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, Q4 2024
Institutional positions in AvePoint, Inc. as of Dec 31, 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
- 238
- +54 vs. Q3 2024
- Shares held
- 103.3M
- +30.5M (+42.0%) vs. Q3 2024
- Total value
- $1.70B
- +$848.0M (+99.0%) vs. Q3 2024
- New holders
- 69
- 84 more added
- Sold out
- 15
- 60 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2 | $33 | 0.00% | +2 | New |
| GWM Advisors LLC | 10 | $165 | 0.00% | +10 | New |
| IFP Advisors, Inc | 15 | $248 | 0.00% | +15 | New |
| Allworth Financial LP | 42 | $737 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 48 | $793 | 0.00% | +48 | New |
| Federation des caisses Desjardins du Quebec | 49 | $809 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 50 | $826 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 52 | $859 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 55 | $908 | 0.00% | −33−37.5% | Reduced |
| Bell Investment Advisors, Inc | 56 | $925 | 0.00% | +56 | New |
| EverSource Wealth Advisors, LLC | 69 | $1.14K | 0.00% | +69 | New |
| Parkworth Wealth Management, Inc. | 70 | $1.16K | 0.00% | +70 | New |
| Globeflex Capital L P | 87 | $1.44K | 0.00% | +87 | New |
| Bellevue Asset Management, LLC | 108 | $1.78K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 110 | $1.82K | 0.00% | −76−40.9% | Reduced |
| Toth Financial Advisory Corp | 120 | $1.98K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 129 | $2.13K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 130 | $2.15K | 0.00% | +130 | New |
| Private Wealth Management Group, LLC | 173 | $2.86K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 180 | $2.97K | 0.00% | +180 | New |
| Rothschild Investment LLC | 215 | $3.55K | 0.00% | +40+22.9% | Added |
| Covestor Ltd | 248 | $4.00K | 0.00% | +126+103.3% | Added |
| Washington Trust Advisors, Inc. | 284 | $4.69K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 286 | $4.72K | 0.00% | +69+31.8% | Added |
| TD Waterhouse Canada Inc. | 362 | $5.97K | 0.00% | −225−38.3% | Reduced |
| Clear Street Markets LLC | 364 | $6.01K | 0.00% | +364 | New |
| Amundi | 374 | $6.22K | 0.00% | +285+320.2% | Added |
| Smartleaf Asset Management LLC | 390 | $6.43K | 0.00% | +40+11.4% | Added |
| MCF Advisors LLC | 751 | $12.4K | 0.00% | +751 | New |
| Lindbrook Capital, LLC | 821 | $13.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,271 | $21.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,386 | $22.9K | 0.00% | −1,070−43.6% | Reduced |
| Global Retirement Partners, LLC | 1,489 | $24.6K | 0.00% | +1,489 | New |
| Heck Capital Advisors, LLC | 1,741 | $28.7K | 0.00% | +1,741 | New |
| Quadrant Capital Group LLC | 1,952 | $32.2K | 0.00% | +122+6.7% | Added |
| GAMMA Investing LLC | 1,954 | $32.3K | 0.00% | +230+13.3% | Added |
| Comerica Bank | 2,180 | $36.0K | 0.00% | +93+4.5% | Added |
| Point72 Hong Kong Ltd | 2,398 | $39.6K | 0.00% | +2,398 | New |
| Nisa Investment Advisors, LLC | 2,625 | $43.3K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 2,735 | $45.2K | 0.04% | +2,735 | New |
| Principal Securities, Inc. | 2,743 | $45.3K | 0.00% | +2,722+12,961.9% | Added |
| CWM, LLC | 3,499 | $58.0K | 0.00% | +657+23.1% | Added |
| Amalgamated Bank | 4,391 | $72.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,409 | $72.8K | 0.00% | +1,010+29.7% | Added |
| Steward Partners Investment Advisory, LLC | 6,151 | $101.6K | 0.00% | −1,865−23.3% | Reduced |
| Blair William & Co | 7,563 | $124.9K | 0.00% | +1,500+24.7% | Added |
| Caitong International Asset Management Co., Ltd | 9,997 | $165.1K | 0.16% | +9,997 | New |
| Envestnet Asset Management Inc | 10,221 | $168.7K | 0.00% | +10,221 | New |
| US Bancorp | 10,974 | $181.2K | 0.00% | −7,732−41.3% | Reduced |
| Cornerstone Investment Partners, LLC | 10,981 | $181.3K | 0.01% | +10,981 | New |
| Mariner, LLC | 11,059 | $182.6K | 0.00% | +11,059 | New |
| Longboard Asset Management, LP | 11,416 | $188.5K | 0.50% | +11,416 | New |
| Baader Bank INC | 11,500 | $189.9K | 0.02% | +11,500 | New |
| Arete Wealth Advisors, LLC | 11,650 | $192.0K | 0.01% | −500−4.1% | Reduced |
| Southland Equity Partners LLC | 11,961 | $197.5K | 0.05% | +11,961 | New |
| CIBC World Markets Corp | 12,054 | $199.0K | 0.00% | +12,054 | New |
| Victory Capital Management Inc | 12,473 | $205.9K | 0.00% | −85−0.7% | Reduced |
| Balboa Wealth Partners | 12,641 | $208.7K | 0.05% | +2,027+19.1% | Added |
| Virtu Financial LLC | 12,635 | $209.0K | 0.01% | +12,635 | New |
| LPL Financial LLC | 12,777 | $210.9K | 0.00% | +2,242+21.3% | Added |
| XTX Topco Ltd | 12,924 | $213.4K | 0.02% | −2,364−15.5% | Reduced |
| Ameritas Investment Partners, Inc. | 13,475 | $222.5K | 0.01% | +1,042+8.4% | Added |
| Dark Forest Capital Management LP | 14,369 | $237.2K | 0.03% | +14,369 | New |
| Knights of Columbus Asset Advisors LLC | 14,407 | $237.9K | 0.02% | +14,407 | New |
| Quest Partners LLC | 14,634 | $241.6K | 0.03% | −57,952−79.8% | Reduced |
| HSBC Holdings PLC | 14,983 | $246.8K | 0.00% | −809−5.1% | Reduced |
| Harvest Fund Management Co., Ltd | 15,149 | $250.0K | 0.01% | +15,114+43,182.9% | Added |
| Pictet Asset Management Holding SA | 15,183 | $250.7K | 0.00% | +2,089+16.0% | Added |
| FMR LLC | 15,809 | $261.0K | 0.00% | −22,466−58.7% | Reduced |
| Empirical Asset Management, LLC | 15,966 | $263.6K | 0.09% | +15,966 | New |
| Tower Research Capital LLC (TRC) | 16,473 | $272.0K | 0.01% | +5,745+53.6% | Added |
| Petrus Trust Company, LTA | 16,919 | $279.3K | 0.03% | −17,441−50.8% | Reduced |
| Anb Bank | 17,496 | $288.9K | 0.13% | +17,496 | New |
| Entropy Technologies, LP | 17,616 | $290.8K | 0.03% | +4,300+32.3% | Added |
| Sherbrooke Park Advisers LLC | 17,651 | $291.4K | 0.09% | +17,651 | New |
| Unique Wealth, LLC | 18,368 | $303.3K | 0.06% | 00.0% | Unchanged |
| Corton Capital Inc. | 18,482 | $305.1K | 0.18% | +3,543+23.7% | Added |
| Centiva Capital, LP | 18,864 | $311.4K | 0.01% | +6,865+57.2% | Added |
| MIG Capital, LLC | 18,926 | $312.5K | 0.03% | +18,926 | New |
| Integrated Quantitative Investments LLC | 20,394 | $336.7K | 0.17% | +20,394 | New |
| Woodline Partners LP | 21,188 | $349.8K | 0.00% | +21,188 | New |
| M&T Bank Corp | 21,424 | $353.7K | 0.00% | +21,424 | New |
| Voleon Capital Management LP | 22,202 | $366.6K | 0.03% | +22,202 | New |
| KLP Kapitalforvaltning AS | 22,500 | $371.5K | 0.00% | +22,500 | New |
| Rockefeller Capital Management L.P. | 22,791 | $376.3K | 0.00% | +35+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 22,844 | $377.2K | 0.03% | +22,844 | New |
| Bridgefront Capital, LLC | 23,959 | $395.6K | 0.13% | +23,959 | New |
| Algert Global LLC | 24,259 | $400.5K | 0.01% | −102,558−80.9% | Reduced |
| Brevan Howard Capital Management LP | 25,267 | $417.2K | 0.01% | +25,267 | New |
| Prelude Capital Management, LLC | 25,964 | $428.7K | 0.04% | +25,964 | New |
| State of Wyoming | 26,348 | $435.0K | 0.06% | −7,301−21.7% | Reduced |
| Counterpoint Mutual Funds LLC | 26,840 | $443.1K | 0.06% | +26,840 | New |
| Police & Firemen's Retirement System of New Jersey | 27,031 | $446.3K | 0.00% | +27,031 | New |
| Caxton Associates LP | 27,168 | $448.5K | 0.01% | −29,454−52.0% | Reduced |
| Keebeck Alpha, LP | 27,331 | $451.2K | 0.47% | +27,331 | New |
| Creative Planning | 27,364 | $451.8K | 0.00% | −1,981−6.8% | Reduced |
| Point72 (DIFC) Ltd | 27,497 | $454.0K | 0.04% | +24,249+746.6% | Added |
| Handelsbanken Fonder AB | 27,700 | $457.0K | 0.00% | +27,700 | New |