Skip to main content

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, 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
Manufacturers Life Insurance Company, The68,288$1.13M0.00%−1,725−2.5%Reduced
Two Sigma Advisers, LP65,700$1.08M0.00%+32,300+96.7%Added
Intech Investment Management LLC65,256$1.08M0.01%+35,706+120.8%Added
Corebridge Financial, Inc.64,037$1.06M0.01%−3,820−5.6%Reduced
Los Angeles Capital Management LLC59,864$988.4K0.00%+59,864New
Smith Group Asset Management, LLC53,831$888.8K0.07%+527+1.0%Added
Susquehanna Fundamental Investments, LLC52,600$868.4K0.01%+52,600New
STRS Ohio52,100$860.2K0.00%−14,700−22.0%Reduced
Harvest Investment Services, LLC51,818$855.5K0.21%+51,818New
Price T Rowe Associates Inc51,460$850.0K0.00%+9,801+23.5%Added
Consolidated Portfolio Review Corp50,249$829.6K0.13%−1,693−3.3%Reduced
Nebula Research & Development LLC49,594$818.8K0.10%−15,284−23.6%Reduced
Moran Wealth Management, LLC49,571$818.4K0.03%+1,083+2.2%Added
Prudential Financial Inc49,415$815.8K0.00%−65,000−56.8%Reduced
Fox Run Management, L.L.C.48,093$794.0K0.14%+48,093New
Ameriprise Financial Inc45,751$755.3K0.00%+33,801+282.9%Added
ProShare Advisors LLC45,409$749.7K0.00%+12,307+37.2%Added
Aquatic Capital Management LLC44,851$740.5K0.02%+44,851New
State Board of Administration of Florida Retirement System43,900$724.8K0.00%00.0%Unchanged
Sheets Smith Wealth Management43,481$717.9K0.09%+6,329+17.0%Added
CoreCap Advisors, LLC42,197$696.7K0.03%−15,557−26.9%Reduced
Janus Henderson Group PLC41,155$679.1K0.00%00.0%Unchanged
Occudo Quantitative Strategies LP40,580$670.0K0.12%−60,850−60.0%Reduced
New York State Common Retirement Fund40,553$669.5K0.00%00.0%Unchanged
Ceera Investments, LLC39,440$651.2K0.22%00.0%Unchanged
Aigen Investment Management, LP39,178$646.8K0.11%+21,115+116.9%Added
Group One Trading, L.P.36,141$596.7K0.02%+36,141New
American Century Companies Inc35,008$578.0K0.00%+35,008New
Eventide Asset Management, LLC33,422$551.8K0.01%+33,422New
Advisor Group Holdings, Inc.33,382$550.9K0.00%+21,715+186.1%Added
Versor Investments LP31,800$525.0K0.09%+13,700+75.7%Added
Toroso Investments, LLC30,865$509.6K0.00%−22,969−42.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)30,853$509.4K0.00%+2,071+7.2%Added
Cerity Partners LLC41,420$496.3K0.00%−79−0.2%Reduced
SG Americas Securities, LLC30,060$496.0K0.00%+7,141+31.2%Added
Arizona State Retirement System29,789$491.8K0.00%−2,223−6.9%Reduced
SVB Capital Management, LLC29,102$480.5K0.69%+29,102New
State of Wisconsin Investment Board27,862$460.0K0.00%−8,397−23.2%Reduced
Handelsbanken Fonder AB27,700$457.0K0.00%+27,700New
Point72 (DIFC) Ltd27,497$454.0K0.04%+24,249+746.6%Added
Creative Planning27,364$451.8K0.00%−1,981−6.8%Reduced
Keebeck Alpha, LP27,331$451.2K0.47%+27,331New
Caxton Associates LP27,168$448.5K0.01%−29,454−52.0%Reduced
Police & Firemen's Retirement System of New Jersey27,031$446.3K0.00%+27,031New
Counterpoint Mutual Funds LLC26,840$443.1K0.06%+26,840New
State of Wyoming26,348$435.0K0.06%−7,301−21.7%Reduced
Prelude Capital Management, LLC25,964$428.7K0.04%+25,964New
Brevan Howard Capital Management LP25,267$417.2K0.01%+25,267New
Algert Global LLC24,259$400.5K0.01%−102,558−80.9%Reduced
Bridgefront Capital, LLC23,959$395.6K0.13%+23,959New
Sheaff Brock Investment Advisors, LLC22,844$377.2K0.03%+22,844New
Rockefeller Capital Management L.P.22,791$376.3K0.00%+35+0.2%Added
KLP Kapitalforvaltning AS22,500$371.5K0.00%+22,500New
Voleon Capital Management LP22,202$366.6K0.03%+22,202New
M&T Bank Corp21,424$353.7K0.00%+21,424New
Woodline Partners LP21,188$349.8K0.00%+21,188New
Integrated Quantitative Investments LLC20,394$336.7K0.17%+20,394New
MIG Capital, LLC18,926$312.5K0.03%+18,926New
Centiva Capital, LP18,864$311.4K0.01%+6,865+57.2%Added
Corton Capital Inc.18,482$305.1K0.18%+3,543+23.7%Added
Unique Wealth, LLC18,368$303.3K0.06%00.0%Unchanged
Sherbrooke Park Advisers LLC17,651$291.4K0.09%+17,651New
Entropy Technologies, LP17,616$290.8K0.03%+4,300+32.3%Added
Anb Bank17,496$288.9K0.13%+17,496New
Petrus Trust Company, LTA16,919$279.3K0.03%−17,441−50.8%Reduced
Tower Research Capital LLC (TRC)16,473$272.0K0.01%+5,745+53.6%Added
Empirical Asset Management, LLC15,966$263.6K0.09%+15,966New
FMR LLC15,809$261.0K0.00%−22,466−58.7%Reduced
Pictet Asset Management Holding SA15,183$250.7K0.00%+2,089+16.0%Added
Harvest Fund Management Co., Ltd15,149$250.0K0.01%+15,114+43,182.9%Added
HSBC Holdings PLC14,983$246.8K0.00%−809−5.1%Reduced
Quest Partners LLC14,634$241.6K0.03%−57,952−79.8%Reduced
Knights of Columbus Asset Advisors LLC14,407$237.9K0.02%+14,407New
Dark Forest Capital Management LP14,369$237.2K0.03%+14,369New
Ameritas Investment Partners, Inc.13,475$222.5K0.01%+1,042+8.4%Added
XTX Topco Ltd12,924$213.4K0.02%−2,364−15.5%Reduced
LPL Financial LLC12,777$210.9K0.00%+2,242+21.3%Added
Virtu Financial LLC12,635$209.0K0.01%+12,635New
Balboa Wealth Partners12,641$208.7K0.05%+2,027+19.1%Added
Victory Capital Management Inc12,473$205.9K0.00%−85−0.7%Reduced
CIBC World Markets Corp12,054$199.0K0.00%+12,054New
Southland Equity Partners LLC11,961$197.5K0.05%+11,961New
Arete Wealth Advisors, LLC11,650$192.0K0.01%−500−4.1%Reduced
Baader Bank INC11,500$189.9K0.02%+11,500New
Longboard Asset Management, LP11,416$188.5K0.50%+11,416New
Mariner, LLC11,059$182.6K0.00%+11,059New
Cornerstone Investment Partners, LLC10,981$181.3K0.01%+10,981New
US Bancorp10,974$181.2K0.00%−7,732−41.3%Reduced
Envestnet Asset Management Inc10,221$168.7K0.00%+10,221New
Caitong International Asset Management Co., Ltd9,997$165.1K0.16%+9,997New
Blair William & Co7,563$124.9K0.00%+1,500+24.7%Added
Steward Partners Investment Advisory, LLC6,151$101.6K0.00%−1,865−23.3%Reduced
Pacer Advisors, Inc.4,409$72.8K0.00%+1,010+29.7%Added
Amalgamated Bank4,391$72.0K0.00%00.0%Unchanged
CWM, LLC3,499$58.0K0.00%+657+23.1%Added
Principal Securities, Inc.2,743$45.3K0.00%+2,722+12,961.9%Added
R Squared Ltd2,735$45.2K0.04%+2,735New
Nisa Investment Advisors, LLC2,625$43.3K0.00%00.0%Unchanged
Point72 Hong Kong Ltd2,398$39.6K0.00%+2,398New
Comerica Bank2,180$36.0K0.00%+93+4.5%Added