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 6 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 |
|---|---|---|---|---|---|
| Belvedere Trading LLC | 6,531 | $53.6K | 0.00% | +6,531 | New |
| State of Wyoming | 5,599 | $46.0K | 0.01% | −35,332−86.3% | Reduced |
| Harvest Fund Management Co., Ltd | 5,698 | $42.0K | 0.01% | +5,698 | New |
| Quadrant Capital Group LLC | 3,097 | $25.4K | 0.00% | +1,062+52.2% | Added |
| Parallel Advisors, LLC | 2,773 | $22.8K | 0.00% | +1,674+152.3% | Added |
| Advisor Group Holdings, Inc. | 2,762 | $22.7K | 0.00% | +412+17.5% | Added |
| FMR LLC | 2,612 | $21.4K | 0.00% | +1,112+74.1% | Added |
| Nisa Investment Advisors, LLC | 2,258 | $18.5K | 0.00% | −3,170−58.4% | Reduced |
| Advisory Services Network, LLC | 1,920 | $15.8K | 0.00% | +1,920 | New |
| AJOVista, LLC | 1,323 | $10.9K | 0.01% | +1,323 | New |
| US Bancorp | 1,000 | $8.21K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 742 | $6.09K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 645 | $5.29K | 0.00% | +645 | New |
| Comerica Bank | 446 | $3.66K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 394 | $3.23K | 0.00% | +394 | New |
| Washington Trust Advisors, Inc. | 284 | $2.33K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 300 | $2.00K | 0.00% | +34+12.8% | Added |
| The PNC Financial Services Group, Inc. | 50 | $411 | 0.00% | +12+31.6% | Added |
| Federation des caisses Desjardins du Quebec | 49 | $402 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $246 | 0.00% | +30 | New |
| Principal Securities, Inc. | 22 | $181 | 0.00% | +22 | New |
| GAMMA Investing LLC | 18 | $139 | 0.00% | +18 | New |
| Quest Partners LLC | 1 | $8 | 0.00% | +1 | New |
| CWM, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 42 | $0 | 0.00% | −11−20.8% | Reduced |
| 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 |