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, 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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 1,712 | $33.1K | 0.00% | +27+1.6% | Added |
| Farther Finance Advisors, LLC | 1,520 | $29.4K | 0.00% | +504+49.6% | Added |
| Parallel Advisors, LLC | 1,389 | $26.8K | 0.00% | −7,887−85.0% | Reduced |
| National Bank of Canada | 1,253 | $24.2K | 0.00% | −84−6.3% | Reduced |
| MCF Advisors LLC | 1,248 | $24.1K | 0.00% | +423+51.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,075 | $21.0K | 0.00% | +1,075 | New |
| Essential Partners LLC | 892 | $17.2K | 0.01% | +892 | New |
| Skopos Labs, Inc. | 890 | $17.2K | 0.00% | +873+5,135.3% | Added |
| Rothschild Investment LLC | 870 | $16.8K | 0.00% | +595+216.4% | Added |
| Matrix Trust Co | 801 | $15.0K | 0.00% | −29−3.5% | Reduced |
| Signaturefd, LLC | 628 | $12.1K | 0.00% | +140+28.7% | Added |
| Rise Advisors, LLC | 597 | $11.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 391 | $7.55K | 0.00% | +391 | New |
| Ameritas Advisory Services, LLC | 360 | $6.95K | 0.00% | +360 | New |
| Jones Financial Companies LLLP | 337 | $6.48K | 0.00% | +337 | New |
| Hillsdale Investment Management Inc. | 330 | $6.37K | 0.00% | +330 | New |
| SBI Securities Co., Ltd. | 326 | $6.29K | 0.00% | +176+117.3% | Added |
| Sterling Capital Management LLC | 321 | $6.20K | 0.00% | +184+134.3% | Added |
| TD Waterhouse Canada Inc. | 326 | $6.06K | 0.00% | −34−9.4% | Reduced |
| Massmutual Trust Co FSB | 299 | $5.77K | 0.00% | −99−24.9% | Reduced |
| Washington Trust Advisors, Inc. | 284 | $5.48K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 259 | $5.00K | 0.00% | +259 | New |
| Optiver Holding B.V. | 232 | $4.48K | 0.00% | −600−72.1% | Reduced |
| SRS Capital Advisors, Inc. | 191 | $3.69K | 0.00% | +191 | New |
| Private Wealth Management Group, LLC | 173 | $3.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 150 | $2.90K | 0.00% | +150 | New |
| True Wealth Design, LLC | 146 | $2.82K | 0.00% | +83+131.7% | Added |
| Fifth Third Bancorp | 142 | $2.74K | 0.00% | +85+149.1% | Added |
| GWM Advisors LLC | 121 | $2.34K | 0.00% | −5−4.0% | Reduced |
| Bell Investment Advisors, Inc | 119 | $2.30K | 0.00% | +34+40.0% | Added |
| SJS Investment Consulting Inc. | 118 | $2.28K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 112 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 108 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 91 | $1.76K | 0.00% | −166−64.6% | Reduced |
| Parkworth Wealth Management, Inc. | 70 | $1.35K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 60 | $1.16K | 0.00% | −60−50.0% | Reduced |
| SWAN Capital LLC | 60 | $1.16K | 0.00% | +60 | New |
| IFP Advisors, Inc | 0 | $1.10K | 0.00% | −15−100.0% | Reduced |
| Principal Securities, Inc. | 33 | $637 | 0.00% | −2,710−98.8% | Reduced |
| Bare Financial Services, Inc | 26 | $502 | 0.00% | +26 | New |
| WealthTrak Capital Management LLC | 20 | $387 | 0.00% | −5−20.0% | Reduced |
| Kilter Group LLC | 18 | $348 | 0.00% | +18 | New |
| Twin Peaks Wealth Advisors, LLC | 18 | $268 | 0.00% | +18 | New |
| Clear Street Markets LLC | 4 | $77 | 0.00% | −2,623−99.8% | Reduced |
| Hantz Financial Services, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −256,572−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −100,112−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −86,700−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −81,075−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −76,803−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −76,639−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −71,314−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −63,102−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −42,150−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −36,373−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −34,682−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −33,136−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −30,612−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −28,293−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −25,163−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,094−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −18,764−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −16,452−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −14,795−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,279−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −11,657−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −9,387−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −8,375−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −6,063−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,081−100.0% | Sold out |
| Heck Capital Advisors, LLC | 0 | $0 | 0.00% | −1,741−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −819−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |