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, Q2 2025
Institutional positions in AvePoint, Inc. as of Jun 30, 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
- 246
- −6 vs. Q1 2025
- Shares held
- 116.1M
- +6.91M (+6.3%) vs. Q1 2025
- Total value
- $2.24B
- +$665.3M (+42.2%) vs. Q1 2025
- New holders
- 34
- 92 more added
- Sold out
- 40
- 93 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4 | $77 | 0.00% | −2,623−99.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 18 | $268 | 0.00% | +18 | New |
| Kilter Group LLC | 18 | $348 | 0.00% | +18 | New |
| WealthTrak Capital Management LLC | 20 | $387 | 0.00% | −5−20.0% | Reduced |
| Bare Financial Services, Inc | 26 | $502 | 0.00% | +26 | New |
| Principal Securities, Inc. | 33 | $637 | 0.00% | −2,710−98.8% | Reduced |
| IFP Advisors, Inc | 0 | $1.10K | 0.00% | −15−100.0% | Reduced |
| Toth Financial Advisory Corp | 60 | $1.16K | 0.00% | −60−50.0% | Reduced |
| SWAN Capital LLC | 60 | $1.16K | 0.00% | +60 | New |
| Parkworth Wealth Management, Inc. | 70 | $1.35K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 91 | $1.76K | 0.00% | −166−64.6% | Reduced |
| Bessemer Group Inc | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 108 | $2.08K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 112 | $2.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 118 | $2.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $2.30K | 0.00% | +34+40.0% | Added |
| GWM Advisors LLC | 121 | $2.34K | 0.00% | −5−4.0% | Reduced |
| Fifth Third Bancorp | 142 | $2.74K | 0.00% | +85+149.1% | Added |
| True Wealth Design, LLC | 146 | $2.82K | 0.00% | +83+131.7% | Added |
| Parkside Financial Bank & Trust | 150 | $2.90K | 0.00% | +150 | New |
| Private Wealth Management Group, LLC | 173 | $3.34K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 191 | $3.69K | 0.00% | +191 | New |
| Optiver Holding B.V. | 232 | $4.48K | 0.00% | −600−72.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 259 | $5.00K | 0.00% | +259 | New |
| Washington Trust Advisors, Inc. | 284 | $5.48K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 299 | $5.77K | 0.00% | −99−24.9% | Reduced |
| TD Waterhouse Canada Inc. | 326 | $6.06K | 0.00% | −34−9.4% | Reduced |
| Sterling Capital Management LLC | 321 | $6.20K | 0.00% | +184+134.3% | Added |
| SBI Securities Co., Ltd. | 326 | $6.29K | 0.00% | +176+117.3% | Added |
| Hillsdale Investment Management Inc. | 330 | $6.37K | 0.00% | +330 | New |
| Jones Financial Companies LLLP | 337 | $6.48K | 0.00% | +337 | New |
| Ameritas Advisory Services, LLC | 360 | $6.95K | 0.00% | +360 | New |
| Clearstead Advisors, LLC | 391 | $7.55K | 0.00% | +391 | New |
| Rise Advisors, LLC | 597 | $11.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 628 | $12.1K | 0.00% | +140+28.7% | Added |
| Matrix Trust Co | 801 | $15.0K | 0.00% | −29−3.5% | Reduced |
| Rothschild Investment LLC | 870 | $16.8K | 0.00% | +595+216.4% | Added |
| Skopos Labs, Inc. | 890 | $17.2K | 0.00% | +873+5,135.3% | Added |
| Essential Partners LLC | 892 | $17.2K | 0.01% | +892 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,075 | $21.0K | 0.00% | +1,075 | New |
| MCF Advisors LLC | 1,248 | $24.1K | 0.00% | +423+51.3% | Added |
| National Bank of Canada | 1,253 | $24.2K | 0.00% | −84−6.3% | Reduced |
| Parallel Advisors, LLC | 1,389 | $26.8K | 0.00% | −7,887−85.0% | Reduced |
| Farther Finance Advisors, LLC | 1,520 | $29.4K | 0.00% | +504+49.6% | Added |
| Nisa Investment Advisors, LLC | 1,712 | $33.1K | 0.00% | +27+1.6% | Added |
| Glenmede Investment Management, LP | 1,974 | $38.1K | 0.00% | +1,974 | New |
| Versant Capital Management, Inc | 2,172 | $41.9K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,263 | $43.7K | 0.00% | +919+68.4% | Added |
| Comerica Bank | 2,329 | $45.0K | 0.00% | +75+3.3% | Added |
| CoreCap Advisors, LLC | 2,352 | $45.4K | 0.00% | −46,955−95.2% | Reduced |
| GAMMA Investing LLC | 2,846 | $55.0K | 0.00% | +470+19.8% | Added |
| State of Wyoming | 3,087 | $59.6K | 0.01% | −24,041−88.6% | Reduced |
| KBC Group NV | 3,154 | $61.0K | 0.00% | −1,501−32.2% | Reduced |
| Quarry LP | 3,170 | $61.2K | 0.01% | −661−17.3% | Reduced |
| Pacer Advisors, Inc. | 3,697 | $71.4K | 0.00% | −670−15.3% | Reduced |
| Covestor Ltd | 3,884 | $75.0K | 0.04% | −4,941−56.0% | Reduced |
| Amalgamated Bank | 4,406 | $85.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,704 | $90.8K | 0.00% | −679−12.6% | Reduced |
| RiverPark Advisors, LLC | 5,314 | $102.6K | 0.06% | +5,314 | New |
| EverSource Wealth Advisors, LLC | 5,342 | $103.2K | 0.00% | +5,256+6,111.6% | Added |
| Group One Trading, L.P. | 6,401 | $123.6K | 0.00% | −5,170−44.7% | Reduced |
| Catalyst Capital Advisors LLC | 6,900 | $133.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,162 | $138.3K | 0.00% | −2,837−28.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,320 | $160.7K | 0.01% | +8,320 | New |
| SG Americas Securities, LLC | 9,087 | $175.0K | 0.00% | −21,895−70.7% | Reduced |
| CWM, LLC | 9,869 | $191.0K | 0.00% | +2,541+34.7% | Added |
| Cornerstone Investment Partners, LLC | 10,099 | $195.0K | 0.01% | +40.0% | Added |
| Xponance, Inc. | 10,263 | $198.2K | 0.00% | +10,263 | New |
| Robeco Institutional Asset Management B.V. | 10,385 | $200.5K | 0.00% | +10,385 | New |
| State of Wisconsin Investment Board | 10,596 | $204.6K | 0.00% | −4,116−28.0% | Reduced |
| Arete Wealth Advisors, LLC | 11,370 | $220.0K | 0.02% | −350−3.0% | Reduced |
| Highland Capital Management, LLC | 11,940 | $230.6K | 0.01% | −149−1.2% | Reduced |
| Mariner, LLC | 11,975 | $231.2K | 0.00% | +344+3.0% | Added |
| Options Solutions, LLC | 12,102 | $233.7K | 0.08% | +12,102 | New |
| Martingale Asset Management L P | 12,347 | $238.4K | 0.01% | −55,504−81.8% | Reduced |
| Pictet Asset Management Holding SA | 12,440 | $240.2K | 0.00% | −2,743−18.1% | Reduced |
| Balboa Wealth Partners | 12,559 | $242.5K | 0.05% | −105−0.8% | Reduced |
| Corton Capital Inc. | 12,762 | $246.4K | 0.29% | −4,665−26.8% | Reduced |
| HSBC Holdings PLC | 12,920 | $250.4K | 0.00% | −2,022−13.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,264 | $256.1K | 0.00% | −32,447−71.0% | Reduced |
| Vident Advisory, LLC | 13,434 | $259.4K | 0.00% | +461+3.6% | Added |
| Ameritas Investment Partners, Inc. | 13,475 | $260.2K | 0.01% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 14,049 | $271.3K | 0.01% | +14,049 | New |
| Oxford Asset Management LLP | 14,661 | $283.1K | 0.09% | +14,661 | New |
| Quantinno Capital Management LP | 14,786 | $285.5K | 0.00% | +2,325+18.7% | Added |
| Tower Research Capital LLC (TRC) | 14,933 | $288.4K | 0.01% | +7,210+93.4% | Added |
| JustInvest LLC | 15,182 | $293.2K | 0.00% | +4,630+43.9% | Added |
| Ieq Capital, LLC | 15,219 | $293.9K | 0.00% | +2,160+16.5% | Added |
| Rockefeller Capital Management L.P. | 15,276 | $295.0K | 0.00% | +15,276 | New |
| LPL Financial LLC | 16,052 | $310.0K | 0.00% | +3,311+26.0% | Added |
| Integrated Quantitative Investments LLC | 16,108 | $311.0K | 0.09% | −4,258−20.9% | Reduced |
| CIBC World Markets Corp | 16,382 | $316.3K | 0.00% | −12,199−42.7% | Reduced |
| Mach-1 Financial Group, Inc. | 17,286 | $333.8K | 0.10% | +17,286 | New |
| Unique Wealth, LLC | 18,366 | $354.6K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 19,267 | $372.0K | 0.00% | +9,284+93.0% | Added |
| Anb Bank | 19,338 | $373.4K | 0.17% | +1,309+7.3% | Added |
| Petrus Trust Company, LTA | 20,189 | $389.9K | 0.04% | −14,675−42.1% | Reduced |
| Envestnet Asset Management Inc | 22,244 | $429.5K | 0.00% | +11,647+109.9% | Added |
| M&T Bank Corp | 22,651 | $437.4K | 0.00% | +593+2.7% | Added |