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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, Q3 2024

Institutional positions in AvePoint, Inc. as of Sep 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
187
+14 vs. Q2 2024
Shares held
90.8M
+17.2M (+23.3%) vs. Q2 2024
Total value
$1.07B
+$305.9M (+39.9%) vs. Q2 2024
New holders
35
75 more added
Sold out
21
54 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 187 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 heldQ3 2024: $1.07B
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, Q3 2024

Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q2 2024.

Institutions holding AVPT in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Anchor IV Pte. Ltd.16,666,600$196.2M100.00%00.0%Unchanged
Vanguard Group Inc15,129,317$178.1M0.00%+164,848+1.1%Added
BlackRock, Inc.10,509,493$123.7M0.00%+10,509,493New
Wellington Management Group LLP4,097,390$48.2M0.01%+4,097,390New
State Street Corp3,026,622$35.6M0.00%−175,246−5.5%Reduced
Geode Capital Management, LLC2,829,548$33.3M0.00%+133,156+4.9%Added
Dimensional Fund Advisors LP2,238,479$26.3M0.01%+306,231+15.8%Added
Morgan Stanley1,949,269$22.9M0.00%+896,016+85.1%Added
Driehaus Capital Management LLC1,883,991$22.2M0.19%+223,220+13.4%Added
JPMorgan Chase & Co1,536,660$18.1M0.00%+184,361+13.6%Added
Eagle Asset Management Inc1,181,404$17.6M0.09%−54,770−4.4%Reduced
Macquarie Group Ltd1,337,126$15.7M0.02%+190,955+16.7%Added
Franklin Resources Inc1,200,589$14.8M0.00%+27,191+2.3%Added
Renaissance Technologies LLC1,126,600$13.3M0.02%+264,700+30.7%Added
Ashford Capital Management Inc1,091,230$12.8M1.60%+99,505+10.0%Added
Northern Trust Corp1,060,829$12.5M0.00%−106,536−9.1%Reduced
Bank of New York Mellon Corp982,351$11.6M0.00%−573,349−36.9%Reduced
Invesco Ltd.939,427$11.1M0.00%+481,409+105.1%Added
Federated Hermes, Inc.936,500$11.0M0.02%+1,830+0.2%Added
Charles Schwab Investment Management Inc897,584$10.6M0.00%+63,323+7.6%Added
Nuveen Asset Management, LLC890,171$10.5M0.00%−142,225−13.8%Reduced
Millennium Management LLC730,554$8.60M0.01%+88,692+13.8%Added
EDBI Pte Ltd700,000$8.24M11.14%00.0%Unchanged
Herald Investment Management Ltd700,000$8.22M1.42%00.0%Unchanged
Qube Research & Technologies Ltd692,394$8.15M0.01%+567,146+452.8%Added
Cubist Systematic Strategies, LLC673,492$7.93M0.12%+123,142+22.4%Added
Goldman Sachs Group Inc647,103$7.62M0.00%+7,484+1.2%Added
Tudor Investment Corp Et Al630,552$7.42M0.08%+60,039+10.5%Added
Essex Investment Management Co LLC592,511$6.97M1.22%−11,495−1.9%Reduced
S Squared Technology, LLC572,000$6.73M2.87%00.0%Unchanged
Citadel Advisors LLC570,843$6.72M0.01%−337,612−37.2%Reduced
Russell Investments Group, Ltd.551,026$6.49M0.01%−103,991−15.9%Reduced
Voloridge Investment Management, LLC476,316$5.61M0.02%+64,418+15.6%Added
First Trust Advisors LP460,998$5.43M0.01%+170,804+58.9%Added
EAM Investors, LLC405,880$4.78M0.71%+240.0%Added
Arrowstreet Capital, Limited Partnership402,145$4.73M0.00%+402,145New
Bank of America Corp398,761$4.69M0.00%+162,813+69.0%Added
Silvercrest Asset Management Group LLC344,710$4.06M0.03%+344,710New
Trexquant Investment LP330,830$3.89M0.05%+223,679+208.8%Added
Connor, Clark & Lunn Investment Management Ltd.328,012$3.86M0.02%+8,620+2.7%Added
D. E. Shaw & Co., Inc.310,863$3.66M0.00%+21,194+7.3%Added
Oberweis Asset Management Inc296,300$3.49M0.18%00.0%Unchanged
Squarepoint Ops LLC272,175$3.20M0.01%−247,467−47.6%Reduced
Walleye Capital LLC252,345$2.97M0.03%+252,345New
Acadian Asset Management LLC245,532$2.88M0.01%+29,328+13.6%Added
UBS Asset Management Americas Inc232,685$2.74M0.00%−26,004−10.1%Reduced
Voya Investment Management LLC230,638$2.71M0.00%+179,637+352.2%Added
Swiss National Bank217,200$2.56M0.00%00.0%Unchanged
HighTower Advisors, LLC207,513$2.44M0.00%−57,718−21.8%Reduced
Barclays PLC206,358$2.43M0.00%+161,354+358.5%Added
SEI Investments Co206,133$2.43M0.00%+61,903+42.9%Added
Millrace Asset Group, Inc.204,142$2.40M2.44%−28,689−12.3%Reduced
Ingalls & Snyder LLC197,095$2.32M0.09%+13,106+7.1%Added
Rhumbline Advisers180,660$2.13M0.00%−11,522−6.0%Reduced
Deutsche Bank AG179,133$2.11M0.00%+118,497+195.4%Added
Granahan Investment Management Inc173,011$2.04M0.08%+136,188+369.8%Added
Jane Street Group, LLC170,738$2.01M0.00%−60,514−26.2%Reduced
Numerai GP LLC169,665$2.00M0.53%+29,963+21.4%Added
Calamos Advisors LLC167,532$1.97M0.01%−36,827−18.0%Reduced
Alliancebernstein L.P.156,105$1.84M0.00%−12,691−7.5%Reduced
Quantbot Technologies LP153,747$1.81M0.07%+90,413+142.8%Added
Engineers Gate Manager LP153,324$1.80M0.04%+153,324New
Jump Financial, LLC130,463$1.54M0.03%−29,794−18.6%Reduced
Legato Capital Management LLC128,225$1.51M0.19%+20,560+19.1%Added
PDT Partners, LLC127,247$1.50M0.13%00.0%Unchanged
Algert Global LLC126,817$1.49M0.04%+115,710+1,041.8%Added
Lisanti Capital Growth, LLC121,000$1.42M0.36%+121,000New
AQR Capital Management LLC119,959$1.41M0.00%+47,236+65.0%Added
Harbor Capital Advisors, Inc.119,246$1.40M0.06%+119,246New
Citigroup Inc114,486$1.35M0.00%+69,888+156.7%Added
Prudential Financial Inc114,415$1.35M0.00%+76,980+205.6%Added
Legal & General Group Plc112,826$1.33M0.00%+3,356+3.1%Added
California State Teachers Retirement System106,341$1.25M0.00%−2,646−2.4%Reduced
UBS Group AG101,735$1.20M0.00%+37,723+58.9%Added
Occudo Quantitative Strategies LP101,430$1.19M0.22%+27,653+37.5%Added
EVR Research LP100,000$1.18M0.30%−730,000−88.0%Reduced
Diker Management LLC100,000$1.18M0.94%00.0%Unchanged
Wells Fargo & Company98,479$1.16M0.00%+902+0.9%Added
Teachers Retirement System of the State of Kentucky92,908$1.09M0.01%+92,908New
Royal Bank of Canada90,527$1.07M0.00%+69,678+334.2%Added
Verition Fund Management LLC76,948$905.7K0.01%−18,830−19.7%Reduced
D.A. Davidson & Co.76,341$898.5K0.01%+76,341New
MetLife Investment Management73,883$869.6K0.00%00.0%Unchanged
Quest Partners LLC72,586$854.3K0.08%+30,968+74.4%Added
Martingale Asset Management L P72,442$852.6K0.02%+53,801+288.6%Added
Manufacturers Life Insurance Company, The70,013$824.1K0.00%+5,352+8.3%Added
Mirae Asset Global ETFs Holdings Ltd.69,457$817.5K0.00%−5,385−7.2%Reduced
Principal Financial Group Inc67,862$798.7K0.00%−18,862−21.7%Reduced
Corebridge Financial, Inc.67,857$798.7K0.00%−419−0.6%Reduced
STRS Ohio66,800$786.2K0.00%00.0%Unchanged
Nebula Research & Development LLC64,878$763.6K0.09%+64,878New
CoreCap Advisors, LLC57,754$679.8K0.03%+57,754New
Caxton Associates LP56,622$666.4K0.03%−19,403−25.5%Reduced
CenterBook Partners LP54,716$644.0K0.04%−51,272−48.4%Reduced
Toroso Investments, LLC53,834$633.6K0.01%−11,787−18.0%Reduced
Smith Group Asset Management, LLC53,304$627.4K0.05%+10,614+24.9%Added
Consolidated Portfolio Review Corp51,942$611.4K0.14%+51,942New
Moran Wealth Management, LLC48,488$570.7K0.02%+12,618+35.2%Added
ExodusPoint Capital Management, LP46,942$553.0K0.01%+46,942New
State Board of Administration of Florida Retirement System43,900$516.7K0.00%00.0%Unchanged