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, 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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 70,454 | $1.02M | 0.00% | +29,034+70.1% | Added |
| Brevan Howard Capital Management LP | 69,959 | $1.01M | 0.03% | +44,692+176.9% | Added |
| EFG Asset Management (North America) Corp. | 69,072 | $999.8K | 0.17% | +69,072 | New |
| Manufacturers Life Insurance Company, The | 67,893 | $980.4K | 0.00% | −395−0.6% | Reduced |
| Martingale Asset Management L P | 67,851 | $979.8K | 0.02% | −6,800−9.1% | Reduced |
| Nebula Research & Development LLC | 67,721 | $977.9K | 0.09% | +18,127+36.6% | Added |
| Jump Financial, LLC | 66,726 | $963.5K | 0.01% | −157,746−70.3% | Reduced |
| American Century Companies Inc | 64,373 | $929.5K | 0.00% | +29,365+83.9% | Added |
| Harbor Capital Advisors, Inc. | 64,268 | $928.0K | 0.04% | −57,090−47.0% | Reduced |
| Corebridge Financial, Inc. | 63,102 | $911.2K | 0.01% | −935−1.5% | Reduced |
| Price T Rowe Associates Inc | 55,777 | $806.0K | 0.00% | +4,317+8.4% | Added |
| Los Angeles Capital Management LLC | 54,955 | $793.5K | 0.00% | −4,909−8.2% | Reduced |
| STRS Ohio | 54,500 | $787.0K | 0.00% | +2,400+4.6% | Added |
| Smith Group Asset Management, LLC | 53,999 | $779.7K | 0.06% | +168+0.3% | Added |
| Susquehanna Fundamental Investments, LLC | 52,600 | $759.5K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 51,034 | $736.9K | 0.00% | +51,034 | New |
| CoreCap Advisors, LLC | 49,307 | $712.0K | 0.03% | +7,110+16.8% | Added |
| Creative Planning | 48,920 | $706.4K | 0.00% | +21,556+78.8% | Added |
| Moran Wealth Management, LLC | 47,630 | $687.8K | 0.02% | −1,941−3.9% | Reduced |
| Aigen Investment Management, LP | 45,799 | $661.3K | 0.11% | +6,621+16.9% | Added |
| Schonfeld Strategic Advisors LLC | 45,711 | $660.1K | 0.00% | −79,522−63.5% | Reduced |
| State Board of Administration of Florida Retirement System | 43,900 | $633.9K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 43,481 | $627.9K | 0.08% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,772 | $617.6K | 0.00% | +11,919+38.6% | Added |
| Pinnacle Wealth Management, LLC | 42,150 | $608.6K | 0.69% | +42,150 | New |
| Janus Henderson Group PLC | 41,155 | $601.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 40,553 | $585.6K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 39,500 | $570.0K | 0.00% | +11,800+42.6% | Added |
| Ceera Investments, LLC | 39,440 | $569.5K | 0.20% | 00.0% | Unchanged |
| Cetera Investment Advisers | 38,507 | $556.0K | 0.00% | +38,507 | New |
| ProShare Advisors LLC | 37,018 | $534.5K | 0.00% | −8,391−18.5% | Reduced |
| EntryPoint Capital, LLC | 36,373 | $525.2K | 0.24% | +36,373 | New |
| Ameriprise Financial Inc | 35,126 | $507.2K | 0.00% | −10,625−23.2% | Reduced |
| Petrus Trust Company, LTA | 34,864 | $503.4K | 0.05% | +17,945+106.1% | Added |
| Jain Global LLC | 34,682 | $500.8K | 0.01% | +34,682 | New |
| Prudential Financial Inc | 33,355 | $481.6K | 0.00% | −16,060−32.5% | Reduced |
| Entropy Technologies, LP | 33,136 | $478.5K | 0.05% | +15,520+88.1% | Added |
| SVB Capital Management, LLC | 32,310 | $466.6K | 1.38% | +3,208+11.0% | Added |
| SG Americas Securities, LLC | 30,982 | $447.0K | 0.00% | +922+3.1% | Added |
| Fox Run Management, L.L.C. | 30,612 | $442.0K | 0.07% | −17,481−36.3% | Reduced |
| Papamarkou Wellner Asset Management inc. | 30,400 | $439.0K | 0.31% | +30,400 | New |
| DC Investments Management, LLC | 29,817 | $430.6K | 0.22% | +29,817 | New |
| Arizona State Retirement System | 29,523 | $426.3K | 0.00% | −266−0.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 28,598 | $413.0K | 0.00% | +1,567+5.8% | Added |
| CIBC World Markets Corp | 28,581 | $412.7K | 0.00% | +16,527+137.1% | Added |
| XTX Topco Ltd | 28,293 | $408.6K | 0.02% | +15,369+118.9% | Added |
| Virginia Retirement Systems Et Al | 27,500 | $397.1K | 0.00% | +27,500 | New |
| Counterpoint Mutual Funds LLC | 27,349 | $394.9K | 0.06% | +509+1.9% | Added |
| State of Wyoming | 27,128 | $391.7K | 0.05% | +780+3.0% | Added |
| SummitTX Capital, L.P. | 25,163 | $363.4K | 0.02% | +25,163 | New |
| Allianz Asset Management GmbH | 25,100 | $362.4K | 0.00% | +25,100 | New |
| Caxton Associates LLP | 24,323 | $351.2K | 0.01% | +24,323 | New |
| Sheaff Brock Investment Advisors, LLC | 23,961 | $346.0K | 0.03% | +1,117+4.9% | Added |
| Centiva Capital, LP | 23,262 | $335.9K | 0.02% | +4,398+23.3% | Added |
| M&T Bank Corp | 22,058 | $318.5K | 0.00% | +634+3.0% | Added |
| Keybank National Association | 21,397 | $309.0K | 0.00% | +21,397 | New |
| Integrated Quantitative Investments LLC | 20,366 | $294.1K | 0.14% | −28−0.1% | Reduced |
| CSS LLC | 20,000 | $288.8K | 0.02% | +20,000 | New |
| KLP Kapitalforvaltning AS | 19,200 | $277.2K | 0.00% | −3,300−14.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,094 | $276.0K | 0.04% | +19,094 | New |
| Atom Investors LP | 18,764 | $271.0K | 0.03% | −85,743−82.0% | Reduced |
| Unique Wealth, LLC | 18,366 | $265.2K | 0.05% | −20.0% | Reduced |
| Anb Bank | 18,029 | $260.3K | 0.12% | +533+3.0% | Added |
| Corton Capital Inc. | 17,427 | $251.6K | 0.83% | −1,055−5.7% | Reduced |
| Alpine Global Management, LLC | 16,452 | $237.6K | 0.06% | +16,452 | New |
| Catalyst Funds Management Pty Ltd | 15,900 | $229.6K | 0.06% | +15,900 | New |
| Pictet Asset Management Holding SA | 15,183 | $219.2K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 14,795 | $213.6K | 0.01% | +388+2.7% | Added |
| HSBC Holdings PLC | 14,942 | $213.1K | 0.00% | −41−0.3% | Reduced |
| State of Wisconsin Investment Board | 14,712 | $212.4K | 0.00% | −13,150−47.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,279 | $206.2K | 0.01% | +14,279 | New |
| Versor Investments LP | 13,700 | $197.8K | 0.03% | −18,100−56.9% | Reduced |
| Ameritas Investment Partners, Inc. | 13,475 | $194.6K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 13,059 | $188.6K | 0.00% | +13,059 | New |
| Vident Advisory, LLC | 12,973 | $187.3K | 0.00% | +12,973 | New |
| LPL Financial LLC | 12,741 | $184.0K | 0.00% | −36−0.3% | Reduced |
| Balboa Wealth Partners | 12,664 | $182.9K | 0.04% | +23+0.2% | Added |
| Quantinno Capital Management LP | 12,461 | $179.9K | 0.00% | +12,461 | New |
| Highland Capital Management, LLC | 12,089 | $174.6K | 0.01% | +12,089 | New |
| Arete Wealth Advisors, LLC | 11,720 | $169.0K | 0.01% | +70+0.6% | Added |
| PharVision Advisers, LLC | 11,657 | $168.3K | 0.23% | +11,657 | New |
| Mariner, LLC | 11,631 | $168.0K | 0.00% | +572+5.2% | Added |
| Group One Trading, L.P. | 11,571 | $167.1K | 0.01% | −24,570−68.0% | Reduced |
| Envestnet Asset Management Inc | 10,597 | $153.0K | 0.00% | +376+3.7% | Added |
| JustInvest LLC | 10,552 | $152.4K | 0.00% | +10,552 | New |
| Cornerstone Investment Partners, LLC | 10,095 | $145.8K | 0.01% | −886−8.1% | Reduced |
| US Bancorp | 9,999 | $144.4K | 0.00% | −975−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 9,983 | $144.1K | 0.00% | −23,399−70.1% | Reduced |
| Globeflex Capital L P | 9,387 | $135.5K | 0.01% | +9,300+10,689.7% | Added |
| Parallel Advisors, LLC | 9,276 | $133.9K | 0.00% | +8,005+629.8% | Added |
| Covestor Ltd | 8,825 | $127.0K | 0.08% | +8,577+3,458.5% | Added |
| Quest Partners LLC | 8,375 | $120.9K | 0.01% | −6,259−42.8% | Reduced |
| Tower Research Capital LLC (TRC) | 7,723 | $111.5K | 0.00% | −8,750−53.1% | Reduced |
| Point72 Asset Management, L.P. | 7,604 | $109.8K | 0.00% | −115,736−93.8% | Reduced |
| CWM, LLC | 7,328 | $106.0K | 0.00% | +3,829+109.4% | Added |
| Catalyst Capital Advisors LLC | 6,900 | $99.6K | 0.00% | +6,900 | New |
| Blair William & Co | 6,063 | $87.5K | 0.00% | −1,500−19.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,383 | $77.7K | 0.00% | −768−12.5% | Reduced |
| KBC Group NV | 4,655 | $67.0K | 0.00% | +4,655 | New |
| Quantbot Technologies LP | 4,449 | $64.2K | 0.00% | −198,627−97.8% | Reduced |