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, Q2 2023
Institutional positions in AvePoint, Inc. as of Jun 30, 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
- 101
- +5 vs. Q1 2023
- Shares held
- 79.3M
- +3.17M (+4.2%) vs. Q1 2023
- Total value
- $456.5M
- +$142.9M (+45.6%) vs. Q1 2023
- New holders
- 15
- 55 more added
- Sold out
- 10
- 19 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sixth Street Partners Management Company, L.P. | 24,000,592 | $138.2M | 12.57% | −4,500,000−15.8% | Reduced |
| Vanguard Group Inc | 14,657,136 | $84.4M | 0.00% | +1,351,528+10.2% | Added |
| BlackRock Inc. | 10,382,686 | $59.8M | 0.00% | +2,553,858+32.6% | Added |
| Monarch Alternative Capital LP | 4,745,000 | $27.3M | 16.53% | 00.0% | Unchanged |
| EVR Research LP | 4,200,000 | $24.2M | 6.47% | −1,210,000−22.4% | Reduced |
| State Street Corp | 2,717,506 | $15.7M | 0.00% | +361,162+15.3% | Added |
| Geode Capital Management, LLC | 2,551,695 | $14.7M | 0.00% | +304,782+13.6% | Added |
| Franklin Resources Inc | 2,069,488 | $11.9M | 0.01% | +66,376+3.3% | Added |
| JPMorgan Chase & Co | 1,550,288 | $8.93M | 0.00% | +1,402,604+949.7% | Added |
| Northern Trust Corp | 1,303,690 | $7.51M | 0.00% | +204,293+18.6% | Added |
| Goldman Sachs Group Inc | 1,165,232 | $6.71M | 0.00% | +730,101+167.8% | Added |
| Federated Hermes, Inc. | 818,304 | $4.71M | 0.01% | +800,617+4,526.6% | Added |
| Charles Schwab Investment Management Inc | 816,056 | $4.70M | 0.00% | +72,797+9.8% | Added |
| EDBI Pte Ltd | 700,000 | $4.03M | 3.26% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 652,600 | $3.76M | 0.01% | +142,600+28.0% | Added |
| Bank of New York Mellon Corp | 490,135 | $2.82M | 0.00% | +131,403+36.6% | Added |
| Citadel Advisors LLC | 400,728 | $2.31M | 0.00% | +362,442+946.7% | Added |
| Morgan Stanley | 387,278 | $2.23M | 0.00% | +123,659+46.9% | Added |
| Nuveen Asset Management, LLC | 380,868 | $2.19M | 0.00% | +48,208+14.5% | Added |
| Herald Investment Management Ltd | 353,007 | $2.03M | 0.39% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 316,637 | $1.82M | 0.00% | −15,000−4.5% | Reduced |
| Dimensional Fund Advisors LP | 259,586 | $1.50M | 0.00% | +225,162+654.1% | Added |
| B. Riley Asset Management, LLC | 253,360 | $1.46M | 0.54% | −902,077−78.1% | Reduced |
| Swiss National Bank | 250,100 | $1.44M | 0.00% | +68,800+37.9% | Added |
| Rhumbline Advisers | 201,279 | $1.16M | 0.00% | +34,927+21.0% | Added |
| Occudo Quantitative Strategies LP | 173,501 | $999.4K | 0.10% | +135,760+359.7% | Added |
| D. E. Shaw & Co., Inc. | 166,181 | $957.2K | 0.00% | +135,453+440.8% | Added |
| EAM Investors, LLC | 161,534 | $930.4K | 0.17% | +161,534 | New |
| Alliancebernstein L.P. | 157,930 | $909.7K | 0.00% | +80,430+103.8% | Added |
| California State Teachers Retirement System | 152,054 | $875.8K | 0.00% | +29,640+24.2% | Added |
| Ingalls & Snyder LLC | 144,227 | $831.0K | 0.04% | −1,880−1.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 140,000 | $806.0K | 0.01% | −10,000−6.7% | Reduced |
| Bank of America Corp | 121,470 | $699.7K | 0.00% | −7,219−5.6% | Reduced |
| Two Sigma Investments, LP | 117,116 | $674.6K | 0.00% | +117,116 | New |
| Credit Suisse AG | 112,763 | $649.5K | 0.00% | +44,093+64.2% | Added |
| Marshall Wace, LLP | 108,181 | $623.1K | 0.00% | +95,964+785.5% | Added |
| Boothbay Fund Management, LLC | 101,330 | $583.7K | 0.02% | −328,026−76.4% | Reduced |
| Legal & General Group Plc | 96,336 | $554.9K | 0.00% | +52,426+119.4% | Added |
| MetLife Investment Management | 81,854 | $471.5K | 0.00% | +11,542+16.4% | Added |
| UBS Group AG | 78,487 | $452.1K | 0.00% | +33,697+75.2% | Added |
| Invesco Ltd. | 77,951 | $449.0K | 0.00% | +22,723+41.1% | Added |
| American International Group, Inc. | 73,827 | $425.2K | 0.00% | +10,712+17.0% | Added |
| Jane Street Group, LLC | 71,573 | $412.3K | 0.00% | +16,594+30.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 71,041 | $409.2K | 0.00% | +17,707+33.2% | Added |
| Wells Fargo & Company | 70,805 | $407.8K | 0.00% | +41,972+145.6% | Added |
| Deutsche Bank AG | 66,261 | $381.7K | 0.00% | −20,879−24.0% | Reduced |
| Voya Investment Management LLC | 60,879 | $350.7K | 0.00% | +9,575+18.7% | Added |
| Manufacturers Life Insurance Company, The | 59,961 | $345.4K | 0.00% | +8,449+16.4% | Added |
| STRS Ohio | 56,200 | $323.0K | 0.00% | +7,100+14.5% | Added |
| UBS Asset Management Americas Inc | 75,464 | $310.9K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 53,537 | $308.4K | 0.00% | +53,537 | New |
| New York State Common Retirement Fund | 53,205 | $306.5K | 0.00% | −159−0.3% | Reduced |
| Barclays PLC | 51,255 | $295.2K | 0.00% | −14,966−22.6% | Reduced |
| Susquehanna International Group, LLP | 50,106 | $288.6K | 0.00% | −48,835−49.4% | Reduced |
| Citigroup Inc | 48,586 | $279.9K | 0.00% | +46,475+2,201.6% | Added |
| State Board of Administration of Florida Retirement System | 43,540 | $250.8K | 0.00% | +43,540 | New |
| State of Wyoming | 41,717 | $240.3K | 0.07% | +28,707+220.7% | Added |
| Janus Henderson Group PLC | 41,653 | $239.7K | 0.00% | −435−1.0% | Reduced |
| Quantbot Technologies LP | 39,998 | $230.4K | 0.02% | +39,998 | New |
| XTX Topco Ltd | 37,520 | $216.1K | 0.04% | +37,520 | New |
| Schonfeld Strategic Advisors LLC | 35,400 | $203.9K | 0.00% | +23,823+205.8% | Added |
| Versor Investments LP | 34,800 | $200.4K | 0.03% | −14,700−29.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 34,494 | $199.0K | 0.00% | +34,494 | New |
| Cornerstone Investment Partners, LLC | 33,956 | $195.6K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 32,256 | $185.8K | 0.00% | +7,916+32.5% | Added |
| Price T Rowe Associates Inc | 31,068 | $179.0K | 0.00% | +6,412+26.0% | Added |
| Fisher Asset Management, LLC | 27,387 | $157.7K | 0.00% | +27,387 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,777 | $142.7K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 24,720 | $142.4K | 0.00% | +6,813+38.0% | Added |
| PFS Investments Inc. | 23,666 | $136.0K | 0.00% | +2,058+9.5% | Added |
| Quadrature Capital Ltd | 23,388 | $134.5K | 0.00% | +23,388 | New |
| Amalgamated Bank | 22,344 | $129.0K | 0.00% | +4,187+23.1% | Added |
| Harbor Capital Advisors, Inc. | 21,695 | $125.0K | 0.02% | +21,695 | New |
| Allspring Global Investments Holdings, LLC | 20,006 | $115.2K | 0.00% | +4,934+32.7% | Added |
| Arete Wealth Advisors, LLC | 19,650 | $113.0K | 0.01% | +450+2.3% | Added |
| Tower Research Capital LLC (TRC) | 18,589 | $107.1K | 0.00% | +9,652+108.0% | Added |
| Pictet Asset Management SA | 18,220 | $104.9K | 0.00% | +4,294+30.8% | Added |
| Principal Financial Group Inc | 18,105 | $104.3K | 0.00% | +3,798+26.5% | Added |
| AQR Capital Management LLC | 17,839 | $102.8K | 0.00% | +1,848+11.6% | Added |
| American Century Companies Inc | 13,925 | $80.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,666 | $73.0K | 0.00% | +3,006+31.1% | Added |
| Victory Capital Management Inc | 11,856 | $68.3K | 0.00% | −275−2.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,307 | $65.0K | 0.01% | +11,307 | New |
| Lazard Asset Management LLC | 10,438 | $60.0K | 0.00% | +10,438 | New |
| Prudential Financial Inc | 10,315 | $59.4K | 0.00% | +10,315 | New |
| Royal Bank of Canada | 9,529 | $55.0K | 0.00% | −1,021−9.7% | Reduced |
| Metropolitan Life Insurance Co | 8,482 | $48.9K | 0.00% | +973+13.0% | Added |
| Nisa Investment Advisors, LLC | 5,428 | $31.3K | 0.00% | +2,030+59.7% | Added |
| Advisor Group Holdings, Inc. | 2,350 | $13.5K | 0.00% | −500−17.5% | Reduced |
| Quadrant Capital Group LLC | 2,169 | $12.5K | 0.00% | +134+6.6% | Added |
| FMR LLC | 1,183 | $6.81K | 0.00% | +431+57.3% | Added |
| Parallel Advisors, LLC | 1,099 | $6.33K | 0.00% | −94−7.9% | Reduced |
| US Bancorp | 1,000 | $5.76K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 742 | $4.27K | 0.00% | +680+1,096.8% | Added |
| Washington Trust Advisors, Inc. | 539 | $3.10K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 508 | $2.93K | 0.00% | +508 | New |
| Bellevue Asset Management, LLC | 206 | $1.19K | 0.00% | +206 | New |
| Blue Bell Private Wealth Management, LLC | 200 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 266 | $1.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 38 | $219 | 0.00% | 00.0% | Unchanged |