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 |
|---|---|---|---|---|---|
| Covestor Ltd | 47 | $0 | 0.00% | −10−17.5% | Reduced |
| The PNC Financial Services Group, Inc. | 38 | $219 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 266 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 206 | $1.19K | 0.00% | +206 | New |
| Quarry LP | 508 | $2.93K | 0.00% | +508 | New |
| Washington Trust Advisors, Inc. | 539 | $3.10K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 742 | $4.27K | 0.00% | +680+1,096.8% | Added |
| US Bancorp | 1,000 | $5.76K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,099 | $6.33K | 0.00% | −94−7.9% | Reduced |
| FMR LLC | 1,183 | $6.81K | 0.00% | +431+57.3% | Added |
| Quadrant Capital Group LLC | 2,169 | $12.5K | 0.00% | +134+6.6% | Added |
| Advisor Group Holdings, Inc. | 2,350 | $13.5K | 0.00% | −500−17.5% | Reduced |
| Nisa Investment Advisors, LLC | 5,428 | $31.3K | 0.00% | +2,030+59.7% | Added |
| Metropolitan Life Insurance Co | 8,482 | $48.9K | 0.00% | +973+13.0% | Added |
| Royal Bank of Canada | 9,529 | $55.0K | 0.00% | −1,021−9.7% | Reduced |
| Prudential Financial Inc | 10,315 | $59.4K | 0.00% | +10,315 | New |
| Lazard Asset Management LLC | 10,438 | $60.0K | 0.00% | +10,438 | New |
| Dynamic Technology Lab Private Ltd | 11,307 | $65.0K | 0.01% | +11,307 | New |
| Victory Capital Management Inc | 11,856 | $68.3K | 0.00% | −275−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 12,666 | $73.0K | 0.00% | +3,006+31.1% | Added |
| American Century Companies Inc | 13,925 | $80.2K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 17,839 | $102.8K | 0.00% | +1,848+11.6% | Added |
| Principal Financial Group Inc | 18,105 | $104.3K | 0.00% | +3,798+26.5% | Added |
| Pictet Asset Management SA | 18,220 | $104.9K | 0.00% | +4,294+30.8% | Added |
| Tower Research Capital LLC (TRC) | 18,589 | $107.1K | 0.00% | +9,652+108.0% | Added |
| Arete Wealth Advisors, LLC | 19,650 | $113.0K | 0.01% | +450+2.3% | Added |
| Allspring Global Investments Holdings, LLC | 20,006 | $115.2K | 0.00% | +4,934+32.7% | Added |
| Harbor Capital Advisors, Inc. | 21,695 | $125.0K | 0.02% | +21,695 | New |
| Amalgamated Bank | 22,344 | $129.0K | 0.00% | +4,187+23.1% | Added |
| Quadrature Capital Ltd | 23,388 | $134.5K | 0.00% | +23,388 | New |
| PFS Investments Inc. | 23,666 | $136.0K | 0.00% | +2,058+9.5% | Added |
| ProShare Advisors LLC | 24,720 | $142.4K | 0.00% | +6,813+38.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,777 | $142.7K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 27,387 | $157.7K | 0.00% | +27,387 | New |
| Price T Rowe Associates Inc | 31,068 | $179.0K | 0.00% | +6,412+26.0% | Added |
| Arizona State Retirement System | 32,256 | $185.8K | 0.00% | +7,916+32.5% | Added |
| Cornerstone Investment Partners, LLC | 33,956 | $195.6K | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 34,494 | $199.0K | 0.00% | +34,494 | New |
| Versor Investments LP | 34,800 | $200.4K | 0.03% | −14,700−29.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 35,400 | $203.9K | 0.00% | +23,823+205.8% | Added |
| XTX Topco Ltd | 37,520 | $216.1K | 0.04% | +37,520 | New |
| Quantbot Technologies LP | 39,998 | $230.4K | 0.02% | +39,998 | New |
| Janus Henderson Group PLC | 41,653 | $239.7K | 0.00% | −435−1.0% | Reduced |
| State of Wyoming | 41,717 | $240.3K | 0.07% | +28,707+220.7% | Added |
| State Board of Administration of Florida Retirement System | 43,540 | $250.8K | 0.00% | +43,540 | New |
| Citigroup Inc | 48,586 | $279.9K | 0.00% | +46,475+2,201.6% | Added |
| Susquehanna International Group, LLP | 50,106 | $288.6K | 0.00% | −48,835−49.4% | Reduced |
| Barclays PLC | 51,255 | $295.2K | 0.00% | −14,966−22.6% | Reduced |
| New York State Common Retirement Fund | 53,205 | $306.5K | 0.00% | −159−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 53,537 | $308.4K | 0.00% | +53,537 | New |
| UBS Asset Management Americas Inc | 75,464 | $310.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 56,200 | $323.0K | 0.00% | +7,100+14.5% | Added |
| Manufacturers Life Insurance Company, The | 59,961 | $345.4K | 0.00% | +8,449+16.4% | Added |
| Voya Investment Management LLC | 60,879 | $350.7K | 0.00% | +9,575+18.7% | Added |
| Deutsche Bank AG | 66,261 | $381.7K | 0.00% | −20,879−24.0% | Reduced |
| Wells Fargo & Company | 70,805 | $407.8K | 0.00% | +41,972+145.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 71,041 | $409.2K | 0.00% | +17,707+33.2% | Added |
| Jane Street Group, LLC | 71,573 | $412.3K | 0.00% | +16,594+30.2% | Added |
| American International Group, Inc. | 73,827 | $425.2K | 0.00% | +10,712+17.0% | Added |
| Invesco Ltd. | 77,951 | $449.0K | 0.00% | +22,723+41.1% | Added |
| UBS Group AG | 78,487 | $452.1K | 0.00% | +33,697+75.2% | Added |
| MetLife Investment Management | 81,854 | $471.5K | 0.00% | +11,542+16.4% | Added |
| Legal & General Group Plc | 96,336 | $554.9K | 0.00% | +52,426+119.4% | Added |
| Boothbay Fund Management, LLC | 101,330 | $583.7K | 0.02% | −328,026−76.4% | Reduced |
| Marshall Wace, LLP | 108,181 | $623.1K | 0.00% | +95,964+785.5% | Added |
| Credit Suisse AG | 112,763 | $649.5K | 0.00% | +44,093+64.2% | Added |
| Two Sigma Investments, LP | 117,116 | $674.6K | 0.00% | +117,116 | New |
| Bank of America Corp | 121,470 | $699.7K | 0.00% | −7,219−5.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 140,000 | $806.0K | 0.01% | −10,000−6.7% | Reduced |
| Ingalls & Snyder LLC | 144,227 | $831.0K | 0.04% | −1,880−1.3% | Reduced |
| California State Teachers Retirement System | 152,054 | $875.8K | 0.00% | +29,640+24.2% | Added |
| Alliancebernstein L.P. | 157,930 | $909.7K | 0.00% | +80,430+103.8% | Added |
| EAM Investors, LLC | 161,534 | $930.4K | 0.17% | +161,534 | New |
| D. E. Shaw & Co., Inc. | 166,181 | $957.2K | 0.00% | +135,453+440.8% | Added |
| Occudo Quantitative Strategies LP | 173,501 | $999.4K | 0.10% | +135,760+359.7% | Added |
| Rhumbline Advisers | 201,279 | $1.16M | 0.00% | +34,927+21.0% | Added |
| Swiss National Bank | 250,100 | $1.44M | 0.00% | +68,800+37.9% | Added |
| B. Riley Asset Management, LLC | 253,360 | $1.46M | 0.54% | −902,077−78.1% | Reduced |
| Dimensional Fund Advisors LP | 259,586 | $1.50M | 0.00% | +225,162+654.1% | Added |
| HighTower Advisors, LLC | 316,637 | $1.82M | 0.00% | −15,000−4.5% | Reduced |
| Herald Investment Management Ltd | 353,007 | $2.03M | 0.39% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 380,868 | $2.19M | 0.00% | +48,208+14.5% | Added |
| Morgan Stanley | 387,278 | $2.23M | 0.00% | +123,659+46.9% | Added |
| Citadel Advisors LLC | 400,728 | $2.31M | 0.00% | +362,442+946.7% | Added |
| Bank of New York Mellon Corp | 490,135 | $2.82M | 0.00% | +131,403+36.6% | Added |
| Renaissance Technologies LLC | 652,600 | $3.76M | 0.01% | +142,600+28.0% | Added |
| EDBI Pte Ltd | 700,000 | $4.03M | 3.26% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 816,056 | $4.70M | 0.00% | +72,797+9.8% | Added |
| Federated Hermes, Inc. | 818,304 | $4.71M | 0.01% | +800,617+4,526.6% | Added |
| Goldman Sachs Group Inc | 1,165,232 | $6.71M | 0.00% | +730,101+167.8% | Added |
| Northern Trust Corp | 1,303,690 | $7.51M | 0.00% | +204,293+18.6% | Added |
| JPMorgan Chase & Co | 1,550,288 | $8.93M | 0.00% | +1,402,604+949.7% | Added |
| Franklin Resources Inc | 2,069,488 | $11.9M | 0.01% | +66,376+3.3% | Added |
| Geode Capital Management, LLC | 2,551,695 | $14.7M | 0.00% | +304,782+13.6% | Added |
| State Street Corp | 2,717,506 | $15.7M | 0.00% | +361,162+15.3% | Added |
| EVR Research LP | 4,200,000 | $24.2M | 6.47% | −1,210,000−22.4% | Reduced |
| Monarch Alternative Capital LP | 4,745,000 | $27.3M | 16.53% | 00.0% | Unchanged |
| BlackRock Inc. | 10,382,686 | $59.8M | 0.00% | +2,553,858+32.6% | Added |
| Vanguard Group Inc | 14,657,136 | $84.4M | 0.00% | +1,351,528+10.2% | Added |