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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 2022

Institutional positions in AvePoint, Inc. as of Dec 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
+1 vs. Q3 2022
Shares held
75.4M
−139.6K (−0.2%) vs. Q3 2022
Total value
$310.1M
+$6.94M (+2.3%) vs. Q3 2022
New holders
15
35 more added
Sold out
14
27 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 95 institutions
Q1 2021: 0 institutionsQ2 2021: 2 institutionsQ3 2021: 57 institutionsQ4 2021: 78 institutionsQ1 2022: 95 institutionsQ2 2022: 106 institutionsQ3 2022: 95 institutionsQ4 2022: 95 institutionsQ1 2023: 96 institutionsQ2 2023: 101 institutionsQ3 2023: 106 institutionsQ4 2023: 125 institutionsQ1 2024: 139 institutionsQ2 2024: 175 institutionsQ3 2024: 187 institutionsQ4 2024: 238 institutionsQ1 2025: 254 institutionsQ2 2025: 246 institutionsQ3 2025: 240 institutionsQ4 2025: 252 institutionsQ1 2026: 255 institutionsQ2 2026: 253 institutions
Value heldQ4 2022: $310.1M
Q1 2021: $0Q2 2021: $237.0KQ3 2021: $213.8MQ4 2021: $387.1MQ1 2022: $341.6MQ2 2022: $333.0MQ3 2022: $303.2MQ4 2022: $310.1MQ1 2023: $313.5MQ2 2023: $456.5MQ3 2023: $530.1MQ4 2023: $674.6MQ1 2024: $648.3MQ2 2024: $873.5MQ3 2024: $1.07BQ4 2024: $1.70BQ1 2025: $1.58BQ2 2025: $2.24BQ3 2025: $1.90BQ4 2025: $1.81BQ1 2026: $1.26BQ2 2026: $1.59B
Institutions holding AVPT and their total value by quarter
QuarterHoldersValue
Q2 2026253$1.59B
Q1 2026255$1.26B
Q4 2025252$1.81B
Q3 2025240$1.90B
Q2 2025246$2.24B
Q1 2025254$1.58B
Q4 2024238$1.70B
Q3 2024187$1.07B
Q2 2024175$873.5M
Q1 2024139$648.3M
Q4 2023125$674.6M
Q3 2023106$530.1M
Q2 2023101$456.5M
Q1 202396$313.5M
Q4 202295$310.1M
Q3 202295$303.2M
Q2 2022106$333.0M
Q1 202295$341.6M
Q4 202178$387.1M
Q3 202157$213.8M
Q2 20212$237.0K
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q3 2022.

Institutions holding AVPT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sixth Street Partners Management Company, L.P.28,500,592$117.1M13.05%00.0%Unchanged
Vanguard Group Inc13,560,943$55.7M0.00%+1,616,390+13.5%Added
BlackRock Inc.7,967,532$32.7M0.00%+296,956+3.9%Added
EVR Research LP4,833,098$19.9M6.19%+670,098+16.1%Added
Monarch Alternative Capital LP4,745,000$19.5M6.71%00.0%Unchanged
State Street Corp2,318,820$9.53M0.00%−8,715−0.4%Reduced
Geode Capital Management, LLC2,130,314$8.76M0.00%+95,726+4.7%Added
Franklin Resources Inc2,000,972$8.22M0.00%−354,687−15.1%Reduced
Northern Trust Corp1,075,104$4.42M0.00%+14,177+1.3%Added
B. Riley Asset Management, LLC893,357$3.67M1.64%+250,845+39.0%Added
Charles Schwab Investment Management Inc739,929$3.04M0.00%+22,880+3.2%Added
EDBI Pte Ltd700,000$2.88M3.66%00.0%Unchanged
Renaissance Technologies LLC455,200$1.87M0.00%+54,900+13.7%Added
1832 Asset Management L.P.448,500$1.84M0.00%00.0%Unchanged
Goldman Sachs Group Inc422,229$1.74M0.00%−426,486−50.3%Reduced
Bank of New York Mellon Corp398,592$1.64M0.00%−4,076−1.0%Reduced
Nuveen Asset Management, LLC356,146$1.46M0.00%−18,849−5.0%Reduced
Herald Investment Management Ltd353,007$1.45M0.36%00.0%Unchanged
HighTower Advisors, LLC331,637$1.36M0.00%−986−0.3%Reduced
Boothbay Fund Management, LLC266,960$1.10M0.04%+145,773+120.3%Added
Phoenix Holdings Ltd.259,813$1.07M0.02%−292,216−52.9%Reduced
Swiss National Bank201,500$828.2K0.00%+8,400+4.4%Added
Morgan Stanley162,686$668.6K0.00%+855+0.5%Added
Rhumbline Advisers159,920$657.0K0.00%+5,344+3.5%Added
Ingalls & Snyder LLC151,144$621.0K0.03%−2,203−1.4%Reduced
California State Teachers Retirement System124,601$512.1K0.00%+2,972+2.4%Added
Bank of America Corp118,323$486.3K0.00%+44,867+61.1%Added
JPMorgan Chase & Co115,128$473.0K0.00%+12,478+12.2%Added
Thompson Siegel & Walmsley LLC100,000$411.0K0.01%+39,000+63.9%Added
New York State Common Retirement Fund90,770$373.1K0.00%−50−0.1%Reduced
Citadel Advisors LLC84,012$345.3K0.00%+84,012New
Alliancebernstein L.P.77,500$318.5K0.00%+18,500+31.4%Added
MetLife Investment Management70,312$289.0K0.00%00.0%Unchanged
American International Group, Inc.61,859$254.2K0.00%+710+1.2%Added
Credit Suisse AG61,141$251.3K0.00%−924−1.5%Reduced
Jane Street Group, LLC59,636$245.1K0.00%+28,844+93.7%Added
Cubist Systematic Strategies, LLC58,835$241.8K0.00%+36,424+162.5%Added
Deutsche Bank AG57,003$234.3K0.00%+860+1.5%Added
Invesco Ltd.53,936$221.7K0.00%−5,317−9.0%Reduced
Mirae Asset Global Investments Co., Ltd.53,334$219.2K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The51,512$211.7K0.00%−157−0.3%Reduced
Voya Investment Management LLC51,304$210.9K0.00%00.0%Unchanged
Versor Investments LP49,800$204.7K0.02%+26,300+111.9%Added
Clay Northam Wealth Management, LLC47,700$196.0K0.23%−1,150−2.4%Reduced
Legal & General Group Plc42,901$176.3K0.00%+2,538+6.3%Added
Cornerstone Investment Partners, LLC39,100$160.7K0.01%+39,100New
Barclays PLC35,112$144.3K0.00%+29,651+543.0%Added
First Republic Investment Management, Inc.32,592$134.0K0.00%00.0%Unchanged
Millennium Management LLC32,104$132.0K0.00%−6,529−16.9%Reduced
Susquehanna International Group, LLP30,437$125.1K0.00%−47,671−61.0%Reduced
UBS Group AG26,049$107.1K0.00%+15,549+148.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)24,777$101.8K0.00%+4,300+21.0%Added
Arizona State Retirement System23,541$96.8K0.00%+1,186+5.3%Added
Price T Rowe Associates Inc22,865$94.0K0.00%+2,901+14.5%Added
Janus Henderson Group PLC21,209$87.1K0.00%00.0%Unchanged
Amalgamated Bank20,672$85.0K0.00%00.0%Unchanged
Arete Wealth Advisors, LLC20,200$83.0K0.01%+20,200New
Simplex Trading, LLC20,241$83.0K0.00%−11,304−35.8%Reduced
Royal Bank of Canada20,309$83.0K0.00%+17,603+650.5%Added
State of Wyoming19,699$81.0K0.03%+19,699New
AQR Capital Management LLC18,556$76.3K0.00%−3,173−14.6%Reduced
ProShare Advisors LLC16,827$69.2K0.00%+2,628+18.5%Added
Virtu Financial LLC16,628$68.0K0.01%+16,628New
Principal Financial Group Inc15,592$64.1K0.00%−3,156−16.8%Reduced
PFS Investments Inc.14,305$59.0K0.00%+2,745+23.7%Added
Pictet Asset Management SA13,926$57.0K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.13,542$55.7K0.00%+13,542New
Victory Capital Management Inc12,204$50.2K0.00%−50.0%Reduced
SG Americas Securities, LLC10,437$43.0K0.00%−24,119−69.8%Reduced
State of Wisconsin Investment Board10,403$42.8K0.00%−4,927−32.1%Reduced
Ameritas Investment Partners, Inc.9,660$42.7K0.00%00.0%Unchanged
FNY Investment Advisers, LLC8,921$36.0K0.05%00.0%Unchanged
Metropolitan Life Insurance Co8,161$33.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)3,603$15.0K0.00%−10,986−75.3%Reduced
Advisor Group Holdings, Inc.3,611$15.0K0.00%+51+1.4%Added
Nisa Investment Advisors, LLC3,398$14.0K0.00%00.0%Unchanged
Citigroup Inc2,959$12.2K0.00%−1,027−25.8%Reduced
Quadrant Capital Group LLC2,035$8.36K0.00%+2,035New
FMR LLC2,000$8.22K0.00%+162+8.8%Added
Advisory Services Network, LLC1,920$7.89K0.00%+1,920New
Wells Fargo & Company1,113$4.57K0.00%−3,933−77.9%Reduced
Parallel Advisors, LLC1,099$4.52K0.00%+1,050+2,142.9%Added
US Bancorp1,000$4.11K0.00%−10,000−90.9%Reduced
Point72 Middle East FZE565$2.32K0.00%+565New
Signaturefd, LLC541$2.22K0.00%+541New
Washington Trust Advisors, Inc.539$2.21K0.00%00.0%Unchanged
IFP Advisors, Inc169$2.00K0.00%+169New
Cutler Group LP266$1.00K0.00%−86−24.4%Reduced
Lindbrook Capital, LLC209$8590.00%−572−73.2%Reduced
Blue Bell Private Wealth Management, LLC200$8220.00%00.0%Unchanged
Manchester Capital Management LLC87$3580.00%+87New
Comerica Securities,inc.48$1970.00%+48New
The PNC Financial Services Group, Inc.38$1560.00%+38New
Federated Hermes, Inc.1$40.00%+1New
Covestor Ltd15$00.00%+9+150.0%Added
BWCP, LP0$00.00%−1,043,690−100.0%Sold out
Rubric Capital Management LP0$00.00%−1,017,539−100.0%Sold out
HRT Financial LP0$00.00%−146,707−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−137,917−100.0%Sold out
Royce & Associates LP0$00.00%−55,000−100.0%Sold out