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, 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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 64,199 | $891.7K | 0.00% | −367,164−85.1% | Reduced |
| D.A. Davidson & Co. | 64,175 | $891.4K | 0.01% | −811−1.2% | Reduced |
| Boothbay Fund Management, LLC | 61,715 | $857.2K | 0.02% | +24,391+65.3% | Added |
| American Century Companies Inc | 61,625 | $856.0K | 0.00% | +32,528+111.8% | Added |
| Voleon Capital Management LP | 58,812 | $816.9K | 0.02% | +46,168+365.1% | Added |
| Smith Group Asset Management, LLC | 56,965 | $791.2K | 0.04% | +1,613+2.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 56,586 | $786.0K | 0.00% | +1,016+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 56,181 | $780.0K | 0.01% | −26,600−32.1% | Reduced |
| Envestnet Asset Management Inc | 55,437 | $770.0K | 0.00% | +6,387+13.0% | Added |
| Odyssean, LLC | 55,197 | $766.7K | 0.55% | +55,197 | New |
| Moran Wealth Management, LLC | 54,989 | $763.8K | 0.02% | +5,692+11.5% | Added |
| Laurion Capital Management LP | 54,096 | $751.4K | 0.05% | +54,096 | New |
| Cerity Partners LLC | 53,405 | $741.8K | 0.00% | +14,379+36.8% | Added |
| Janus Henderson Group PLC | 53,308 | $740.7K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 52,798 | $733.4K | 0.01% | −12,771−19.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 48,802 | $677.9K | 0.00% | +48,802 | New |
| Woodline Partners LP | 48,200 | $669.5K | 0.00% | +48,200 | New |
| LPL Financial LLC | 44,776 | $621.9K | 0.00% | −7,893−15.0% | Reduced |
| State Board of Administration of Florida Retirement System | 43,900 | $609.8K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 43,518 | $604.5K | 0.12% | −3,429−7.3% | Reduced |
| New York State Common Retirement Fund | 42,451 | $589.6K | 0.00% | −42,821−50.2% | Reduced |
| ProShare Advisors LLC | 41,821 | $580.9K | 0.00% | +8,602+25.9% | Added |
| Jump Financial, LLC | 41,433 | $575.5K | 0.01% | −45,637−52.4% | Reduced |
| Dark Forest Capital Management LP | 40,903 | $568.1K | 0.03% | +40,903 | New |
| Lavelle Capital LP | 39,440 | $547.8K | 0.35% | +39,440 | New |
| STRS Ohio | 39,200 | $544.5K | 0.00% | −15,400−28.2% | Reduced |
| Brevan Howard Capital Management LP | 38,760 | $538.4K | 0.01% | +18,765+93.8% | Added |
| Fox Run Management, L.L.C. | 38,583 | $535.9K | 0.08% | −9,489−19.7% | Reduced |
| TT International Asset Management LTD | 38,458 | $534.0K | 0.11% | −101,046−72.4% | Reduced |
| Arizona State Retirement System | 38,375 | $533.0K | 0.00% | +2,327+6.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 38,105 | $529.3K | 0.00% | +1,319+3.6% | Added |
| Rockefeller Capital Management L.P. | 37,621 | $522.6K | 0.00% | +8,925+31.1% | Added |
| XTX Topco Ltd | 37,061 | $514.8K | 0.01% | +37,061 | New |
| Zacks Investment Management | 36,450 | $506.3K | 0.00% | +36,450 | New |
| Campbell & CO Investment Adviser LLC | 36,076 | $501.1K | 0.02% | +36,076 | New |
| Keybank National Association | 35,644 | $495.1K | 0.00% | +20.0% | Added |
| Sciencast Management LP | 34,307 | $476.5K | 0.07% | +34,307 | New |
| Verition Fund Management LLC | 33,800 | $469.5K | 0.00% | −594−1.7% | Reduced |
| SVB Capital Management, LLC | 32,310 | $448.8K | 16.12% | 00.0% | Unchanged |
| Man Group plc | 31,694 | $440.2K | 0.00% | −22,738−41.8% | Reduced |
| Handelsbanken Fonder AB | 30,900 | $429.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 30,873 | $428.8K | 0.00% | +15,308+98.3% | Added |
| KLP Kapitalforvaltning AS | 29,300 | $407.0K | 0.00% | +5,400+22.6% | Added |
| Inceptionr LLC | 29,179 | $405.3K | 0.11% | +13,510+86.2% | Added |
| FMR LLC | 27,981 | $388.7K | 0.00% | −8,068−22.4% | Reduced |
| Quantinno Capital Management LP | 26,860 | $373.1K | 0.00% | +8,484+46.2% | Added |
| Colony Group, LLC | 25,703 | $357.0K | 0.00% | −1,167−4.3% | Reduced |
| Vident Advisory, LLC | 25,690 | $356.8K | 0.00% | +3,843+17.6% | Added |
| M&T Bank Corp | 25,336 | $351.5K | 0.00% | +2,650+11.7% | Added |
| GWN Securities Inc. | 24,761 | $343.9K | 0.07% | +24,761 | New |
| Quest Partners LLC | 24,654 | $342.4K | 0.02% | −413−1.6% | Reduced |
| Lighthouse Investment Partners, LLC | 21,700 | $301.4K | 0.01% | +21,700 | New |
| Pacer Advisors, Inc. | 21,381 | $297.0K | 0.00% | +9,580+81.2% | Added |
| Jain Global LLC | 20,906 | $290.4K | 0.00% | −41,342−66.4% | Reduced |
| Mariner, LLC | 20,519 | $285.2K | 0.00% | +9,250+82.1% | Added |
| HSBC Holdings PLC | 19,833 | $276.5K | 0.00% | −1,041,889−98.1% | Reduced |
| Mangrove Partners | 18,969 | $263.5K | 0.02% | +18,969 | New |
| Unique Wealth, LLC | 18,366 | $255.1K | 0.04% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 17,788 | $247.1K | 0.13% | −2,742−13.4% | Reduced |
| DRW Securities, LLC | 17,282 | $240.0K | 0.02% | +17,282 | New |
| Ieq Capital, LLC | 17,216 | $239.1K | 0.00% | +17,216 | New |
| CWM, LLC | 16,548 | $230.0K | 0.00% | +8,772+112.8% | Added |
| Entropy Technologies, LP | 16,172 | $224.6K | 0.01% | +16,172 | New |
| Integrated Quantitative Investments LLC | 16,108 | $223.7K | 0.05% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 15,875 | $220.5K | 0.09% | +15,875 | New |
| Jefferies Financial Group Inc. | 15,432 | $214.3K | 0.00% | +15,432 | New |
| Wealth Enhancement Advisory Services, LLC | 15,231 | $208.1K | 0.00% | +15,231 | New |
| Virginia Retirement Systems Et Al | 14,400 | $200.0K | 0.00% | −13,200−47.8% | Reduced |
| State of Wyoming | 14,139 | $196.4K | 0.02% | −6,217−30.5% | Reduced |
| Balboa Wealth Partners | 13,986 | $194.3K | 0.03% | +1,427+11.4% | Added |
| Blair William & Co | 13,700 | $190.3K | 0.00% | +1,050+8.3% | Added |
| nVerses Capital, LLC | 13,606 | $189.0K | 0.42% | +13,606 | New |
| JustInvest LLC | 13,031 | $181.0K | 0.00% | −2,617−16.7% | Reduced |
| Truist Financial Corp | 12,201 | $169.5K | 0.00% | +12,201 | New |
| Ameritas Investment Partners, Inc. | 11,932 | $165.7K | 0.01% | +824+7.4% | Added |
| Robeco Institutional Asset Management B.V. | 11,897 | $165.2K | 0.00% | +1,512+14.6% | Added |
| Stifel Financial Corp | 11,554 | $160.5K | 0.00% | +1,498+14.9% | Added |
| Xponance, Inc. | 11,522 | $160.0K | 0.00% | +1,188+11.5% | Added |
| Winton Group Ltd | 11,400 | $158.3K | 0.01% | +11,400 | New |
| Advisors Asset Management, Inc. | 11,392 | $158.2K | 0.00% | +7,805+217.6% | Added |
| CIBC Asset Management Inc | 11,118 | $154.4K | 0.00% | +11,118 | New |
| State of Alaska, Department of Revenue | 10,872 | $151.0K | 0.00% | +528+5.1% | Added |
| EverSource Wealth Advisors, LLC | 10,611 | $147.4K | 0.01% | +1,551+17.1% | Added |
| Tower Research Capital LLC (TRC) | 10,261 | $142.5K | 0.00% | −1,991−16.3% | Reduced |
| Aquatic Capital Management LLC | 9,719 | $135.0K | 0.00% | −591−5.7% | Reduced |
| Smartleaf Asset Management LLC | 9,282 | $129.7K | 0.00% | +8,327+871.9% | Added |
| US Bancorp | 8,670 | $120.4K | 0.00% | +708+8.9% | Added |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $112.2K | 0.01% | +8,000 | New |
| Covestor Ltd | 7,826 | $109.0K | 0.06% | +3,604+85.4% | Added |
| Catalyst Capital Advisors LLC | 6,900 | $95.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 6,356 | $88.0K | 0.00% | +3,202+101.5% | Added |
| Group One Trading, L.P. | 4,849 | $67.4K | 0.00% | −739−13.2% | Reduced |
| Amalgamated Bank | 4,618 | $64.0K | 0.00% | +212+4.8% | Added |
| Kemnay Advisory Services Inc. | 3,383 | $47.0K | 0.01% | +3,383 | New |
| Advisor Group Holdings, Inc. | 3,044 | $42.3K | 0.00% | −14,315−82.5% | Reduced |
| Vestcor Inc | 3,013 | $42.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,827 | $39.3K | 0.00% | −85−2.9% | Reduced |
| Kestra Advisory Services, LLC | 1,997 | $27.7K | 0.00% | +1,997 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,799 | $25.0K | 0.00% | +554+44.5% | Added |
| Nisa Investment Advisors, LLC | 1,777 | $24.7K | 0.00% | +65+3.8% | Added |