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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
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,500$22.5K0.01%+1,500New
Parallel Advisors, LLC1,389$20.8K0.00%00.0%Unchanged
Advisory Services Network, LLC1,271$19.1K0.00%+1,271New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,245$19.0K0.00%+170+15.8%Added
MCF Advisors LLC1,248$18.7K0.00%00.0%Unchanged
Comerica Bank1,096$16.5K0.00%−1,233−52.9%Reduced
Signaturefd, LLC1,057$15.9K0.00%+429+68.3%Added
Smartleaf Asset Management LLC955$14.6K0.00%+955New
Essential Partners LLC910$13.7K0.00%+18+2.0%Added
Optiver Holding B.V.897$13.5K0.00%+665+286.6%Added
Rothschild Investment LLC800$12.0K0.00%−70−8.0%Reduced
Matrix Trust Co665$10.0K0.00%−136−17.0%Reduced
Rise Advisors, LLC597$8.96K0.00%00.0%Unchanged
Farther Finance Advisors, LLC578$8.68K0.00%−942−62.0%Reduced
Jones Financial Companies LLLP510$7.83K0.00%+173+51.3%Added
Hillsdale Investment Management Inc.480$7.21K0.00%+150+45.5%Added
The PNC Financial Services Group, Inc.373$5.60K0.00%+282+309.9%Added
Washington Trust Advisors, Inc.326$4.89K0.00%+42+14.8%Added
Sterling Capital Management LLC322$4.83K0.00%+1+0.3%Added
Massmutual Trust Co FSB306$4.59K0.00%+7+2.3%Added
Marquette Asset Management, LLC245$3.68K0.00%+245New
Private Wealth Management Group, LLC173$2.60K0.00%00.0%Unchanged
Parkside Financial Bank & Trust150$2.25K0.00%00.0%Unchanged
SBI Securities Co., Ltd.141$2.12K0.00%−185−56.7%Reduced
Wealthspire Advisors, LLC135$2.03K0.00%+135New
Bessemer Group Inc115$2.00K0.00%00.0%Unchanged
True Wealth Design, LLC133$2.00K0.00%−13−8.9%Reduced
Bellevue Asset Management, LLC123$1.85K0.00%+15+13.9%Added
Principal Securities, Inc.117$1.76K0.00%+84+254.5%Added
Huntington National Bank112$1.68K0.00%00.0%Unchanged
Fifth Third Bancorp111$1.67K0.00%−31−21.8%Reduced
GWM Advisors LLC108$1.62K0.00%−13−10.7%Reduced
Clearstead Advisors, LLC79$1.19K0.00%−312−79.8%Reduced
Toth Financial Advisory Corp60$9010.00%00.0%Unchanged
Breakwater Investment Management31$4660.00%+31New
Private Wealth Asset Management, LLC20$3000.00%+20New
Kilter Group LLC18$2710.00%00.0%Unchanged
IFP Advisors, Inc12$1800.00%+12Added
Caitong International Asset Management Co., Ltd2$300.00%+2New
Avion Wealth31$00.00%+31New
Driehaus Capital Management LLC0$00.00%−2,650,323−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−502,602−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−398,563−100.0%Sold out
Portolan Capital Management, LLC0$00.00%−322,743−100.0%Sold out
Castleark Management LLC0$00.00%−316,020−100.0%Sold out
Numerai GP LLC0$00.00%−267,340−100.0%Sold out
EAM Global Investors LLC0$00.00%−248,852−100.0%Sold out
Scalar Gauge Management, LLC0$00.00%−215,384−100.0%Sold out
EAM Investors, LLC0$00.00%−179,665−100.0%Sold out
Armistice Capital, LLC0$00.00%−150,000−100.0%Sold out
Sheets Smith Investment Management0$00.00%−101,781−100.0%Sold out
Granahan Investment Management Inc0$00.00%−99,393−100.0%Sold out
Nebula Research & Development LLC0$00.00%−76,446−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−75,066−100.0%Sold out
Lazard Asset Management LLC0$00.00%−74,811−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−72,394−100.0%Sold out
Caxton Associates LLP0$00.00%−50,778−100.0%Sold out
Eventide Asset Management, LLC0$00.00%−44,482−100.0%Sold out
Sheets Smith Wealth Management0$00.00%−43,481−100.0%Sold out
Centiva Capital, LP0$00.00%−42,337−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−42,000−100.0%Sold out
Sierra Summit Advisors LLC0$00.00%−41,662−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−41,125−100.0%Sold out
Papamarkou Wellner Asset Management inc.0$00.00%−30,400−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−17,286−100.0%Sold out
Ieq Capital, LLC0$00.00%−15,219−100.0%Sold out
Oxford Asset Management LLP0$00.00%−14,661−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−14,049−100.0%Sold out
Corton Capital Inc.0$00.00%−12,762−100.0%Sold out
Martingale Asset Management L P0$00.00%−12,347−100.0%Sold out
Options Solutions, LLC0$00.00%−12,102−100.0%Sold out
Cornerstone Investment Partners, LLC0$00.00%−10,099−100.0%Sold out
Financiere des Professionnels - Fonds d,investissement inc.0$00.00%−8,320−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−4,704−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−2,352−100.0%Sold out
Glenmede Investment Management, LP0$00.00%−1,974−100.0%Sold out
National Bank of Canada0$00.00%−1,253−100.0%Sold out
Skopos Labs, Inc.0$00.00%−890−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−360−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−326−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−119−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−118−100.0%Sold out
SWAN Capital LLC0$00.00%−60−100.0%Sold out
Bare Financial Services, Inc0$00.00%−26−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−20−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−18−100.0%Sold out
Clear Street Markets LLC0$00.00%−4−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−25−100.0%Sold out
Norges Bank––––Not filed
CIBC World Markets Corp––––Not filed
Parkworth Wealth Management, Inc.––––Not filed