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, Q2 2022
Institutional positions in AvePoint, Inc. as of Jun 30, 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
- 106
- +12 vs. Q1 2022
- Shares held
- 76.7M
- +11.8M (+18.2%) vs. Q1 2022
- Total value
- $333.0M
- −$8.38M (−2.5%) vs. Q1 2022
- New holders
- 40
- 33 more added
- Sold out
- 28
- 16 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 46 | $0 | 0.00% | +46 | New |
| Blue Bell Private Wealth Management, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 539 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 552 | $2.00K | 0.00% | +200+56.8% | Added |
| FMR LLC | 628 | $3.00K | 0.00% | +596+1,862.5% | Added |
| Royal Bank of Canada | 1,238 | $5.00K | 0.00% | −8,566−87.4% | Reduced |
| Private Capital Group, LLC | 1,032 | $5.00K | 0.00% | +1,032 | New |
| Quantbot Technologies LP | 1,590 | $6.00K | 0.00% | −5,277−76.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,552 | $6.00K | 0.00% | +1,552 | New |
| Nisa Investment Advisors, LLC | 3,250 | $14.0K | 0.00% | +3,250 | New |
| State of Wyoming | 3,791 | $16.0K | 0.01% | +3,791 | New |
| Advisor Group Holdings, Inc. | 4,526 | $20.0K | 0.00% | +801+21.5% | Added |
| Penserra Capital Management LLC | 5,549 | $24.0K | 0.00% | +137+2.5% | Added |
| Barclays PLC | 6,465 | $28.0K | 0.00% | +6,088+1,614.9% | Added |
| FourThought Financial, LLC | 6,861 | $30.0K | 0.00% | +616+9.9% | Added |
| Wells Fargo & Company | 7,097 | $32.0K | 0.00% | +2,811+65.6% | Added |
| Metropolitan Life Insurance Co | 8,161 | $35.4K | 0.00% | +8,161 | New |
| UBS Group AG | 8,345 | $37.0K | 0.00% | −15,779−65.4% | Reduced |
| FNY Investment Advisers, LLC | 8,921 | $38.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,660 | $41.0K | 0.00% | +9,660 | New |
| Tower Research Capital LLC (TRC) | 9,616 | $42.0K | 0.00% | +9,498+8,049.2% | Added |
| PFS Investments Inc. | 10,510 | $46.0K | 0.00% | +10,510 | New |
| Trexquant Investment LP | 10,610 | $46.0K | 0.00% | +10,610 | New |
| SG Americas Securities, LLC | 10,741 | $47.0K | 0.00% | +10,741 | New |
| US Bancorp | 11,028 | $48.0K | 0.00% | +28+0.3% | Added |
| National Asset Management, Inc. | 11,600 | $51.0K | 0.00% | −8,350−41.9% | Reduced |
| Verition Fund Management LLC | 11,959 | $52.0K | 0.00% | +11,959 | New |
| Raymond James & Associates | 12,300 | $53.0K | 0.00% | −6,946−36.1% | Reduced |
| Kalos Management, Inc. | 12,450 | $53.0K | 0.07% | +350+2.9% | Added |
| Price T Rowe Associates Inc | 12,290 | $53.0K | 0.00% | +12,290 | New |
| Tri Locum Partners LP | 12,140 | $53.0K | 0.02% | +12,140 | New |
| Teacher Retirement System of Texas | 12,627 | $55.0K | 0.00% | −3,832−23.3% | Reduced |
| Victory Capital Management Inc | 12,585 | $55.0K | 0.00% | +11+0.1% | Added |
| Pictet Asset Management SA | 13,926 | $60.0K | 0.00% | +13,926 | New |
| ProShare Advisors LLC | 14,469 | $63.0K | 0.00% | +14,469 | New |
| Ensign Peak Advisors, Inc | 15,210 | $66.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,170 | $70.0K | 0.01% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 19,500 | $85.0K | 0.03% | −500−2.5% | Reduced |
| State of Wisconsin Investment Board | 19,859 | $86.0K | 0.00% | +19,859 | New |
| Principal Financial Group Inc | 19,983 | $87.0K | 0.00% | +19,983 | New |
| AQR Capital Management LLC | 20,191 | $88.0K | 0.00% | +6,230+44.6% | Added |
| Amalgamated Bank | 20,343 | $88.0K | 0.00% | +20,343 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,477 | $89.0K | 0.00% | +20,477 | New |
| Janus Henderson Group PLC | 21,486 | $93.0K | 0.00% | +296+1.4% | Added |
| Arizona State Retirement System | 22,268 | $97.0K | 0.00% | +200+0.9% | Added |
| Virtu Financial LLC | 24,104 | $105.0K | 0.01% | +4,097+20.5% | Added |
| Citigroup Inc | 25,039 | $109.0K | 0.00% | −368,182−93.6% | Reduced |
| Jane Street Group, LLC | 27,601 | $120.0K | 0.00% | −128,777−82.3% | Reduced |
| STRS Ohio | 30,000 | $130.0K | 0.00% | +30,000 | New |
| First Republic Investment Management, Inc. | 32,592 | $141.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 36,844 | $160.0K | 0.00% | +36,844 | New |
| Simplex Trading, LLC | 37,216 | $161.0K | 0.01% | +32,463+683.0% | Added |
| Clear Harbor Asset Management, LLC | 38,500 | $167.0K | 0.02% | +9,500+32.8% | Added |
| Legal & General Group Plc | 39,013 | $169.0K | 0.00% | +18,263+88.0% | Added |
| Arrowstreet Capital, Limited Partnership | 45,394 | $197.0K | 0.00% | +45,394 | New |
| Voya Investment Management LLC | 47,647 | $207.0K | 0.00% | +47,647 | New |
| D. E. Shaw & Co., Inc. | 49,200 | $213.0K | 0.00% | −155,406−76.0% | Reduced |
| Versor Investments LP | 50,300 | $218.0K | 0.01% | −2,600−4.9% | Reduced |
| Manufacturers Life Insurance Company, The | 52,525 | $228.0K | 0.00% | +52,525 | New |
| Invesco Ltd. | 52,509 | $228.0K | 0.00% | +52,509 | New |
| Clay Northam Wealth Management, LLC | 53,600 | $233.0K | 0.29% | +53,600 | New |
| American International Group, Inc. | 60,286 | $262.0K | 0.00% | +60,286 | New |
| Credit Suisse AG | 62,474 | $270.0K | 0.00% | +2,470+4.1% | Added |
| Citadel Advisors LLC | 62,596 | $272.0K | 0.00% | +62,596 | New |
| Cubist Systematic Strategies, LLC | 64,177 | $279.0K | 0.00% | −85,661−57.2% | Reduced |
| Deutsche Bank AG | 64,748 | $281.0K | 0.00% | +64,748 | New |
| MetLife Investment Management | 70,312 | $305.2K | 0.00% | +70,312 | New |
| Tudor Investment Corp Et Al | 72,437 | $314.0K | 0.01% | +72,437 | New |
| New York State Common Retirement Fund | 89,700 | $389.0K | 0.00% | +89,700 | New |
| Boothbay Fund Management, LLC | 93,230 | $405.0K | 0.01% | +93,230 | New |
| JPMorgan Chase & Co | 102,372 | $444.0K | 0.00% | +77,460+310.9% | Added |
| Susquehanna International Group, LLP | 120,825 | $524.0K | 0.00% | −681,335−84.9% | Reduced |
| California State Teachers Retirement System | 124,790 | $542.0K | 0.00% | +55,844+81.0% | Added |
| UBS Asset Management Americas Inc | 137,917 | $598.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 143,692 | $624.0K | 0.00% | +143,692 | New |
| Ingalls & Snyder LLC | 149,697 | $650.0K | 0.03% | +27,030+22.0% | Added |
| Intrinsic Edge Capital Management LLC | 150,000 | $651.0K | 0.06% | +150,000 | New |
| Bank of America Corp | 151,957 | $660.0K | 0.00% | −50,522−25.0% | Reduced |
| Morgan Stanley | 153,086 | $664.0K | 0.00% | +41,434+37.1% | Added |
| Swiss National Bank | 193,100 | $838.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 200,167 | $869.0K | 0.00% | +200,167 | New |
| Renaissance Technologies LLC | 347,500 | $1.51M | 0.00% | +82,300+31.0% | Added |
| Herald Investment Management Ltd | 353,007 | $1.53M | 0.35% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 359,563 | $1.56M | 0.00% | +325,388+952.1% | Added |
| Nuveen Asset Management, LLC | 376,841 | $1.64M | 0.00% | +376,841 | New |
| HighTower Advisors, LLC | 420,037 | $1.82M | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 448,500 | $1.95M | 0.00% | +448,500 | New |
| B. Riley Asset Management, LLC | 490,052 | $2.13M | 1.07% | +490,052 | New |
| HRT Financial LP | 527,674 | $2.29M | 0.03% | +527,674 | New |
| Phoenix Holdings Ltd. | 552,029 | $2.40M | 0.05% | 00.0% | Unchanged |
| EDBI Pte Ltd | 700,000 | $3.04M | 2.82% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 708,910 | $3.08M | 0.00% | +273,561+62.8% | Added |
| Goldman Sachs Group Inc | 880,353 | $3.82M | 0.00% | +662,087+303.3% | Added |
| Northern Trust Corp | 1,091,852 | $4.74M | 0.00% | +904,054+481.4% | Added |
| BWCP, LP | 1,260,020 | $5.47M | 2.94% | −146,588−10.4% | Reduced |
| Geode Capital Management, LLC | 2,031,234 | $8.81M | 0.00% | +968,054+91.1% | Added |
| State Street Corp | 2,143,383 | $9.30M | 0.00% | +1,519,449+243.5% | Added |
| Franklin Resources Inc | 2,354,630 | $10.2M | 0.01% | −1,941,946−45.2% | Reduced |