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, Q3 2025
Institutional positions in AvePoint, Inc. as of Sep 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
- 240
- −3 vs. Q2 2025
- Shares held
- 126.3M
- +10.6M (+9.2%) vs. Q2 2025
- Total value
- $1.90B
- −$338.0M (−15.1%) vs. Q2 2025
- New holders
- 45
- 101 more added
- Sold out
- 48
- 65 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 31 | $0 | 0.00% | +31 | New |
| Caitong International Asset Management Co., Ltd | 2 | $30 | 0.00% | +2 | New |
| IFP Advisors, Inc | 12 | $180 | 0.00% | +12 | Added |
| Kilter Group LLC | 18 | $271 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 20 | $300 | 0.00% | +20 | New |
| Breakwater Investment Management | 31 | $466 | 0.00% | +31 | New |
| Toth Financial Advisory Corp | 60 | $901 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 79 | $1.19K | 0.00% | −312−79.8% | Reduced |
| GWM Advisors LLC | 108 | $1.62K | 0.00% | −13−10.7% | Reduced |
| Fifth Third Bancorp | 111 | $1.67K | 0.00% | −31−21.8% | Reduced |
| Huntington National Bank | 112 | $1.68K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 117 | $1.76K | 0.00% | +84+254.5% | Added |
| Bellevue Asset Management, LLC | 123 | $1.85K | 0.00% | +15+13.9% | Added |
| True Wealth Design, LLC | 133 | $2.00K | 0.00% | −13−8.9% | Reduced |
| Bessemer Group Inc | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 135 | $2.03K | 0.00% | +135 | New |
| SBI Securities Co., Ltd. | 141 | $2.12K | 0.00% | −185−56.7% | Reduced |
| Parkside Financial Bank & Trust | 150 | $2.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 173 | $2.60K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 245 | $3.68K | 0.00% | +245 | New |
| Massmutual Trust Co FSB | 306 | $4.59K | 0.00% | +7+2.3% | Added |
| Sterling Capital Management LLC | 322 | $4.83K | 0.00% | +1+0.3% | Added |
| Washington Trust Advisors, Inc. | 326 | $4.89K | 0.00% | +42+14.8% | Added |
| The PNC Financial Services Group, Inc. | 373 | $5.60K | 0.00% | +282+309.9% | Added |
| Hillsdale Investment Management Inc. | 480 | $7.21K | 0.00% | +150+45.5% | Added |
| Jones Financial Companies LLLP | 510 | $7.83K | 0.00% | +173+51.3% | Added |
| Farther Finance Advisors, LLC | 578 | $8.68K | 0.00% | −942−62.0% | Reduced |
| Rise Advisors, LLC | 597 | $8.96K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 665 | $10.0K | 0.00% | −136−17.0% | Reduced |
| Rothschild Investment LLC | 800 | $12.0K | 0.00% | −70−8.0% | Reduced |
| Optiver Holding B.V. | 897 | $13.5K | 0.00% | +665+286.6% | Added |
| Essential Partners LLC | 910 | $13.7K | 0.00% | +18+2.0% | Added |
| Smartleaf Asset Management LLC | 955 | $14.6K | 0.00% | +955 | New |
| Signaturefd, LLC | 1,057 | $15.9K | 0.00% | +429+68.3% | Added |
| Comerica Bank | 1,096 | $16.5K | 0.00% | −1,233−52.9% | Reduced |
| MCF Advisors LLC | 1,248 | $18.7K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,245 | $19.0K | 0.00% | +170+15.8% | Added |
| Advisory Services Network, LLC | 1,271 | $19.1K | 0.00% | +1,271 | New |
| Parallel Advisors, LLC | 1,389 | $20.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,500 | $22.5K | 0.01% | +1,500 | New |
| Nisa Investment Advisors, LLC | 1,712 | $25.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,764 | $26.5K | 0.00% | +1,764 | New |
| Quadrant Capital Group LLC | 1,929 | $29.0K | 0.00% | +1,929 | New |
| Aster Capital Management (DIFC) Ltd | 2,069 | $31.1K | 0.02% | +1,810+698.8% | Added |
| Versant Capital Management, Inc | 2,284 | $34.3K | 0.00% | +112+5.2% | Added |
| GAMMA Investing LLC | 2,912 | $43.7K | 0.00% | +66+2.3% | Added |
| SRS Capital Advisors, Inc. | 2,963 | $44.5K | 0.00% | +2,772+1,451.3% | Added |
| Vestcor Inc | 3,013 | $45.0K | 0.00% | +3,013 | New |
| KBC Group NV | 3,154 | $47.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,387 | $50.8K | 0.01% | +217+6.8% | Added |
| Advisors Asset Management, Inc. | 3,587 | $53.8K | 0.00% | +1,324+58.5% | Added |
| RiverPark Advisors, LLC | 4,133 | $62.0K | 0.03% | −1,181−22.2% | Reduced |
| Covestor Ltd | 4,222 | $63.0K | 0.03% | +338+8.7% | Added |
| Amalgamated Bank | 4,406 | $66.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,588 | $83.9K | 0.00% | −813−12.7% | Reduced |
| Catalyst Capital Advisors LLC | 6,900 | $103.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7,776 | $117.0K | 0.00% | −2,093−21.2% | Reduced |
| US Bancorp | 7,962 | $119.5K | 0.00% | +800+11.2% | Added |
| EverSource Wealth Advisors, LLC | 9,060 | $136.0K | 0.01% | +3,718+69.6% | Added |
| Stifel Financial Corp | 10,056 | $150.9K | 0.00% | +10,056 | New |
| Principal Financial Group Inc | 10,177 | $152.8K | 0.00% | −279,386−96.5% | Reduced |
| Aquatic Capital Management LLC | 10,310 | $154.8K | 0.00% | +10,310 | New |
| State of Alaska, Department of Revenue | 10,344 | $155.0K | 0.00% | +10,344 | New |
| Xponance, Inc. | 10,334 | $155.1K | 0.00% | +71+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 10,385 | $155.9K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,506 | $157.7K | 0.22% | +10,506 | New |
| Calamos Advisors LLC | 11,036 | $165.7K | 0.00% | −97,842−89.9% | Reduced |
| Ameritas Investment Partners, Inc. | 11,108 | $166.7K | 0.01% | −2,367−17.6% | Reduced |
| Arete Wealth Advisors, LLC | 11,195 | $168.0K | 0.01% | −175−1.5% | Reduced |
| Mariner, LLC | 11,269 | $169.1K | 0.00% | −706−5.9% | Reduced |
| Petrus Trust Company, LTA | 11,468 | $172.1K | 0.02% | −8,721−43.2% | Reduced |
| Highland Capital Management, LLC | 11,781 | $176.8K | 0.01% | −159−1.3% | Reduced |
| Pacer Advisors, Inc. | 11,801 | $177.1K | 0.00% | +8,104+219.2% | Added |
| State of Wisconsin Investment Board | 12,061 | $181.0K | 0.00% | +1,465+13.8% | Added |
| Tower Research Capital LLC (TRC) | 12,252 | $183.9K | 0.01% | −2,681−18.0% | Reduced |
| Prelude Capital Management, LLC | 12,470 | $187.2K | 0.01% | +12,470 | New |
| Balboa Wealth Partners | 12,559 | $188.5K | 0.03% | 00.0% | Unchanged |
| Voleon Capital Management LP | 12,644 | $189.8K | 0.00% | +12,644 | New |
| Blair William & Co | 12,650 | $189.9K | 0.00% | +12,650 | New |
| Vise Technologies, Inc. | 13,268 | $199.2K | 0.01% | +13,268 | New |
| Capstone Investment Advisors, LLC | 13,310 | $199.8K | 0.00% | +13,310 | New |
| Graham Capital Management, L.P. | 13,433 | $201.6K | 0.01% | +13,433 | New |
| CIBC Bancorp USA Inc. | 14,173 | $212.7K | 0.00% | +14,173 | New |
| Schonfeld Strategic Advisors LLC | 14,578 | $218.8K | 0.00% | +1,314+9.9% | Added |
| Cetera Investment Advisers | 15,565 | $233.6K | 0.00% | −33,084−68.0% | Reduced |
| JustInvest LLC | 15,648 | $234.9K | 0.00% | +466+3.1% | Added |
| Inceptionr LLC | 15,669 | $235.2K | 0.06% | +15,669 | New |
| Versor Investments LP | 16,000 | $240.2K | 0.04% | +16,000 | New |
| Axq Capital, LP | 16,074 | $241.3K | 0.09% | +16,074 | New |
| Integrated Quantitative Investments LLC | 16,108 | $241.8K | 0.07% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 17,151 | $257.4K | 0.00% | +17,151 | New |
| Omers Administration Corp | 18,100 | $271.7K | 0.00% | +18,100 | New |
| Unique Wealth, LLC | 18,366 | $275.7K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 18,376 | $275.8K | 0.00% | +3,590+24.3% | Added |
| Advisor Group Holdings, Inc. | 17,359 | $281.6K | 0.00% | −1,908−9.9% | Reduced |
| Anb Bank | 18,789 | $282.0K | 0.11% | −549−2.8% | Reduced |
| Pictet Asset Management Holding SA | 19,904 | $299.4K | 0.00% | +7,464+60.0% | Added |
| Brevan Howard Capital Management LP | 19,995 | $300.1K | 0.00% | −33,766−62.8% | Reduced |
| State of Wyoming | 20,356 | $305.5K | 0.03% | +17,269+559.4% | Added |
| PharVision Advisers, LLC | 20,530 | $308.2K | 0.17% | +20,530 | New |