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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, 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.

Institutional holdersQ4 2024: 238 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 heldQ4 2024: $1.70B
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, Q4 2024

Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q3 2024.

Institutions holding AVPT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
State of Wisconsin Investment Board27,862$460.0K0.00%−8,397−23.2%Reduced
SVB Capital Management, LLC29,102$480.5K0.69%+29,102New
Arizona State Retirement System29,789$491.8K0.00%−2,223−6.9%Reduced
SG Americas Securities, LLC30,060$496.0K0.00%+7,141+31.2%Added
Cerity Partners LLC41,420$496.3K0.00%−79−0.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)30,853$509.4K0.00%+2,071+7.2%Added
Toroso Investments, LLC30,865$509.6K0.00%−22,969−42.7%Reduced
Versor Investments LP31,800$525.0K0.09%+13,700+75.7%Added
Advisor Group Holdings, Inc.33,382$550.9K0.00%+21,715+186.1%Added
Eventide Asset Management, LLC33,422$551.8K0.01%+33,422New
American Century Companies Inc35,008$578.0K0.00%+35,008New
Group One Trading, L.P.36,141$596.7K0.02%+36,141New
Aigen Investment Management, LP39,178$646.8K0.11%+21,115+116.9%Added
Ceera Investments, LLC39,440$651.2K0.22%00.0%Unchanged
New York State Common Retirement Fund40,553$669.5K0.00%00.0%Unchanged
Occudo Quantitative Strategies LP40,580$670.0K0.12%−60,850−60.0%Reduced
Janus Henderson Group PLC41,155$679.1K0.00%00.0%Unchanged
CoreCap Advisors, LLC42,197$696.7K0.03%−15,557−26.9%Reduced
Sheets Smith Wealth Management43,481$717.9K0.09%+6,329+17.0%Added
State Board of Administration of Florida Retirement System43,900$724.8K0.00%00.0%Unchanged
Aquatic Capital Management LLC44,851$740.5K0.02%+44,851New
ProShare Advisors LLC45,409$749.7K0.00%+12,307+37.2%Added
Ameriprise Financial Inc45,751$755.3K0.00%+33,801+282.9%Added
Fox Run Management, L.L.C.48,093$794.0K0.14%+48,093New
Prudential Financial Inc49,415$815.8K0.00%−65,000−56.8%Reduced
Moran Wealth Management, LLC49,571$818.4K0.03%+1,083+2.2%Added
Nebula Research & Development LLC49,594$818.8K0.10%−15,284−23.6%Reduced
Consolidated Portfolio Review Corp50,249$829.6K0.13%−1,693−3.3%Reduced
Price T Rowe Associates Inc51,460$850.0K0.00%+9,801+23.5%Added
Harvest Investment Services, LLC51,818$855.5K0.21%+51,818New
STRS Ohio52,100$860.2K0.00%−14,700−22.0%Reduced
Susquehanna Fundamental Investments, LLC52,600$868.4K0.01%+52,600New
Smith Group Asset Management, LLC53,831$888.8K0.07%+527+1.0%Added
Los Angeles Capital Management LLC59,864$988.4K0.00%+59,864New
Corebridge Financial, Inc.64,037$1.06M0.01%−3,820−5.6%Reduced
Intech Investment Management LLC65,256$1.08M0.01%+35,706+120.8%Added
Two Sigma Advisers, LP65,700$1.08M0.00%+32,300+96.7%Added
Manufacturers Life Insurance Company, The68,288$1.13M0.00%−1,725−2.5%Reduced
Numerai GP LLC71,974$1.19M0.33%−97,691−57.6%Reduced
Royal Bank of Canada72,347$1.20M0.00%−18,180−20.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.73,299$1.21M0.00%+3,842+5.5%Added
Principal Financial Group Inc74,048$1.22M0.00%+6,186+9.1%Added
Martingale Asset Management L P74,651$1.23M0.03%+2,209+3.0%Added
D.A. Davidson & Co.76,706$1.27M0.01%+365+0.5%Added
MetLife Investment Management77,985$1.29M0.01%+4,102+5.6%Added
Verition Fund Management LLC80,796$1.33M0.01%+3,848+5.0%Added
Susquehanna International Group, LLP95,231$1.57M0.00%+73,328+334.8%Added
Walleye Capital LLC96,807$1.60M0.02%−155,538−61.6%Reduced
California State Teachers Retirement System97,946$1.62M0.00%−8,395−7.9%Reduced
Teachers Retirement System of the State of Kentucky99,523$1.64M0.01%+6,615+7.1%Added
Canada Pension Plan Investment Board99,600$1.64M0.00%+99,600New
Diker Management LLC100,000$1.65M1.43%00.0%Unchanged
Sheets Smith Investment Management102,310$1.69M1.43%+102,310New
Atom Investors LP104,507$1.73M0.21%+104,507New
Two Sigma Investments, LP108,192$1.79M0.00%+65,852+155.5%Added
Legato Capital Management LLC110,687$1.83M0.24%−17,538−13.7%Reduced
Harbor Capital Advisors, Inc.121,358$2.00M0.09%+2,112+1.8%Added
Alliancebernstein L.P.122,654$2.03M0.00%−33,451−21.4%Reduced
Point72 Asset Management, L.P.123,340$2.04M0.01%+89,440+263.8%Added
Wells Fargo & Company123,506$2.04M0.00%+25,027+25.4%Added
Deutsche Bank AG124,210$2.05M0.00%−54,923−30.7%Reduced
Citigroup Inc124,264$2.05M0.00%+9,778+8.5%Added
Legal & General Group Plc124,513$2.06M0.00%+11,687+10.4%Added
Schonfeld Strategic Advisors LLC125,233$2.07M0.01%+125,233New
Lisanti Capital Growth, LLC128,550$2.12M0.51%+7,550+6.2%Added
Granahan Investment Management Inc137,306$2.27M0.09%−35,705−20.6%Reduced
HighTower Advisors, LLC138,318$2.28M0.00%−69,195−33.3%Reduced
AQR Capital Management LLC147,861$2.44M0.00%+27,902+23.3%Added
Jane Street Group, LLC149,787$2.47M0.00%−20,951−12.3%Reduced
Teacher Retirement System of Texas152,728$2.52M0.01%+121,576+390.3%Added
Balyasny Asset Management LLC156,479$2.58M0.01%+156,479New
Calamos Advisors LLC158,427$2.62M0.01%−9,105−5.4%Reduced
SEI Investments Co159,521$2.63M0.00%−46,612−22.6%Reduced
PDT Partners, LLC161,892$2.67M0.24%+34,645+27.2%Added
Healthcare of Ontario Pension Plan Trust Fund179,100$2.96M0.01%+179,100New
Ingalls & Snyder LLC181,110$2.99M0.12%−15,985−8.1%Reduced
Rhumbline Advisers182,990$3.02M0.00%+2,330+1.3%Added
Swiss National Bank202,000$3.34M0.00%−15,200−7.0%Reduced
Quantbot Technologies LP203,076$3.35M0.12%+49,329+32.1%Added
Jump Financial, LLC224,472$3.71M0.08%+94,009+72.1%Added
Barclays PLC230,341$3.80M0.00%+23,983+11.6%Added
UBS Asset Management Americas Inc263,084$4.34M0.00%+30,399+13.1%Added
Tudor Investment Corp Et Al264,981$4.37M0.05%−365,571−58.0%Reduced
EAM Investors, LLC276,929$4.57M0.65%−128,951−31.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.280,114$4.62M0.02%−47,898−14.6%Reduced
EAM Global Investors LLC291,918$4.82M0.86%+291,918New
Oberweis Asset Management Inc296,300$4.89M0.23%00.0%Unchanged
Citadel Advisors LLC300,961$4.97M0.00%−269,882−47.3%Reduced
Acadian Asset Management LLC323,677$5.34M0.02%+78,145+31.8%Added
Silvercrest Asset Management Group LLC341,361$5.64M0.04%−3,349−1.0%Reduced
Squarepoint Ops LLC345,898$5.71M0.01%+73,723+27.1%Added
Neo Ivy Capital Management377,301$6.23M1.25%+377,301New
Engineers Gate Manager LP389,322$6.43M0.11%+235,998+153.9%Added
Russell Investments Group, Ltd.409,052$6.75M0.01%−141,974−25.8%Reduced
Bank of America Corp420,144$6.94M0.00%+21,383+5.4%Added
First Trust Advisors LP420,550$6.94M0.01%−40,448−8.8%Reduced
Voya Investment Management LLC448,532$7.41M0.01%+217,894+94.5%Added
BNP Paribas Arbitrage, SA467,936$7.73M0.01%+467,936New
Cubist Systematic Strategies, LLC535,973$8.85M0.14%−137,519−20.4%Reduced
Qube Research & Technologies Ltd542,010$8.95M0.01%−150,384−21.7%Reduced