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 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.

Institutional holdersQ1 2025: 254 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 heldQ1 2025: $1.58B
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, Q1 2025

Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q4 2024.

Institutions holding AVPT in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Centiva Capital, LP23,262$335.9K0.02%+4,398+23.3%Added
Sheaff Brock Investment Advisors, LLC23,961$346.0K0.03%+1,117+4.9%Added
Caxton Associates LLP24,323$351.2K0.01%+24,323New
Allianz Asset Management GmbH25,100$362.4K0.00%+25,100New
SummitTX Capital, L.P.25,163$363.4K0.02%+25,163New
State of Wyoming27,128$391.7K0.05%+780+3.0%Added
Counterpoint Mutual Funds LLC27,349$394.9K0.06%+509+1.9%Added
Virginia Retirement Systems Et Al27,500$397.1K0.00%+27,500New
XTX Topco Ltd28,293$408.6K0.02%+15,369+118.9%Added
CIBC World Markets Corp28,581$412.7K0.00%+16,527+137.1%Added
Police & Firemen's Retirement System of New Jersey28,598$413.0K0.00%+1,567+5.8%Added
Arizona State Retirement System29,523$426.3K0.00%−266−0.9%Reduced
DC Investments Management, LLC29,817$430.6K0.22%+29,817New
Papamarkou Wellner Asset Management inc.30,400$439.0K0.31%+30,400New
Fox Run Management, L.L.C.30,612$442.0K0.07%−17,481−36.3%Reduced
SG Americas Securities, LLC30,982$447.0K0.00%+922+3.1%Added
SVB Capital Management, LLC32,310$466.6K1.38%+3,208+11.0%Added
Entropy Technologies, LP33,136$478.5K0.05%+15,520+88.1%Added
Prudential Financial Inc33,355$481.6K0.00%−16,060−32.5%Reduced
Jain Global LLC34,682$500.8K0.01%+34,682New
Petrus Trust Company, LTA34,864$503.4K0.05%+17,945+106.1%Added
Ameriprise Financial Inc35,126$507.2K0.00%−10,625−23.2%Reduced
EntryPoint Capital, LLC36,373$525.2K0.24%+36,373New
ProShare Advisors LLC37,018$534.5K0.00%−8,391−18.5%Reduced
Cetera Investment Advisers38,507$556.0K0.00%+38,507New
Ceera Investments, LLC39,440$569.5K0.20%00.0%Unchanged
Handelsbanken Fonder AB39,500$570.0K0.00%+11,800+42.6%Added
New York State Common Retirement Fund40,553$585.6K0.00%00.0%Unchanged
Janus Henderson Group PLC41,155$601.9K0.00%00.0%Unchanged
Pinnacle Wealth Management, LLC42,150$608.6K0.69%+42,150New
Zurcher Kantonalbank (Zurich Cantonalbank)42,772$617.6K0.00%+11,919+38.6%Added
Sheets Smith Wealth Management43,481$627.9K0.08%00.0%Unchanged
State Board of Administration of Florida Retirement System43,900$633.9K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC45,711$660.1K0.00%−79,522−63.5%Reduced
Aigen Investment Management, LP45,799$661.3K0.11%+6,621+16.9%Added
Moran Wealth Management, LLC47,630$687.8K0.02%−1,941−3.9%Reduced
Creative Planning48,920$706.4K0.00%+21,556+78.8%Added
CoreCap Advisors, LLC49,307$712.0K0.03%+7,110+16.8%Added
Colony Group, LLC51,034$736.9K0.00%+51,034New
Susquehanna Fundamental Investments, LLC52,600$759.5K0.01%00.0%Unchanged
Smith Group Asset Management, LLC53,999$779.7K0.06%+168+0.3%Added
STRS Ohio54,500$787.0K0.00%+2,400+4.6%Added
Los Angeles Capital Management LLC54,955$793.5K0.00%−4,909−8.2%Reduced
Price T Rowe Associates Inc55,777$806.0K0.00%+4,317+8.4%Added
Corebridge Financial, Inc.63,102$911.2K0.01%−935−1.5%Reduced
Harbor Capital Advisors, Inc.64,268$928.0K0.04%−57,090−47.0%Reduced
American Century Companies Inc64,373$929.5K0.00%+29,365+83.9%Added
Jump Financial, LLC66,726$963.5K0.01%−157,746−70.3%Reduced
Nebula Research & Development LLC67,721$977.9K0.09%+18,127+36.6%Added
Martingale Asset Management L P67,851$979.8K0.02%−6,800−9.1%Reduced
Manufacturers Life Insurance Company, The67,893$980.4K0.00%−395−0.6%Reduced
EFG Asset Management (North America) Corp.69,072$999.8K0.17%+69,072New
Brevan Howard Capital Management LP69,959$1.01M0.03%+44,692+176.9%Added
Cerity Partners LLC70,454$1.02M0.00%+29,034+70.1%Added
Capital Fund Management S.A.71,314$1.03M0.01%+71,314New
Royal Bank of Canada72,493$1.05M0.00%+146+0.2%Added
Teacher Retirement System of Texas73,850$1.07M0.00%−78,878−51.6%Reduced
D.A. Davidson & Co.74,975$1.08M0.01%−1,731−2.3%Reduced
Dark Forest Capital Management LP75,917$1.10M0.05%+61,548+428.3%Added
Mirae Asset Global ETFs Holdings Ltd.76,639$1.11M0.00%+3,340+4.6%Added
MetLife Investment Management76,803$1.11M0.01%−1,182−1.5%Reduced
Canada Pension Plan Investment Board78,200$1.13M0.00%−21,400−21.5%Reduced
Principal Financial Group Inc78,396$1.13M0.00%+4,348+5.9%Added
Intech Investment Management LLC78,453$1.13M0.01%+13,197+20.2%Added
Twinbeech Capital LP80,079$1.16M0.02%+80,079New
Legato Capital Management LLC80,603$1.16M0.16%−30,084−27.2%Reduced
HRT Financial LP81,075$1.17M0.01%+81,075New
Teachers Retirement System of the State of Kentucky82,781$1.20M0.01%−16,742−16.8%Reduced
Verition Fund Management LLC84,798$1.22M0.01%+4,002+5.0%Added
Balyasny Asset Management LLC86,700$1.25M0.00%−69,779−44.6%Reduced
SEI Investments Co92,210$1.33M0.00%−67,311−42.2%Reduced
California State Teachers Retirement System95,135$1.37M0.00%−2,811−2.9%Reduced
CenterBook Partners LP97,479$1.41M0.09%+97,479New
Occudo Quantitative Strategies LP96,389$1.41M0.19%+55,809+137.5%Added
Semanteon Capital Management, LP100,112$1.45M0.79%+100,112New
Sheets Smith Investment Management102,007$1.47M1.47%−303−0.3%Reduced
Numerai GP LLC102,878$1.49M0.28%+30,904+42.9%Added
Hussman Strategic Advisors, Inc.105,000$1.52M0.37%+105,000New
Granahan Investment Management Inc110,749$1.60M0.08%−26,557−19.3%Reduced
Citigroup Inc110,824$1.60M0.00%−13,440−10.8%Reduced
Deutsche Bank AG116,063$1.68M0.00%−8,147−6.6%Reduced
FMR LLC123,911$1.79M0.00%+108,102+683.8%Added
Legal & General Group Plc123,994$1.79M0.00%−519−0.4%Reduced
Wells Fargo & Company126,662$1.83M0.00%+3,156+2.6%Added
Alliancebernstein L.P.129,274$1.87M0.00%+6,620+5.4%Added
Calamos Advisors LLC142,166$2.05M0.01%−16,261−10.3%Reduced
HighTower Advisors, LLC144,179$2.08M0.00%+5,861+4.2%Added
Barclays PLC163,789$2.37M0.00%−66,552−28.9%Reduced
Acadian Asset Management LLC165,421$2.39M0.01%−158,256−48.9%Reduced
EAM Investors, LLC172,660$2.49M0.43%−104,269−37.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.174,854$2.52M0.01%−105,260−37.6%Reduced
Victory Capital Management Inc189,770$2.74M0.00%+177,297+1,421.4%Added
Rhumbline Advisers189,903$2.74M0.00%+6,913+3.8%Added
Ingalls & Snyder LLC191,885$2.77M0.09%+10,775+5.9%Added
Swiss National Bank199,800$2.89M0.00%−2,200−1.1%Reduced
UBS Asset Management Americas Inc246,480$3.56M0.00%−16,604−6.3%Reduced
EAM Global Investors LLC248,942$3.59M0.98%−42,976−14.7%Reduced
Citadel Advisors LLC256,572$3.70M0.00%−44,389−14.7%Reduced
Susquehanna International Group, LLP268,762$3.88M0.01%+173,531+182.2%Added
PDT Partners, LLC277,804$4.01M0.28%+115,912+71.6%Added