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 |
|---|---|---|---|---|---|
| Covestor Ltd | 53 | $0 | 0.00% | +6+12.8% | Added |
| CWM, LLC | 20 | $0 | 0.00% | +20 | New |
| The PNC Financial Services Group, Inc. | 38 | $255 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 49 | $329 | 0.00% | +49 | New |
| Cutler Group LP | 266 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $1.34K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 261 | $1.75K | 0.00% | −48,325−99.5% | Reduced |
| Washington Trust Advisors, Inc. | 284 | $1.91K | 0.00% | −255−47.3% | Reduced |
| Comerica Bank | 446 | $3.00K | 0.00% | +446 | New |
| Lindbrook Capital, LLC | 742 | $4.99K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $6.72K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,099 | $7.38K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,500 | $10.1K | 0.00% | +317+26.8% | Added |
| Quadrant Capital Group LLC | 2,035 | $13.7K | 0.00% | −134−6.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,350 | $15.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,298 | $35.6K | 0.00% | −13,291−71.5% | Reduced |
| Nisa Investment Advisors, LLC | 5,428 | $36.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,017 | $60.6K | 0.00% | +535+6.3% | Added |
| Allspring Global Investments Holdings, LLC | 9,468 | $63.6K | 0.00% | −10,538−52.7% | Reduced |
| Aigen Investment Management, LP | 10,085 | $67.8K | 0.01% | +10,085 | New |
| Prudential Financial Inc | 10,315 | $69.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,470 | $70.4K | 0.00% | −29,528−73.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,500 | $70.6K | 0.00% | −24,900−70.3% | Reduced |
| State of Wisconsin Investment Board | 11,613 | $78.0K | 0.00% | +11,613 | New |
| Victory Capital Management Inc | 12,632 | $84.9K | 0.00% | +776+6.5% | Added |
| Harbor Capital Advisors, Inc. | 15,221 | $102.3K | 0.02% | −6,474−29.8% | Reduced |
| Ameritas Investment Partners, Inc. | 15,239 | $102.4K | 0.00% | +2,573+20.3% | Added |
| Mackenzie Financial Corp | 16,694 | $107.8K | 0.00% | +16,694 | New |
| Principal Financial Group Inc | 16,184 | $108.8K | 0.00% | −1,921−10.6% | Reduced |
| AQR Capital Management LLC | 17,925 | $120.5K | 0.00% | +86+0.5% | Added |
| Pictet Asset Management Holding SA | 18,220 | $122.4K | 0.00% | +18,220 | New |
| Unique Wealth, LLC | 18,368 | $123.4K | 0.05% | +18,368 | New |
| Counterpoint Mutual Funds LLC | 18,743 | $126.0K | 0.10% | +18,743 | New |
| Royal Bank of Canada | 20,318 | $136.0K | 0.00% | +10,789+113.2% | Added |
| Centiva Capital, LP | 20,278 | $136.3K | 0.01% | +20,278 | New |
| Gsa Capital Partners LLP | 20,744 | $139.0K | 0.01% | +20,744 | New |
| Amalgamated Bank | 22,344 | $150.0K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 23,900 | $160.6K | 0.03% | +4,250+21.6% | Added |
| ProShare Advisors LLC | 24,696 | $166.0K | 0.00% | −24−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,777 | $166.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 26,794 | $180.1K | 0.00% | −5,462−16.9% | Reduced |
| Vident Advisory, LLC | 28,338 | $190.4K | 0.01% | +28,338 | New |
| Price T Rowe Associates Inc | 34,420 | $232.0K | 0.00% | +3,352+10.8% | Added |
| Verition Fund Management LLC | 36,201 | $243.3K | 0.00% | +36,201 | New |
| Ceera Investments, LLC | 39,440 | $265.0K | 0.14% | +39,440 | New |
| State of Wyoming | 40,931 | $275.1K | 0.06% | −786−1.9% | Reduced |
| Versor Investments LP | 41,000 | $275.5K | 0.06% | +6,200+17.8% | Added |
| Janus Henderson Group PLC | 41,893 | $281.1K | 0.00% | +240+0.6% | Added |
| Susquehanna International Group, LLP | 42,430 | $285.1K | 0.00% | −7,676−15.3% | Reduced |
| State Board of Administration of Florida Retirement System | 43,900 | $295.0K | 0.00% | +360+0.8% | Added |
| Barclays PLC | 43,991 | $295.6K | 0.00% | −7,264−14.2% | Reduced |
| D. E. Shaw & Co., Inc. | 47,450 | $318.9K | 0.00% | −118,731−71.4% | Reduced |
| New York State Common Retirement Fund | 53,436 | $359.1K | 0.00% | +231+0.4% | Added |
| Trexquant Investment LP | 59,870 | $402.3K | 0.01% | +59,870 | New |
| Citadel Advisors LLC | 60,524 | $406.7K | 0.00% | −340,204−84.9% | Reduced |
| Voya Investment Management LLC | 61,831 | $415.5K | 0.00% | +952+1.6% | Added |
| Jane Street Group, LLC | 63,187 | $424.6K | 0.00% | −8,386−11.7% | Reduced |
| UBS Group AG | 64,514 | $433.5K | 0.00% | −13,973−17.8% | Reduced |
| Occudo Quantitative Strategies LP | 70,805 | $475.8K | 0.06% | −102,696−59.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 71,041 | $477.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 73,419 | $493.4K | 0.00% | +13,458+22.4% | Added |
| Deutsche Bank AG | 76,154 | $511.8K | 0.00% | +9,893+14.9% | Added |
| American International Group, Inc. | 76,549 | $514.4K | 0.00% | +2,722+3.7% | Added |
| Two Sigma Investments, LP | 77,171 | $518.6K | 0.00% | −39,945−34.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 79,100 | $532.0K | 0.00% | +79,100 | New |
| Invesco Ltd. | 81,133 | $545.2K | 0.00% | +3,182+4.1% | Added |
| MetLife Investment Management | 81,854 | $550.1K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 83,152 | $558.8K | 0.19% | +83,152 | New |
| STRS Ohio | 85,100 | $571.0K | 0.00% | +28,900+51.4% | Added |
| Wells Fargo & Company | 85,557 | $574.9K | 0.00% | +14,752+20.8% | Added |
| Jump Financial, LLC | 96,000 | $645.1K | 0.02% | +96,000 | New |
| Legal & General Group Plc | 100,321 | $674.2K | 0.00% | +3,985+4.1% | Added |
| Credit Suisse AG | 109,518 | $736.0K | 0.00% | −3,245−2.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 115,000 | $773.0K | 0.01% | −25,000−17.9% | Reduced |
| California State Teachers Retirement System | 117,048 | $786.6K | 0.00% | −35,006−23.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 130,394 | $876.2K | 0.00% | +76,857+143.6% | Added |
| UBS Asset Management Americas Inc | 130,644 | $877.9K | 0.00% | +55,180+73.1% | Added |
| EAM Investors, LLC | 135,902 | $913.3K | 0.18% | −25,632−15.9% | Reduced |
| Alliancebernstein L.P. | 157,930 | $1.06M | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 176,373 | $1.19M | 0.06% | +32,146+22.3% | Added |
| Bank of America Corp | 187,158 | $1.26M | 0.00% | +65,688+54.1% | Added |
| Rhumbline Advisers | 202,840 | $1.36M | 0.00% | +1,561+0.8% | Added |
| Swiss National Bank | 206,900 | $1.39M | 0.00% | −43,200−17.3% | Reduced |
| Morgan Stanley | 240,839 | $1.62M | 0.00% | −146,439−37.8% | Reduced |
| HighTower Advisors, LLC | 302,337 | $2.03M | 0.00% | −14,300−4.5% | Reduced |
| Goldman Sachs Group Inc | 333,833 | $2.24M | 0.00% | −831,399−71.4% | Reduced |
| Nuveen Asset Management, LLC | 377,217 | $2.53M | 0.00% | −3,651−1.0% | Reduced |
| Herald Investment Management Ltd | 425,000 | $2.85M | 0.61% | +71,993+20.4% | Added |
| Oberweis Asset Management Inc | 425,000 | $2.86M | 0.30% | +425,000 | New |
| Renaissance Technologies LLC | 691,800 | $4.65M | 0.01% | +39,200+6.0% | Added |
| EDBI Pte Ltd | 700,000 | $4.70M | 5.09% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 859,884 | $5.78M | 0.02% | +41,580+5.1% | Added |
| Charles Schwab Investment Management Inc | 868,806 | $5.84M | 0.00% | +52,750+6.5% | Added |
| Dimensional Fund Advisors LP | 961,727 | $6.46M | 0.00% | +702,141+270.5% | Added |
| Northern Trust Corp | 1,313,122 | $8.82M | 0.00% | +9,432+0.7% | Added |
| JPMorgan Chase & Co | 1,452,077 | $9.76M | 0.00% | −98,211−6.3% | Reduced |
| Franklin Resources Inc | 1,561,781 | $10.5M | 0.01% | −507,707−24.5% | Reduced |
| Bank of New York Mellon Corp | 1,835,402 | $12.3M | 0.00% | +1,345,267+274.5% | Added |
| Geode Capital Management, LLC | 2,687,225 | $18.1M | 0.00% | +135,530+5.3% | Added |
| EVR Research LP | 3,000,000 | $20.2M | 5.34% | −1,200,000−28.6% | Reduced |