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 6 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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 42,340 | $498.3K | 0.00% | −44,734−51.4% | Reduced |
| Price T Rowe Associates Inc | 41,659 | $491.0K | 0.00% | +1,386+3.4% | Added |
| Cerity Partners LLC | 41,499 | $488.4K | 0.00% | +2,571+6.6% | Added |
| Janus Henderson Group PLC | 41,155 | $483.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 40,553 | $477.3K | 0.00% | −9,300−18.7% | Reduced |
| Ceera Investments, LLC | 39,440 | $464.2K | 0.17% | 00.0% | Unchanged |
| FMR LLC | 38,275 | $450.5K | 0.00% | +35,446+1,253.0% | Added |
| Sheets Smith Wealth Management | 37,152 | $437.3K | 0.05% | +14,614+64.8% | Added |
| State of Wisconsin Investment Board | 36,259 | $426.8K | 0.00% | −20,997−36.7% | Reduced |
| Petrus Trust Company, LTA | 34,360 | $404.4K | 0.04% | +34,360 | New |
| Point72 Asset Management, L.P. | 33,900 | $399.0K | 0.00% | −27,700−45.0% | Reduced |
| State of Wyoming | 33,649 | $396.0K | 0.06% | +28,598+566.2% | Added |
| Gsa Capital Partners LLP | 33,502 | $394.0K | 0.03% | +33,502 | New |
| Two Sigma Advisers, LP | 33,400 | $393.1K | 0.00% | −4,400−11.6% | Reduced |
| ProShare Advisors LLC | 33,102 | $389.6K | 0.00% | +1,286+4.0% | Added |
| Arizona State Retirement System | 32,012 | $376.8K | 0.00% | +1,109+3.6% | Added |
| DDD Partners, LLC | 31,371 | $369.2K | 0.04% | +31,371 | New |
| Teacher Retirement System of Texas | 31,152 | $367.0K | 0.00% | +31,152 | New |
| Intech Investment Management LLC | 29,550 | $347.8K | 0.00% | +29,550 | New |
| Creative Planning | 29,345 | $345.4K | 0.00% | +4,698+19.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,782 | $338.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 22,919 | $270.0K | 0.00% | −1,030−4.3% | Reduced |
| Rockefeller Capital Management L.P. | 22,756 | $267.8K | 0.00% | −230−1.0% | Reduced |
| Susquehanna International Group, LLP | 21,903 | $257.8K | 0.00% | +2,362+12.1% | Added |
| EntryPoint Capital, LLC | 20,575 | $242.2K | 0.14% | +6,712+48.4% | Added |
| Bayesian Capital Management, LP | 20,373 | $239.8K | 0.03% | +5,600+37.9% | Added |
| US Bancorp | 18,706 | $220.2K | 0.00% | +1,391+8.0% | Added |
| Unique Wealth, LLC | 18,368 | $216.2K | 0.05% | 00.0% | Unchanged |
| Versor Investments LP | 18,100 | $213.0K | 0.03% | +800+4.6% | Added |
| Aigen Investment Management, LP | 18,063 | $212.6K | 0.04% | −13,173−42.2% | Reduced |
| Gotham Asset Management, LLC | 17,540 | $206.4K | 0.00% | +1,452+9.0% | Added |
| Quadrature Capital Ltd | 16,191 | $190.2K | 0.00% | −19,202−54.3% | Reduced |
| HSBC Holdings PLC | 15,792 | $185.4K | 0.00% | −994−5.9% | Reduced |
| XTX Topco Ltd | 15,288 | $179.9K | 0.01% | +15,288 | New |
| Corton Capital Inc. | 14,939 | $175.8K | 0.09% | −13,801−48.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,557 | $171.3K | 0.01% | +14,557 | New |
| Entropy Technologies, LP | 13,316 | $156.7K | 0.02% | −400−2.9% | Reduced |
| Pictet Asset Management Holding SA | 13,094 | $154.1K | 0.00% | −7,282−35.7% | Reduced |
| Victory Capital Management Inc | 12,558 | $147.8K | 0.00% | −180−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 12,433 | $146.3K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 12,150 | $143.0K | 0.01% | −1,205−9.0% | Reduced |
| Centiva Capital, LP | 11,999 | $141.2K | 0.01% | −48,208−80.1% | Reduced |
| Ameriprise Financial Inc | 11,950 | $140.7K | 0.00% | −338−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 11,667 | $137.3K | 0.00% | +8,241+240.5% | Added |
| Vident Advisory, LLC | 11,382 | $134.0K | 0.00% | +11,382 | New |
| Tower Research Capital LLC (TRC) | 10,728 | $126.3K | 0.00% | −12,040−52.9% | Reduced |
| Balboa Wealth Partners | 10,614 | $124.9K | 0.03% | +10,614 | New |
| LPL Financial LLC | 10,535 | $124.0K | 0.00% | +10,535 | New |
| Steward Partners Investment Advisory, LLC | 8,016 | $94.3K | 0.00% | +8,016 | New |
| nVerses Capital, LLC | 7,500 | $88.3K | 0.04% | −9,100−54.8% | Reduced |
| Blair William & Co | 6,063 | $71.4K | 0.00% | −4,000−39.7% | Reduced |
| Amalgamated Bank | 4,391 | $52.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,399 | $40.0K | 0.00% | +1,017+42.7% | Added |
| Point72 (DIFC) Ltd | 3,248 | $38.2K | 0.00% | −27,378−89.4% | Reduced |
| CWM, LLC | 2,842 | $33.0K | 0.00% | +2,537+831.8% | Added |
| Nisa Investment Advisors, LLC | 2,625 | $30.9K | 0.00% | +108+4.3% | Added |
| National Bank of Canada | 2,456 | $28.9K | 0.00% | +2,456 | New |
| Comerica Bank | 2,087 | $24.6K | 0.00% | +82+4.1% | Added |
| Quadrant Capital Group LLC | 1,830 | $21.5K | 0.00% | −205−10.1% | Reduced |
| GAMMA Investing LLC | 1,724 | $20.3K | 0.00% | +697+67.9% | Added |
| Parallel Advisors, LLC | 1,271 | $15.0K | 0.00% | +37+3.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,142 | $13.4K | 0.00% | −23,605−95.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 853 | $10.0K | 0.00% | +853 | New |
| Lindbrook Capital, LLC | 821 | $9.66K | 0.00% | +23+2.9% | Added |
| TD Waterhouse Canada Inc. | 587 | $6.77K | 0.00% | +587 | New |
| Smartleaf Asset Management LLC | 350 | $4.10K | 0.00% | −32−8.4% | Reduced |
| Washington Trust Advisors, Inc. | 284 | $3.34K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 256 | $3.01K | 0.00% | +256 | New |
| Signaturefd, LLC | 217 | $2.55K | 0.00% | +88+68.2% | Added |
| Fifth Third Bancorp | 186 | $2.19K | 0.00% | +186 | New |
| Rothschild Investment LLC | 175 | $2.06K | 0.00% | +100+133.3% | Added |
| Private Wealth Management Group, LLC | 173 | $2.04K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 129 | $1.52K | 0.00% | +129 | New |
| Toth Financial Advisory Corp | 120 | $1.41K | 0.00% | +120 | New |
| Bellevue Asset Management, LLC | 108 | $1.27K | 0.00% | 00.0% | Unchanged |
| Amundi | 89 | $1.09K | 0.00% | +89 | New |
| The PNC Financial Services Group, Inc. | 88 | $1.04K | 0.00% | +15+20.5% | 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 |
| Farther Finance Advisors, LLC | 52 | $612 | 0.00% | +17+48.6% | Added |
| True Wealth Design, LLC | 50 | $589 | 0.00% | −450−90.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 49 | $577 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $495 | 0.00% | −17−28.8% | Reduced |
| Principal Securities, Inc. | 21 | $247 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 25 | $0 | 0.00% | +25 | New |
| Sixth Street Partners Management Company, L.P. | 0 | $0 | 0.00% | −1,597,002−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −276,487−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −130,579−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −49,376−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −49,303−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −34,410−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −33,079−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −32,278−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −26,039−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −19,647−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −17,149−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,688−100.0% | Sold out |