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, Q1 2025
Institutional positions in AvePoint, Inc. as of Mar 31, 2025. 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
- 254
- +20 vs. Q4 2024
- Shares held
- 109.2M
- +7.75M (+7.6%) vs. Q4 2024
- Total value
- $1.58B
- −$97.9M (−5.8%) vs. Q4 2024
- New holders
- 50
- 98 more added
- Sold out
- 30
- 85 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4 | $58 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 5 | $72 | 0.00% | −9,992−99.9% | Reduced |
| IFP Advisors, Inc | 15 | $217 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 17 | $246 | 0.00% | −31−64.6% | Reduced |
| Hexagon Capital Partners LLC | 19 | $274 | 0.00% | +19 | New |
| WealthTrak Capital Management LLC | 25 | $361 | 0.00% | +25 | New |
| Stephens Consulting, LLC | 50 | $722 | 0.00% | +50 | New |
| Fifth Third Bancorp | 57 | $823 | 0.00% | −53−48.2% | Reduced |
| True Wealth Design, LLC | 63 | $910 | 0.00% | +13+26.0% | Added |
| Larson Financial Group LLC | 63 | $910 | 0.00% | +63 | New |
| Parkworth Wealth Management, Inc. | 70 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $1.23K | 0.00% | +29+51.8% | Added |
| EverSource Wealth Advisors, LLC | 86 | $1.24K | 0.00% | +17+24.6% | Added |
| Allworth Financial LP | 90 | $1.42K | 0.00% | +48+114.3% | Added |
| Bellevue Asset Management, LLC | 108 | $1.56K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 112 | $1.62K | 0.00% | +112 | New |
| SJS Investment Consulting Inc. | 118 | $1.70K | 0.00% | +118 | New |
| Toth Financial Advisory Corp | 120 | $1.73K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 126 | $1.82K | 0.00% | +116+1,160.0% | Added |
| Sterling Capital Management LLC | 137 | $1.98K | 0.00% | +8+6.2% | Added |
| Bessemer Group Inc | 115 | $2.00K | 0.00% | −10−8.0% | Reduced |
| SBI Securities Co., Ltd. | 150 | $2.17K | 0.00% | +20+15.4% | Added |
| Private Wealth Management Group, LLC | 173 | $2.50K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 257 | $3.71K | 0.00% | +202+367.3% | Added |
| Rothschild Investment LLC | 275 | $3.97K | 0.00% | +60+27.9% | Added |
| Washington Trust Advisors, Inc. | 284 | $4.10K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 360 | $5.31K | 0.00% | −2−0.6% | Reduced |
| Amundi | 374 | $5.34K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 398 | $5.75K | 0.00% | +398 | New |
| Smartleaf Asset Management LLC | 422 | $6.17K | 0.00% | +32+8.2% | Added |
| Signaturefd, LLC | 488 | $7.05K | 0.00% | +202+70.6% | Added |
| Rise Advisors, LLC | 597 | $8.62K | 0.00% | +597 | New |
| MCF Advisors LLC | 825 | $11.9K | 0.00% | +74+9.9% | Added |
| Matrix Trust Co | 830 | $12.0K | 0.00% | +830 | New |
| Optiver Holding B.V. | 832 | $12.0K | 0.00% | +832 | New |
| Lindbrook Capital, LLC | 850 | $12.3K | 0.00% | +29+3.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 819 | $12.4K | 0.00% | +819 | New |
| Farther Finance Advisors, LLC | 1,016 | $15.0K | 0.00% | +964+1,853.8% | Added |
| National Bank of Canada | 1,337 | $19.3K | 0.00% | −49−3.5% | Reduced |
| Advisors Asset Management, Inc. | 1,344 | $19.4K | 0.00% | +1,344 | New |
| Nisa Investment Advisors, LLC | 1,685 | $24.3K | 0.00% | −940−35.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,735 | $25.0K | 0.00% | +1,735 | New |
| Heck Capital Advisors, LLC | 1,741 | $25.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,081 | $30.1K | 0.00% | +129+6.6% | Added |
| Versant Capital Management, Inc | 2,172 | $31.4K | 0.01% | +2,172 | New |
| Comerica Bank | 2,254 | $32.5K | 0.00% | +74+3.4% | Added |
| GAMMA Investing LLC | 2,376 | $34.3K | 0.00% | +422+21.6% | Added |
| Clear Street Markets LLC | 2,627 | $37.9K | 0.03% | +2,263+621.7% | Added |
| Walleye Capital LLC | 2,915 | $42.1K | 0.00% | −93,892−97.0% | Reduced |
| Principal Securities, Inc. | 2,743 | $45.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,831 | $55.3K | 0.01% | +3,651+2,028.3% | Added |
| Pacer Advisors, Inc. | 4,367 | $63.1K | 0.00% | −42−1.0% | Reduced |
| Amalgamated Bank | 4,406 | $64.0K | 0.00% | +15+0.3% | Added |
| Quantbot Technologies LP | 4,449 | $64.2K | 0.00% | −198,627−97.8% | Reduced |
| KBC Group NV | 4,655 | $67.0K | 0.00% | +4,655 | New |
| Steward Partners Investment Advisory, LLC | 5,383 | $77.7K | 0.00% | −768−12.5% | Reduced |
| Blair William & Co | 6,063 | $87.5K | 0.00% | −1,500−19.8% | Reduced |
| Catalyst Capital Advisors LLC | 6,900 | $99.6K | 0.00% | +6,900 | New |
| CWM, LLC | 7,328 | $106.0K | 0.00% | +3,829+109.4% | Added |
| Point72 Asset Management, L.P. | 7,604 | $109.8K | 0.00% | −115,736−93.8% | Reduced |
| Tower Research Capital LLC (TRC) | 7,723 | $111.5K | 0.00% | −8,750−53.1% | Reduced |
| Quest Partners LLC | 8,375 | $120.9K | 0.01% | −6,259−42.8% | Reduced |
| Covestor Ltd | 8,825 | $127.0K | 0.08% | +8,577+3,458.5% | Added |
| Parallel Advisors, LLC | 9,276 | $133.9K | 0.00% | +8,005+629.8% | Added |
| Globeflex Capital L P | 9,387 | $135.5K | 0.01% | +9,300+10,689.7% | Added |
| Advisor Group Holdings, Inc. | 9,983 | $144.1K | 0.00% | −23,399−70.1% | Reduced |
| US Bancorp | 9,999 | $144.4K | 0.00% | −975−8.9% | Reduced |
| Cornerstone Investment Partners, LLC | 10,095 | $145.8K | 0.01% | −886−8.1% | Reduced |
| JustInvest LLC | 10,552 | $152.4K | 0.00% | +10,552 | New |
| Envestnet Asset Management Inc | 10,597 | $153.0K | 0.00% | +376+3.7% | Added |
| Group One Trading, L.P. | 11,571 | $167.1K | 0.01% | −24,570−68.0% | Reduced |
| Mariner, LLC | 11,631 | $168.0K | 0.00% | +572+5.2% | Added |
| PharVision Advisers, LLC | 11,657 | $168.3K | 0.23% | +11,657 | New |
| Arete Wealth Advisors, LLC | 11,720 | $169.0K | 0.01% | +70+0.6% | Added |
| Highland Capital Management, LLC | 12,089 | $174.6K | 0.01% | +12,089 | New |
| Quantinno Capital Management LP | 12,461 | $179.9K | 0.00% | +12,461 | New |
| Balboa Wealth Partners | 12,664 | $182.9K | 0.04% | +23+0.2% | Added |
| LPL Financial LLC | 12,741 | $184.0K | 0.00% | −36−0.3% | Reduced |
| Vident Advisory, LLC | 12,973 | $187.3K | 0.00% | +12,973 | New |
| Ieq Capital, LLC | 13,059 | $188.6K | 0.00% | +13,059 | New |
| Ameritas Investment Partners, Inc. | 13,475 | $194.6K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 13,700 | $197.8K | 0.03% | −18,100−56.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,279 | $206.2K | 0.01% | +14,279 | New |
| State of Wisconsin Investment Board | 14,712 | $212.4K | 0.00% | −13,150−47.2% | Reduced |
| HSBC Holdings PLC | 14,942 | $213.1K | 0.00% | −41−0.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 14,795 | $213.6K | 0.01% | +388+2.7% | Added |
| Pictet Asset Management Holding SA | 15,183 | $219.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 15,900 | $229.6K | 0.06% | +15,900 | New |
| Alpine Global Management, LLC | 16,452 | $237.6K | 0.06% | +16,452 | New |
| Corton Capital Inc. | 17,427 | $251.6K | 0.83% | −1,055−5.7% | Reduced |
| Anb Bank | 18,029 | $260.3K | 0.12% | +533+3.0% | Added |
| Unique Wealth, LLC | 18,366 | $265.2K | 0.05% | −20.0% | Reduced |
| Atom Investors LP | 18,764 | $271.0K | 0.03% | −85,743−82.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,094 | $276.0K | 0.04% | +19,094 | New |
| KLP Kapitalforvaltning AS | 19,200 | $277.2K | 0.00% | −3,300−14.7% | Reduced |
| CSS LLC | 20,000 | $288.8K | 0.02% | +20,000 | New |
| Integrated Quantitative Investments LLC | 20,366 | $294.1K | 0.14% | −28−0.1% | Reduced |
| Keybank National Association | 21,397 | $309.0K | 0.00% | +21,397 | New |
| M&T Bank Corp | 22,058 | $318.5K | 0.00% | +634+3.0% | Added |