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, Q1 2024
Institutional positions in AvePoint, Inc. as of Mar 31, 2024. 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
- 139
- +14 vs. Q4 2023
- Shares held
- 81.9M
- +48.8K (+0.1%) vs. Q4 2023
- Total value
- $648.3M
- −$26.3M (−3.9%) vs. Q4 2023
- New holders
- 31
- 42 more added
- Sold out
- 17
- 48 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Anchor IV Pte. Ltd. | 16,666,600 | $132.0M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 15,050,278 | $119.2M | 0.00% | +532,371+3.7% | Added |
| BlackRock Inc. | 10,918,656 | $86.5M | 0.00% | −122,612−1.1% | Reduced |
| Sixth Street Partners Management Company, L.P. | 6,156,842 | $48.8M | 5.59% | −1,177,150−16.1% | Reduced |
| Monarch Alternative Capital LP | 3,655,597 | $29.0M | 12.88% | −970,403−21.0% | Reduced |
| State Street Corp | 3,247,617 | $25.7M | 0.00% | +92,816+2.9% | Added |
| Geode Capital Management, LLC | 2,820,404 | $22.3M | 0.00% | +67,264+2.4% | Added |
| Bank of New York Mellon Corp | 1,758,667 | $13.9M | 0.00% | −66,030−3.6% | Reduced |
| Dimensional Fund Advisors LP | 1,704,924 | $13.5M | 0.00% | +337,999+24.7% | Added |
| JPMorgan Chase & Co | 1,520,100 | $12.0M | 0.00% | +46,931+3.2% | Added |
| EVR Research LP | 1,450,000 | $11.5M | 2.57% | −150,000−9.4% | Reduced |
| Northern Trust Corp | 1,225,505 | $9.71M | 0.00% | −36,198−2.9% | Reduced |
| Franklin Resources Inc | 1,191,795 | $9.44M | 0.00% | −43,774−3.5% | Reduced |
| Federated Hermes, Inc. | 901,849 | $7.14M | 0.02% | +23,084+2.6% | Added |
| Charles Schwab Investment Management Inc | 862,978 | $6.83M | 0.00% | +7,775+0.9% | Added |
| Renaissance Technologies LLC | 740,700 | $5.87M | 0.01% | −127,700−14.7% | Reduced |
| EDBI Pte Ltd | 700,000 | $5.54M | 6.24% | 00.0% | Unchanged |
| Herald Investment Management Ltd | 700,000 | $5.53M | 0.90% | +275,000+64.7% | Added |
| S Squared Technology, LLC | 572,000 | $4.53M | 2.08% | +572,000 | New |
| First Trust Advisors LP | 499,183 | $3.95M | 0.00% | −106,132−17.5% | Reduced |
| Millennium Management LLC | 480,103 | $3.80M | 0.00% | +213,650+80.2% | Added |
| Morgan Stanley | 425,061 | $3.37M | 0.00% | −302,475−41.6% | Reduced |
| CenterBook Partners LP | 395,053 | $3.13M | 0.22% | +261,446+195.7% | Added |
| Nuveen Asset Management, LLC | 367,989 | $2.91M | 0.00% | −12,604−3.3% | Reduced |
| Numerai GP LLC | 336,440 | $2.66M | 1.15% | +116,419+52.9% | Added |
| HighTower Advisors, LLC | 278,655 | $2.21M | 0.00% | +250+0.1% | Added |
| Goldman Sachs Group Inc | 278,461 | $2.21M | 0.00% | −31,101−10.0% | Reduced |
| Oberweis Asset Management Inc | 266,800 | $2.11M | 0.15% | +25,700+10.7% | Added |
| Qube Research & Technologies Ltd | 261,972 | $2.07M | 0.00% | +261,327+40,515.8% | Added |
| ExodusPoint Capital Management, LP | 257,383 | $2.04M | 0.03% | +257,383 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 252,874 | $2.00M | 0.01% | +72,798+40.4% | Added |
| Essex Investment Management Co LLC | 232,877 | $1.84M | 0.36% | +232,877 | New |
| Swiss National Bank | 219,200 | $1.74M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 203,648 | $1.61M | 0.00% | +2,563+1.3% | Added |
| G2 Investment Partners Management LLC | 200,000 | $1.58M | 0.42% | +200,000 | New |
| Ingalls & Snyder LLC | 189,219 | $1.50M | 0.07% | +12,879+7.3% | Added |
| Russell Investments Group, Ltd. | 188,748 | $1.49M | 0.00% | −248,554−56.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 180,001 | $1.43M | 0.00% | −93,561−34.2% | Reduced |
| Millrace Asset Group, Inc. | 177,350 | $1.41M | 1.41% | +177,350 | New |
| Squarepoint Ops LLC | 174,272 | $1.38M | 0.01% | +174,272 | New |
| UBS Asset Management Americas Inc | 173,623 | $1.38M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 168,584 | $1.34M | 0.00% | −100.0% | Reduced |
| Bank of America Corp | 164,521 | $1.30M | 0.00% | −55,821−25.3% | Reduced |
| UBS Group AG | 158,903 | $1.26M | 0.00% | −9,696−5.8% | Reduced |
| Two Sigma Investments, LP | 147,637 | $1.17M | 0.00% | +83,945+131.8% | Added |
| Barclays PLC | 126,039 | $998.2K | 0.00% | −99,999−44.2% | Reduced |
| Credit Suisse AG | 122,003 | $966.3K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 119,208 | $944.1K | 0.00% | +105,004+739.3% | Added |
| California State Teachers Retirement System | 114,027 | $903.1K | 0.00% | −9,435−7.6% | Reduced |
| Tudor Investment Corp Et Al | 111,172 | $880.5K | 0.01% | +111,172 | New |
| Invesco Ltd. | 107,954 | $855.0K | 0.00% | −22,474−17.2% | Reduced |
| Legato Capital Management LLC | 107,665 | $852.7K | 0.10% | +107,665 | New |
| Diker Management LLC | 100,000 | $792.0K | 0.64% | +100,000 | New |
| Trexquant Investment LP | 94,978 | $752.2K | 0.01% | +44,309+87.4% | Added |
| State of Wisconsin Investment Board | 94,405 | $747.7K | 0.00% | +83,854+794.7% | Added |
| Legal & General Group Plc | 91,672 | $726.0K | 0.00% | −7,581−7.6% | Reduced |
| Occudo Quantitative Strategies LP | 87,740 | $694.9K | 0.12% | −17,741−16.8% | Reduced |
| Wells Fargo & Company | 85,159 | $674.5K | 0.00% | −8,965−9.5% | Reduced |
| STRS Ohio | 83,100 | $658.0K | 0.00% | −5,300−6.0% | Reduced |
| MetLife Investment Management | 81,854 | $648.3K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 80,697 | $639.1K | 0.00% | +63,538+370.3% | Added |
| Deutsche Bank AG | 76,373 | $604.9K | 0.00% | +1,924+2.6% | Added |
| American International Group, Inc. | 73,221 | $579.9K | 0.00% | −630−0.9% | Reduced |
| Jump Financial, LLC | 72,403 | $573.4K | 0.02% | −19,906−21.6% | Reduced |
| Manufacturers Life Insurance Company, The | 70,239 | $556.3K | 0.00% | +547+0.8% | Added |
| Thompson Siegel & Walmsley LLC | 65,000 | $515.0K | 0.01% | −36,000−35.6% | Reduced |
| Two Sigma Advisers, LP | 63,300 | $501.3K | 0.00% | +63,300 | New |
| PDT Partners, LLC | 62,523 | $495.2K | 0.05% | +62,523 | New |
| AQR Capital Management LLC | 62,200 | $492.6K | 0.00% | +25,244+68.3% | Added |
| Balyasny Asset Management LLC | 60,697 | $480.7K | 0.00% | +60,697 | New |
| New York State Common Retirement Fund | 58,823 | $465.9K | 0.00% | −921−1.5% | Reduced |
| Simplex Trading, LLC | 52,470 | $415.0K | 0.01% | +4,933+10.4% | Added |
| Voya Investment Management LLC | 51,701 | $409.5K | 0.00% | −10,662−17.1% | Reduced |
| Point72 Asset Management, L.P. | 48,200 | $381.7K | 0.00% | +41,000+569.4% | Added |
| Jane Street Group, LLC | 47,544 | $376.5K | 0.00% | −82,005−63.3% | Reduced |
| Calamos Advisors LLC | 45,419 | $359.7K | 0.00% | −108,023−70.4% | Reduced |
| Price T Rowe Associates Inc | 42,464 | $337.0K | 0.00% | +5,316+14.3% | Added |
| D. E. Shaw & Co., Inc. | 42,263 | $334.7K | 0.00% | −23,620−35.9% | Reduced |
| Boothbay Fund Management, LLC | 41,740 | $330.6K | 0.01% | +41,740 | New |
| Janus Henderson Group PLC | 41,767 | $330.2K | 0.00% | −30.0% | Reduced |
| Ceera Investments, LLC | 39,440 | $312.4K | 0.14% | 00.0% | Unchanged |
| Quantbot Technologies LP | 36,212 | $286.8K | 0.02% | −2,592−6.7% | Reduced |
| Citigroup Inc | 35,519 | $281.3K | 0.00% | +14,492+68.9% | Added |
| Susquehanna International Group, LLP | 34,713 | $274.9K | 0.00% | −83,130−70.5% | Reduced |
| ProShare Advisors LLC | 33,857 | $268.1K | 0.00% | +3,749+12.5% | Added |
| Bailard, Inc. | 32,000 | $253.4K | 0.01% | +32,000 | New |
| Moran Wealth Management, LLC | 31,877 | $252.5K | 0.01% | +5,955+23.0% | Added |
| Arizona State Retirement System | 30,285 | $239.9K | 0.00% | −812−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,782 | $228.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 26,500 | $209.9K | 0.04% | +26,500 | New |
| Aigen Investment Management, LP | 26,475 | $209.7K | 0.05% | −3,496−11.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 53,334 | $208.0K | 0.00% | −17,707−24.9% | Reduced |
| State of Wyoming | 20,448 | $161.9K | 0.03% | +14,849+265.2% | Added |
| Unique Wealth, LLC | 18,368 | $145.5K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 18,056 | $143.0K | 0.00% | −220,427−92.4% | Reduced |
| SG Americas Securities, LLC | 16,727 | $132.0K | 0.00% | +5,125+44.2% | Added |
| Creative Planning | 16,608 | $131.5K | 0.00% | +5,573+50.5% | Added |
| HSBC Holdings PLC | 16,552 | $131.1K | 0.00% | +16,552 | New |
| Bayesian Capital Management, LP | 16,417 | $130.0K | 0.01% | +16,417 | New |
| Ameritas Investment Partners, Inc. | 15,239 | $120.7K | 0.00% | 00.0% | Unchanged |