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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,734 | $24.1K | 0.00% | −30−1.7% | Reduced |
| Quadrant Capital Group LLC | 1,716 | $23.8K | 0.00% | −213−11.0% | Reduced |
| Versant Capital Management, Inc | 1,695 | $23.5K | 0.00% | −589−25.8% | Reduced |
| Simplex Trading, LLC | 1,524 | $21.2K | 0.00% | +1,524 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,500 | $20.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,355 | $18.8K | 0.00% | −29,676−95.6% | Reduced |
| Parallel Advisors, LLC | 1,248 | $17.3K | 0.00% | −141−10.2% | Reduced |
| Quarry LP | 1,201 | $16.7K | 0.00% | −2,186−64.5% | Reduced |
| Essential Partners LLC | 1,167 | $16.2K | 0.00% | +257+28.2% | Added |
| Signaturefd, LLC | 1,063 | $14.8K | 0.00% | +6+0.6% | Added |
| Sterling Capital Management LLC | 960 | $13.3K | 0.00% | +638+198.1% | Added |
| Rothschild Investment LLC | 910 | $12.6K | 0.00% | +110+13.8% | Added |
| Acadian Asset Management LLC | 838 | $11.0K | 0.00% | −109,514−99.2% | Reduced |
| Farther Finance Advisors, LLC | 768 | $10.7K | 0.00% | +190+32.9% | Added |
| Northwestern Mutual Wealth Management Co | 734 | $10.2K | 0.00% | +734 | New |
| Cullen/Frost Bankers, Inc. | 728 | $10.1K | 0.00% | +728 | New |
| Marquette Asset Management, LLC | 634 | $8.81K | 0.00% | +389+158.8% | Added |
| Torren Management, LLC | 585 | $8.13K | 0.00% | +585 | New |
| Jones Financial Companies LLLP | 510 | $7.08K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 484 | $6.72K | 0.00% | −2,479−83.7% | Reduced |
| Leonteq Securities AG | 452 | $6.28K | 0.00% | +452 | New |
| Comerica Bank | 413 | $5.74K | 0.00% | −683−62.3% | Reduced |
| The PNC Financial Services Group, Inc. | 288 | $4.00K | 0.00% | −85−22.8% | Reduced |
| IFP Advisors, Inc | 247 | $3.43K | 0.00% | +235+1,958.3% | Added |
| Aster Capital Management (DIFC) Ltd | 177 | $2.46K | 0.00% | −1,892−91.4% | Reduced |
| Private Wealth Management Group, LLC | 173 | $2.40K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 164 | $2.28K | 0.00% | +164 | New |
| True Wealth Design, LLC | 163 | $2.27K | 0.00% | +30+22.6% | Added |
| Bessemer Group Inc | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 143 | $1.99K | 0.00% | +2+1.4% | Added |
| Bellevue Asset Management, LLC | 123 | $1.71K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 111 | $1.54K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 93 | $1.29K | 0.00% | −15−13.9% | Reduced |
| Harbour Investments, Inc. | 90 | $1.25K | 0.00% | +90 | New |
| North Star Investment Management Corp. | 78 | $1.08K | 0.00% | +78 | New |
| TD Private Client Wealth LLC | 49 | $681 | 0.00% | +49 | New |
| Cornerstone Financial Management LLC | 46 | $639 | 0.00% | +46 | New |
| Optima Capital LLC | 38 | $528 | 0.00% | +38 | New |
| UMA Financial Services, Inc. | 37 | $514 | 0.00% | +37 | New |
| Bare Financial Services, Inc | 36 | $500 | 0.00% | +36 | New |
| Godfrey Financial Associates, Inc. | 25 | $347 | 0.00% | +25 | New |
| Keating Financial Advisory Services, Inc. | 21 | $292 | 0.00% | +21 | New |
| Private Wealth Asset Management, LLC | 20 | $278 | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 20 | $278 | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 19 | $264 | 0.00% | +19 | New |
| Kilter Group LLC | 18 | $251 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 17 | $236 | 0.00% | +17 | New |
| Clearstead Advisors, LLC | 6 | $84 | 0.00% | −73−92.4% | Reduced |
| Dunhill Financial, LLC | 4 | $51 | 0.00% | +4 | New |
| Macquarie Group Ltd | 1 | $14 | 0.00% | −1,892,890−100.0% | Reduced |
| National Bank of Canada | 1 | $14 | 0.00% | +1 | New |
| Avion Wealth | 39 | $0 | 0.00% | +8+25.8% | Added |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −1,028,663−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −494,489−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −296,300−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −106,446−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −68,547−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −40,740−100.0% | Sold out |
| Ceera Investments, LLC | 0 | $0 | 0.00% | −39,440−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −29,817−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −25,612−100.0% | Sold out |
| Anb Bank | 0 | $0 | 0.00% | −18,789−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −17,151−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −16,074−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −13,310−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −13,268−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,470−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −12,061−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −11,781−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −11,468−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,195−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −11,036−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −10,506−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −10,177−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −4,133−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −597−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Breakwater Investment Management | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |