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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 18,847 | $179.2K | 0.00% | +7,455+65.4% | Added |
| Tower Research Capital LLC (TRC) | 19,356 | $184.1K | 0.00% | +9,095+88.6% | Added |
| Lighthouse Investment Partners, LLC | 19,735 | $187.7K | 0.01% | −1,965−9.1% | Reduced |
| Entropy Technologies, LP | 20,063 | $190.8K | 0.01% | +3,891+24.1% | Added |
| Balboa Wealth Partners | 20,082 | $191.0K | 0.03% | +6,096+43.6% | Added |
| Papamarkou Wellner Asset Management inc. | 20,270 | $192.8K | 0.12% | +20,270 | New |
| Truist Financial Corp | 20,743 | $197.3K | 0.00% | +8,542+70.0% | Added |
| Evergreen Capital Management LLC | 21,838 | $207.7K | 0.00% | +21,838 | New |
| Prudential Financial Inc | 23,435 | $222.9K | 0.00% | +23,435 | New |
| Caxton Associates LLP | 24,009 | $228.3K | 0.01% | +24,009 | New |
| JustInvest LLC | 24,613 | $234.1K | 0.00% | +11,582+88.9% | Added |
| Mangrove Partners | 25,571 | $243.2K | 0.02% | +6,602+34.8% | Added |
| XTX Topco Ltd | 25,609 | $243.5K | 0.00% | −11,452−30.9% | Reduced |
| M&T Bank Corp | 25,953 | $246.5K | 0.00% | +617+2.4% | Added |
| Mirabella Financial Services LLP | 26,085 | $248.1K | 0.02% | +26,085 | New |
| Colony Group, LLC | 26,762 | $255.0K | 0.00% | +1,059+4.1% | Added |
| Pacer Advisors, Inc. | 26,892 | $256.0K | 0.00% | +5,511+25.8% | Added |
| HSBC Holdings PLC | 27,795 | $262.0K | 0.00% | +7,962+40.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,795 | $266.3K | 0.00% | +11,564+75.9% | Added |
| Keybank National Association | 28,523 | $271.3K | 0.00% | −7,121−20.0% | Reduced |
| Mercer Global Advisors Inc | 29,270 | $278.4K | 0.00% | +29,270 | New |
| Handelsbanken Fonder AB | 30,900 | $294.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 31,346 | $298.1K | 0.00% | +31,346 | New |
| KLP Kapitalforvaltning AS | 31,500 | $299.6K | 0.00% | +2,200+7.5% | Added |
| SVB Capital Management, LLC | 32,310 | $307.3K | 14.83% | 00.0% | Unchanged |
| Mariner, LLC | 35,710 | $339.6K | 0.00% | +15,191+74.0% | Added |
| Intech Investment Management LLC | 35,922 | $341.6K | 0.00% | −16,876−32.0% | Reduced |
| Canada Pension Plan Investment Board | 37,300 | $354.7K | 0.00% | −96,200−72.1% | Reduced |
| Teacher Retirement System of Texas | 37,412 | $355.8K | 0.00% | −37,250−49.9% | Reduced |
| ProShare Advisors LLC | 37,918 | $360.6K | 0.00% | −3,903−9.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 38,105 | $362.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 38,527 | $366.4K | 0.00% | +152+0.4% | Added |
| Envestnet Asset Management Inc | 40,014 | $380.5K | 0.00% | −15,423−27.8% | Reduced |
| Pictet Asset Management Holding SA | 41,282 | $392.6K | 0.00% | −62,062−60.1% | Reduced |
| Citigroup Inc | 41,463 | $394.3K | 0.00% | −46,706−53.0% | Reduced |
| Aigen Investment Management, LP | 42,311 | $402.4K | 0.10% | −33,748−44.4% | Reduced |
| New York State Common Retirement Fund | 42,451 | $403.7K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 43,187 | $410.7K | 0.04% | +2,284+5.6% | Added |
| Rockefeller Capital Management L.P. | 43,453 | $413.2K | 0.00% | +5,832+15.5% | Added |
| State Board of Administration of Florida Retirement System | 43,900 | $417.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 51,768 | $492.3K | 0.00% | +35,220+212.8% | Added |
| Janus Henderson Group PLC | 53,308 | $506.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 53,888 | $512.5K | 0.00% | +53,888 | New |
| EntryPoint Capital, LLC | 55,033 | $523.4K | 0.15% | +39,158+246.7% | Added |
| D.A. Davidson & Co. | 58,286 | $554.3K | 0.00% | −5,889−9.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 60,649 | $576.8K | 0.00% | −19,854−24.7% | Reduced |
| Smith Group Asset Management, LLC | 62,120 | $590.8K | 0.03% | +5,155+9.0% | Added |
| Wells Fargo & Company | 62,634 | $595.6K | 0.00% | −237,363−79.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,292 | $601.9K | 0.00% | −7,509−10.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 67,062 | $637.8K | 0.00% | +10,476+18.5% | Added |
| Twinbeech Capital LP | 68,062 | $647.3K | 0.07% | +68,062 | New |
| Schonfeld Strategic Advisors LLC | 69,091 | $657.1K | 0.01% | −101,570−59.5% | Reduced |
| Cerity Partners LLC | 69,111 | $657.2K | 0.00% | +15,706+29.4% | Added |
| American Century Companies Inc | 69,675 | $662.6K | 0.00% | +8,050+13.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 70,485 | $670.3K | 0.00% | +2,225+3.3% | Added |
| PDT Partners, LLC | 72,327 | $687.8K | 0.04% | −112,208−60.8% | Reduced |
| Man Group plc | 72,340 | $688.0K | 0.00% | +40,646+128.2% | Added |
| Centiva Capital, LP | 73,526 | $699.2K | 0.03% | +73,526 | New |
| FMR LLC | 74,935 | $712.6K | 0.00% | +46,954+167.8% | Added |
| Ieq Capital, LLC | 75,449 | $717.5K | 0.00% | +58,233+338.2% | Added |
| Franklin Resources Inc | 77,872 | $740.6K | 0.00% | −1,111,719−93.5% | Reduced |
| MetLife Investment Management | 82,569 | $785.2K | 0.00% | +1,009+1.2% | Added |
| HRT Financial LP | 82,706 | $786.0K | 0.00% | +82,706 | New |
| Moran Wealth Management, LLC | 84,294 | $801.6K | 0.02% | +29,305+53.3% | Added |
| Legato Capital Management LLC | 87,456 | $831.7K | 0.08% | −1,275−1.4% | Reduced |
| Neo Ivy Capital Management | 89,041 | $846.8K | 0.22% | −159,739−64.2% | Reduced |
| Capital Fund Management S.A. | 93,272 | $887.0K | 0.01% | +12,895+16.0% | Added |
| Russell Investments Group, Ltd. | 97,133 | $923.7K | 0.00% | +15,510+19.0% | Added |
| Vanguard Asset Management, Ltd | 97,937 | $931.4K | 0.00% | +97,937 | New |
| Vontobel Holding Ltd. | 99,229 | $943.7K | 0.00% | +99,229 | New |
| Legal & General Group Plc | 102,537 | $975.1K | 0.00% | −34,712−25.3% | Reduced |
| Gsa Capital Partners LLP | 104,023 | $989.0K | 0.06% | +104,023 | New |
| Price T Rowe Associates Inc | 106,265 | $1.01M | 0.00% | +23,404+28.2% | Added |
| Quantinno Capital Management LP | 109,317 | $1.04M | 0.00% | +82,457+307.0% | Added |
| HighTower Advisors, LLC | 122,671 | $1.17M | 0.00% | −726−0.6% | Reduced |
| Invesco Ltd. | 123,852 | $1.18M | 0.00% | +10,919+9.7% | Added |
| Algert Global LLC | 127,441 | $1.21M | 0.02% | −50,029−28.2% | Reduced |
| Odyssean, LLC | 132,621 | $1.26M | 0.46% | +77,424+140.3% | Added |
| ExodusPoint Capital Management, LP | 135,147 | $1.29M | 0.01% | +50,904+60.4% | Added |
| Brevan Howard Capital Management LP | 138,404 | $1.32M | 0.01% | +99,644+257.1% | Added |
| Magnetar Financial LLC | 143,421 | $1.36M | 0.01% | +143,421 | New |
| Manufacturers Life Insurance Company, The | 154,040 | $1.46M | 0.00% | +31,132+25.3% | Added |
| Barclays PLC | 166,387 | $1.58M | 0.00% | −188,138−53.1% | Reduced |
| Rhumbline Advisers | 182,201 | $1.73M | 0.00% | +4,128+2.3% | Added |
| California State Teachers Retirement System | 185,749 | $1.77M | 0.00% | +70,100+60.6% | Added |
| Jacobs Levy Equity Management, Inc | 186,445 | $1.77M | 0.01% | −206,384−52.5% | Reduced |
| Angeles Wealth Management, LLC | 187,493 | $1.78M | 0.10% | +187,493 | New |
| Boothbay Fund Management, LLC | 187,937 | $1.79M | 0.04% | +126,222+204.5% | Added |
| Scalar Gauge Management, LLC | 190,000 | $1.81M | 1.74% | +190,000 | New |
| Creative Planning | 190,442 | $1.81M | 0.00% | +103,082+118.0% | Added |
| Ingalls & Snyder LLC | 192,911 | $1.83M | 0.07% | −1,385−0.7% | Reduced |
| UBS Group AG | 204,480 | $1.94M | 0.00% | −216,164−51.4% | Reduced |
| Voleon Capital Management LP | 206,917 | $1.97M | 0.04% | +148,105+251.8% | Added |
| Occudo Quantitative Strategies LP | 207,508 | $2.02M | 0.11% | +41,890+25.3% | Added |
| SEI Investments Co | 214,753 | $2.04M | 0.00% | +61,338+40.0% | Added |
| Raymond James Financial Inc | 222,922 | $2.12M | 0.00% | −1,411,655−86.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 232,250 | $2.21M | 0.04% | +105,471+83.2% | Added |
| Alliancebernstein L.P. | 160,741 | $2.23M | 0.00% | +1,453+0.9% | Added |
| Brown Capital Management LLC | 237,280 | $2.26M | 0.32% | −42,943−15.3% | Reduced |
| EFG International AG | 257,088 | $2.44M | 0.05% | −13,890−5.1% | Reduced |