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, Q3 2023
Institutional positions in AvePoint, Inc. as of Sep 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
- 106
- +7 vs. Q2 2023
- Shares held
- 78.7M
- −568.6K (−0.7%) vs. Q2 2023
- Total value
- $530.1M
- +$73.8M (+16.2%) vs. Q2 2023
- New holders
- 20
- 35 more added
- Sold out
- 13
- 35 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Anchor IV Pte. Ltd. | 16,666,600 | $112.0M | 100.00% | +16,666,600 | New |
| Vanguard Group Inc | 14,428,343 | $97.0M | 0.00% | −228,793−1.6% | Reduced |
| BlackRock Inc. | 10,344,285 | $69.5M | 0.00% | −38,401−0.4% | Reduced |
| Sixth Street Partners Management Company, L.P. | 7,333,992 | $50.8M | 6.08% | −16,666,600−69.4% | Reduced |
| Monarch Alternative Capital LP | 4,745,000 | $31.9M | 29.14% | 00.0% | Unchanged |
| State Street Corp | 3,067,172 | $20.6M | 0.00% | +349,666+12.9% | Added |
| EVR Research LP | 3,000,000 | $20.2M | 5.34% | −1,200,000−28.6% | Reduced |
| Geode Capital Management, LLC | 2,687,225 | $18.1M | 0.00% | +135,530+5.3% | Added |
| Bank of New York Mellon Corp | 1,835,402 | $12.3M | 0.00% | +1,345,267+274.5% | Added |
| Franklin Resources Inc | 1,561,781 | $10.5M | 0.01% | −507,707−24.5% | Reduced |
| JPMorgan Chase & Co | 1,452,077 | $9.76M | 0.00% | −98,211−6.3% | Reduced |
| Northern Trust Corp | 1,313,122 | $8.82M | 0.00% | +9,432+0.7% | Added |
| Dimensional Fund Advisors LP | 961,727 | $6.46M | 0.00% | +702,141+270.5% | Added |
| Charles Schwab Investment Management Inc | 868,806 | $5.84M | 0.00% | +52,750+6.5% | Added |
| Federated Hermes, Inc. | 859,884 | $5.78M | 0.02% | +41,580+5.1% | Added |
| EDBI Pte Ltd | 700,000 | $4.70M | 5.09% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 691,800 | $4.65M | 0.01% | +39,200+6.0% | Added |
| Oberweis Asset Management Inc | 425,000 | $2.86M | 0.30% | +425,000 | New |
| Herald Investment Management Ltd | 425,000 | $2.85M | 0.61% | +71,993+20.4% | Added |
| Nuveen Asset Management, LLC | 377,217 | $2.53M | 0.00% | −3,651−1.0% | Reduced |
| Goldman Sachs Group Inc | 333,833 | $2.24M | 0.00% | −831,399−71.4% | Reduced |
| HighTower Advisors, LLC | 302,337 | $2.03M | 0.00% | −14,300−4.5% | Reduced |
| Morgan Stanley | 240,839 | $1.62M | 0.00% | −146,439−37.8% | Reduced |
| Swiss National Bank | 206,900 | $1.39M | 0.00% | −43,200−17.3% | Reduced |
| Rhumbline Advisers | 202,840 | $1.36M | 0.00% | +1,561+0.8% | Added |
| Bank of America Corp | 187,158 | $1.26M | 0.00% | +65,688+54.1% | Added |
| Ingalls & Snyder LLC | 176,373 | $1.19M | 0.06% | +32,146+22.3% | Added |
| Alliancebernstein L.P. | 157,930 | $1.06M | 0.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 135,902 | $913.3K | 0.18% | −25,632−15.9% | Reduced |
| UBS Asset Management Americas Inc | 130,644 | $877.9K | 0.00% | +55,180+73.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 130,394 | $876.2K | 0.00% | +76,857+143.6% | Added |
| California State Teachers Retirement System | 117,048 | $786.6K | 0.00% | −35,006−23.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 115,000 | $773.0K | 0.01% | −25,000−17.9% | Reduced |
| Credit Suisse AG | 109,518 | $736.0K | 0.00% | −3,245−2.9% | Reduced |
| Legal & General Group Plc | 100,321 | $674.2K | 0.00% | +3,985+4.1% | Added |
| Jump Financial, LLC | 96,000 | $645.1K | 0.02% | +96,000 | New |
| Wells Fargo & Company | 85,557 | $574.9K | 0.00% | +14,752+20.8% | Added |
| STRS Ohio | 85,100 | $571.0K | 0.00% | +28,900+51.4% | Added |
| Numerai GP LLC | 83,152 | $558.8K | 0.19% | +83,152 | New |
| MetLife Investment Management | 81,854 | $550.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 81,133 | $545.2K | 0.00% | +3,182+4.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 79,100 | $532.0K | 0.00% | +79,100 | New |
| Two Sigma Investments, LP | 77,171 | $518.6K | 0.00% | −39,945−34.1% | Reduced |
| American International Group, Inc. | 76,549 | $514.4K | 0.00% | +2,722+3.7% | Added |
| Deutsche Bank AG | 76,154 | $511.8K | 0.00% | +9,893+14.9% | Added |
| Manufacturers Life Insurance Company, The | 73,419 | $493.4K | 0.00% | +13,458+22.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 71,041 | $477.4K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 70,805 | $475.8K | 0.06% | −102,696−59.2% | Reduced |
| UBS Group AG | 64,514 | $433.5K | 0.00% | −13,973−17.8% | Reduced |
| Jane Street Group, LLC | 63,187 | $424.6K | 0.00% | −8,386−11.7% | Reduced |
| Voya Investment Management LLC | 61,831 | $415.5K | 0.00% | +952+1.6% | Added |
| Citadel Advisors LLC | 60,524 | $406.7K | 0.00% | −340,204−84.9% | Reduced |
| Trexquant Investment LP | 59,870 | $402.3K | 0.01% | +59,870 | New |
| New York State Common Retirement Fund | 53,436 | $359.1K | 0.00% | +231+0.4% | Added |
| D. E. Shaw & Co., Inc. | 47,450 | $318.9K | 0.00% | −118,731−71.4% | Reduced |
| Barclays PLC | 43,991 | $295.6K | 0.00% | −7,264−14.2% | Reduced |
| State Board of Administration of Florida Retirement System | 43,900 | $295.0K | 0.00% | +360+0.8% | Added |
| Susquehanna International Group, LLP | 42,430 | $285.1K | 0.00% | −7,676−15.3% | Reduced |
| Janus Henderson Group PLC | 41,893 | $281.1K | 0.00% | +240+0.6% | Added |
| Versor Investments LP | 41,000 | $275.5K | 0.06% | +6,200+17.8% | Added |
| State of Wyoming | 40,931 | $275.1K | 0.06% | −786−1.9% | Reduced |
| Ceera Investments, LLC | 39,440 | $265.0K | 0.14% | +39,440 | New |
| Verition Fund Management LLC | 36,201 | $243.3K | 0.00% | +36,201 | New |
| Price T Rowe Associates Inc | 34,420 | $232.0K | 0.00% | +3,352+10.8% | Added |
| Vident Advisory, LLC | 28,338 | $190.4K | 0.01% | +28,338 | New |
| Arizona State Retirement System | 26,794 | $180.1K | 0.00% | −5,462−16.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,777 | $166.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 24,696 | $166.0K | 0.00% | −24−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 23,900 | $160.6K | 0.03% | +4,250+21.6% | Added |
| Amalgamated Bank | 22,344 | $150.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 20,744 | $139.0K | 0.01% | +20,744 | New |
| Centiva Capital, LP | 20,278 | $136.3K | 0.01% | +20,278 | New |
| Royal Bank of Canada | 20,318 | $136.0K | 0.00% | +10,789+113.2% | Added |
| Counterpoint Mutual Funds LLC | 18,743 | $126.0K | 0.10% | +18,743 | New |
| Unique Wealth, LLC | 18,368 | $123.4K | 0.05% | +18,368 | New |
| Pictet Asset Management Holding SA | 18,220 | $122.4K | 0.00% | +18,220 | New |
| AQR Capital Management LLC | 17,925 | $120.5K | 0.00% | +86+0.5% | Added |
| Principal Financial Group Inc | 16,184 | $108.8K | 0.00% | −1,921−10.6% | Reduced |
| Mackenzie Financial Corp | 16,694 | $107.8K | 0.00% | +16,694 | New |
| Ameritas Investment Partners, Inc. | 15,239 | $102.4K | 0.00% | +2,573+20.3% | Added |
| Harbor Capital Advisors, Inc. | 15,221 | $102.3K | 0.02% | −6,474−29.8% | Reduced |
| Victory Capital Management Inc | 12,632 | $84.9K | 0.00% | +776+6.5% | Added |
| State of Wisconsin Investment Board | 11,613 | $78.0K | 0.00% | +11,613 | New |
| Schonfeld Strategic Advisors LLC | 10,500 | $70.6K | 0.00% | −24,900−70.3% | Reduced |
| Quantbot Technologies LP | 10,470 | $70.4K | 0.00% | −29,528−73.8% | Reduced |
| Prudential Financial Inc | 10,315 | $69.3K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 10,085 | $67.8K | 0.01% | +10,085 | New |
| Allspring Global Investments Holdings, LLC | 9,468 | $63.6K | 0.00% | −10,538−52.7% | Reduced |
| Metropolitan Life Insurance Co | 9,017 | $60.6K | 0.00% | +535+6.3% | Added |
| Nisa Investment Advisors, LLC | 5,428 | $36.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,298 | $35.6K | 0.00% | −13,291−71.5% | Reduced |
| Advisor Group Holdings, Inc. | 2,350 | $15.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,035 | $13.7K | 0.00% | −134−6.2% | Reduced |
| FMR LLC | 1,500 | $10.1K | 0.00% | +317+26.8% | Added |
| Parallel Advisors, LLC | 1,099 | $7.38K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $6.72K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 742 | $4.99K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 446 | $3.00K | 0.00% | +446 | New |
| Washington Trust Advisors, Inc. | 284 | $1.91K | 0.00% | −255−47.3% | Reduced |
| Citigroup Inc | 261 | $1.75K | 0.00% | −48,325−99.5% | Reduced |