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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 21 | $219 | 0.00% | −100−82.6% | Reduced |
| Farther Finance Advisors, LLC | 35 | $361 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 49 | $511 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 59 | $624 | 0.00% | +59 | New |
| The PNC Financial Services Group, Inc. | 73 | $761 | 0.00% | +35+92.1% | Added |
| Rothschild Investment LLC | 75 | $782 | 0.00% | +60+400.0% | Added |
| Covestor Ltd | 135 | $1.00K | 0.00% | +52+62.7% | Added |
| Clear Street Markets LLC | 49 | $1.00K | 0.00% | +49 | New |
| Bellevue Asset Management, LLC | 108 | $1.13K | 0.00% | +108 | New |
| Venturi Wealth Management, LLC | 111 | $1.16K | 0.00% | +111 | New |
| Signaturefd, LLC | 129 | $1.34K | 0.00% | −450−77.7% | Reduced |
| Private Wealth Management Group, LLC | 173 | $1.80K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 284 | $2.96K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 305 | $3.00K | 0.00% | +267+702.6% | Added |
| Quarry LP | 342 | $3.56K | 0.00% | −813−70.4% | Reduced |
| Smartleaf Asset Management LLC | 382 | $3.91K | 0.00% | +382 | New |
| True Wealth Design, LLC | 500 | $5.21K | 0.00% | +500 | New |
| Lindbrook Capital, LLC | 798 | $8.31K | 0.00% | +56+7.5% | Added |
| Picton Mahoney Asset Management | 962 | $10.0K | 0.00% | +962 | New |
| GAMMA Investing LLC | 1,027 | $10.7K | 0.00% | +931+969.8% | Added |
| Parallel Advisors, LLC | 1,234 | $12.9K | 0.00% | +135+12.3% | Added |
| Comerica Bank | 2,005 | $20.9K | 0.00% | +1,559+349.6% | Added |
| Quadrant Capital Group LLC | 2,035 | $21.2K | 0.00% | −1,062−34.3% | Reduced |
| Pacer Advisors, Inc. | 2,382 | $24.8K | 0.00% | +2,382 | New |
| Nisa Investment Advisors, LLC | 2,517 | $26.2K | 0.00% | +105+4.4% | Added |
| FMR LLC | 2,829 | $29.5K | 0.00% | +661+30.5% | Added |
| Advisor Group Holdings, Inc. | 3,426 | $35.7K | 0.00% | +213+6.6% | Added |
| Amalgamated Bank | 4,391 | $46.0K | 0.00% | −678−13.4% | Reduced |
| State of Wyoming | 5,051 | $52.6K | 0.01% | −15,397−75.3% | Reduced |
| Canada Pension Plan Investment Board | 8,000 | $83.4K | 0.00% | +8,000 | New |
| Lazard Asset Management LLC | 9,490 | $98.0K | 0.00% | +9,490 | New |
| Blair William & Co | 10,063 | $104.9K | 0.00% | +5,250+109.1% | Added |
| Algert Global LLC | 11,107 | $115.7K | 0.00% | +11,107 | New |
| Laurion Capital Management LP | 11,402 | $118.8K | 0.00% | +11,402 | New |
| PEAK6 Investments LLC | 11,528 | $120.1K | 0.01% | +11,528 | New |
| Schonfeld Strategic Advisors LLC | 12,211 | $127.2K | 0.00% | +12,211 | New |
| Ameriprise Financial Inc | 12,288 | $128.0K | 0.00% | +12,288 | New |
| Ameritas Investment Partners, Inc. | 12,433 | $129.6K | 0.00% | −2,806−18.4% | Reduced |
| Simplex Trading, LLC | 12,688 | $132.0K | 0.00% | −39,782−75.8% | Reduced |
| Victory Capital Management Inc | 12,738 | $132.7K | 0.00% | −90−0.7% | Reduced |
| Arete Wealth Advisors, LLC | 13,355 | $139.0K | 0.01% | +13,355 | New |
| Entropy Technologies, LP | 13,716 | $142.9K | 0.02% | +13,716 | New |
| EntryPoint Capital, LLC | 13,863 | $144.5K | 0.07% | +13,863 | New |
| Bayesian Capital Management, LP | 14,773 | $153.9K | 0.02% | −1,644−10.0% | Reduced |
| Gotham Asset Management, LLC | 16,088 | $167.6K | 0.00% | +2,325+16.9% | Added |
| nVerses Capital, LLC | 16,600 | $173.0K | 0.10% | +16,600 | New |
| HSBC Holdings PLC | 16,786 | $173.4K | 0.00% | +234+1.4% | Added |
| Mariner, LLC | 17,149 | $178.7K | 0.00% | +17,149 | New |
| Versor Investments LP | 17,300 | $180.3K | 0.03% | −9,200−34.7% | Reduced |
| US Bancorp | 17,315 | $180.4K | 0.00% | +16,315+1,631.5% | Added |
| Unique Wealth, LLC | 18,368 | $191.4K | 0.05% | 00.0% | Unchanged |
| Martingale Asset Management L P | 18,641 | $194.2K | 0.00% | +8,542+84.6% | Added |
| Susquehanna International Group, LLP | 19,541 | $203.6K | 0.00% | −15,172−43.7% | Reduced |
| Cornerstone Investment Partners, LLC | 19,647 | $204.7K | 0.01% | +19,647 | New |
| Pictet Asset Management Holding SA | 20,376 | $212.3K | 0.00% | +8,224+67.7% | Added |
| Royal Bank of Canada | 20,849 | $217.0K | 0.00% | +12,825+159.8% | Added |
| Sheets Smith Wealth Management | 22,538 | $234.8K | 0.03% | +22,538 | New |
| Tower Research Capital LLC (TRC) | 22,768 | $237.2K | 0.00% | +22,768 | New |
| Rockefeller Capital Management L.P. | 22,986 | $239.5K | 0.00% | +22,986 | New |
| SG Americas Securities, LLC | 23,949 | $250.0K | 0.00% | +7,222+43.2% | Added |
| Creative Planning | 24,647 | $256.8K | 0.00% | +8,039+48.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 24,747 | $257.9K | 0.05% | +24,747 | New |
| Omers Administration Corp | 25,100 | $261.5K | 0.00% | +25,100 | New |
| Group One Trading, L.P. | 26,039 | $271.3K | 0.01% | +24,535+1,631.3% | Added |
| Corton Capital Inc. | 28,740 | $299.5K | 0.16% | +28,740 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,782 | $299.9K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 30,626 | $319.1K | 0.03% | +30,002+4,808.0% | Added |
| Arizona State Retirement System | 30,903 | $322.0K | 0.00% | +618+2.0% | Added |
| Aigen Investment Management, LP | 31,236 | $325.5K | 0.06% | +4,761+18.0% | Added |
| ProShare Advisors LLC | 31,816 | $331.5K | 0.00% | −2,041−6.0% | Reduced |
| MQS Management LLC | 32,278 | $336.3K | 0.20% | +32,278 | New |
| Keebeck Alpha, LP | 33,079 | $344.7K | 0.25% | +33,079 | New |
| Prelude Capital Management, LLC | 34,410 | $358.6K | 0.03% | +34,410 | New |
| Quadrature Capital Ltd | 35,393 | $368.8K | 0.01% | +35,393 | New |
| Moran Wealth Management, LLC | 35,870 | $373.8K | 0.01% | +3,993+12.5% | Added |
| Granahan Investment Management Inc | 36,823 | $383.7K | 0.02% | +36,823 | New |
| Prudential Financial Inc | 37,435 | $390.1K | 0.00% | +27,120+262.9% | Added |
| Two Sigma Advisers, LP | 37,800 | $393.9K | 0.00% | −25,500−40.3% | Reduced |
| Cerity Partners LLC | 38,928 | $405.6K | 0.00% | +38,928 | New |
| Ceera Investments, LLC | 39,440 | $411.0K | 0.17% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 40,273 | $420.0K | 0.00% | −2,191−5.2% | Reduced |
| Janus Henderson Group PLC | 41,155 | $429.2K | 0.00% | −612−1.5% | Reduced |
| Quest Partners LLC | 41,618 | $433.7K | 0.06% | +41,618 | New |
| Smith Group Asset Management, LLC | 42,690 | $444.8K | 0.04% | +42,690 | New |
| State Board of Administration of Florida Retirement System | 43,900 | $457.4K | 0.00% | +43,900 | New |
| Citigroup Inc | 44,598 | $464.7K | 0.00% | +9,079+25.6% | Added |
| Barclays PLC | 45,004 | $468.9K | 0.00% | −81,035−64.3% | Reduced |
| Balyasny Asset Management LLC | 49,303 | $513.7K | 0.00% | −11,394−18.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 49,376 | $514.5K | 0.19% | +49,376 | New |
| New York State Common Retirement Fund | 49,853 | $519.5K | 0.00% | −8,970−15.2% | Reduced |
| Voya Investment Management LLC | 51,001 | $531.4K | 0.00% | −700−1.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 52,600 | $548.1K | 0.01% | +52,600 | New |
| State of Wisconsin Investment Board | 57,256 | $596.6K | 0.00% | −37,149−39.4% | Reduced |
| Centiva Capital, LP | 60,207 | $627.4K | 0.03% | +60,207 | New |
| Deutsche Bank AG | 60,636 | $631.8K | 0.00% | −15,737−20.6% | Reduced |
| Point72 Asset Management, L.P. | 61,600 | $641.9K | 0.00% | +13,400+27.8% | Added |
| Quantbot Technologies LP | 63,334 | $659.9K | 0.03% | +27,122+74.9% | Added |
| UBS Group AG | 64,012 | $667.0K | 0.00% | −94,891−59.7% | Reduced |
| Manufacturers Life Insurance Company, The | 64,661 | $673.8K | 0.00% | −5,578−7.9% | Reduced |