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 2022
Institutional positions in AvePoint, Inc. as of Sep 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
- 95
- −10 vs. Q2 2022
- Shares held
- 75.6M
- −1.13M (−1.5%) vs. Q2 2022
- Total value
- $303.2M
- −$29.8M (−8.9%) vs. Q2 2022
- New holders
- 8
- 34 more added
- Sold out
- 18
- 34 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 49 | $0 | 0.00% | +3+6.5% | Added |
| Covestor Ltd | 6 | $0 | 0.00% | +6 | New |
| Cutler Group LP | 352 | $1.00K | 0.00% | −200−36.2% | Reduced |
| 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 |
| TCI Wealth Advisors, Inc. | 739 | $3.00K | 0.00% | +739 | New |
| Lindbrook Capital, LLC | 781 | $3.00K | 0.00% | +781 | New |
| FMR LLC | 1,838 | $7.00K | 0.00% | +1,210+192.7% | Added |
| Royal Bank of Canada | 2,706 | $11.0K | 0.00% | +1,468+118.6% | Added |
| Advisor Group Holdings, Inc. | 3,560 | $15.0K | 0.00% | −966−21.3% | Reduced |
| Nisa Investment Advisors, LLC | 3,398 | $15.0K | 0.00% | +148+4.6% | Added |
| Citigroup Inc | 3,986 | $16.0K | 0.00% | −21,053−84.1% | Reduced |
| Wells Fargo & Company | 5,046 | $20.0K | 0.00% | −2,051−28.9% | Reduced |
| Barclays PLC | 5,461 | $22.0K | 0.00% | −1,004−15.5% | Reduced |
| FourThought Financial, LLC | 6,861 | $28.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,161 | $32.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 8,921 | $35.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,660 | $38.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,500 | $42.0K | 0.00% | +2,155+25.8% | Added |
| US Bancorp | 11,000 | $44.0K | 0.00% | −28−0.3% | Reduced |
| PFS Investments Inc. | 11,560 | $46.0K | 0.00% | +1,050+10.0% | Added |
| Teacher Retirement System of Texas | 11,828 | $47.0K | 0.00% | −799−6.3% | Reduced |
| Verition Fund Management LLC | 11,659 | $47.0K | 0.00% | −300−2.5% | Reduced |
| Victory Capital Management Inc | 12,209 | $49.0K | 0.00% | −376−3.0% | Reduced |
| Walleye Trading LLC | 13,584 | $54.0K | 0.00% | +13,584 | New |
| Pictet Asset Management SA | 13,926 | $56.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,199 | $57.0K | 0.00% | −270−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 14,589 | $59.0K | 0.00% | +4,973+51.7% | Added |
| State of Wisconsin Investment Board | 15,330 | $61.0K | 0.00% | −4,529−22.8% | Reduced |
| Ensign Peak Advisors, Inc | 15,210 | $61.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 18,748 | $75.0K | 0.00% | −1,235−6.2% | Reduced |
| Howard Financial Services, Ltd. | 19,000 | $76.0K | 0.02% | −500−2.6% | Reduced |
| Wolverine Trading, LLC | 18,649 | $76.0K | 0.00% | +18,649 | New |
| Price T Rowe Associates Inc | 19,964 | $81.0K | 0.00% | +7,674+62.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,477 | $82.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 20,672 | $83.0K | 0.00% | +329+1.6% | Added |
| Janus Henderson Group PLC | 21,209 | $85.0K | 0.00% | −277−1.3% | Reduced |
| AQR Capital Management LLC | 21,729 | $87.0K | 0.00% | +1,538+7.6% | Added |
| Cubist Systematic Strategies, LLC | 22,411 | $90.0K | 0.00% | −41,766−65.1% | Reduced |
| Arizona State Retirement System | 22,355 | $90.0K | 0.00% | +87+0.4% | Added |
| Versor Investments LP | 23,500 | $94.0K | 0.01% | −26,800−53.3% | Reduced |
| Jane Street Group, LLC | 30,792 | $123.0K | 0.00% | +3,191+11.6% | Added |
| Simplex Trading, LLC | 31,545 | $126.0K | 0.00% | −5,671−15.2% | Reduced |
| First Republic Investment Management, Inc. | 32,592 | $131.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 34,556 | $139.0K | 0.00% | +23,815+221.7% | Added |
| Clear Harbor Asset Management, LLC | 37,500 | $150.0K | 0.02% | −1,000−2.6% | Reduced |
| Millennium Management LLC | 38,633 | $155.0K | 0.00% | +38,633 | New |
| Tudor Investment Corp Et Al | 39,488 | $158.0K | 0.00% | −32,949−45.5% | Reduced |
| Legal & General Group Plc | 40,363 | $162.0K | 0.00% | +1,350+3.5% | Added |
| Clay Northam Wealth Management, LLC | 48,850 | $196.0K | 0.24% | −4,750−8.9% | Reduced |
| Voya Investment Management LLC | 51,304 | $205.7K | 0.00% | +3,657+7.7% | Added |
| Manufacturers Life Insurance Company, The | 51,669 | $207.2K | 0.00% | −856−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 53,334 | $214.0K | 0.00% | +16,490+44.8% | Added |
| Royce & Associates LP | 55,000 | $221.0K | 0.00% | +55,000 | New |
| Deutsche Bank AG | 56,143 | $225.0K | 0.00% | −8,605−13.3% | Reduced |
| Alliancebernstein L.P. | 59,000 | $237.0K | 0.00% | −141,167−70.5% | Reduced |
| Invesco Ltd. | 59,253 | $237.0K | 0.00% | +6,744+12.8% | Added |
| American International Group, Inc. | 61,149 | $245.0K | 0.00% | +863+1.4% | Added |
| Thompson Siegel & Walmsley LLC | 61,000 | $245.0K | 0.00% | +61,000 | New |
| Credit Suisse AG | 62,065 | $250.0K | 0.00% | −409−0.7% | Reduced |
| MetLife Investment Management | 70,312 | $282.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 73,456 | $294.0K | 0.00% | −78,501−51.7% | Reduced |
| Susquehanna International Group, LLP | 78,108 | $313.0K | 0.00% | −42,717−35.4% | Reduced |
| New York State Common Retirement Fund | 90,820 | $364.0K | 0.00% | +1,120+1.2% | Added |
| JPMorgan Chase & Co | 102,650 | $411.0K | 0.00% | +278+0.3% | Added |
| Boothbay Fund Management, LLC | 121,187 | $486.0K | 0.02% | +27,957+30.0% | Added |
| California State Teachers Retirement System | 121,629 | $488.0K | 0.00% | −3,161−2.5% | Reduced |
| UBS Asset Management Americas Inc | 137,917 | $553.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 146,707 | $588.0K | 0.01% | −380,967−72.2% | Reduced |
| Ingalls & Snyder LLC | 153,347 | $615.0K | 0.03% | +3,650+2.4% | Added |
| Rhumbline Advisers | 154,576 | $620.0K | 0.00% | +10,884+7.6% | Added |
| Morgan Stanley | 161,831 | $650.0K | 0.00% | +8,745+5.7% | Added |
| Swiss National Bank | 193,100 | $774.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 332,623 | $1.33M | 0.00% | −87,414−20.8% | Reduced |
| Herald Investment Management Ltd | 353,007 | $1.42M | 0.35% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 374,995 | $1.50M | 0.00% | −1,846−0.5% | Reduced |
| Renaissance Technologies LLC | 400,300 | $1.60M | 0.00% | +52,800+15.2% | Added |
| Bank of New York Mellon Corp | 402,668 | $1.61M | 0.00% | +43,105+12.0% | Added |
| 1832 Asset Management L.P. | 448,500 | $1.80M | 0.00% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 552,029 | $2.26M | 0.05% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 642,512 | $2.58M | 1.44% | +152,460+31.1% | Added |
| EDBI Pte Ltd | 700,000 | $2.81M | 2.96% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 717,049 | $2.88M | 0.00% | +8,139+1.1% | Added |
| Goldman Sachs Group Inc | 848,715 | $3.40M | 0.00% | −31,638−3.6% | Reduced |
| Rubric Capital Management LP | 1,017,539 | $4.08M | 0.21% | −2,212,626−68.5% | Reduced |
| BWCP, LP | 1,043,690 | $4.18M | 2.18% | −216,330−17.2% | Reduced |
| Northern Trust Corp | 1,060,927 | $4.25M | 0.00% | −30,925−2.8% | Reduced |
| Geode Capital Management, LLC | 2,034,588 | $8.16M | 0.00% | +3,354+0.2% | Added |
| State Street Corp | 2,327,535 | $9.33M | 0.00% | +184,152+8.6% | Added |
| Franklin Resources Inc | 2,355,659 | $9.45M | 0.01% | +1,0290.0% | Added |
| EVR Research LP | 4,163,000 | $16.7M | 4.95% | +1,227,000+41.8% | Added |
| Monarch Alternative Capital LP | 4,745,000 | $19.0M | 6.22% | 00.0% | Unchanged |
| BlackRock Inc. | 7,670,576 | $30.8M | 0.00% | +276,306+3.7% | Added |
| Vanguard Group Inc | 11,944,553 | $47.9M | 0.00% | +438,951+3.8% | Added |
| Sixth Street Partners Management Company, L.P. | 28,500,592 | $114.3M | 11.56% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −62,596−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −49,200−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −45,394−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |