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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 22,974 | $443.6K | 0.05% | −73,415−76.2% | Reduced |
| KLP Kapitalforvaltning AS | 23,900 | $461.5K | 0.00% | +4,700+24.5% | Added |
| Keybank National Association | 24,481 | $472.7K | 0.00% | +3,084+14.4% | Added |
| Allworth Financial LP | 24,584 | $474.7K | 0.00% | +24,494+27,215.6% | Added |
| Man Group plc | 24,807 | $479.0K | 0.00% | +24,807 | New |
| Colony Group, LLC | 26,522 | $512.1K | 0.00% | −24,512−48.0% | Reduced |
| Virginia Retirement Systems Et Al | 28,700 | $554.2K | 0.00% | +1,200+4.4% | Added |
| DC Investments Management, LLC | 29,817 | $575.8K | 0.24% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 30,137 | $581.9K | 0.01% | +1,539+5.4% | Added |
| Papamarkou Wellner Asset Management inc. | 30,400 | $587.0K | 0.39% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 30,900 | $597.0K | 0.00% | −8,600−21.8% | Reduced |
| FMR LLC | 31,635 | $610.9K | 0.00% | −92,276−74.5% | Reduced |
| SVB Capital Management, LLC | 32,310 | $623.9K | 0.99% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 32,424 | $626.1K | 0.20% | +32,424 | New |
| Arizona State Retirement System | 32,563 | $628.8K | 0.00% | +3,040+10.3% | Added |
| Verition Fund Management LLC | 33,880 | $654.2K | 0.00% | −50,918−60.0% | Reduced |
| Cerity Partners LLC | 37,025 | $715.0K | 0.00% | −33,429−47.4% | Reduced |
| ProShare Advisors LLC | 37,656 | $727.1K | 0.00% | +638+1.7% | Added |
| Ceera Investments, LLC | 39,440 | $761.6K | 0.23% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 40,401 | $780.1K | 0.17% | +40,401 | New |
| Prudential Financial Inc | 40,675 | $785.4K | 0.00% | +7,320+21.9% | Added |
| Susquehanna Fundamental Investments, LLC | 41,125 | $794.1K | 0.02% | −11,475−21.8% | Reduced |
| Sierra Summit Advisors LLC | 41,662 | $804.5K | 0.14% | +41,662 | New |
| Hussman Strategic Advisors, Inc. | 42,000 | $811.0K | 0.19% | −63,000−60.0% | Reduced |
| Centiva Capital, LP | 42,337 | $817.5K | 0.05% | +19,075+82.0% | Added |
| Sheets Smith Wealth Management | 43,481 | $839.6K | 0.10% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 43,900 | $847.7K | 0.00% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 44,482 | $858.9K | 0.02% | +44,482 | New |
| Twinbeech Capital LP | 44,631 | $861.8K | 0.02% | −35,448−44.3% | Reduced |
| Moran Wealth Management, LLC | 46,624 | $900.3K | 0.03% | −1,006−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,348 | $933.6K | 0.00% | +5,576+13.0% | Added |
| Aigen Investment Management, LP | 48,379 | $934.2K | 0.13% | +2,580+5.6% | Added |
| Cetera Investment Advisers | 48,649 | $939.4K | 0.00% | +10,142+26.3% | Added |
| STRS Ohio | 49,300 | $952.0K | 0.00% | −5,200−9.5% | Reduced |
| Caxton Associates LLP | 50,778 | $980.5K | 0.03% | +26,455+108.8% | Added |
| Janus Henderson Group PLC | 53,308 | $1.03M | 0.00% | +12,153+29.5% | Added |
| Brevan Howard Capital Management LP | 53,761 | $1.04M | 0.01% | −16,198−23.2% | Reduced |
| Smith Group Asset Management, LLC | 53,904 | $1.04M | 0.07% | −95−0.2% | Reduced |
| Los Angeles Capital Management LLC | 58,727 | $1.13M | 0.00% | +3,772+6.9% | Added |
| Teacher Retirement System of Texas | 60,968 | $1.18M | 0.00% | −12,882−17.4% | Reduced |
| American Century Companies Inc | 62,775 | $1.21M | 0.00% | −1,598−2.5% | Reduced |
| Point72 Asset Management, L.P. | 64,834 | $1.25M | 0.00% | +57,230+752.6% | Added |
| D.A. Davidson & Co. | 65,473 | $1.26M | 0.01% | −9,502−12.7% | Reduced |
| UBS Asset Management Americas Inc | 66,150 | $1.28M | 0.00% | −180,330−73.2% | Reduced |
| Price T Rowe Associates Inc | 66,354 | $1.28M | 0.00% | +10,577+19.0% | Added |
| Citigroup Inc | 67,062 | $1.29M | 0.00% | −43,762−39.5% | Reduced |
| SEI Investments Co | 68,798 | $1.33M | 0.00% | −23,412−25.4% | Reduced |
| Manufacturers Life Insurance Company, The | 69,271 | $1.34M | 0.00% | +1,378+2.0% | Added |
| Harbor Capital Advisors, Inc. | 72,394 | $1.40M | 0.06% | +8,126+12.6% | Added |
| Lazard Asset Management LLC | 74,811 | $1.44M | 0.00% | +74,811 | New |
| Dark Forest Capital Management LP | 75,066 | $1.45M | 0.06% | −851−1.1% | Reduced |
| CenterBook Partners LP | 75,838 | $1.46M | 0.08% | −21,641−22.2% | Reduced |
| Nebula Research & Development LLC | 76,446 | $1.48M | 0.13% | +8,725+12.9% | Added |
| Intech Investment Management LLC | 78,453 | $1.51M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 80,603 | $1.56M | 0.19% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 82,781 | $1.60M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 85,272 | $1.65M | 0.00% | +44,719+110.3% | Added |
| Creative Planning | 85,462 | $1.65M | 0.00% | +36,542+74.7% | Added |
| Canada Pension Plan Investment Board | 89,600 | $1.73M | 0.00% | +11,400+14.6% | Added |
| Royal Bank of Canada | 91,876 | $1.77M | 0.00% | +19,383+26.7% | Added |
| Ameriprise Financial Inc | 92,621 | $1.79M | 0.00% | +57,495+163.7% | Added |
| California State Teachers Retirement System | 96,805 | $1.87M | 0.00% | +1,670+1.8% | Added |
| Granahan Investment Management Inc | 99,393 | $1.92M | 0.08% | −11,356−10.3% | Reduced |
| Marshall Wace, LLP | 100,789 | $1.95M | 0.00% | −434,770−81.2% | Reduced |
| Sheets Smith Investment Management | 101,781 | $1.97M | 1.73% | −226−0.2% | Reduced |
| Calamos Advisors LLC | 108,878 | $2.10M | 0.01% | −33,288−23.4% | Reduced |
| Squarepoint Ops LLC | 115,857 | $2.24M | 0.00% | −266,661−69.7% | Reduced |
| Jane Street Group, LLC | 125,041 | $2.41M | 0.00% | −230,931−64.9% | Reduced |
| Legal & General Group Plc | 134,901 | $2.60M | 0.00% | +10,907+8.8% | Added |
| Counterpoint Mutual Funds LLC | 138,152 | $2.67M | 0.24% | +110,803+405.1% | Added |
| HighTower Advisors, LLC | 144,125 | $2.78M | 0.00% | −540.0% | Reduced |
| Armistice Capital, LLC | 150,000 | $2.90M | 0.11% | +150,000 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 150,185 | $2.90M | 0.01% | +150,185 | New |
| Alliancebernstein L.P. | 158,737 | $3.07M | 0.00% | +29,463+22.8% | Added |
| Susquehanna International Group, LLP | 159,342 | $3.08M | 0.00% | −109,420−40.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 160,231 | $3.09M | 0.01% | −14,623−8.4% | Reduced |
| EFG Asset Management (North America) Corp. | 163,066 | $3.15M | 0.44% | +93,994+136.1% | Added |
| Acadian Asset Management LLC | 171,053 | $3.30M | 0.01% | +5,632+3.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 179,300 | $3.46M | 0.01% | +179,300 | New |
| EAM Investors, LLC | 179,665 | $3.47M | 0.53% | +7,005+4.1% | Added |
| Ingalls & Snyder LLC | 190,985 | $3.69M | 0.13% | −900−0.5% | Reduced |
| Rhumbline Advisers | 203,019 | $3.92M | 0.00% | +13,116+6.9% | Added |
| Swiss National Bank | 213,100 | $4.11M | 0.00% | +13,300+6.7% | Added |
| Scalar Gauge Management, LLC | 215,384 | $4.16M | 2.38% | −85,400−28.4% | Reduced |
| Wells Fargo & Company | 228,795 | $4.42M | 0.00% | +102,133+80.6% | Added |
| UBS Group AG | 244,998 | $4.73M | 0.00% | −1,072,434−81.4% | Reduced |
| EAM Global Investors LLC | 248,852 | $4.81M | 1.25% | −900.0% | Reduced |
| Russell Investments Group, Ltd. | 263,311 | $5.08M | 0.01% | −67,702−20.5% | Reduced |
| Barclays PLC | 265,271 | $5.12M | 0.00% | +101,482+62.0% | Added |
| Numerai GP LLC | 267,340 | $5.16M | 0.74% | +164,462+159.9% | Added |
| AQR Capital Management LLC | 270,008 | $5.21M | 0.00% | −53,047−16.4% | Reduced |
| PDT Partners, LLC | 288,190 | $5.56M | 0.31% | +10,386+3.7% | Added |
| Principal Financial Group Inc | 289,563 | $5.59M | 0.00% | +211,167+269.4% | Added |
| Oberweis Asset Management Inc | 296,300 | $5.72M | 0.25% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 303,119 | $5.85M | 0.07% | −75,454−19.9% | Reduced |
| Quantbot Technologies LP | 307,026 | $5.93M | 0.15% | +302,577+6,801.0% | Added |
| Castleark Management LLC | 316,020 | $6.10M | 0.18% | +316,020 | New |
| Portolan Capital Management, LLC | 322,743 | $6.23M | 0.39% | +322,743 | New |
| Silvercrest Asset Management Group LLC | 331,986 | $6.41M | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 336,323 | $6.49M | 0.08% | +269,597+404.0% | Added |