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.
| 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 2022
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | +9+150.0% | Added |
| Federated Hermes, Inc. | 1 | $4 | 0.00% | +1 | New |
| The PNC Financial Services Group, Inc. | 38 | $156 | 0.00% | +38 | New |
| Comerica Securities,inc. | 48 | $197 | 0.00% | +48 | New |
| Manchester Capital Management LLC | 87 | $358 | 0.00% | +87 | New |
| Blue Bell Private Wealth Management, LLC | 200 | $822 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 209 | $859 | 0.00% | −572−73.2% | Reduced |
| Cutler Group LP | 266 | $1.00K | 0.00% | −86−24.4% | Reduced |
| IFP Advisors, Inc | 169 | $2.00K | 0.00% | +169 | New |
| Washington Trust Advisors, Inc. | 539 | $2.21K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 541 | $2.22K | 0.00% | +541 | New |
| Point72 Middle East FZE | 565 | $2.32K | 0.00% | +565 | New |
| US Bancorp | 1,000 | $4.11K | 0.00% | −10,000−90.9% | Reduced |
| Parallel Advisors, LLC | 1,099 | $4.52K | 0.00% | +1,050+2,142.9% | Added |
| Wells Fargo & Company | 1,113 | $4.57K | 0.00% | −3,933−77.9% | Reduced |
| Advisory Services Network, LLC | 1,920 | $7.89K | 0.00% | +1,920 | New |
| FMR LLC | 2,000 | $8.22K | 0.00% | +162+8.8% | Added |
| Quadrant Capital Group LLC | 2,035 | $8.36K | 0.00% | +2,035 | New |
| Citigroup Inc | 2,959 | $12.2K | 0.00% | −1,027−25.8% | Reduced |
| Nisa Investment Advisors, LLC | 3,398 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,603 | $15.0K | 0.00% | −10,986−75.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,611 | $15.0K | 0.00% | +51+1.4% | Added |
| Metropolitan Life Insurance Co | 8,161 | $33.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 8,921 | $36.0K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,660 | $42.7K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,403 | $42.8K | 0.00% | −4,927−32.1% | Reduced |
| SG Americas Securities, LLC | 10,437 | $43.0K | 0.00% | −24,119−69.8% | Reduced |
| Victory Capital Management Inc | 12,204 | $50.2K | 0.00% | −50.0% | Reduced |
| D. E. Shaw & Co., Inc. | 13,542 | $55.7K | 0.00% | +13,542 | New |
| Pictet Asset Management SA | 13,926 | $57.0K | 0.00% | 00.0% | Unchanged |
| PFS Investments Inc. | 14,305 | $59.0K | 0.00% | +2,745+23.7% | Added |
| Principal Financial Group Inc | 15,592 | $64.1K | 0.00% | −3,156−16.8% | Reduced |
| Virtu Financial LLC | 16,628 | $68.0K | 0.01% | +16,628 | New |
| ProShare Advisors LLC | 16,827 | $69.2K | 0.00% | +2,628+18.5% | Added |
| AQR Capital Management LLC | 18,556 | $76.3K | 0.00% | −3,173−14.6% | Reduced |
| State of Wyoming | 19,699 | $81.0K | 0.03% | +19,699 | New |
| Simplex Trading, LLC | 20,241 | $83.0K | 0.00% | −11,304−35.8% | Reduced |
| Royal Bank of Canada | 20,309 | $83.0K | 0.00% | +17,603+650.5% | Added |
| Arete Wealth Advisors, LLC | 20,200 | $83.0K | 0.01% | +20,200 | New |
| Amalgamated Bank | 20,672 | $85.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 21,209 | $87.1K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 22,865 | $94.0K | 0.00% | +2,901+14.5% | Added |
| Arizona State Retirement System | 23,541 | $96.8K | 0.00% | +1,186+5.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,777 | $101.8K | 0.00% | +4,300+21.0% | Added |
| UBS Group AG | 26,049 | $107.1K | 0.00% | +15,549+148.1% | Added |
| Susquehanna International Group, LLP | 30,437 | $125.1K | 0.00% | −47,671−61.0% | Reduced |
| Millennium Management LLC | 32,104 | $132.0K | 0.00% | −6,529−16.9% | Reduced |
| First Republic Investment Management, Inc. | 32,592 | $134.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 35,112 | $144.3K | 0.00% | +29,651+543.0% | Added |
| Cornerstone Investment Partners, LLC | 39,100 | $160.7K | 0.01% | +39,100 | New |
| Legal & General Group Plc | 42,901 | $176.3K | 0.00% | +2,538+6.3% | Added |
| Clay Northam Wealth Management, LLC | 47,700 | $196.0K | 0.23% | −1,150−2.4% | Reduced |
| Versor Investments LP | 49,800 | $204.7K | 0.02% | +26,300+111.9% | Added |
| Voya Investment Management LLC | 51,304 | $210.9K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 51,512 | $211.7K | 0.00% | −157−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 53,334 | $219.2K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 53,936 | $221.7K | 0.00% | −5,317−9.0% | Reduced |
| Deutsche Bank AG | 57,003 | $234.3K | 0.00% | +860+1.5% | Added |
| Cubist Systematic Strategies, LLC | 58,835 | $241.8K | 0.00% | +36,424+162.5% | Added |
| Jane Street Group, LLC | 59,636 | $245.1K | 0.00% | +28,844+93.7% | Added |
| Credit Suisse AG | 61,141 | $251.3K | 0.00% | −924−1.5% | Reduced |
| American International Group, Inc. | 61,859 | $254.2K | 0.00% | +710+1.2% | Added |
| MetLife Investment Management | 70,312 | $289.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 77,500 | $318.5K | 0.00% | +18,500+31.4% | Added |
| Citadel Advisors LLC | 84,012 | $345.3K | 0.00% | +84,012 | New |
| New York State Common Retirement Fund | 90,770 | $373.1K | 0.00% | −50−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 100,000 | $411.0K | 0.01% | +39,000+63.9% | Added |
| JPMorgan Chase & Co | 115,128 | $473.0K | 0.00% | +12,478+12.2% | Added |
| Bank of America Corp | 118,323 | $486.3K | 0.00% | +44,867+61.1% | Added |
| California State Teachers Retirement System | 124,601 | $512.1K | 0.00% | +2,972+2.4% | Added |
| Ingalls & Snyder LLC | 151,144 | $621.0K | 0.03% | −2,203−1.4% | Reduced |
| Rhumbline Advisers | 159,920 | $657.0K | 0.00% | +5,344+3.5% | Added |
| Morgan Stanley | 162,686 | $668.6K | 0.00% | +855+0.5% | Added |
| Swiss National Bank | 201,500 | $828.2K | 0.00% | +8,400+4.4% | Added |
| Phoenix Holdings Ltd. | 259,813 | $1.07M | 0.02% | −292,216−52.9% | Reduced |
| Boothbay Fund Management, LLC | 266,960 | $1.10M | 0.04% | +145,773+120.3% | Added |
| HighTower Advisors, LLC | 331,637 | $1.36M | 0.00% | −986−0.3% | Reduced |
| Herald Investment Management Ltd | 353,007 | $1.45M | 0.36% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 356,146 | $1.46M | 0.00% | −18,849−5.0% | Reduced |
| Bank of New York Mellon Corp | 398,592 | $1.64M | 0.00% | −4,076−1.0% | Reduced |
| Goldman Sachs Group Inc | 422,229 | $1.74M | 0.00% | −426,486−50.3% | Reduced |
| 1832 Asset Management L.P. | 448,500 | $1.84M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 455,200 | $1.87M | 0.00% | +54,900+13.7% | Added |
| EDBI Pte Ltd | 700,000 | $2.88M | 3.66% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 739,929 | $3.04M | 0.00% | +22,880+3.2% | Added |
| B. Riley Asset Management, LLC | 893,357 | $3.67M | 1.64% | +250,845+39.0% | Added |
| Northern Trust Corp | 1,075,104 | $4.42M | 0.00% | +14,177+1.3% | Added |
| Franklin Resources Inc | 2,000,972 | $8.22M | 0.00% | −354,687−15.1% | Reduced |
| Geode Capital Management, LLC | 2,130,314 | $8.76M | 0.00% | +95,726+4.7% | Added |
| State Street Corp | 2,318,820 | $9.53M | 0.00% | −8,715−0.4% | Reduced |
| Monarch Alternative Capital LP | 4,745,000 | $19.5M | 6.71% | 00.0% | Unchanged |
| EVR Research LP | 4,833,098 | $19.9M | 6.19% | +670,098+16.1% | Added |
| BlackRock Inc. | 7,967,532 | $32.7M | 0.00% | +296,956+3.9% | Added |
| Vanguard Group Inc | 13,560,943 | $55.7M | 0.00% | +1,616,390+13.5% | Added |
| Sixth Street Partners Management Company, L.P. | 28,500,592 | $117.1M | 13.05% | 00.0% | Unchanged |
| BWCP, LP | 0 | $0 | 0.00% | −1,043,690−100.0% | Sold out |
| Rubric Capital Management LP | 0 | $0 | 0.00% | −1,017,539−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −146,707−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −137,917−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |