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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, Q2 2024

Institutional positions in AvePoint, Inc. as of Jun 30, 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
175
+37 vs. Q1 2024
Shares held
83.8M
+2.08M (+2.5%) vs. Q1 2024
Total value
$873.5M
+$226.1M (+34.9%) vs. Q1 2024
New holders
53
60 more added
Sold out
16
48 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 175 institutions
Q1 2021: 0 institutionsQ2 2021: 2 institutionsQ3 2021: 57 institutionsQ4 2021: 78 institutionsQ1 2022: 95 institutionsQ2 2022: 106 institutionsQ3 2022: 95 institutionsQ4 2022: 95 institutionsQ1 2023: 96 institutionsQ2 2023: 101 institutionsQ3 2023: 106 institutionsQ4 2023: 125 institutionsQ1 2024: 139 institutionsQ2 2024: 175 institutionsQ3 2024: 187 institutionsQ4 2024: 238 institutionsQ1 2025: 254 institutionsQ2 2025: 246 institutionsQ3 2025: 240 institutionsQ4 2025: 252 institutionsQ1 2026: 255 institutionsQ2 2026: 253 institutions
Value heldQ2 2024: $873.5M
Q1 2021: $0Q2 2021: $237.0KQ3 2021: $213.8MQ4 2021: $387.1MQ1 2022: $341.6MQ2 2022: $333.0MQ3 2022: $303.2MQ4 2022: $310.1MQ1 2023: $313.5MQ2 2023: $456.5MQ3 2023: $530.1MQ4 2023: $674.6MQ1 2024: $648.3MQ2 2024: $873.5MQ3 2024: $1.07BQ4 2024: $1.70BQ1 2025: $1.58BQ2 2025: $2.24BQ3 2025: $1.90BQ4 2025: $1.81BQ1 2026: $1.26BQ2 2026: $1.59B
Institutions holding AVPT and their total value by quarter
QuarterHoldersValue
Q2 2026253$1.59B
Q1 2026255$1.26B
Q4 2025252$1.81B
Q3 2025240$1.90B
Q2 2025246$2.24B
Q1 2025254$1.58B
Q4 2024238$1.70B
Q3 2024187$1.07B
Q2 2024175$873.5M
Q1 2024139$648.3M
Q4 2023125$674.6M
Q3 2023106$530.1M
Q2 2023101$456.5M
Q1 202396$313.5M
Q4 202295$310.1M
Q3 202295$303.2M
Q2 2022106$333.0M
Q1 202295$341.6M
Q4 202178$387.1M
Q3 202157$213.8M
Q2 20212$237.0K
Q1 20210$0

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q1 2024.

Institutions holding AVPT in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Anchor IV Pte. Ltd.16,666,600$173.7M100.00%00.0%Unchanged
Vanguard Group Inc14,964,469$155.9M0.00%−85,809−0.6%Reduced
BlackRock Inc.10,181,644$106.1M0.00%−737,012−6.8%Reduced
State Street Corp3,201,868$33.4M0.00%−45,749−1.4%Reduced
Geode Capital Management, LLC2,696,392$28.1M0.00%−124,012−4.4%Reduced
Dimensional Fund Advisors LP1,932,248$20.1M0.01%+227,324+13.3%Added
Driehaus Capital Management LLC1,660,771$17.3M0.17%+1,660,771New
Sixth Street Partners Management Company, L.P.1,597,002$16.6M2.25%−4,559,840−74.1%Reduced
Bank of New York Mellon Corp1,555,700$16.2M0.00%−202,967−11.5%Reduced
JPMorgan Chase & Co1,352,299$14.1M0.00%−167,801−11.0%Reduced
Eagle Asset Management Inc1,236,174$12.7M0.07%+1,236,174New
Franklin Resources Inc1,173,398$12.2M0.00%−18,397−1.5%Reduced
Northern Trust Corp1,167,365$12.2M0.00%−58,140−4.7%Reduced
Macquarie Group Ltd1,146,171$11.9M0.01%+1,146,171New
Morgan Stanley1,053,253$11.0M0.00%+628,192+147.8%Added
Nuveen Asset Management, LLC1,032,396$10.8M0.00%+664,407+180.6%Added
Ashford Capital Management Inc991,725$10.3M1.40%+991,725New
Federated Hermes, Inc.934,670$9.74M0.02%+32,821+3.6%Added
Citadel Advisors LLC908,455$9.47M0.01%+908,208+367,695.5%Added
Renaissance Technologies LLC861,900$8.98M0.02%+121,200+16.4%Added
Charles Schwab Investment Management Inc834,261$8.69M0.00%−28,717−3.3%Reduced
EVR Research LP830,000$8.65M2.58%−620,000−42.8%Reduced
EDBI Pte Ltd700,000$7.29M8.25%00.0%Unchanged
Herald Investment Management Ltd700,000$7.29M1.20%00.0%Unchanged
Russell Investments Group, Ltd.655,017$6.83M0.01%+466,269+247.0%Added
Millennium Management LLC641,862$6.69M0.01%+161,759+33.7%Added
Goldman Sachs Group Inc639,619$6.66M0.00%+361,158+129.7%Added
Essex Investment Management Co LLC604,006$6.29M1.18%+371,129+159.4%Added
S Squared Technology, LLC572,000$5.96M2.63%00.0%Unchanged
Tudor Investment Corp Et Al570,513$5.94M0.07%+459,341+413.2%Added
Cubist Systematic Strategies, LLC550,350$5.73M0.10%+532,294+2,948.0%Added
Squarepoint Ops LLC519,642$5.41M0.02%+345,370+198.2%Added
Invesco Ltd.458,018$4.77M0.00%+350,064+324.3%Added
Voloridge Investment Management, LLC411,898$4.29M0.02%+292,690+245.5%Added
EAM Investors, LLC405,856$4.23M0.69%+405,856New
Connor, Clark & Lunn Investment Management Ltd.319,392$3.33M0.01%+66,518+26.3%Added
Oberweis Asset Management Inc296,300$3.09M0.19%+29,500+11.1%Added
First Trust Advisors LP290,194$3.02M0.00%−208,989−41.9%Reduced
D. E. Shaw & Co., Inc.289,669$3.02M0.00%+247,406+585.4%Added
Marshall Wace, LLP276,487$2.88M0.00%+276,487New
HighTower Advisors, LLC265,231$2.76M0.00%−13,424−4.8%Reduced
UBS Asset Management Americas Inc258,689$2.70M0.00%+85,066+49.0%Added
Bank of America Corp235,948$2.46M0.00%+71,427+43.4%Added
Millrace Asset Group, Inc.232,831$2.43M2.36%+55,481+31.3%Added
Jane Street Group, LLC231,252$2.41M0.00%+183,708+386.4%Added
Swiss National Bank217,200$2.26M0.00%−2,000−0.9%Reduced
Acadian Asset Management LLC216,204$2.25M0.01%+216,204New
Calamos Advisors LLC204,359$2.13M0.01%+158,940+349.9%Added
Rhumbline Advisers192,182$2.00M0.00%−11,466−5.6%Reduced
Ingalls & Snyder LLC183,989$1.92M0.08%−5,230−2.8%Reduced
Alliancebernstein L.P.168,796$1.76M0.00%+212+0.1%Added
Jump Financial, LLC160,257$1.67M0.03%+87,854+121.3%Added
SEI Investments Co144,230$1.50M0.00%+144,230New
Numerai GP LLC139,702$1.46M0.53%−196,738−58.5%Reduced
HRT Financial LP130,579$1.36M0.01%+130,579New
PDT Partners, LLC127,247$1.33M0.13%+64,724+103.5%Added
Qube Research & Technologies Ltd125,248$1.31M0.00%−136,724−52.2%Reduced
Legal & General Group Plc109,470$1.14M0.00%+17,798+19.4%Added
California State Teachers Retirement System108,987$1.14M0.00%−5,040−4.4%Reduced
Legato Capital Management LLC107,665$1.12M0.15%00.0%Unchanged
Trexquant Investment LP107,151$1.12M0.02%+12,173+12.8%Added
CenterBook Partners LP105,988$1.10M0.07%−289,065−73.2%Reduced
Diker Management LLC100,000$1.04M0.88%00.0%Unchanged
Wells Fargo & Company97,577$1.02M0.00%+12,418+14.6%Added
Verition Fund Management LLC95,778$998.0K0.01%+95,778New
Two Sigma Investments, LP87,074$907.3K0.00%−60,563−41.0%Reduced
Principal Financial Group Inc86,724$903.7K0.00%+6,027+7.5%Added
Caxton Associates LP76,025$792.2K0.03%+76,025New
Mirae Asset Global ETFs Holdings Ltd.74,842$779.9K0.00%+74,842New
MetLife Investment Management73,883$769.9K0.00%−7,971−9.7%Reduced
Occudo Quantitative Strategies LP73,777$768.8K0.14%−13,963−15.9%Reduced
AQR Capital Management LLC72,723$757.8K0.00%+10,523+16.9%Added
Corebridge Financial, Inc.68,276$711.4K0.00%+68,276New
STRS Ohio66,800$696.1K0.00%−16,300−19.6%Reduced
Toroso Investments, LLC65,621$683.8K0.01%+65,621New
Manufacturers Life Insurance Company, The64,661$673.8K0.00%−5,578−7.9%Reduced
UBS Group AG64,012$667.0K0.00%−94,891−59.7%Reduced
Quantbot Technologies LP63,334$659.9K0.03%+27,122+74.9%Added
Point72 Asset Management, L.P.61,600$641.9K0.00%+13,400+27.8%Added
Deutsche Bank AG60,636$631.8K0.00%−15,737−20.6%Reduced
Centiva Capital, LP60,207$627.4K0.03%+60,207New
State of Wisconsin Investment Board57,256$596.6K0.00%−37,149−39.4%Reduced
Susquehanna Fundamental Investments, LLC52,600$548.1K0.01%+52,600New
Voya Investment Management LLC51,001$531.4K0.00%−700−1.4%Reduced
New York State Common Retirement Fund49,853$519.5K0.00%−8,970−15.2%Reduced
Lombard Odier Asset Management (USA) Corp49,376$514.5K0.19%+49,376New
Balyasny Asset Management LLC49,303$513.7K0.00%−11,394−18.8%Reduced
Barclays PLC45,004$468.9K0.00%−81,035−64.3%Reduced
Citigroup Inc44,598$464.7K0.00%+9,079+25.6%Added
State Board of Administration of Florida Retirement System43,900$457.4K0.00%+43,900New
Smith Group Asset Management, LLC42,690$444.8K0.04%+42,690New
Quest Partners LLC41,618$433.7K0.06%+41,618New
Janus Henderson Group PLC41,155$429.2K0.00%−612−1.5%Reduced
Price T Rowe Associates Inc40,273$420.0K0.00%−2,191−5.2%Reduced
Ceera Investments, LLC39,440$411.0K0.17%00.0%Unchanged
Cerity Partners LLC38,928$405.6K0.00%+38,928New
Two Sigma Advisers, LP37,800$393.9K0.00%−25,500−40.3%Reduced
Prudential Financial Inc37,435$390.1K0.00%+27,120+262.9%Added
Granahan Investment Management Inc36,823$383.7K0.02%+36,823New
Moran Wealth Management, LLC35,870$373.8K0.01%+3,993+12.5%Added