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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 278,405 | $2.29M | 0.00% | −23,932−7.9% | Reduced |
| Goldman Sachs Group Inc | 309,562 | $2.54M | 0.00% | −24,271−7.3% | Reduced |
| EAM Investors, LLC | 361,874 | $2.97M | 0.53% | +225,972+166.3% | Added |
| Nuveen Asset Management, LLC | 380,593 | $3.12M | 0.00% | +3,376+0.9% | Added |
| Herald Investment Management Ltd | 425,000 | $3.49M | 0.67% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 437,302 | $3.59M | 0.01% | +437,302 | New |
| First Trust Advisors LP | 605,315 | $4.97M | 0.01% | +605,315 | New |
| EDBI Pte Ltd | 700,000 | $5.75M | 5.69% | 00.0% | Unchanged |
| Morgan Stanley | 727,536 | $5.97M | 0.00% | +486,697+202.1% | Added |
| Charles Schwab Investment Management Inc | 855,203 | $7.02M | 0.00% | −13,603−1.6% | Reduced |
| Renaissance Technologies LLC | 868,400 | $7.13M | 0.01% | +176,600+25.5% | Added |
| Federated Hermes, Inc. | 878,765 | $7.21M | 0.02% | +18,881+2.2% | Added |
| Franklin Resources Inc | 1,235,569 | $10.1M | 0.00% | −326,212−20.9% | Reduced |
| Northern Trust Corp | 1,261,703 | $10.4M | 0.00% | −51,419−3.9% | Reduced |
| Dimensional Fund Advisors LP | 1,366,925 | $11.2M | 0.00% | +405,198+42.1% | Added |
| JPMorgan Chase & Co | 1,473,169 | $12.1M | 0.00% | +21,092+1.5% | Added |
| EVR Research LP | 1,600,000 | $13.1M | 2.95% | −1,400,000−46.7% | Reduced |
| Bank of New York Mellon Corp | 1,824,697 | $15.0M | 0.00% | −10,705−0.6% | Reduced |
| Geode Capital Management, LLC | 2,753,140 | $22.6M | 0.00% | +65,915+2.5% | Added |
| State Street Corp | 3,154,801 | $25.9M | 0.00% | +87,629+2.9% | Added |
| Monarch Alternative Capital LP | 4,626,000 | $38.0M | 51.91% | −119,000−2.5% | Reduced |
| Sixth Street Partners Management Company, L.P. | 7,333,992 | $62.9M | 6.14% | 00.0% | Unchanged |
| BlackRock Inc. | 11,041,268 | $90.6M | 0.00% | +696,983+6.7% | Added |
| Vanguard Group Inc | 14,517,907 | $119.2M | 0.00% | +89,564+0.6% | Added |
| Anchor IV Pte. Ltd. | 16,666,600 | $136.8M | 100.00% | 00.0% | Unchanged |
| Versor Investments LP | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −36,201−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,744−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −18,743−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −16,694−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −9,468−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |