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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 57 | $0 | 0.00% | +42+280.0% | Added |
| The PNC Financial Services Group, Inc. | 38 | $157 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 62 | $255 | 0.00% | −147−70.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 200 | $824 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 266 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 539 | $2.22K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 599 | $2.47K | 0.00% | +58+10.7% | Added |
| FMR LLC | 752 | $3.10K | 0.00% | −1,248−62.4% | Reduced |
| US Bancorp | 1,000 | $4.12K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,193 | $4.92K | 0.00% | +94+8.6% | Added |
| Advisory Services Network, LLC | 1,920 | $7.91K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,035 | $8.38K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,111 | $8.70K | 0.00% | −848−28.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,850 | $11.7K | 0.00% | −761−21.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,398 | $14.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 6,221 | $25.0K | 0.03% | −2,700−30.3% | Reduced |
| Metropolitan Life Insurance Co | 7,509 | $30.9K | 0.00% | −652−8.0% | Reduced |
| Tower Research Capital LLC (TRC) | 8,937 | $37.0K | 0.00% | +5,334+148.0% | Added |
| Ameritas Investment Partners, Inc. | 9,660 | $39.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,550 | $43.0K | 0.00% | −9,759−48.1% | Reduced |
| State of Wisconsin Investment Board | 10,586 | $43.6K | 0.00% | +183+1.8% | Added |
| Schonfeld Strategic Advisors LLC | 11,577 | $47.7K | 0.00% | +11,577 | New |
| Victory Capital Management Inc | 12,131 | $50.0K | 0.00% | −73−0.6% | Reduced |
| Marshall Wace, LLP | 12,217 | $50.3K | 0.00% | +12,217 | New |
| Fox Run Management, L.L.C. | 12,557 | $51.7K | 0.02% | +12,557 | New |
| State of Wyoming | 13,010 | $53.6K | 0.02% | −6,689−34.0% | Reduced |
| American Century Companies Inc | 13,925 | $55.1K | 0.00% | +13,925 | New |
| Pictet Asset Management SA | 13,926 | $57.4K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 14,307 | $58.9K | 0.00% | −1,285−8.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,072 | $62.1K | 0.00% | +15,072 | New |
| AQR Capital Management LLC | 15,991 | $65.9K | 0.00% | −2,565−13.8% | Reduced |
| Group One Trading, L.P. | 17,498 | $72.1K | 0.00% | +17,498 | New |
| Federated Hermes, Inc. | 17,687 | $72.9K | 0.00% | +17,686+1,768,600.0% | Added |
| ProShare Advisors LLC | 17,907 | $73.8K | 0.00% | +1,080+6.4% | Added |
| Amalgamated Bank | 18,157 | $75.0K | 0.00% | −2,515−12.2% | Reduced |
| Arete Wealth Advisors, LLC | 19,200 | $79.0K | 0.01% | −1,000−5.0% | Reduced |
| PFS Investments Inc. | 21,608 | $87.0K | 0.00% | +7,303+51.1% | Added |
| Arizona State Retirement System | 24,340 | $100.3K | 0.00% | +799+3.4% | Added |
| Price T Rowe Associates Inc | 24,656 | $102.0K | 0.00% | +1,791+7.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,777 | $102.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 28,833 | $118.8K | 0.00% | +27,720+2,490.6% | Added |
| D. E. Shaw & Co., Inc. | 30,728 | $126.6K | 0.00% | +17,186+126.9% | Added |
| Woodline Partners LP | 33,635 | $138.6K | 0.00% | +33,635 | New |
| Cornerstone Investment Partners, LLC | 33,956 | $139.9K | 0.01% | −5,144−13.2% | Reduced |
| Dimensional Fund Advisors LP | 34,424 | $141.8K | 0.00% | +34,424 | New |
| Occudo Quantitative Strategies LP | 37,741 | $155.5K | 0.01% | +37,741 | New |
| Citadel Advisors LLC | 38,286 | $157.7K | 0.00% | −45,726−54.4% | Reduced |
| Janus Henderson Group PLC | 42,088 | $173.2K | 0.00% | +20,879+98.4% | Added |
| Legal & General Group Plc | 43,910 | $180.9K | 0.00% | +1,009+2.4% | Added |
| UBS Group AG | 44,790 | $184.5K | 0.00% | +18,741+71.9% | Added |
| STRS Ohio | 49,100 | $202.0K | 0.00% | +49,100 | New |
| Versor Investments LP | 49,500 | $203.9K | 0.03% | −300−0.6% | Reduced |
| HRT Financial LP | 51,403 | $211.0K | 0.00% | +51,403 | New |
| Voya Investment Management LLC | 51,304 | $211.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 51,512 | $212.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 53,334 | $219.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 53,364 | $219.9K | 0.00% | −37,406−41.2% | Reduced |
| Jane Street Group, LLC | 54,979 | $226.5K | 0.00% | −4,657−7.8% | Reduced |
| Invesco Ltd. | 55,228 | $227.5K | 0.00% | +1,292+2.4% | Added |
| SG Americas Securities, LLC | 55,598 | $229.0K | 0.00% | +45,161+432.7% | Added |
| Gsa Capital Partners LLP | 55,777 | $230.0K | 0.02% | +55,777 | New |
| American International Group, Inc. | 63,115 | $260.0K | 0.00% | +1,256+2.0% | Added |
| Barclays PLC | 66,221 | $272.8K | 0.00% | +31,109+88.6% | Added |
| Credit Suisse AG | 68,670 | $282.9K | 0.00% | +7,529+12.3% | Added |
| MetLife Investment Management | 70,312 | $289.7K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 75,464 | $310.9K | 0.00% | +75,464 | New |
| Alliancebernstein L.P. | 77,500 | $319.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 87,140 | $359.0K | 0.00% | +30,137+52.9% | Added |
| Susquehanna International Group, LLP | 98,941 | $407.6K | 0.00% | +68,504+225.1% | Added |
| California State Teachers Retirement System | 122,414 | $504.3K | 0.00% | −2,187−1.8% | Reduced |
| Bank of America Corp | 128,689 | $530.2K | 0.00% | +10,366+8.8% | Added |
| Ingalls & Snyder LLC | 146,107 | $602.0K | 0.03% | −5,037−3.3% | Reduced |
| JPMorgan Chase & Co | 147,684 | $609.0K | 0.00% | +32,556+28.3% | Added |
| Thompson Siegel & Walmsley LLC | 150,000 | $618.0K | 0.01% | +50,000+50.0% | Added |
| Rhumbline Advisers | 166,352 | $685.0K | 0.00% | +6,432+4.0% | Added |
| Swiss National Bank | 181,300 | $747.0K | 0.00% | −20,200−10.0% | Reduced |
| Morgan Stanley | 263,619 | $1.09M | 0.00% | +100,933+62.0% | Added |
| HighTower Advisors, LLC | 331,637 | $1.37M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 332,660 | $1.37M | 0.00% | −23,486−6.6% | Reduced |
| Herald Investment Management Ltd | 353,007 | $1.45M | 0.32% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 358,732 | $1.48M | 0.00% | −39,860−10.0% | Reduced |
| Boothbay Fund Management, LLC | 429,356 | $1.77M | 0.05% | +162,396+60.8% | Added |
| Goldman Sachs Group Inc | 435,131 | $1.79M | 0.00% | +12,902+3.1% | Added |
| Renaissance Technologies LLC | 510,000 | $2.10M | 0.00% | +54,800+12.0% | Added |
| EDBI Pte Ltd | 700,000 | $2.88M | 3.23% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 743,259 | $3.06M | 0.00% | +3,330+0.5% | Added |
| Northern Trust Corp | 1,099,397 | $4.53M | 0.00% | +24,293+2.3% | Added |
| B. Riley Asset Management, LLC | 1,155,437 | $4.76M | 1.97% | +262,080+29.3% | Added |
| Franklin Resources Inc | 2,003,112 | $8.25M | 0.00% | +2,140+0.1% | Added |
| Geode Capital Management, LLC | 2,246,913 | $9.26M | 0.00% | +116,599+5.5% | Added |
| State Street Corp | 2,356,344 | $9.71M | 0.00% | +37,524+1.6% | Added |
| Monarch Alternative Capital LP | 4,745,000 | $19.5M | 11.38% | 00.0% | Unchanged |
| EVR Research LP | 5,410,000 | $22.3M | 5.57% | +576,902+11.9% | Added |
| BlackRock Inc. | 7,828,828 | $32.3M | 0.00% | −138,704−1.7% | Reduced |
| Vanguard Group Inc | 13,305,608 | $54.8M | 0.00% | −255,335−1.9% | Reduced |
| Sixth Street Partners Management Company, L.P. | 28,500,592 | $117.4M | 12.63% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −448,500−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −259,813−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −58,835−100.0% | Sold out |
| Clay Northam Wealth Management, LLC | 0 | $0 | 0.00% | −47,700−100.0% | Sold out |