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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 25 | $0 | 0.00% | +25 | New |
| Principal Securities, Inc. | 21 | $247 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $495 | 0.00% | −17−28.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 49 | $577 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 50 | $589 | 0.00% | −450−90.0% | Reduced |
| Farther Finance Advisors, LLC | 52 | $612 | 0.00% | +17+48.6% | Added |
| Lazard Asset Management LLC | 97 | $1.00K | 0.00% | −9,393−99.0% | Reduced |
| Covestor Ltd | 122 | $1.00K | 0.00% | −13−9.6% | Reduced |
| Bessemer Group Inc | 125 | $1.00K | 0.00% | +125 | New |
| The PNC Financial Services Group, Inc. | 88 | $1.04K | 0.00% | +15+20.5% | Added |
| Amundi | 89 | $1.09K | 0.00% | +89 | New |
| Bellevue Asset Management, LLC | 108 | $1.27K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 120 | $1.41K | 0.00% | +120 | New |
| Sterling Capital Management LLC | 129 | $1.52K | 0.00% | +129 | New |
| Private Wealth Management Group, LLC | 173 | $2.04K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 175 | $2.06K | 0.00% | +100+133.3% | Added |
| Fifth Third Bancorp | 186 | $2.19K | 0.00% | +186 | New |
| Signaturefd, LLC | 217 | $2.55K | 0.00% | +88+68.2% | Added |
| Capital Performance Advisors LLP | 256 | $3.01K | 0.00% | +256 | New |
| Washington Trust Advisors, Inc. | 284 | $3.34K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 350 | $4.10K | 0.00% | −32−8.4% | Reduced |
| TD Waterhouse Canada Inc. | 587 | $6.77K | 0.00% | +587 | New |
| Lindbrook Capital, LLC | 821 | $9.66K | 0.00% | +23+2.9% | Added |
| Aster Capital Management (DIFC) Ltd | 853 | $10.0K | 0.00% | +853 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,142 | $13.4K | 0.00% | −23,605−95.4% | Reduced |
| Parallel Advisors, LLC | 1,271 | $15.0K | 0.00% | +37+3.0% | Added |
| GAMMA Investing LLC | 1,724 | $20.3K | 0.00% | +697+67.9% | Added |
| Quadrant Capital Group LLC | 1,830 | $21.5K | 0.00% | −205−10.1% | Reduced |
| Comerica Bank | 2,087 | $24.6K | 0.00% | +82+4.1% | Added |
| National Bank of Canada | 2,456 | $28.9K | 0.00% | +2,456 | New |
| Nisa Investment Advisors, LLC | 2,625 | $30.9K | 0.00% | +108+4.3% | Added |
| CWM, LLC | 2,842 | $33.0K | 0.00% | +2,537+831.8% | Added |
| Point72 (DIFC) Ltd | 3,248 | $38.2K | 0.00% | −27,378−89.4% | Reduced |
| Pacer Advisors, Inc. | 3,399 | $40.0K | 0.00% | +1,017+42.7% | Added |
| Amalgamated Bank | 4,391 | $52.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 6,063 | $71.4K | 0.00% | −4,000−39.7% | Reduced |
| nVerses Capital, LLC | 7,500 | $88.3K | 0.04% | −9,100−54.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,016 | $94.3K | 0.00% | +8,016 | New |
| LPL Financial LLC | 10,535 | $124.0K | 0.00% | +10,535 | New |
| Balboa Wealth Partners | 10,614 | $124.9K | 0.03% | +10,614 | New |
| Tower Research Capital LLC (TRC) | 10,728 | $126.3K | 0.00% | −12,040−52.9% | Reduced |
| Vident Advisory, LLC | 11,382 | $134.0K | 0.00% | +11,382 | New |
| Advisor Group Holdings, Inc. | 11,667 | $137.3K | 0.00% | +8,241+240.5% | Added |
| Ameriprise Financial Inc | 11,950 | $140.7K | 0.00% | −338−2.8% | Reduced |
| Centiva Capital, LP | 11,999 | $141.2K | 0.01% | −48,208−80.1% | Reduced |
| Arete Wealth Advisors, LLC | 12,150 | $143.0K | 0.01% | −1,205−9.0% | Reduced |
| Ameritas Investment Partners, Inc. | 12,433 | $146.3K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,558 | $147.8K | 0.00% | −180−1.4% | Reduced |
| Pictet Asset Management Holding SA | 13,094 | $154.1K | 0.00% | −7,282−35.7% | Reduced |
| Entropy Technologies, LP | 13,316 | $156.7K | 0.02% | −400−2.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,557 | $171.3K | 0.01% | +14,557 | New |
| Corton Capital Inc. | 14,939 | $175.8K | 0.09% | −13,801−48.0% | Reduced |
| XTX Topco Ltd | 15,288 | $179.9K | 0.01% | +15,288 | New |
| HSBC Holdings PLC | 15,792 | $185.4K | 0.00% | −994−5.9% | Reduced |
| Quadrature Capital Ltd | 16,191 | $190.2K | 0.00% | −19,202−54.3% | Reduced |
| Gotham Asset Management, LLC | 17,540 | $206.4K | 0.00% | +1,452+9.0% | Added |
| Aigen Investment Management, LP | 18,063 | $212.6K | 0.04% | −13,173−42.2% | Reduced |
| Versor Investments LP | 18,100 | $213.0K | 0.03% | +800+4.6% | Added |
| Unique Wealth, LLC | 18,368 | $216.2K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 18,706 | $220.2K | 0.00% | +1,391+8.0% | Added |
| Bayesian Capital Management, LP | 20,373 | $239.8K | 0.03% | +5,600+37.9% | Added |
| EntryPoint Capital, LLC | 20,575 | $242.2K | 0.14% | +6,712+48.4% | Added |
| Susquehanna International Group, LLP | 21,903 | $257.8K | 0.00% | +2,362+12.1% | Added |
| Rockefeller Capital Management L.P. | 22,756 | $267.8K | 0.00% | −230−1.0% | Reduced |
| SG Americas Securities, LLC | 22,919 | $270.0K | 0.00% | −1,030−4.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,782 | $338.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 29,345 | $345.4K | 0.00% | +4,698+19.1% | Added |
| Intech Investment Management LLC | 29,550 | $347.8K | 0.00% | +29,550 | New |
| Teacher Retirement System of Texas | 31,152 | $367.0K | 0.00% | +31,152 | New |
| DDD Partners, LLC | 31,371 | $369.2K | 0.04% | +31,371 | New |
| Arizona State Retirement System | 32,012 | $376.8K | 0.00% | +1,109+3.6% | Added |
| ProShare Advisors LLC | 33,102 | $389.6K | 0.00% | +1,286+4.0% | Added |
| Two Sigma Advisers, LP | 33,400 | $393.1K | 0.00% | −4,400−11.6% | Reduced |
| Gsa Capital Partners LLP | 33,502 | $394.0K | 0.03% | +33,502 | New |
| State of Wyoming | 33,649 | $396.0K | 0.06% | +28,598+566.2% | Added |
| Point72 Asset Management, L.P. | 33,900 | $399.0K | 0.00% | −27,700−45.0% | Reduced |
| Petrus Trust Company, LTA | 34,360 | $404.4K | 0.04% | +34,360 | New |
| State of Wisconsin Investment Board | 36,259 | $426.8K | 0.00% | −20,997−36.7% | Reduced |
| Sheets Smith Wealth Management | 37,152 | $437.3K | 0.05% | +14,614+64.8% | Added |
| FMR LLC | 38,275 | $450.5K | 0.00% | +35,446+1,253.0% | Added |
| Ceera Investments, LLC | 39,440 | $464.2K | 0.17% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 40,553 | $477.3K | 0.00% | −9,300−18.7% | Reduced |
| Janus Henderson Group PLC | 41,155 | $483.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 41,499 | $488.4K | 0.00% | +2,571+6.6% | Added |
| Price T Rowe Associates Inc | 41,659 | $491.0K | 0.00% | +1,386+3.4% | Added |
| Two Sigma Investments, LP | 42,340 | $498.3K | 0.00% | −44,734−51.4% | Reduced |
| State Board of Administration of Florida Retirement System | 43,900 | $516.7K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 46,942 | $553.0K | 0.01% | +46,942 | New |
| Moran Wealth Management, LLC | 48,488 | $570.7K | 0.02% | +12,618+35.2% | Added |
| Consolidated Portfolio Review Corp | 51,942 | $611.4K | 0.14% | +51,942 | New |
| Smith Group Asset Management, LLC | 53,304 | $627.4K | 0.05% | +10,614+24.9% | Added |
| Toroso Investments, LLC | 53,834 | $633.6K | 0.01% | −11,787−18.0% | Reduced |
| CenterBook Partners LP | 54,716 | $644.0K | 0.04% | −51,272−48.4% | Reduced |
| Caxton Associates LP | 56,622 | $666.4K | 0.03% | −19,403−25.5% | Reduced |
| CoreCap Advisors, LLC | 57,754 | $679.8K | 0.03% | +57,754 | New |
| Nebula Research & Development LLC | 64,878 | $763.6K | 0.09% | +64,878 | New |
| STRS Ohio | 66,800 | $786.2K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 67,857 | $798.7K | 0.00% | −419−0.6% | Reduced |
| Principal Financial Group Inc | 67,862 | $798.7K | 0.00% | −18,862−21.7% | Reduced |