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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 35 | $0 | 0.00% | −5,663−99.4% | Reduced |
| CWM, LLC | 38 | $0 | 0.00% | +18+90.0% | Added |
| Rothschild Investment LLC | 15 | $119 | 0.00% | +15 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $237 | 0.00% | +30 | New |
| Farther Finance Advisors, LLC | 35 | $271 | 0.00% | +5+16.7% | Added |
| The PNC Financial Services Group, Inc. | 38 | $301 | 0.00% | −12−24.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 49 | $388 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $634 | 0.00% | +80 | New |
| GAMMA Investing LLC | 96 | $760 | 0.00% | +78+433.3% | Added |
| Catalyst Funds Management Pty Ltd | 100 | $792 | 0.00% | +100 | New |
| Principal Securities, Inc. | 121 | $958 | 0.00% | +99+450.0% | Added |
| Covestor Ltd | 83 | $1.00K | 0.00% | +41+97.6% | Added |
| Private Wealth Management Group, LLC | 173 | $1.37K | 0.00% | +173 | New |
| Citadel Advisors LLC | 247 | $1.96K | 0.00% | −11,818−98.0% | Reduced |
| Washington Trust Advisors, Inc. | 284 | $2.25K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 446 | $3.53K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 579 | $4.59K | 0.00% | +185+47.0% | Added |
| Point72 (DIFC) Ltd | 624 | $4.94K | 0.00% | +624 | New |
| Lindbrook Capital, LLC | 742 | $5.88K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $7.92K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,099 | $8.70K | 0.00% | −1,674−60.4% | Reduced |
| Quarry LP | 1,155 | $9.15K | 0.00% | +1,155 | New |
| Group One Trading, L.P. | 1,504 | $11.9K | 0.00% | +1,504 | New |
| FMR LLC | 2,168 | $17.2K | 0.00% | −444−17.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,412 | $19.1K | 0.00% | +154+6.8% | Added |
| Larson Financial Group LLC | 3,000 | $23.8K | 0.00% | +3,000 | New |
| Quadrant Capital Group LLC | 3,097 | $24.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,213 | $25.4K | 0.00% | +451+16.3% | Added |
| Blair William & Co | 4,813 | $38.1K | 0.00% | +4,813 | New |
| Amalgamated Bank | 5,069 | $40.0K | 0.00% | −16,544−76.5% | Reduced |
| Royal Bank of Canada | 8,024 | $63.0K | 0.00% | −40,818−83.6% | Reduced |
| Metropolitan Life Insurance Co | 7,971 | $63.1K | 0.00% | −1,046−11.6% | Reduced |
| Danske Bank A/S | 8,800 | $69.7K | 0.00% | +8,800 | New |
| Martingale Asset Management L P | 10,099 | $80.0K | 0.00% | +10,099 | New |
| Prudential Financial Inc | 10,315 | $81.7K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 12,152 | $96.2K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,828 | $101.6K | 0.00% | −263−2.0% | Reduced |
| Sherbrooke Park Advisers LLC | 12,908 | $102.2K | 0.02% | +12,908 | New |
| Gotham Asset Management, LLC | 13,763 | $109.0K | 0.00% | +13,763 | New |
| Ameritas Investment Partners, Inc. | 15,239 | $120.7K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 16,417 | $130.0K | 0.01% | +16,417 | New |
| HSBC Holdings PLC | 16,552 | $131.1K | 0.00% | +16,552 | New |
| Creative Planning | 16,608 | $131.5K | 0.00% | +5,573+50.5% | Added |
| SG Americas Securities, LLC | 16,727 | $132.0K | 0.00% | +5,125+44.2% | Added |
| Cubist Systematic Strategies, LLC | 18,056 | $143.0K | 0.00% | −220,427−92.4% | Reduced |
| Unique Wealth, LLC | 18,368 | $145.5K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 20,448 | $161.9K | 0.03% | +14,849+265.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 53,334 | $208.0K | 0.00% | −17,707−24.9% | Reduced |
| Aigen Investment Management, LP | 26,475 | $209.7K | 0.05% | −3,496−11.7% | Reduced |
| Versor Investments LP | 26,500 | $209.9K | 0.04% | +26,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,782 | $228.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 30,285 | $239.9K | 0.00% | −812−2.6% | Reduced |
| Moran Wealth Management, LLC | 31,877 | $252.5K | 0.01% | +5,955+23.0% | Added |
| Bailard, Inc. | 32,000 | $253.4K | 0.01% | +32,000 | New |
| ProShare Advisors LLC | 33,857 | $268.1K | 0.00% | +3,749+12.5% | Added |
| Susquehanna International Group, LLP | 34,713 | $274.9K | 0.00% | −83,130−70.5% | Reduced |
| Citigroup Inc | 35,519 | $281.3K | 0.00% | +14,492+68.9% | Added |
| Quantbot Technologies LP | 36,212 | $286.8K | 0.02% | −2,592−6.7% | Reduced |
| Ceera Investments, LLC | 39,440 | $312.4K | 0.14% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 41,767 | $330.2K | 0.00% | −30.0% | Reduced |
| Boothbay Fund Management, LLC | 41,740 | $330.6K | 0.01% | +41,740 | New |
| D. E. Shaw & Co., Inc. | 42,263 | $334.7K | 0.00% | −23,620−35.9% | Reduced |
| Price T Rowe Associates Inc | 42,464 | $337.0K | 0.00% | +5,316+14.3% | Added |
| Calamos Advisors LLC | 45,419 | $359.7K | 0.00% | −108,023−70.4% | Reduced |
| Jane Street Group, LLC | 47,544 | $376.5K | 0.00% | −82,005−63.3% | Reduced |
| Point72 Asset Management, L.P. | 48,200 | $381.7K | 0.00% | +41,000+569.4% | Added |
| Voya Investment Management LLC | 51,701 | $409.5K | 0.00% | −10,662−17.1% | Reduced |
| Simplex Trading, LLC | 52,470 | $415.0K | 0.01% | +4,933+10.4% | Added |
| New York State Common Retirement Fund | 58,823 | $465.9K | 0.00% | −921−1.5% | Reduced |
| Balyasny Asset Management LLC | 60,697 | $480.7K | 0.00% | +60,697 | New |
| AQR Capital Management LLC | 62,200 | $492.6K | 0.00% | +25,244+68.3% | Added |
| PDT Partners, LLC | 62,523 | $495.2K | 0.05% | +62,523 | New |
| Two Sigma Advisers, LP | 63,300 | $501.3K | 0.00% | +63,300 | New |
| Thompson Siegel & Walmsley LLC | 65,000 | $515.0K | 0.01% | −36,000−35.6% | Reduced |
| Manufacturers Life Insurance Company, The | 70,239 | $556.3K | 0.00% | +547+0.8% | Added |
| Jump Financial, LLC | 72,403 | $573.4K | 0.02% | −19,906−21.6% | Reduced |
| American International Group, Inc. | 73,221 | $579.9K | 0.00% | −630−0.9% | Reduced |
| Deutsche Bank AG | 76,373 | $604.9K | 0.00% | +1,924+2.6% | Added |
| Principal Financial Group Inc | 80,697 | $639.1K | 0.00% | +63,538+370.3% | Added |
| MetLife Investment Management | 81,854 | $648.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 83,100 | $658.0K | 0.00% | −5,300−6.0% | Reduced |
| Wells Fargo & Company | 85,159 | $674.5K | 0.00% | −8,965−9.5% | Reduced |
| Occudo Quantitative Strategies LP | 87,740 | $694.9K | 0.12% | −17,741−16.8% | Reduced |
| Legal & General Group Plc | 91,672 | $726.0K | 0.00% | −7,581−7.6% | Reduced |
| State of Wisconsin Investment Board | 94,405 | $747.7K | 0.00% | +83,854+794.7% | Added |
| Trexquant Investment LP | 94,978 | $752.2K | 0.01% | +44,309+87.4% | Added |
| Diker Management LLC | 100,000 | $792.0K | 0.64% | +100,000 | New |
| Legato Capital Management LLC | 107,665 | $852.7K | 0.10% | +107,665 | New |
| Invesco Ltd. | 107,954 | $855.0K | 0.00% | −22,474−17.2% | Reduced |
| Tudor Investment Corp Et Al | 111,172 | $880.5K | 0.01% | +111,172 | New |
| California State Teachers Retirement System | 114,027 | $903.1K | 0.00% | −9,435−7.6% | Reduced |
| Voloridge Investment Management, LLC | 119,208 | $944.1K | 0.00% | +105,004+739.3% | Added |
| Credit Suisse AG | 122,003 | $966.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 126,039 | $998.2K | 0.00% | −99,999−44.2% | Reduced |
| Two Sigma Investments, LP | 147,637 | $1.17M | 0.00% | +83,945+131.8% | Added |
| UBS Group AG | 158,903 | $1.26M | 0.00% | −9,696−5.8% | Reduced |
| Bank of America Corp | 164,521 | $1.30M | 0.00% | −55,821−25.3% | Reduced |
| Alliancebernstein L.P. | 168,584 | $1.34M | 0.00% | −100.0% | Reduced |
| UBS Asset Management Americas Inc | 173,623 | $1.38M | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 174,272 | $1.38M | 0.01% | +174,272 | New |