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 |
|---|---|---|---|---|---|
| Millrace Asset Group, Inc. | 177,350 | $1.41M | 1.41% | +177,350 | New |
| Arrowstreet Capital, Limited Partnership | 180,001 | $1.43M | 0.00% | −93,561−34.2% | Reduced |
| Russell Investments Group, Ltd. | 188,748 | $1.49M | 0.00% | −248,554−56.8% | Reduced |
| Ingalls & Snyder LLC | 189,219 | $1.50M | 0.07% | +12,879+7.3% | Added |
| G2 Investment Partners Management LLC | 200,000 | $1.58M | 0.42% | +200,000 | New |
| Rhumbline Advisers | 203,648 | $1.61M | 0.00% | +2,563+1.3% | Added |
| Swiss National Bank | 219,200 | $1.74M | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 232,877 | $1.84M | 0.36% | +232,877 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 252,874 | $2.00M | 0.01% | +72,798+40.4% | Added |
| ExodusPoint Capital Management, LP | 257,383 | $2.04M | 0.03% | +257,383 | New |
| Qube Research & Technologies Ltd | 261,972 | $2.07M | 0.00% | +261,327+40,515.8% | Added |
| Oberweis Asset Management Inc | 266,800 | $2.11M | 0.15% | +25,700+10.7% | Added |
| Goldman Sachs Group Inc | 278,461 | $2.21M | 0.00% | −31,101−10.0% | Reduced |
| HighTower Advisors, LLC | 278,655 | $2.21M | 0.00% | +250+0.1% | Added |
| Numerai GP LLC | 336,440 | $2.66M | 1.15% | +116,419+52.9% | Added |
| Nuveen Asset Management, LLC | 367,989 | $2.91M | 0.00% | −12,604−3.3% | Reduced |
| CenterBook Partners LP | 395,053 | $3.13M | 0.22% | +261,446+195.7% | Added |
| Morgan Stanley | 425,061 | $3.37M | 0.00% | −302,475−41.6% | Reduced |
| Millennium Management LLC | 480,103 | $3.80M | 0.00% | +213,650+80.2% | Added |
| First Trust Advisors LP | 499,183 | $3.95M | 0.00% | −106,132−17.5% | Reduced |
| S Squared Technology, LLC | 572,000 | $4.53M | 2.08% | +572,000 | New |
| Herald Investment Management Ltd | 700,000 | $5.53M | 0.90% | +275,000+64.7% | Added |
| EDBI Pte Ltd | 700,000 | $5.54M | 6.24% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 740,700 | $5.87M | 0.01% | −127,700−14.7% | Reduced |
| Charles Schwab Investment Management Inc | 862,978 | $6.83M | 0.00% | +7,775+0.9% | Added |
| Federated Hermes, Inc. | 901,849 | $7.14M | 0.02% | +23,084+2.6% | Added |
| Franklin Resources Inc | 1,191,795 | $9.44M | 0.00% | −43,774−3.5% | Reduced |
| Northern Trust Corp | 1,225,505 | $9.71M | 0.00% | −36,198−2.9% | Reduced |
| EVR Research LP | 1,450,000 | $11.5M | 2.57% | −150,000−9.4% | Reduced |
| JPMorgan Chase & Co | 1,520,100 | $12.0M | 0.00% | +46,931+3.2% | Added |
| Dimensional Fund Advisors LP | 1,704,924 | $13.5M | 0.00% | +337,999+24.7% | Added |
| Bank of New York Mellon Corp | 1,758,667 | $13.9M | 0.00% | −66,030−3.6% | Reduced |
| Geode Capital Management, LLC | 2,820,404 | $22.3M | 0.00% | +67,264+2.4% | Added |
| State Street Corp | 3,247,617 | $25.7M | 0.00% | +92,816+2.9% | Added |
| Monarch Alternative Capital LP | 3,655,597 | $29.0M | 12.88% | −970,403−21.0% | Reduced |
| Sixth Street Partners Management Company, L.P. | 6,156,842 | $48.8M | 5.59% | −1,177,150−16.1% | Reduced |
| BlackRock Inc. | 10,918,656 | $86.5M | 0.00% | −122,612−1.1% | Reduced |
| Vanguard Group Inc | 15,050,278 | $119.2M | 0.00% | +532,371+3.7% | Added |
| Anchor IV Pte. Ltd. | 16,666,600 | $132.0M | 100.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 0 | $0 | 0.00% | −361,874−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −79,100−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −52,257−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −43,900−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −30,049−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −25,863−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −25,211−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,245−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,119−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,992−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,252−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −6,531−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,920−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −1,323−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |