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 |
|---|---|---|---|---|---|
| CWM, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 42 | $0 | 0.00% | −11−20.8% | Reduced |
| Quest Partners LLC | 1 | $8 | 0.00% | +1 | New |
| GAMMA Investing LLC | 18 | $139 | 0.00% | +18 | New |
| Principal Securities, Inc. | 22 | $181 | 0.00% | +22 | New |
| Farther Finance Advisors, LLC | 30 | $246 | 0.00% | +30 | New |
| Federation des caisses Desjardins du Quebec | 49 | $402 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 50 | $411 | 0.00% | +12+31.6% | Added |
| Cutler Group LP | 300 | $2.00K | 0.00% | +34+12.8% | Added |
| Washington Trust Advisors, Inc. | 284 | $2.33K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 394 | $3.23K | 0.00% | +394 | New |
| Comerica Bank | 446 | $3.66K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 645 | $5.29K | 0.00% | +645 | New |
| Lindbrook Capital, LLC | 742 | $6.09K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $8.21K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 1,323 | $10.9K | 0.01% | +1,323 | New |
| Advisory Services Network, LLC | 1,920 | $15.8K | 0.00% | +1,920 | New |
| Nisa Investment Advisors, LLC | 2,258 | $18.5K | 0.00% | −3,170−58.4% | Reduced |
| FMR LLC | 2,612 | $21.4K | 0.00% | +1,112+74.1% | Added |
| Advisor Group Holdings, Inc. | 2,762 | $22.7K | 0.00% | +412+17.5% | Added |
| Parallel Advisors, LLC | 2,773 | $22.8K | 0.00% | +1,674+152.3% | Added |
| Quadrant Capital Group LLC | 3,097 | $25.4K | 0.00% | +1,062+52.2% | Added |
| Harvest Fund Management Co., Ltd | 5,698 | $42.0K | 0.01% | +5,698 | New |
| State of Wyoming | 5,599 | $46.0K | 0.01% | −35,332−86.3% | Reduced |
| Belvedere Trading LLC | 6,531 | $53.6K | 0.00% | +6,531 | New |
| Point72 Asset Management, L.P. | 7,200 | $59.1K | 0.00% | +7,200 | New |
| Metropolitan Life Insurance Co | 9,017 | $74.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,252 | $84.0K | 0.01% | +10,252 | New |
| Prudential Financial Inc | 10,315 | $84.7K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,551 | $86.6K | 0.00% | −1,062−9.1% | Reduced |
| Creative Planning | 11,035 | $90.6K | 0.00% | +11,035 | New |
| SG Americas Securities, LLC | 11,602 | $95.0K | 0.00% | +11,602 | New |
| Citadel Advisors LLC | 12,065 | $99.1K | 0.00% | −48,459−80.1% | Reduced |
| Pictet Asset Management Holding SA | 12,152 | $99.8K | 0.00% | −6,068−33.3% | Reduced |
| Victory Capital Management Inc | 13,091 | $107.5K | 0.00% | +459+3.6% | Added |
| Arete Wealth Advisors, LLC | 13,900 | $114.1K | 0.01% | −10,000−41.8% | Reduced |
| Voloridge Investment Management, LLC | 14,204 | $116.6K | 0.00% | +14,204 | New |
| Ameritas Investment Partners, Inc. | 15,239 | $125.1K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 17,159 | $140.9K | 0.00% | +975+6.0% | Added |
| Quadrature Capital Ltd | 17,992 | $147.7K | 0.00% | +17,992 | New |
| Centiva Capital, LP | 18,119 | $148.8K | 0.01% | −2,159−10.6% | Reduced |
| Unique Wealth, LLC | 18,368 | $150.8K | 0.05% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 19,245 | $158.0K | 0.02% | +19,245 | New |
| Citigroup Inc | 21,027 | $172.6K | 0.00% | +20,766+7,956.3% | Added |
| Amalgamated Bank | 21,613 | $177.0K | 0.00% | −731−3.3% | Reduced |
| Harbor Capital Advisors, Inc. | 25,211 | $207.0K | 0.04% | +9,990+65.6% | Added |
| Vident Advisory, LLC | 25,863 | $212.3K | 0.01% | −2,475−8.7% | Reduced |
| Moran Wealth Management, LLC | 25,922 | $212.8K | 0.01% | +25,922 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,782 | $236.3K | 0.00% | +4,005+16.2% | Added |
| Aigen Investment Management, LP | 29,971 | $246.1K | 0.04% | +19,886+197.2% | Added |
| Tower Research Capital LLC (TRC) | 30,049 | $246.7K | 0.00% | +24,751+467.2% | Added |
| ProShare Advisors LLC | 30,108 | $247.2K | 0.00% | +5,412+21.9% | Added |
| Arizona State Retirement System | 31,097 | $255.3K | 0.00% | +4,303+16.1% | Added |
| AQR Capital Management LLC | 36,956 | $303.4K | 0.00% | +19,031+106.2% | Added |
| Price T Rowe Associates Inc | 37,148 | $305.0K | 0.00% | +2,728+7.9% | Added |
| Quantbot Technologies LP | 38,804 | $318.6K | 0.02% | +28,334+270.6% | Added |
| Ceera Investments, LLC | 39,440 | $323.8K | 0.15% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 41,770 | $343.1K | 0.00% | −123−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 43,900 | $360.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 47,537 | $390.0K | 0.01% | +47,537 | New |
| Royal Bank of Canada | 48,842 | $400.0K | 0.00% | +28,524+140.4% | Added |
| Trexquant Investment LP | 50,669 | $416.0K | 0.01% | −9,201−15.4% | Reduced |
| SEI Investments Co | 52,257 | $429.0K | 0.00% | +52,257 | New |
| New York State Common Retirement Fund | 59,744 | $490.5K | 0.00% | +6,308+11.8% | Added |
| Voya Investment Management LLC | 62,363 | $512.0K | 0.00% | +532+0.9% | Added |
| Two Sigma Investments, LP | 63,692 | $522.9K | 0.00% | −13,479−17.5% | Reduced |
| D. E. Shaw & Co., Inc. | 65,883 | $540.9K | 0.00% | +18,433+38.8% | Added |
| Manufacturers Life Insurance Company, The | 69,692 | $572.2K | 0.00% | −3,727−5.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 71,041 | $583.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 73,851 | $606.3K | 0.00% | −2,698−3.5% | Reduced |
| Deutsche Bank AG | 74,449 | $611.2K | 0.00% | −1,705−2.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 79,100 | $649.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 81,854 | $672.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 88,400 | $725.0K | 0.00% | +3,300+3.9% | Added |
| Jump Financial, LLC | 92,309 | $757.9K | 0.02% | −3,691−3.8% | Reduced |
| Wells Fargo & Company | 94,124 | $772.8K | 0.00% | +8,567+10.0% | Added |
| Legal & General Group Plc | 99,253 | $814.9K | 0.00% | −1,068−1.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 101,000 | $829.0K | 0.01% | −14,000−12.2% | Reduced |
| Occudo Quantitative Strategies LP | 105,481 | $866.0K | 0.12% | +34,676+49.0% | Added |
| Susquehanna International Group, LLP | 117,843 | $967.5K | 0.00% | +75,413+177.7% | Added |
| Credit Suisse AG | 122,003 | $1.00M | 0.00% | +12,485+11.4% | Added |
| California State Teachers Retirement System | 123,462 | $1.01M | 0.00% | +6,414+5.5% | Added |
| Jane Street Group, LLC | 129,549 | $1.06M | 0.00% | +66,362+105.0% | Added |
| Invesco Ltd. | 130,428 | $1.07M | 0.00% | +49,295+60.8% | Added |
| CenterBook Partners LP | 133,607 | $1.10M | 0.13% | +133,607 | New |
| Calamos Advisors LLC | 153,442 | $1.26M | 0.01% | +153,442 | New |
| Alliancebernstein L.P. | 168,594 | $1.38M | 0.00% | +10,664+6.8% | Added |
| UBS Group AG | 168,599 | $1.38M | 0.00% | +104,085+161.3% | Added |
| UBS Asset Management Americas Inc | 173,623 | $1.43M | 0.00% | +42,979+32.9% | Added |
| Ingalls & Snyder LLC | 176,340 | $1.45M | 0.07% | −330.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 180,076 | $1.48M | 0.01% | +49,682+38.1% | Added |
| Rhumbline Advisers | 201,085 | $1.65M | 0.00% | −1,755−0.9% | Reduced |
| Swiss National Bank | 219,200 | $1.80M | 0.00% | +12,300+5.9% | Added |
| Numerai GP LLC | 220,021 | $1.81M | 0.64% | +136,869+164.6% | Added |
| Bank of America Corp | 220,342 | $1.81M | 0.00% | +33,184+17.7% | Added |
| Barclays PLC | 226,038 | $1.86M | 0.00% | +182,047+413.8% | Added |
| Cubist Systematic Strategies, LLC | 238,483 | $1.96M | 0.02% | +238,483 | New |
| Oberweis Asset Management Inc | 241,100 | $1.98M | 0.18% | −183,900−43.3% | Reduced |
| Millennium Management LLC | 266,453 | $2.19M | 0.00% | +266,453 | New |
| Arrowstreet Capital, Limited Partnership | 273,562 | $2.25M | 0.00% | +273,562 | New |