Skip to main content

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, 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.

Institutional holdersQ3 2025: 240 institutions
Q1 2021: 0 institutionsQ2 2021: 2 institutionsQ3 2021: 57 institutionsQ4 2021: 78 institutionsQ1 2022: 95 institutionsQ2 2022: 106 institutionsQ3 2022: 95 institutionsQ4 2022: 95 institutionsQ1 2023: 96 institutionsQ2 2023: 101 institutionsQ3 2023: 106 institutionsQ4 2023: 125 institutionsQ1 2024: 139 institutionsQ2 2024: 175 institutionsQ3 2024: 187 institutionsQ4 2024: 238 institutionsQ1 2025: 254 institutionsQ2 2025: 246 institutionsQ3 2025: 240 institutionsQ4 2025: 252 institutionsQ1 2026: 255 institutionsQ2 2026: 253 institutions
Value heldQ3 2025: $1.90B
Q1 2021: $0Q2 2021: $237.0KQ3 2021: $213.8MQ4 2021: $387.1MQ1 2022: $341.6MQ2 2022: $333.0MQ3 2022: $303.2MQ4 2022: $310.1MQ1 2023: $313.5MQ2 2023: $456.5MQ3 2023: $530.1MQ4 2023: $674.6MQ1 2024: $648.3MQ2 2024: $873.5MQ3 2024: $1.07BQ4 2024: $1.70BQ1 2025: $1.58BQ2 2025: $2.24BQ3 2025: $1.90BQ4 2025: $1.81BQ1 2026: $1.26BQ2 2026: $1.59B
Institutions holding AVPT and their total value by quarter
QuarterHoldersValue
Q2 2026253$1.59B
Q1 2026255$1.26B
Q4 2025252$1.81B
Q3 2025240$1.90B
Q2 2025246$2.24B
Q1 2025254$1.58B
Q4 2024238$1.70B
Q3 2024187$1.07B
Q2 2024175$873.5M
Q1 2024139$648.3M
Q4 2023125$674.6M
Q3 2023106$530.1M
Q2 2023101$456.5M
Q1 202396$313.5M
Q4 202295$310.1M
Q3 202295$303.2M
Q2 2022106$333.0M
Q1 202295$341.6M
Q4 202178$387.1M
Q3 202157$213.8M
Q2 20212$237.0K
Q1 20210$0

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q2 2025.

Institutions holding AVPT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Mirae Asset Global ETFs Holdings Ltd.61,766$927.1K0.00%+61,766New
Zurcher Kantonalbank (Zurich Cantonalbank)55,570$834.1K0.00%+7,222+14.9%Added
Smith Group Asset Management, LLC55,352$830.8K0.05%+1,448+2.7%Added
STRS Ohio54,600$819.5K0.00%+5,300+10.8%Added
Man Group plc54,432$817.0K0.00%+29,625+119.4%Added
Janus Henderson Group PLC53,308$800.2K0.00%00.0%Unchanged
LPL Financial LLC52,669$790.6K0.00%+36,617+228.1%Added
Los Angeles Capital Management LLC49,894$748.9K0.00%−8,833−15.0%Reduced
Moran Wealth Management, LLC49,297$739.9K0.02%+2,673+5.7%Added
Envestnet Asset Management Inc49,050$736.2K0.00%+26,806+120.5%Added
Fox Run Management, L.L.C.48,072$721.6K0.11%+48,072New
Okabena Investment Services Inc46,947$704.7K0.14%+6,546+16.2%Added
Aigen Investment Management, LP45,684$685.7K0.11%−2,695−5.6%Reduced
SEI Investments Co44,636$670.0K0.00%−24,162−35.1%Reduced
State Board of Administration of Florida Retirement System43,900$658.9K0.00%00.0%Unchanged
Prudential Financial Inc40,740$611.5K0.00%+65+0.2%Added
Ceera Investments, LLC39,440$592.0K0.18%00.0%Unchanged
Cerity Partners LLC39,026$585.8K0.00%+2,001+5.4%Added
Colony Group, LLC26,870$570.2K0.00%+348+1.3%Added
Boothbay Fund Management, LLC37,324$560.2K0.01%+37,324New
Police & Firemen's Retirement System of New Jersey36,786$552.2K0.00%+6,649+22.1%Added
FMR LLC36,049$541.1K0.00%+4,414+14.0%Added
Arizona State Retirement System36,048$541.1K0.00%+3,485+10.7%Added
Keybank National Association35,642$535.0K0.00%+11,161+45.6%Added
Verition Fund Management LLC34,394$516.3K0.00%+514+1.5%Added
ProShare Advisors LLC33,219$498.6K0.00%−4,437−11.8%Reduced
SVB Capital Management, LLC32,310$485.0K1.53%00.0%Unchanged
Allworth Financial LP31,031$465.8K0.00%+6,447+26.2%Added
Handelsbanken Fonder AB30,900$464.0K0.00%00.0%Unchanged
DC Investments Management, LLC29,817$447.6K0.19%00.0%Unchanged
American Century Companies Inc29,097$436.7K0.00%−33,678−53.6%Reduced
Rockefeller Capital Management L.P.28,696$430.7K0.00%+13,420+87.9%Added
Citigroup Inc28,478$427.5K0.00%−38,584−57.5%Reduced
Virginia Retirement Systems Et Al27,600$414.3K0.00%−1,100−3.8%Reduced
Counterpoint Mutual Funds LLC25,612$384.4K0.03%−112,540−81.5%Reduced
Quest Partners LLC25,067$376.3K0.02%+25,067New
KLP Kapitalforvaltning AS23,900$358.7K0.00%00.0%Unchanged
M&T Bank Corp22,686$340.1K0.00%+35+0.2%Added
Vident Advisory, LLC21,847$327.9K0.00%+8,413+62.6%Added
Occudo Quantitative Strategies LP21,077$316.4K0.04%−1,897−8.3%Reduced
PharVision Advisers, LLC20,530$308.2K0.17%+20,530New
State of Wyoming20,356$305.5K0.03%+17,269+559.4%Added
Brevan Howard Capital Management LP19,995$300.1K0.00%−33,766−62.8%Reduced
Pictet Asset Management Holding SA19,904$299.4K0.00%+7,464+60.0%Added
Anb Bank18,789$282.0K0.11%−549−2.8%Reduced
Advisor Group Holdings, Inc.17,359$281.6K0.00%−1,908−9.9%Reduced
Quantinno Capital Management LP18,376$275.8K0.00%+3,590+24.3%Added
Unique Wealth, LLC18,366$275.7K0.04%00.0%Unchanged
Omers Administration Corp18,100$271.7K0.00%+18,100New
Freestone Grove Partners LP17,151$257.4K0.00%+17,151New
Integrated Quantitative Investments LLC16,108$241.8K0.07%00.0%Unchanged
Axq Capital, LP16,074$241.3K0.09%+16,074New
Versor Investments LP16,000$240.2K0.04%+16,000New
Inceptionr LLC15,669$235.2K0.06%+15,669New
JustInvest LLC15,648$234.9K0.00%+466+3.1%Added
Cetera Investment Advisers15,565$233.6K0.00%−33,084−68.0%Reduced
Schonfeld Strategic Advisors LLC14,578$218.8K0.00%+1,314+9.9%Added
CIBC Bancorp USA Inc.14,173$212.7K0.00%+14,173New
Graham Capital Management, L.P.13,433$201.6K0.01%+13,433New
Capstone Investment Advisors, LLC13,310$199.8K0.00%+13,310New
Vise Technologies, Inc.13,268$199.2K0.01%+13,268New
Blair William & Co12,650$189.9K0.00%+12,650New
Voleon Capital Management LP12,644$189.8K0.00%+12,644New
Balboa Wealth Partners12,559$188.5K0.03%00.0%Unchanged
Prelude Capital Management, LLC12,470$187.2K0.01%+12,470New
Tower Research Capital LLC (TRC)12,252$183.9K0.01%−2,681−18.0%Reduced
State of Wisconsin Investment Board12,061$181.0K0.00%+1,465+13.8%Added
Pacer Advisors, Inc.11,801$177.1K0.00%+8,104+219.2%Added
Highland Capital Management, LLC11,781$176.8K0.01%−159−1.3%Reduced
Petrus Trust Company, LTA11,468$172.1K0.02%−8,721−43.2%Reduced
Mariner, LLC11,269$169.1K0.00%−706−5.9%Reduced
Arete Wealth Advisors, LLC11,195$168.0K0.01%−175−1.5%Reduced
Ameritas Investment Partners, Inc.11,108$166.7K0.01%−2,367−17.6%Reduced
Calamos Advisors LLC11,036$165.7K0.00%−97,842−89.9%Reduced
Keebeck Alpha, LP10,506$157.7K0.22%+10,506New
Robeco Institutional Asset Management B.V.10,385$155.9K0.00%00.0%Unchanged
Xponance, Inc.10,334$155.1K0.00%+71+0.7%Added
State of Alaska, Department of Revenue10,344$155.0K0.00%+10,344New
Aquatic Capital Management LLC10,310$154.8K0.00%+10,310New
Principal Financial Group Inc10,177$152.8K0.00%−279,386−96.5%Reduced
Stifel Financial Corp10,056$150.9K0.00%+10,056New
EverSource Wealth Advisors, LLC9,060$136.0K0.01%+3,718+69.6%Added
US Bancorp7,962$119.5K0.00%+800+11.2%Added
CWM, LLC7,776$117.0K0.00%−2,093−21.2%Reduced
Catalyst Capital Advisors LLC6,900$103.6K0.00%00.0%Unchanged
Group One Trading, L.P.5,588$83.9K0.00%−813−12.7%Reduced
Amalgamated Bank4,406$66.0K0.00%00.0%Unchanged
Covestor Ltd4,222$63.0K0.03%+338+8.7%Added
RiverPark Advisors, LLC4,133$62.0K0.03%−1,181−22.2%Reduced
Advisors Asset Management, Inc.3,587$53.8K0.00%+1,324+58.5%Added
Quarry LP3,387$50.8K0.01%+217+6.8%Added
KBC Group NV3,154$47.0K0.00%00.0%Unchanged
Vestcor Inc3,013$45.0K0.00%+3,013New
SRS Capital Advisors, Inc.2,963$44.5K0.00%+2,772+1,451.3%Added
GAMMA Investing LLC2,912$43.7K0.00%+66+2.3%Added
Versant Capital Management, Inc2,284$34.3K0.00%+112+5.2%Added
Aster Capital Management (DIFC) Ltd2,069$31.1K0.02%+1,810+698.8%Added
Quadrant Capital Group LLC1,929$29.0K0.00%+1,929New
Global Retirement Partners, LLC1,764$26.5K0.00%+1,764New
Nisa Investment Advisors, LLC1,712$25.7K0.00%00.0%Unchanged