Skip to main content

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 2023

Institutional positions in AvePoint, Inc. as of Mar 31, 2023. 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
96
+1 vs. Q4 2022
Shares held
76.1M
+653.0K (+0.9%) vs. Q4 2022
Total value
$313.5M
+$3.44M (+1.1%) vs. Q4 2022
New holders
13
37 more added
Sold out
12
25 more reduced

Compare with Q4 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 holdersQ1 2023: 96 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 heldQ1 2023: $313.5M
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, Q1 2023

Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q4 2022.

Institutions holding AVPT in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sixth Street Partners Management Company, L.P.28,500,592$117.4M12.63%00.0%Unchanged
Vanguard Group Inc13,305,608$54.8M0.00%−255,335−1.9%Reduced
BlackRock Inc.7,828,828$32.3M0.00%−138,704−1.7%Reduced
EVR Research LP5,410,000$22.3M5.57%+576,902+11.9%Added
Monarch Alternative Capital LP4,745,000$19.5M11.38%00.0%Unchanged
State Street Corp2,356,344$9.71M0.00%+37,524+1.6%Added
Geode Capital Management, LLC2,246,913$9.26M0.00%+116,599+5.5%Added
Franklin Resources Inc2,003,112$8.25M0.00%+2,140+0.1%Added
B. Riley Asset Management, LLC1,155,437$4.76M1.97%+262,080+29.3%Added
Northern Trust Corp1,099,397$4.53M0.00%+24,293+2.3%Added
Charles Schwab Investment Management Inc743,259$3.06M0.00%+3,330+0.5%Added
EDBI Pte Ltd700,000$2.88M3.23%00.0%Unchanged
Renaissance Technologies LLC510,000$2.10M0.00%+54,800+12.0%Added
Goldman Sachs Group Inc435,131$1.79M0.00%+12,902+3.1%Added
Boothbay Fund Management, LLC429,356$1.77M0.05%+162,396+60.8%Added
Bank of New York Mellon Corp358,732$1.48M0.00%−39,860−10.0%Reduced
Herald Investment Management Ltd353,007$1.45M0.32%00.0%Unchanged
Nuveen Asset Management, LLC332,660$1.37M0.00%−23,486−6.6%Reduced
HighTower Advisors, LLC331,637$1.37M0.00%00.0%Unchanged
Morgan Stanley263,619$1.09M0.00%+100,933+62.0%Added
Swiss National Bank181,300$747.0K0.00%−20,200−10.0%Reduced
Rhumbline Advisers166,352$685.0K0.00%+6,432+4.0%Added
Thompson Siegel & Walmsley LLC150,000$618.0K0.01%+50,000+50.0%Added
JPMorgan Chase & Co147,684$609.0K0.00%+32,556+28.3%Added
Ingalls & Snyder LLC146,107$602.0K0.03%−5,037−3.3%Reduced
Bank of America Corp128,689$530.2K0.00%+10,366+8.8%Added
California State Teachers Retirement System122,414$504.3K0.00%−2,187−1.8%Reduced
Susquehanna International Group, LLP98,941$407.6K0.00%+68,504+225.1%Added
Deutsche Bank AG87,140$359.0K0.00%+30,137+52.9%Added
Alliancebernstein L.P.77,500$319.3K0.00%00.0%Unchanged
UBS Asset Management Americas Inc75,464$310.9K0.00%+75,464New
MetLife Investment Management70,312$289.7K0.00%00.0%Unchanged
Credit Suisse AG68,670$282.9K0.00%+7,529+12.3%Added
Barclays PLC66,221$272.8K0.00%+31,109+88.6%Added
American International Group, Inc.63,115$260.0K0.00%+1,256+2.0%Added
Gsa Capital Partners LLP55,777$230.0K0.02%+55,777New
SG Americas Securities, LLC55,598$229.0K0.00%+45,161+432.7%Added
Invesco Ltd.55,228$227.5K0.00%+1,292+2.4%Added
Jane Street Group, LLC54,979$226.5K0.00%−4,657−7.8%Reduced
New York State Common Retirement Fund53,364$219.9K0.00%−37,406−41.2%Reduced
Mirae Asset Global Investments Co., Ltd.53,334$219.7K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The51,512$212.2K0.00%00.0%Unchanged
Voya Investment Management LLC51,304$211.4K0.00%00.0%Unchanged
HRT Financial LP51,403$211.0K0.00%+51,403New
Versor Investments LP49,500$203.9K0.03%−300−0.6%Reduced
STRS Ohio49,100$202.0K0.00%+49,100New
UBS Group AG44,790$184.5K0.00%+18,741+71.9%Added
Legal & General Group Plc43,910$180.9K0.00%+1,009+2.4%Added
Janus Henderson Group PLC42,088$173.2K0.00%+20,879+98.4%Added
Citadel Advisors LLC38,286$157.7K0.00%−45,726−54.4%Reduced
Occudo Quantitative Strategies LP37,741$155.5K0.01%+37,741New
Dimensional Fund Advisors LP34,424$141.8K0.00%+34,424New
Cornerstone Investment Partners, LLC33,956$139.9K0.01%−5,144−13.2%Reduced
Woodline Partners LP33,635$138.6K0.00%+33,635New
D. E. Shaw & Co., Inc.30,728$126.6K0.00%+17,186+126.9%Added
Wells Fargo & Company28,833$118.8K0.00%+27,720+2,490.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)24,777$102.1K0.00%00.0%Unchanged
Price T Rowe Associates Inc24,656$102.0K0.00%+1,791+7.8%Added
Arizona State Retirement System24,340$100.3K0.00%+799+3.4%Added
PFS Investments Inc.21,608$87.0K0.00%+7,303+51.1%Added
Arete Wealth Advisors, LLC19,200$79.0K0.01%−1,000−5.0%Reduced
Amalgamated Bank18,157$75.0K0.00%−2,515−12.2%Reduced
ProShare Advisors LLC17,907$73.8K0.00%+1,080+6.4%Added
Federated Hermes, Inc.17,687$72.9K0.00%+17,686+1,768,600.0%Added
Group One Trading, L.P.17,498$72.1K0.00%+17,498New
AQR Capital Management LLC15,991$65.9K0.00%−2,565−13.8%Reduced
Allspring Global Investments Holdings, LLC15,072$62.1K0.00%+15,072New
Principal Financial Group Inc14,307$58.9K0.00%−1,285−8.2%Reduced
Pictet Asset Management SA13,926$57.4K0.00%00.0%Unchanged
American Century Companies Inc13,925$55.1K0.00%+13,925New
State of Wyoming13,010$53.6K0.02%−6,689−34.0%Reduced
Fox Run Management, L.L.C.12,557$51.7K0.02%+12,557New
Marshall Wace, LLP12,217$50.3K0.00%+12,217New
Victory Capital Management Inc12,131$50.0K0.00%−73−0.6%Reduced
Schonfeld Strategic Advisors LLC11,577$47.7K0.00%+11,577New
State of Wisconsin Investment Board10,586$43.6K0.00%+183+1.8%Added
Royal Bank of Canada10,550$43.0K0.00%−9,759−48.1%Reduced
Ameritas Investment Partners, Inc.9,660$39.8K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)8,937$37.0K0.00%+5,334+148.0%Added
Metropolitan Life Insurance Co7,509$30.9K0.00%−652−8.0%Reduced
FNY Investment Advisers, LLC6,221$25.0K0.03%−2,700−30.3%Reduced
Nisa Investment Advisors, LLC3,398$14.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,850$11.7K0.00%−761−21.1%Reduced
Citigroup Inc2,111$8.70K0.00%−848−28.7%Reduced
Quadrant Capital Group LLC2,035$8.38K0.00%00.0%Unchanged
Advisory Services Network, LLC1,920$7.91K0.00%00.0%Unchanged
Parallel Advisors, LLC1,193$4.92K0.00%+94+8.6%Added
US Bancorp1,000$4.12K0.00%00.0%Unchanged
FMR LLC752$3.10K0.00%−1,248−62.4%Reduced
Signaturefd, LLC599$2.47K0.00%+58+10.7%Added
Washington Trust Advisors, Inc.539$2.22K0.00%00.0%Unchanged
Cutler Group LP266$1.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC200$8240.00%00.0%Unchanged
Lindbrook Capital, LLC62$2550.00%−147−70.3%Reduced
The PNC Financial Services Group, Inc.38$1570.00%00.0%Unchanged
Covestor Ltd57$00.00%+42+280.0%Added
1832 Asset Management L.P.0$00.00%−448,500−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−259,813−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−58,835−100.0%Sold out
Clay Northam Wealth Management, LLC0$00.00%−47,700−100.0%Sold out