | $1.00K | 0.00% | +206 | New |
| Barclays PLC | 377 | $2.00K | 0.00% | +377 | New |
| Washington Trust Advisors, Inc. | 539 | $3.00K | 0.00% | +328+155.5% | Added |
| Ovata Capital Management Ltd | 1,700 | $9.00K | 0.00% | +1,700 | New |
| Advisor Group Holdings, Inc. | 3,725 | $20.0K | 0.00% | +450+13.7% | Added |
| Wells Fargo & Company | 4,286 | $23.0K | 0.00% | +5+0.1% | Added |
| Simplex Trading, LLC | 4,753 | $25.0K | 0.00% | +4,753 | New |
| Penserra Capital Management LLC | 5,412 | $28.0K | 0.00% | −1,362−20.1% | Reduced |
| FourThought Financial, LLC | 6,245 | $33.0K | 0.00% | +4,111+192.6% | Added |
| Quantbot Technologies LP | 6,867 | $36.0K | 0.00% | +3,967+136.8% | Added |
| FNY Investment Advisers, LLC | 8,921 | $46.0K | 0.04% | −1,500−14.4% | Reduced |
| Royal Bank of Canada | 9,804 | $52.0K | 0.00% | +9,794+97,940.0% | Added |
| Two Sigma Advisers, LP | 10,300 | $54.0K | 0.00% | −31,500−75.4% | Reduced |
| Old Mission Capital LLC | 10,741 | $56.0K | 0.00% | +10,741 | New |
| CTC Capital Management, LLC | 10,800 | $57.0K | 0.15% | +10,800 | New |
| US Bancorp | 11,000 | $58.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 11,178 | $59.0K | 0.01% | +11,178 | New |
| Victory Capital Management Inc | 12,574 | $62.0K | 0.00% | −358−2.8% | Reduced |
| Kalos Management, Inc. | 12,100 | $63.0K | 0.04% | −121−1.0% | Reduced |
| Two Sigma Securities, LLC | 12,547 | $66.0K | 0.01% | +12,547 | New |
| Graham Capital Management, L.P. | 13,305 | $69.0K | 0.00% | +13,305 | New |
| AQR Capital Management LLC | 13,961 | $73.0K | 0.00% | +13,961 | New |
| Ensign Peak Advisors, Inc | 15,210 | $80.0K | 0.00% | +15,210 | New |
| Koshinski Asset Management, Inc. | 16,170 | $85.1K | 0.01% | −1,000−5.8% | Reduced |
| Teacher Retirement System of Texas | 16,459 | $87.0K | 0.00% | +999+6.5% | Added |
| Walleye Trading LLC | 17,762 | $93.0K | 0.00% | +17,762 | New |
| Diametric Capital, LP | 18,606 | $97.0K | 0.05% | +18,606 | New |
| Clearline Capital LP | 18,975 | $100.0K | 0.01% | −10,100−34.7% | Reduced |
| Raymond James & Associates | 19,246 | $101.0K | 0.00% | −9,662−33.4% | Reduced |
| Virtu Financial LLC | 20,007 | $105.0K | 0.01% | +1,089+5.8% | Added |
| National Asset Management, Inc. | 19,950 | $105.0K | 0.00% | +2,700+15.7% | Added |
| Howard Financial Services, Ltd. | 20,000 | $105.0K | 0.03% | +20,000 | New |
| Legal & General Group Plc | 20,750 | $109.0K | 0.00% | +1,458+7.6% | Added |
| Sciencast Management LP | 21,900 | $109.0K | 0.02% | +21,900 | New |
| Janus Henderson Group PLC | 21,190 | $111.0K | 0.00% | +11+0.1% | Added |
| Arizona State Retirement System | 22,068 | $116.0K | 0.00% | +234+1.1% | Added |
| Shay Capital LLC | 22,500 | $118.0K | 0.04% | +22,500 | New |
| UBS Group AG | 24,124 | $127.0K | 0.00% | −12,500−34.1% | Reduced |
| Mirabella Financial Services LLP | 24,118 | $127.0K | 0.01% | −520−2.1% | Reduced |
| JPMorgan Chase & Co | 24,912 | $131.0K | 0.00% | +1,468+6.3% | Added |
| Clear Harbor Asset Management, LLC | 29,000 | $153.0K | 0.02% | +29,000 | New |
| First Republic Investment Management, Inc. | 32,592 | $171.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 34,068 | $179.0K | 0.01% | −3,098−8.3% | Reduced |
| Bank of New York Mellon Corp | 34,175 | $180.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 37,843 | $199.0K | 0.05% | +37,843 | New |
| Parametric Portfolio Associates LLC | 41,725 | $219.0K | 0.00% | −1,608−3.7% | Reduced |
| AlphaCrest Capital Management LLC | 46,100 | $242.0K | 0.01% | +46,100 | New |
| Dynamic Technology Lab Private Ltd | 46,327 | $244.0K | 0.03% | +46,327 | New |
| Versor Investments LP | 52,900 | $278.0K | 0.01% | +52,900 | New |
| Credit Suisse AG | 60,004 | $315.0K | 0.00% | +3,583+6.4% | Added |
| California State Teachers Retirement System | 68,946 | $363.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 74,768 | $393.0K | 0.00% | +74,768 | New |
| Balyasny Asset Management LLC | 77,330 | $407.0K | 0.00% | +54,502+238.8% | Added |
| Occudo Quantitative Strategies LP | 86,900 | $457.0K | 0.04% | −65,918−43.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 90,858 | $478.0K | 0.01% | +80,574+783.5% | Added |
| Morgan Stanley | 111,652 | $587.0K | 0.00% | +44,964+67.4% | Added |
| Ingalls & Snyder LLC | 122,667 | $645.0K | 0.03% | +32,142+35.5% | Added |
| UBS Asset Management Americas Inc | 137,917 | $725.4K | 0.00% | +52,817+62.1% | Added |
| Cubist Systematic Strategies, LLC | 149,838 | $788.0K | 0.01% | +13,048+9.5% | Added |
| Jane Street Group, LLC | 156,378 | $822.0K | 0.00% | +90,202+136.3% | Added |
| Two Sigma Investments, LP | 176,372 | $928.0K | 0.00% | −293,952−62.5% | Reduced |
| Hudson Bay Capital Management LP | 177,310 | $933.0K | 0.01% | +177,310 | New |
| Northern Trust Corp | 187,798 | $988.0K | 0.00% | −4,171−2.2% | Reduced |
| ExodusPoint Capital Management, LP | 192,179 | $1.01M | 0.01% | +169,145+734.3% | Added |
| Swiss National Bank | 193,100 | $1.02M | 0.00% | +14,600+8.2% | Added |
| Bank of America Corp | 202,479 | $1.06M | 0.00% | +176,275+672.7% | Added |
| D. E. Shaw & Co., Inc. | 204,606 | $1.08M | 0.00% | +204,606 | New |
| Goldman Sachs Group Inc | 218,266 | $1.15M | 0.00% | −80,654−27.0% | Reduced |
| Renaissance Technologies LLC | 265,200 | $1.40M | 0.00% | +265,200 | New |
| Herald Investment Management Ltd | 353,007 | $1.85M | 0.34% | +353,007 | New |
| Citigroup Inc | 393,221 | $2.07M | 0.00% | +353,546+891.1% | Added |
| HighTower Advisors, LLC | 420,037 | $2.21M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 435,349 | $2.29M | 0.00% | +10,747+2.5% | Added |
| Luminus Management LLC | 474,499 | $2.50M | 0.56% | +474,499 | New |
| Phoenix Holdings Ltd. | 552,029 | $2.90M | 0.05% | +252,029+84.0% | Added |
| EVR Research LP | 553,069 | $2.91M | 1.07% | +553,069 | New |
| Millennium Management LLC | 607,929 | $3.20M | 0.00% | +586,614+2,752.1% | Added |
| State Street Corp | 623,934 | $3.28M | 0.00% | −10,214−1.6% | Reduced |
| EDBI Pte Ltd | 700,000 | $3.68M | 2.45% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 802,160 | $4.22M | 0.01% | +90,010+12.6% | Added |
| Geode Capital Management, LLC | 1,063,180 | $5.59M | 0.00% | +33,408+3.2% | Added |
| BWCP, LP | 1,406,608 | $7.40M | 3.76% | +126,086+9.8% | Added |
| BlackRock Inc. | 1,545,996 | $8.13M | 0.00% | +11,553+0.8% | Added |
| Rubric Capital Management LP | 3,230,165 | $17.0M | 0.79% | +1,275,768+65.3% | Added |
| Franklin Resources Inc | 4,296,576 | $22.6M | 0.01% | −1,619,718−27.4% | Reduced |
| Monarch Alternative Capital LP | 4,745,000 | $25.0M | 4.42% | 00.0% | Unchanged |
| Vanguard Group Inc | 10,390,928 | $54.7M | 0.00% | +7,220,811+227.8% | Added |
| Sixth Street Partners Management Company, L.P. | 28,500,592 | $149.9M | 12.01% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −5,000,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,579,458−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −475,898−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −204,769−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −153,115−100.0% | Sold out |