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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 21,077 | $316.4K | 0.04% | −1,897−8.3% | Reduced |
| Vident Advisory, LLC | 21,847 | $327.9K | 0.00% | +8,413+62.6% | Added |
| M&T Bank Corp | 22,686 | $340.1K | 0.00% | +35+0.2% | Added |
| KLP Kapitalforvaltning AS | 23,900 | $358.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 25,067 | $376.3K | 0.02% | +25,067 | New |
| Counterpoint Mutual Funds LLC | 25,612 | $384.4K | 0.03% | −112,540−81.5% | Reduced |
| Virginia Retirement Systems Et Al | 27,600 | $414.3K | 0.00% | −1,100−3.8% | Reduced |
| Citigroup Inc | 28,478 | $427.5K | 0.00% | −38,584−57.5% | Reduced |
| Rockefeller Capital Management L.P. | 28,696 | $430.7K | 0.00% | +13,420+87.9% | Added |
| American Century Companies Inc | 29,097 | $436.7K | 0.00% | −33,678−53.6% | Reduced |
| DC Investments Management, LLC | 29,817 | $447.6K | 0.19% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 30,900 | $464.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31,031 | $465.8K | 0.00% | +6,447+26.2% | Added |
| SVB Capital Management, LLC | 32,310 | $485.0K | 1.53% | 00.0% | Unchanged |
| ProShare Advisors LLC | 33,219 | $498.6K | 0.00% | −4,437−11.8% | Reduced |
| Verition Fund Management LLC | 34,394 | $516.3K | 0.00% | +514+1.5% | Added |
| Keybank National Association | 35,642 | $535.0K | 0.00% | +11,161+45.6% | Added |
| Arizona State Retirement System | 36,048 | $541.1K | 0.00% | +3,485+10.7% | Added |
| FMR LLC | 36,049 | $541.1K | 0.00% | +4,414+14.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 36,786 | $552.2K | 0.00% | +6,649+22.1% | Added |
| Boothbay Fund Management, LLC | 37,324 | $560.2K | 0.01% | +37,324 | New |
| Colony Group, LLC | 26,870 | $570.2K | 0.00% | +348+1.3% | Added |
| Cerity Partners LLC | 39,026 | $585.8K | 0.00% | +2,001+5.4% | Added |
| Ceera Investments, LLC | 39,440 | $592.0K | 0.18% | 00.0% | Unchanged |
| Prudential Financial Inc | 40,740 | $611.5K | 0.00% | +65+0.2% | Added |
| State Board of Administration of Florida Retirement System | 43,900 | $658.9K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 44,636 | $670.0K | 0.00% | −24,162−35.1% | Reduced |
| Aigen Investment Management, LP | 45,684 | $685.7K | 0.11% | −2,695−5.6% | Reduced |
| Okabena Investment Services Inc | 46,947 | $704.7K | 0.14% | +6,546+16.2% | Added |
| Fox Run Management, L.L.C. | 48,072 | $721.6K | 0.11% | +48,072 | New |
| Envestnet Asset Management Inc | 49,050 | $736.2K | 0.00% | +26,806+120.5% | Added |
| Moran Wealth Management, LLC | 49,297 | $739.9K | 0.02% | +2,673+5.7% | Added |
| Los Angeles Capital Management LLC | 49,894 | $748.9K | 0.00% | −8,833−15.0% | Reduced |
| LPL Financial LLC | 52,669 | $790.6K | 0.00% | +36,617+228.1% | Added |
| Janus Henderson Group PLC | 53,308 | $800.2K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 54,432 | $817.0K | 0.00% | +29,625+119.4% | Added |
| STRS Ohio | 54,600 | $819.5K | 0.00% | +5,300+10.8% | Added |
| Smith Group Asset Management, LLC | 55,352 | $830.8K | 0.05% | +1,448+2.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,570 | $834.1K | 0.00% | +7,222+14.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 61,766 | $927.1K | 0.00% | +61,766 | New |
| Jain Global LLC | 62,248 | $934.3K | 0.01% | +62,248 | New |
| D.A. Davidson & Co. | 64,986 | $975.4K | 0.01% | −487−0.7% | Reduced |
| Intech Investment Management LLC | 65,569 | $984.2K | 0.01% | −12,884−16.4% | Reduced |
| Susquehanna International Group, LLP | 65,627 | $985.1K | 0.00% | −93,715−58.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 68,547 | $1.03M | 0.17% | +68,547 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 70,801 | $1.06M | 0.00% | −79,384−52.9% | Reduced |
| Price T Rowe Associates Inc | 71,028 | $1.07M | 0.00% | +4,674+7.0% | Added |
| MetLife Investment Management | 79,165 | $1.19M | 0.01% | +79,165 | New |
| Legato Capital Management LLC | 80,603 | $1.21M | 0.13% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 82,781 | $1.24M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 83,427 | $1.25M | 0.01% | +22,459+36.8% | Added |
| SG Americas Securities, LLC | 84,281 | $1.26M | 0.00% | +75,194+827.5% | Added |
| New York State Common Retirement Fund | 85,272 | $1.28M | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 87,070 | $1.31M | 0.02% | −249,253−74.1% | Reduced |
| Ameriprise Financial Inc | 88,070 | $1.32M | 0.00% | −4,551−4.9% | Reduced |
| Creative Planning | 94,586 | $1.42M | 0.00% | +9,124+10.7% | Added |
| Capital Fund Management S.A. | 95,492 | $1.43M | 0.01% | +95,492 | New |
| Royal Bank of Canada | 102,430 | $1.54M | 0.00% | +10,554+11.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 103,048 | $1.55M | 0.04% | +103,048 | New |
| Canada Pension Plan Investment Board | 105,500 | $1.58M | 0.00% | +15,900+17.7% | Added |
| Twinbeech Capital LP | 106,446 | $1.60M | 0.06% | +61,815+138.5% | Added |
| Manufacturers Life Insurance Company, The | 107,542 | $1.61M | 0.00% | +38,271+55.2% | Added |
| Acadian Asset Management LLC | 110,352 | $1.65M | 0.00% | −60,701−35.5% | Reduced |
| California State Teachers Retirement System | 114,902 | $1.72M | 0.00% | +18,097+18.7% | Added |
| Point72 Asset Management, L.P. | 117,163 | $1.76M | 0.00% | +52,329+80.7% | Added |
| HighTower Advisors, LLC | 123,394 | $1.85M | 0.00% | −20,731−14.4% | Reduced |
| Neo Ivy Capital Management | 135,148 | $2.03M | 0.49% | +102,724+316.8% | Added |
| TT International Asset Management LTD | 139,504 | $2.09M | 0.41% | +139,504 | New |
| Legal & General Group Plc | 143,500 | $2.15M | 0.00% | +8,599+6.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 147,350 | $2.21M | 0.01% | −12,881−8.0% | Reduced |
| Alliancebernstein L.P. | 159,029 | $2.39M | 0.00% | +292+0.2% | Added |
| Russell Investments Group, Ltd. | 175,725 | $2.64M | 0.00% | −87,586−33.3% | Reduced |
| CenterBook Partners LP | 177,413 | $2.66M | 0.13% | +101,575+133.9% | Added |
| Ingalls & Snyder LLC | 190,685 | $2.86M | 0.09% | −300−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 195,736 | $2.94M | 0.01% | +195,736 | New |
| Rhumbline Advisers | 196,007 | $2.94M | 0.00% | −7,012−3.5% | Reduced |
| Cubist Systematic Strategies, LLC | 199,186 | $2.99M | 0.04% | −198,997−50.0% | Reduced |
| EFG Asset Management (North America) Corp. | 206,576 | $3.10M | 0.40% | +43,510+26.7% | Added |
| PDT Partners, LLC | 206,635 | $3.10M | 0.20% | −81,555−28.3% | Reduced |
| Barclays PLC | 211,537 | $3.18M | 0.00% | −53,734−20.3% | Reduced |
| Squarepoint Ops LLC | 216,248 | $3.25M | 0.01% | +100,391+86.7% | Added |
| Quantbot Technologies LP | 219,019 | $3.29M | 0.09% | −88,007−28.7% | Reduced |
| Citadel Advisors LLC | 224,125 | $3.36M | 0.00% | +224,125 | New |
| Swiss National Bank | 236,400 | $3.55M | 0.00% | +23,300+10.9% | Added |
| AQR Capital Management LLC | 244,366 | $3.67M | 0.00% | −25,642−9.5% | Reduced |
| First Trust Advisors LP | 257,517 | $3.87M | 0.00% | −108,188−29.6% | Reduced |
| Trexquant Investment LP | 261,348 | $3.92M | 0.04% | −93,036−26.3% | Reduced |
| UBS Asset Management Americas Inc | 267,692 | $4.02M | 0.00% | +201,542+304.7% | Added |
| Wells Fargo & Company | 291,886 | $4.38M | 0.00% | +63,091+27.6% | Added |
| Oberweis Asset Management Inc | 296,300 | $4.45M | 0.17% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 296,931 | $4.46M | 0.01% | +117,631+65.6% | Added |
| Capitolis Liquid Global Markets LLC | 314,100 | $4.71M | 0.04% | +314,100 | New |
| MUFG Securities EMEA plc | 317,000 | $4.76M | 0.12% | +317,000 | New |
| UBS Group AG | 373,445 | $5.61M | 0.00% | +128,447+52.4% | Added |
| Bank of America Corp | 376,766 | $5.66M | 0.00% | −175,146−31.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 400,024 | $6.00M | 0.02% | +400,024 | New |
| Engineers Gate Manager LP | 425,800 | $6.39M | 0.07% | +122,681+40.5% | Added |
| Voya Investment Management LLC | 427,833 | $6.42M | 0.01% | −90,742−17.5% | Reduced |
| Marshall Wace, LLP | 431,363 | $6.47M | 0.01% | +330,574+328.0% | Added |
| Voloridge Investment Management, LLC | 482,849 | $7.25M | 0.02% | −256,677−34.7% | Reduced |