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, Q4 2023
Institutional positions in AvePoint, Inc. as of Dec 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
- 125
- +19 vs. Q3 2023
- Shares held
- 81.8M
- +3.18M (+4.0%) vs. Q3 2023
- Total value
- $674.6M
- +$144.5M (+27.3%) vs. Q3 2023
- New holders
- 27
- 49 more added
- Sold out
- 8
- 30 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Anchor IV Pte. Ltd. | 16,666,600 | $136.8M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 14,517,907 | $119.2M | 0.00% | +89,564+0.6% | Added |
| BlackRock Inc. | 11,041,268 | $90.6M | 0.00% | +696,983+6.7% | Added |
| Sixth Street Partners Management Company, L.P. | 7,333,992 | $62.9M | 6.14% | 00.0% | Unchanged |
| Monarch Alternative Capital LP | 4,626,000 | $38.0M | 51.91% | −119,000−2.5% | Reduced |
| State Street Corp | 3,154,801 | $25.9M | 0.00% | +87,629+2.9% | Added |
| Geode Capital Management, LLC | 2,753,140 | $22.6M | 0.00% | +65,915+2.5% | Added |
| Bank of New York Mellon Corp | 1,824,697 | $15.0M | 0.00% | −10,705−0.6% | Reduced |
| EVR Research LP | 1,600,000 | $13.1M | 2.95% | −1,400,000−46.7% | Reduced |
| JPMorgan Chase & Co | 1,473,169 | $12.1M | 0.00% | +21,092+1.5% | Added |
| Dimensional Fund Advisors LP | 1,366,925 | $11.2M | 0.00% | +405,198+42.1% | Added |
| Northern Trust Corp | 1,261,703 | $10.4M | 0.00% | −51,419−3.9% | Reduced |
| Franklin Resources Inc | 1,235,569 | $10.1M | 0.00% | −326,212−20.9% | Reduced |
| Federated Hermes, Inc. | 878,765 | $7.21M | 0.02% | +18,881+2.2% | Added |
| Renaissance Technologies LLC | 868,400 | $7.13M | 0.01% | +176,600+25.5% | Added |
| Charles Schwab Investment Management Inc | 855,203 | $7.02M | 0.00% | −13,603−1.6% | Reduced |
| Morgan Stanley | 727,536 | $5.97M | 0.00% | +486,697+202.1% | Added |
| EDBI Pte Ltd | 700,000 | $5.75M | 5.69% | 00.0% | Unchanged |
| First Trust Advisors LP | 605,315 | $4.97M | 0.01% | +605,315 | New |
| Russell Investments Group, Ltd. | 437,302 | $3.59M | 0.01% | +437,302 | New |
| Herald Investment Management Ltd | 425,000 | $3.49M | 0.67% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 380,593 | $3.12M | 0.00% | +3,376+0.9% | Added |
| EAM Investors, LLC | 361,874 | $2.97M | 0.53% | +225,972+166.3% | Added |
| Goldman Sachs Group Inc | 309,562 | $2.54M | 0.00% | −24,271−7.3% | Reduced |
| HighTower Advisors, LLC | 278,405 | $2.29M | 0.00% | −23,932−7.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 273,562 | $2.25M | 0.00% | +273,562 | New |
| Millennium Management LLC | 266,453 | $2.19M | 0.00% | +266,453 | New |
| Oberweis Asset Management Inc | 241,100 | $1.98M | 0.18% | −183,900−43.3% | Reduced |
| Cubist Systematic Strategies, LLC | 238,483 | $1.96M | 0.02% | +238,483 | New |
| Barclays PLC | 226,038 | $1.86M | 0.00% | +182,047+413.8% | Added |
| Bank of America Corp | 220,342 | $1.81M | 0.00% | +33,184+17.7% | Added |
| Numerai GP LLC | 220,021 | $1.81M | 0.64% | +136,869+164.6% | Added |
| Swiss National Bank | 219,200 | $1.80M | 0.00% | +12,300+5.9% | Added |
| Rhumbline Advisers | 201,085 | $1.65M | 0.00% | −1,755−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 180,076 | $1.48M | 0.01% | +49,682+38.1% | Added |
| Ingalls & Snyder LLC | 176,340 | $1.45M | 0.07% | −330.0% | Reduced |
| UBS Asset Management Americas Inc | 173,623 | $1.43M | 0.00% | +42,979+32.9% | Added |
| UBS Group AG | 168,599 | $1.38M | 0.00% | +104,085+161.3% | Added |
| Alliancebernstein L.P. | 168,594 | $1.38M | 0.00% | +10,664+6.8% | Added |
| Calamos Advisors LLC | 153,442 | $1.26M | 0.01% | +153,442 | New |
| CenterBook Partners LP | 133,607 | $1.10M | 0.13% | +133,607 | New |
| Invesco Ltd. | 130,428 | $1.07M | 0.00% | +49,295+60.8% | Added |
| Jane Street Group, LLC | 129,549 | $1.06M | 0.00% | +66,362+105.0% | Added |
| California State Teachers Retirement System | 123,462 | $1.01M | 0.00% | +6,414+5.5% | Added |
| Credit Suisse AG | 122,003 | $1.00M | 0.00% | +12,485+11.4% | Added |
| Susquehanna International Group, LLP | 117,843 | $967.5K | 0.00% | +75,413+177.7% | Added |
| Occudo Quantitative Strategies LP | 105,481 | $866.0K | 0.12% | +34,676+49.0% | Added |
| Thompson Siegel & Walmsley LLC | 101,000 | $829.0K | 0.01% | −14,000−12.2% | Reduced |
| Legal & General Group Plc | 99,253 | $814.9K | 0.00% | −1,068−1.1% | Reduced |
| Wells Fargo & Company | 94,124 | $772.8K | 0.00% | +8,567+10.0% | Added |
| Jump Financial, LLC | 92,309 | $757.9K | 0.02% | −3,691−3.8% | Reduced |
| STRS Ohio | 88,400 | $725.0K | 0.00% | +3,300+3.9% | Added |
| MetLife Investment Management | 81,854 | $672.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 79,100 | $649.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 74,449 | $611.2K | 0.00% | −1,705−2.2% | Reduced |
| American International Group, Inc. | 73,851 | $606.3K | 0.00% | −2,698−3.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 71,041 | $583.2K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 69,692 | $572.2K | 0.00% | −3,727−5.1% | Reduced |
| D. E. Shaw & Co., Inc. | 65,883 | $540.9K | 0.00% | +18,433+38.8% | Added |
| Two Sigma Investments, LP | 63,692 | $522.9K | 0.00% | −13,479−17.5% | Reduced |
| Voya Investment Management LLC | 62,363 | $512.0K | 0.00% | +532+0.9% | Added |
| New York State Common Retirement Fund | 59,744 | $490.5K | 0.00% | +6,308+11.8% | Added |
| SEI Investments Co | 52,257 | $429.0K | 0.00% | +52,257 | New |
| Trexquant Investment LP | 50,669 | $416.0K | 0.01% | −9,201−15.4% | Reduced |
| Royal Bank of Canada | 48,842 | $400.0K | 0.00% | +28,524+140.4% | Added |
| Simplex Trading, LLC | 47,537 | $390.0K | 0.01% | +47,537 | New |
| State Board of Administration of Florida Retirement System | 43,900 | $360.4K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 41,770 | $343.1K | 0.00% | −123−0.3% | Reduced |
| Ceera Investments, LLC | 39,440 | $323.8K | 0.15% | 00.0% | Unchanged |
| Quantbot Technologies LP | 38,804 | $318.6K | 0.02% | +28,334+270.6% | Added |
| Price T Rowe Associates Inc | 37,148 | $305.0K | 0.00% | +2,728+7.9% | Added |
| AQR Capital Management LLC | 36,956 | $303.4K | 0.00% | +19,031+106.2% | Added |
| Arizona State Retirement System | 31,097 | $255.3K | 0.00% | +4,303+16.1% | Added |
| ProShare Advisors LLC | 30,108 | $247.2K | 0.00% | +5,412+21.9% | Added |
| Tower Research Capital LLC (TRC) | 30,049 | $246.7K | 0.00% | +24,751+467.2% | Added |
| Aigen Investment Management, LP | 29,971 | $246.1K | 0.04% | +19,886+197.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,782 | $236.3K | 0.00% | +4,005+16.2% | Added |
| Moran Wealth Management, LLC | 25,922 | $212.8K | 0.01% | +25,922 | New |
| Vident Advisory, LLC | 25,863 | $212.3K | 0.01% | −2,475−8.7% | Reduced |
| Harbor Capital Advisors, Inc. | 25,211 | $207.0K | 0.04% | +9,990+65.6% | Added |
| Amalgamated Bank | 21,613 | $177.0K | 0.00% | −731−3.3% | Reduced |
| Citigroup Inc | 21,027 | $172.6K | 0.00% | +20,766+7,956.3% | Added |
| Dynamic Technology Lab Private Ltd | 19,245 | $158.0K | 0.02% | +19,245 | New |
| Unique Wealth, LLC | 18,368 | $150.8K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 18,119 | $148.8K | 0.01% | −2,159−10.6% | Reduced |
| Quadrature Capital Ltd | 17,992 | $147.7K | 0.00% | +17,992 | New |
| Principal Financial Group Inc | 17,159 | $140.9K | 0.00% | +975+6.0% | Added |
| Ameritas Investment Partners, Inc. | 15,239 | $125.1K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 14,204 | $116.6K | 0.00% | +14,204 | New |
| Arete Wealth Advisors, LLC | 13,900 | $114.1K | 0.01% | −10,000−41.8% | Reduced |
| Victory Capital Management Inc | 13,091 | $107.5K | 0.00% | +459+3.6% | Added |
| Pictet Asset Management Holding SA | 12,152 | $99.8K | 0.00% | −6,068−33.3% | Reduced |
| Citadel Advisors LLC | 12,065 | $99.1K | 0.00% | −48,459−80.1% | Reduced |
| SG Americas Securities, LLC | 11,602 | $95.0K | 0.00% | +11,602 | New |
| Creative Planning | 11,035 | $90.6K | 0.00% | +11,035 | New |
| State of Wisconsin Investment Board | 10,551 | $86.6K | 0.00% | −1,062−9.1% | Reduced |
| Prudential Financial Inc | 10,315 | $84.7K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,252 | $84.0K | 0.01% | +10,252 | New |
| Metropolitan Life Insurance Co | 9,017 | $74.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 7,200 | $59.1K | 0.00% | +7,200 | New |