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 |
|---|---|---|---|---|---|
| Citigroup Inc | 67,062 | $1.29M | 0.00% | −43,762−39.5% | Reduced |
| Price T Rowe Associates Inc | 66,354 | $1.28M | 0.00% | +10,577+19.0% | Added |
| UBS Asset Management Americas Inc | 66,150 | $1.28M | 0.00% | −180,330−73.2% | Reduced |
| D.A. Davidson & Co. | 65,473 | $1.26M | 0.01% | −9,502−12.7% | Reduced |
| Point72 Asset Management, L.P. | 64,834 | $1.25M | 0.00% | +57,230+752.6% | Added |
| American Century Companies Inc | 62,775 | $1.21M | 0.00% | −1,598−2.5% | Reduced |
| Teacher Retirement System of Texas | 60,968 | $1.18M | 0.00% | −12,882−17.4% | Reduced |
| Los Angeles Capital Management LLC | 58,727 | $1.13M | 0.00% | +3,772+6.9% | Added |
| Smith Group Asset Management, LLC | 53,904 | $1.04M | 0.07% | −95−0.2% | Reduced |
| Brevan Howard Capital Management LP | 53,761 | $1.04M | 0.01% | −16,198−23.2% | Reduced |
| Janus Henderson Group PLC | 53,308 | $1.03M | 0.00% | +12,153+29.5% | Added |
| Caxton Associates LLP | 50,778 | $980.5K | 0.03% | +26,455+108.8% | Added |
| STRS Ohio | 49,300 | $952.0K | 0.00% | −5,200−9.5% | Reduced |
| Cetera Investment Advisers | 48,649 | $939.4K | 0.00% | +10,142+26.3% | Added |
| Aigen Investment Management, LP | 48,379 | $934.2K | 0.13% | +2,580+5.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,348 | $933.6K | 0.00% | +5,576+13.0% | Added |
| Moran Wealth Management, LLC | 46,624 | $900.3K | 0.03% | −1,006−2.1% | Reduced |
| Twinbeech Capital LP | 44,631 | $861.8K | 0.02% | −35,448−44.3% | Reduced |
| Eventide Asset Management, LLC | 44,482 | $858.9K | 0.02% | +44,482 | New |
| State Board of Administration of Florida Retirement System | 43,900 | $847.7K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 43,481 | $839.6K | 0.10% | 00.0% | Unchanged |
| Centiva Capital, LP | 42,337 | $817.5K | 0.05% | +19,075+82.0% | Added |
| Hussman Strategic Advisors, Inc. | 42,000 | $811.0K | 0.19% | −63,000−60.0% | Reduced |
| Sierra Summit Advisors LLC | 41,662 | $804.5K | 0.14% | +41,662 | New |
| Susquehanna Fundamental Investments, LLC | 41,125 | $794.1K | 0.02% | −11,475−21.8% | Reduced |
| Prudential Financial Inc | 40,675 | $785.4K | 0.00% | +7,320+21.9% | Added |
| Okabena Investment Services Inc | 40,401 | $780.1K | 0.17% | +40,401 | New |
| Ceera Investments, LLC | 39,440 | $761.6K | 0.23% | 00.0% | Unchanged |
| ProShare Advisors LLC | 37,656 | $727.1K | 0.00% | +638+1.7% | Added |
| Cerity Partners LLC | 37,025 | $715.0K | 0.00% | −33,429−47.4% | Reduced |
| Verition Fund Management LLC | 33,880 | $654.2K | 0.00% | −50,918−60.0% | Reduced |
| Arizona State Retirement System | 32,563 | $628.8K | 0.00% | +3,040+10.3% | Added |
| Neo Ivy Capital Management | 32,424 | $626.1K | 0.20% | +32,424 | New |
| SVB Capital Management, LLC | 32,310 | $623.9K | 0.99% | 00.0% | Unchanged |
| FMR LLC | 31,635 | $610.9K | 0.00% | −92,276−74.5% | Reduced |
| Handelsbanken Fonder AB | 30,900 | $597.0K | 0.00% | −8,600−21.8% | Reduced |
| Papamarkou Wellner Asset Management inc. | 30,400 | $587.0K | 0.39% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 30,137 | $581.9K | 0.01% | +1,539+5.4% | Added |
| DC Investments Management, LLC | 29,817 | $575.8K | 0.24% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 28,700 | $554.2K | 0.00% | +1,200+4.4% | Added |
| Colony Group, LLC | 26,522 | $512.1K | 0.00% | −24,512−48.0% | Reduced |
| Man Group plc | 24,807 | $479.0K | 0.00% | +24,807 | New |
| Allworth Financial LP | 24,584 | $474.7K | 0.00% | +24,494+27,215.6% | Added |
| Keybank National Association | 24,481 | $472.7K | 0.00% | +3,084+14.4% | Added |
| KLP Kapitalforvaltning AS | 23,900 | $461.5K | 0.00% | +4,700+24.5% | Added |
| Occudo Quantitative Strategies LP | 22,974 | $443.6K | 0.05% | −73,415−76.2% | Reduced |
| M&T Bank Corp | 22,651 | $437.4K | 0.00% | +593+2.7% | Added |
| Envestnet Asset Management Inc | 22,244 | $429.5K | 0.00% | +11,647+109.9% | Added |
| Petrus Trust Company, LTA | 20,189 | $389.9K | 0.04% | −14,675−42.1% | Reduced |
| Anb Bank | 19,338 | $373.4K | 0.17% | +1,309+7.3% | Added |
| Advisor Group Holdings, Inc. | 19,267 | $372.0K | 0.00% | +9,284+93.0% | Added |
| Unique Wealth, LLC | 18,366 | $354.6K | 0.06% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 17,286 | $333.8K | 0.10% | +17,286 | New |
| CIBC World Markets Corp | 16,382 | $316.3K | 0.00% | −12,199−42.7% | Reduced |
| Integrated Quantitative Investments LLC | 16,108 | $311.0K | 0.09% | −4,258−20.9% | Reduced |
| LPL Financial LLC | 16,052 | $310.0K | 0.00% | +3,311+26.0% | Added |
| Rockefeller Capital Management L.P. | 15,276 | $295.0K | 0.00% | +15,276 | New |
| Ieq Capital, LLC | 15,219 | $293.9K | 0.00% | +2,160+16.5% | Added |
| JustInvest LLC | 15,182 | $293.2K | 0.00% | +4,630+43.9% | Added |
| Tower Research Capital LLC (TRC) | 14,933 | $288.4K | 0.01% | +7,210+93.4% | Added |
| Quantinno Capital Management LP | 14,786 | $285.5K | 0.00% | +2,325+18.7% | Added |
| Oxford Asset Management LLP | 14,661 | $283.1K | 0.09% | +14,661 | New |
| Elo Mutual Pension Insurance Co | 14,049 | $271.3K | 0.01% | +14,049 | New |
| Ameritas Investment Partners, Inc. | 13,475 | $260.2K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,434 | $259.4K | 0.00% | +461+3.6% | Added |
| Schonfeld Strategic Advisors LLC | 13,264 | $256.1K | 0.00% | −32,447−71.0% | Reduced |
| HSBC Holdings PLC | 12,920 | $250.4K | 0.00% | −2,022−13.5% | Reduced |
| Corton Capital Inc. | 12,762 | $246.4K | 0.29% | −4,665−26.8% | Reduced |
| Balboa Wealth Partners | 12,559 | $242.5K | 0.05% | −105−0.8% | Reduced |
| Pictet Asset Management Holding SA | 12,440 | $240.2K | 0.00% | −2,743−18.1% | Reduced |
| Martingale Asset Management L P | 12,347 | $238.4K | 0.01% | −55,504−81.8% | Reduced |
| Options Solutions, LLC | 12,102 | $233.7K | 0.08% | +12,102 | New |
| Mariner, LLC | 11,975 | $231.2K | 0.00% | +344+3.0% | Added |
| Highland Capital Management, LLC | 11,940 | $230.6K | 0.01% | −149−1.2% | Reduced |
| Arete Wealth Advisors, LLC | 11,370 | $220.0K | 0.02% | −350−3.0% | Reduced |
| State of Wisconsin Investment Board | 10,596 | $204.6K | 0.00% | −4,116−28.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 10,385 | $200.5K | 0.00% | +10,385 | New |
| Xponance, Inc. | 10,263 | $198.2K | 0.00% | +10,263 | New |
| Cornerstone Investment Partners, LLC | 10,099 | $195.0K | 0.01% | +40.0% | Added |
| CWM, LLC | 9,869 | $191.0K | 0.00% | +2,541+34.7% | Added |
| SG Americas Securities, LLC | 9,087 | $175.0K | 0.00% | −21,895−70.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,320 | $160.7K | 0.01% | +8,320 | New |
| US Bancorp | 7,162 | $138.3K | 0.00% | −2,837−28.4% | Reduced |
| Catalyst Capital Advisors LLC | 6,900 | $133.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 6,401 | $123.6K | 0.00% | −5,170−44.7% | Reduced |
| EverSource Wealth Advisors, LLC | 5,342 | $103.2K | 0.00% | +5,256+6,111.6% | Added |
| RiverPark Advisors, LLC | 5,314 | $102.6K | 0.06% | +5,314 | New |
| Steward Partners Investment Advisory, LLC | 4,704 | $90.8K | 0.00% | −679−12.6% | Reduced |
| Amalgamated Bank | 4,406 | $85.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,884 | $75.0K | 0.04% | −4,941−56.0% | Reduced |
| Pacer Advisors, Inc. | 3,697 | $71.4K | 0.00% | −670−15.3% | Reduced |
| Quarry LP | 3,170 | $61.2K | 0.01% | −661−17.3% | Reduced |
| KBC Group NV | 3,154 | $61.0K | 0.00% | −1,501−32.2% | Reduced |
| State of Wyoming | 3,087 | $59.6K | 0.01% | −24,041−88.6% | Reduced |
| GAMMA Investing LLC | 2,846 | $55.0K | 0.00% | +470+19.8% | Added |
| CoreCap Advisors, LLC | 2,352 | $45.4K | 0.00% | −46,955−95.2% | Reduced |
| Comerica Bank | 2,329 | $45.0K | 0.00% | +75+3.3% | Added |
| Advisors Asset Management, Inc. | 2,263 | $43.7K | 0.00% | +919+68.4% | Added |
| Versant Capital Management, Inc | 2,172 | $41.9K | 0.01% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 1,974 | $38.1K | 0.00% | +1,974 | New |