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, Q4 2025
Institutional positions in AvePoint, Inc. as of Dec 31, 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
- 252
- +15 vs. Q3 2025
- Shares held
- 130.5M
- +4.61M (+3.7%) vs. Q3 2025
- Total value
- $1.81B
- −$77.5M (−4.1%) vs. Q3 2025
- New holders
- 55
- 105 more added
- Sold out
- 40
- 71 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 39 | $0 | 0.00% | +8+25.8% | Added |
| Macquarie Group Ltd | 1 | $14 | 0.00% | −1,892,890−100.0% | Reduced |
| National Bank of Canada | 1 | $14 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 4 | $51 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 6 | $84 | 0.00% | −73−92.4% | Reduced |
| Sunbelt Securities, Inc. | 17 | $236 | 0.00% | +17 | New |
| Kilter Group LLC | 18 | $251 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $264 | 0.00% | +19 | New |
| Private Wealth Asset Management, LLC | 20 | $278 | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 20 | $278 | 0.00% | +20 | New |
| Keating Financial Advisory Services, Inc. | 21 | $292 | 0.00% | +21 | New |
| Godfrey Financial Associates, Inc. | 25 | $347 | 0.00% | +25 | New |
| Bare Financial Services, Inc | 36 | $500 | 0.00% | +36 | New |
| UMA Financial Services, Inc. | 37 | $514 | 0.00% | +37 | New |
| Optima Capital LLC | 38 | $528 | 0.00% | +38 | New |
| Cornerstone Financial Management LLC | 46 | $639 | 0.00% | +46 | New |
| TD Private Client Wealth LLC | 49 | $681 | 0.00% | +49 | New |
| North Star Investment Management Corp. | 78 | $1.08K | 0.00% | +78 | New |
| Harbour Investments, Inc. | 90 | $1.25K | 0.00% | +90 | New |
| GWM Advisors LLC | 93 | $1.29K | 0.00% | −15−13.9% | Reduced |
| Fifth Third Bancorp | 111 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 123 | $1.71K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 143 | $1.99K | 0.00% | +2+1.4% | Added |
| Bessemer Group Inc | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 163 | $2.27K | 0.00% | +30+22.6% | Added |
| Basecamp Wealth Advisors LLC | 164 | $2.28K | 0.00% | +164 | New |
| Private Wealth Management Group, LLC | 173 | $2.40K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 177 | $2.46K | 0.00% | −1,892−91.4% | Reduced |
| IFP Advisors, Inc | 247 | $3.43K | 0.00% | +235+1,958.3% | Added |
| The PNC Financial Services Group, Inc. | 288 | $4.00K | 0.00% | −85−22.8% | Reduced |
| Comerica Bank | 413 | $5.74K | 0.00% | −683−62.3% | Reduced |
| Leonteq Securities AG | 452 | $6.28K | 0.00% | +452 | New |
| SRS Capital Advisors, Inc. | 484 | $6.72K | 0.00% | −2,479−83.7% | Reduced |
| Jones Financial Companies LLLP | 510 | $7.08K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 585 | $8.13K | 0.00% | +585 | New |
| Marquette Asset Management, LLC | 634 | $8.81K | 0.00% | +389+158.8% | Added |
| Cullen/Frost Bankers, Inc. | 728 | $10.1K | 0.00% | +728 | New |
| Northwestern Mutual Wealth Management Co | 734 | $10.2K | 0.00% | +734 | New |
| Farther Finance Advisors, LLC | 768 | $10.7K | 0.00% | +190+32.9% | Added |
| Acadian Asset Management LLC | 838 | $11.0K | 0.00% | −109,514−99.2% | Reduced |
| Rothschild Investment LLC | 910 | $12.6K | 0.00% | +110+13.8% | Added |
| Sterling Capital Management LLC | 960 | $13.3K | 0.00% | +638+198.1% | Added |
| Signaturefd, LLC | 1,063 | $14.8K | 0.00% | +6+0.6% | Added |
| Essential Partners LLC | 1,167 | $16.2K | 0.00% | +257+28.2% | Added |
| Quarry LP | 1,201 | $16.7K | 0.00% | −2,186−64.5% | Reduced |
| Parallel Advisors, LLC | 1,248 | $17.3K | 0.00% | −141−10.2% | Reduced |
| Allworth Financial LP | 1,355 | $18.8K | 0.00% | −29,676−95.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,500 | $20.8K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,524 | $21.2K | 0.00% | +1,524 | New |
| Versant Capital Management, Inc | 1,695 | $23.5K | 0.00% | −589−25.8% | Reduced |
| Quadrant Capital Group LLC | 1,716 | $23.8K | 0.00% | −213−11.0% | Reduced |
| Global Retirement Partners, LLC | 1,734 | $24.1K | 0.00% | −30−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,777 | $24.7K | 0.00% | +65+3.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,799 | $25.0K | 0.00% | +554+44.5% | Added |
| Kestra Advisory Services, LLC | 1,997 | $27.7K | 0.00% | +1,997 | New |
| GAMMA Investing LLC | 2,827 | $39.3K | 0.00% | −85−2.9% | Reduced |
| Vestcor Inc | 3,013 | $42.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,044 | $42.3K | 0.00% | −14,315−82.5% | Reduced |
| Kemnay Advisory Services Inc. | 3,383 | $47.0K | 0.01% | +3,383 | New |
| Amalgamated Bank | 4,618 | $64.0K | 0.00% | +212+4.8% | Added |
| Group One Trading, L.P. | 4,849 | $67.4K | 0.00% | −739−13.2% | Reduced |
| KBC Group NV | 6,356 | $88.0K | 0.00% | +3,202+101.5% | Added |
| Catalyst Capital Advisors LLC | 6,900 | $95.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7,826 | $109.0K | 0.06% | +3,604+85.4% | Added |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $112.2K | 0.01% | +8,000 | New |
| US Bancorp | 8,670 | $120.4K | 0.00% | +708+8.9% | Added |
| Smartleaf Asset Management LLC | 9,282 | $129.7K | 0.00% | +8,327+871.9% | Added |
| Aquatic Capital Management LLC | 9,719 | $135.0K | 0.00% | −591−5.7% | Reduced |
| Tower Research Capital LLC (TRC) | 10,261 | $142.5K | 0.00% | −1,991−16.3% | Reduced |
| EverSource Wealth Advisors, LLC | 10,611 | $147.4K | 0.01% | +1,551+17.1% | Added |
| State of Alaska, Department of Revenue | 10,872 | $151.0K | 0.00% | +528+5.1% | Added |
| CIBC Asset Management Inc | 11,118 | $154.4K | 0.00% | +11,118 | New |
| Advisors Asset Management, Inc. | 11,392 | $158.2K | 0.00% | +7,805+217.6% | Added |
| Winton Group Ltd | 11,400 | $158.3K | 0.01% | +11,400 | New |
| Xponance, Inc. | 11,522 | $160.0K | 0.00% | +1,188+11.5% | Added |
| Stifel Financial Corp | 11,554 | $160.5K | 0.00% | +1,498+14.9% | Added |
| Robeco Institutional Asset Management B.V. | 11,897 | $165.2K | 0.00% | +1,512+14.6% | Added |
| Ameritas Investment Partners, Inc. | 11,932 | $165.7K | 0.01% | +824+7.4% | Added |
| Truist Financial Corp | 12,201 | $169.5K | 0.00% | +12,201 | New |
| JustInvest LLC | 13,031 | $181.0K | 0.00% | −2,617−16.7% | Reduced |
| nVerses Capital, LLC | 13,606 | $189.0K | 0.42% | +13,606 | New |
| Blair William & Co | 13,700 | $190.3K | 0.00% | +1,050+8.3% | Added |
| Balboa Wealth Partners | 13,986 | $194.3K | 0.03% | +1,427+11.4% | Added |
| State of Wyoming | 14,139 | $196.4K | 0.02% | −6,217−30.5% | Reduced |
| Virginia Retirement Systems Et Al | 14,400 | $200.0K | 0.00% | −13,200−47.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,231 | $208.1K | 0.00% | +15,231 | New |
| Jefferies Financial Group Inc. | 15,432 | $214.3K | 0.00% | +15,432 | New |
| EntryPoint Capital, LLC | 15,875 | $220.5K | 0.09% | +15,875 | New |
| Integrated Quantitative Investments LLC | 16,108 | $223.7K | 0.05% | 00.0% | Unchanged |
| Entropy Technologies, LP | 16,172 | $224.6K | 0.01% | +16,172 | New |
| CWM, LLC | 16,548 | $230.0K | 0.00% | +8,772+112.8% | Added |
| Ieq Capital, LLC | 17,216 | $239.1K | 0.00% | +17,216 | New |
| DRW Securities, LLC | 17,282 | $240.0K | 0.02% | +17,282 | New |
| PharVision Advisers, LLC | 17,788 | $247.1K | 0.13% | −2,742−13.4% | Reduced |
| Unique Wealth, LLC | 18,366 | $255.1K | 0.04% | 00.0% | Unchanged |
| Mangrove Partners | 18,969 | $263.5K | 0.02% | +18,969 | New |
| HSBC Holdings PLC | 19,833 | $276.5K | 0.00% | −1,041,889−98.1% | Reduced |
| Mariner, LLC | 20,519 | $285.2K | 0.00% | +9,250+82.1% | Added |
| Jain Global LLC | 20,906 | $290.4K | 0.00% | −41,342−66.4% | Reduced |
| Pacer Advisors, Inc. | 21,381 | $297.0K | 0.00% | +9,580+81.2% | Added |