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, Q1 2026
Institutional positions in AvePoint, Inc. as of Mar 31, 2026. 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
- 255
- +8 vs. Q4 2025
- Shares held
- 132.1M
- +20.4M (+18.3%) vs. Q4 2025
- Total value
- $1.26B
- −$294.4M (−19.0%) vs. Q4 2025
- New holders
- 52
- 106 more added
- Sold out
- 44
- 75 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $34 | 0.00% | −1−25.0% | Reduced |
| Hughes Financial Services, LLC | 4 | $38 | 0.00% | +4 | New |
| Ameritas Advisory Services, LLC | 7 | $67 | 0.00% | +7 | New |
| National Bank of Canada | 16 | $152 | 0.00% | +15+1,500.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 18 | $171 | 0.00% | +18 | New |
| Private Wealth Asset Management, LLC | 20 | $190 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 20 | $190 | 0.00% | +3+17.6% | Added |
| Godfrey Financial Associates, Inc. | 25 | $238 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 26 | $247 | 0.00% | +26 | New |
| Massmutual Trust Co FSB | 29 | $276 | 0.00% | +29 | New |
| Keating Financial Advisory Services, Inc. | 32 | $304 | 0.00% | +11+52.4% | Added |
| SJS Investment Consulting Inc. | 34 | $324 | 0.00% | +15+78.9% | Added |
| TD Private Client Wealth LLC | 49 | $466 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 53 | $504 | 0.00% | −675−92.7% | Reduced |
| Cornerstone Financial Management LLC | 53 | $504 | 0.00% | +7+15.2% | Added |
| Parkside Financial Bank & Trust | 60 | $571 | 0.00% | +60 | New |
| MAI Capital Management | 65 | $619 | 0.00% | +65 | New |
| Bessemer Group Inc | 115 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 197 | $1.00K | 0.00% | +158+405.1% | Added |
| Quarry LP | 129 | $1.23K | 0.00% | −1,072−89.3% | Reduced |
| Wealth Preservation Advisors, LLC | 151 | $1.44K | 0.00% | +151 | New |
| SBI Securities Co., Ltd. | 155 | $1.47K | 0.00% | +12+8.4% | Added |
| Basecamp Wealth Advisors LLC | 164 | $1.56K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 186 | $1.77K | 0.00% | +96+106.7% | Added |
| UMA Financial Services, Inc. | 198 | $1.88K | 0.00% | +161+435.1% | Added |
| Fifth Third Bancorp | 245 | $2.33K | 0.00% | +134+120.7% | Added |
| Huntington National Bank | 271 | $2.58K | 0.00% | +271 | New |
| Torren Management, LLC | 296 | $2.81K | 0.00% | −289−49.4% | Reduced |
| Private Wealth Management Group, LLC | 339 | $3.22K | 0.00% | +166+96.0% | Added |
| True Wealth Design, LLC | 368 | $3.50K | 0.00% | +205+125.8% | Added |
| Los Angeles Capital Management LLC | 419 | $3.98K | 0.00% | −69,989−99.4% | Reduced |
| Leonteq Securities AG | 452 | $4.30K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 494 | $4.70K | 0.00% | +416+533.3% | Added |
| SRS Capital Advisors, Inc. | 589 | $5.60K | 0.00% | +105+21.7% | Added |
| Catalyst Capital Advisors LLC | 700 | $6.66K | 0.00% | −6,200−89.9% | Reduced |
| Essential Partners LLC | 736 | $7.00K | 0.00% | −431−36.9% | Reduced |
| Root Financial Partners, LLC | 780 | $7.42K | 0.00% | +780 | New |
| Aquatic Capital Management LLC | 782 | $7.44K | 0.00% | −8,937−92.0% | Reduced |
| IFP Advisors, Inc | 799 | $7.60K | 0.00% | +552+223.5% | Added |
| Smartleaf Asset Management LLC | 902 | $8.45K | 0.00% | −8,380−90.3% | Reduced |
| Marquette Asset Management, LLC | 934 | $8.88K | 0.00% | +300+47.3% | Added |
| Kilter Group LLC | 947 | $9.01K | 0.00% | +929+5,161.1% | Added |
| Sterling Capital Management LLC | 972 | $9.24K | 0.00% | +12+1.3% | Added |
| Farther Finance Advisors, LLC | 1,185 | $11.5K | 0.00% | +417+54.3% | Added |
| Advisory Services Network, LLC | 1,282 | $12.2K | 0.00% | +1,282 | New |
| Rothschild Investment LLC | 1,304 | $12.4K | 0.00% | +394+43.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,500 | $14.3K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,555 | $14.8K | 0.00% | +1,555 | New |
| State of Wyoming | 1,657 | $15.8K | 0.00% | −12,482−88.3% | Reduced |
| Parallel Advisors, LLC | 1,674 | $15.9K | 0.00% | +426+34.1% | Added |
| Nisa Investment Advisors, LLC | 1,710 | $16.3K | 0.00% | −67−3.8% | Reduced |
| Group One Trading, L.P. | 1,910 | $18.2K | 0.00% | −2,939−60.6% | Reduced |
| Optiver Holding B.V. | 2,153 | $20.5K | 0.00% | +2,153 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,390 | $22.7K | 0.00% | +591+32.9% | Added |
| Allworth Financial LP | 2,416 | $23.0K | 0.00% | +1,061+78.3% | Added |
| Quadrant Capital Group LLC | 2,490 | $23.7K | 0.00% | +774+45.1% | Added |
| Larson Financial Group LLC | 2,815 | $26.8K | 0.00% | +2,815 | New |
| US Bancorp | 2,962 | $28.2K | 0.00% | −5,708−65.8% | Reduced |
| The PNC Financial Services Group, Inc. | 2,977 | $28.3K | 0.00% | +2,689+933.7% | Added |
| GAMMA Investing LLC | 3,012 | $28.6K | 0.00% | +185+6.5% | Added |
| Jones Financial Companies LLLP | 3,282 | $31.0K | 0.00% | +2,772+543.5% | Added |
| Advisor Group Holdings, Inc. | 3,511 | $33.4K | 0.00% | +467+15.3% | Added |
| Signaturefd, LLC | 4,626 | $44.0K | 0.00% | +3,563+335.2% | Added |
| Simplex Trading, LLC | 5,156 | $49.0K | 0.00% | +3,632+238.3% | Added |
| Covestor Ltd | 6,294 | $60.0K | 0.04% | −1,532−19.6% | Reduced |
| KBC Group NV | 6,356 | $60.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6,343 | $60.3K | 0.01% | +4,648+274.2% | Added |
| Caitong International Asset Management Co., Ltd | 6,482 | $61.6K | 0.01% | +6,482 | New |
| Royal Bank of Canada | 7,632 | $73.0K | 0.00% | −63,314−89.2% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $75.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,437 | $99.3K | 0.01% | +10,437 | New |
| Capstone Investment Advisors, LLC | 10,686 | $101.6K | 0.00% | +10,686 | New |
| PharVision Advisers, LLC | 10,733 | $102.1K | 1.04% | −7,055−39.7% | Reduced |
| Principal Financial Group Inc | 10,757 | $102.3K | 0.00% | +10,757 | New |
| State of Alaska, Department of Revenue | 10,872 | $103.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 11,118 | $105.7K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,347 | $107.9K | 0.00% | −33,429−74.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 11,465 | $109.0K | 0.00% | −432−3.6% | Reduced |
| Merit Financial Group, LLC | 11,600 | $110.3K | 0.00% | +11,600 | New |
| DSM Capital Partners LLC | 11,614 | $110.4K | 0.00% | +11,614 | New |
| Ethic Inc. | 11,652 | $110.8K | 0.00% | +11,652 | New |
| Ameritas Investment Partners, Inc. | 11,932 | $113.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,948 | $113.6K | 0.00% | +11,948 | New |
| Cornerstone Investment Partners, LLC | 12,205 | $116.1K | 0.00% | +12,205 | New |
| Blair William & Co | 12,300 | $117.0K | 0.00% | −1,400−10.2% | Reduced |
| Sequoia Financial Advisors, LLC | 12,441 | $118.3K | 0.00% | +12,441 | New |
| Numerai GP LLC | 12,886 | $122.5K | 0.01% | +12,886 | New |
| Xponance, Inc. | 13,487 | $128.3K | 0.00% | +1,965+17.1% | Added |
| Bayforest Capital Ltd | 13,862 | $131.8K | 0.15% | +13,862 | New |
| State of Wisconsin Investment Board | 14,085 | $133.9K | 0.00% | +14,085 | New |
| EverSource Wealth Advisors, LLC | 14,379 | $136.7K | 0.00% | +3,768+35.5% | Added |
| Eventide Asset Management, LLC | 15,133 | $141.8K | 0.00% | +15,133 | New |
| Summit Trail Advisors, LLC | 15,071 | $143.3K | 0.00% | +15,071 | New |
| Jain Global LLC | 15,191 | $144.5K | 0.00% | −5,715−27.3% | Reduced |
| Victory Capital Management Inc | 15,582 | $148.2K | 0.00% | −159,121−91.1% | Reduced |
| Fox Run Management, L.L.C. | 16,959 | $158.9K | 0.03% | −21,624−56.0% | Reduced |
| Headlands Technologies LLC | 16,857 | $160.3K | 0.02% | +16,857 | New |
| Cetera Investment Advisers | 17,719 | $168.5K | 0.00% | −13,154−42.6% | Reduced |
| Inceptionr LLC | 18,350 | $174.5K | 0.04% | −10,829−37.1% | Reduced |