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.
| 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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 1,954 | $32.3K | 0.00% | +230+13.3% | Added |
| Quadrant Capital Group LLC | 1,952 | $32.2K | 0.00% | +122+6.7% | Added |
| Heck Capital Advisors, LLC | 1,741 | $28.7K | 0.00% | +1,741 | New |
| Global Retirement Partners, LLC | 1,489 | $24.6K | 0.00% | +1,489 | New |
| National Bank of Canada | 1,386 | $22.9K | 0.00% | −1,070−43.6% | Reduced |
| Parallel Advisors, LLC | 1,271 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 821 | $13.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 751 | $12.4K | 0.00% | +751 | New |
| Smartleaf Asset Management LLC | 390 | $6.43K | 0.00% | +40+11.4% | Added |
| Amundi | 374 | $6.22K | 0.00% | +285+320.2% | Added |
| Clear Street Markets LLC | 364 | $6.01K | 0.00% | +364 | New |
| TD Waterhouse Canada Inc. | 362 | $5.97K | 0.00% | −225−38.3% | Reduced |
| Signaturefd, LLC | 286 | $4.72K | 0.00% | +69+31.8% | Added |
| Washington Trust Advisors, Inc. | 284 | $4.69K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 248 | $4.00K | 0.00% | +126+103.3% | Added |
| Rothschild Investment LLC | 215 | $3.55K | 0.00% | +40+22.9% | Added |
| Quarry LP | 180 | $2.97K | 0.00% | +180 | New |
| Private Wealth Management Group, LLC | 173 | $2.86K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 130 | $2.15K | 0.00% | +130 | New |
| Sterling Capital Management LLC | 129 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 120 | $1.98K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 110 | $1.82K | 0.00% | −76−40.9% | Reduced |
| Bellevue Asset Management, LLC | 108 | $1.78K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 87 | $1.44K | 0.00% | +87 | New |
| Parkworth Wealth Management, Inc. | 70 | $1.16K | 0.00% | +70 | New |
| EverSource Wealth Advisors, LLC | 69 | $1.14K | 0.00% | +69 | New |
| Bell Investment Advisors, Inc | 56 | $925 | 0.00% | +56 | New |
| The PNC Financial Services Group, Inc. | 55 | $908 | 0.00% | −33−37.5% | Reduced |
| Farther Finance Advisors, LLC | 52 | $859 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 50 | $826 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 49 | $809 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 48 | $793 | 0.00% | +48 | New |
| Allworth Financial LP | 42 | $737 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15 | $248 | 0.00% | +15 | New |
| GWM Advisors LLC | 10 | $165 | 0.00% | +10 | New |
| NBC Securities, Inc. | 2 | $33 | 0.00% | +2 | New |
| Hantz Financial Services, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| EVR Research LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −54,716−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −46,942−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −33,502−100.0% | Sold out |
| DDD Partners, LLC | 0 | $0 | 0.00% | −31,371−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −20,575−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,373−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,191−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,557−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −11,382−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Anchor IV Pte. Ltd. | – | – | – | – | Not filed |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Millrace Asset Group, Inc. | – | – | – | – | Not filed |