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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 269,723 | $2.57M | 0.00% | −3,731−1.4% | Reduced |
| Swiss National Bank | 277,500 | $2.64M | 0.00% | +6,000+2.2% | Added |
| Deutsche Bank AG | 301,558 | $2.87M | 0.00% | −140,610−31.8% | Reduced |
| Capitolis Liquid Global Markets LLC | 314,100 | $2.99M | 0.02% | +314,100 | New |
| Engineers Gate Manager LP | 315,386 | $3.00M | 0.04% | −43,554−12.1% | Reduced |
| MUFG Securities EMEA plc | 317,000 | $3.01M | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 320,000 | $3.04M | 0.07% | −40,000−11.1% | Reduced |
| CenterBook Partners LP | 336,578 | $3.20M | 0.17% | +147,334+77.9% | Added |
| Citadel Advisors LLC | 353,280 | $3.36M | 0.00% | −235,543−40.0% | Reduced |
| Marshall Wace, LLP | 370,323 | $3.52M | 0.00% | +306,124+476.8% | Added |
| Voya Investment Management LLC | 387,534 | $3.69M | 0.00% | −19,005−4.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 427,520 | $4.07M | 0.00% | +427,520 | New |
| Voloridge Investment Management, LLC | 442,316 | $4.21M | 0.02% | −244,238−35.6% | Reduced |
| Jane Street Group, LLC | 462,515 | $4.40M | 0.00% | −149,974−24.5% | Reduced |
| JPMorgan Chase & Co | 486,877 | $4.56M | 0.00% | −363,815−42.8% | Reduced |
| Stoic Point Capital Management LLC | 485,603 | $4.62M | 4.55% | +236,703+95.1% | Added |
| Essex Investment Management Co LLC | 498,482 | $4.74M | 0.75% | −9,532−1.9% | Reduced |
| Squarepoint Ops LLC | 542,563 | $5.16M | 0.01% | −470,105−46.4% | Reduced |
| Silvercrest Asset Management Group LLC | 576,047 | $5.48M | 0.04% | +64,481+12.6% | Added |
| Trexquant Investment LP | 665,224 | $6.33M | 0.05% | +315,234+90.1% | Added |
| Susquehanna International Group, LLP | 682,659 | $6.49M | 0.01% | +373,135+120.6% | Added |
| Point72 Asset Management, L.P. | 696,925 | $6.63M | 0.01% | −226,985−24.6% | Reduced |
| Peregrine Capital Management LLC | 715,125 | $6.80M | 0.25% | −30,863−4.1% | Reduced |
| Federated Hermes, Inc. | 724,409 | $6.89M | 0.01% | −216,111−23.0% | Reduced |
| BNP Paribas Arbitrage, SA | 733,225 | $6.97M | 0.00% | −9,131−1.2% | Reduced |
| AQR Capital Management LLC | 752,771 | $7.16M | 0.00% | +397,630+112.0% | Added |
| Herald Investment Management Ltd | 775,000 | $7.36M | 1.03% | −75,000−8.8% | Reduced |
| Bank of New York Mellon Corp | 789,069 | $7.50M | 0.00% | +67,514+9.4% | Added |
| Millennium Management LLC | 797,689 | $7.59M | 0.01% | −319,566−28.6% | Reduced |
| Gotham Asset Management, LLC | 810,345 | $7.71M | 0.02% | +58,340+7.8% | Added |
| Nomura Asset Management International Inc. | 967,131 | $9.20M | 0.02% | −885,151−47.8% | Reduced |
| Vanguard Fiduciary Trust Co | 992,200 | $9.44M | 0.00% | +992,200 | New |
| Charles Schwab Investment Management Inc | 1,189,775 | $11.3M | 0.00% | −661−0.1% | Reduced |
| Bank of America Corp | 1,253,662 | $11.9M | 0.00% | +815,074+185.8% | Added |
| Nuveen, LLC | 1,323,766 | $12.6M | 0.00% | +186,092+16.4% | Added |
| Northern Trust Corp | 1,325,128 | $12.6M | 0.00% | +51,627+4.1% | Added |
| Wellington Management Group LLP | 1,343,280 | $12.8M | 0.00% | −4,665,956−77.6% | Reduced |
| Prudential PLC | 1,754,810 | $16.7M | 0.13% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,902,054 | $18.1M | 0.03% | +920,946+93.9% | Added |
| SG Americas Securities, LLC | 2,391,696 | $22.7M | 0.03% | +1,842,124+335.2% | Added |
| Goldman Sachs Group Inc | 2,577,846 | $24.5M | 0.00% | +1,357,664+111.3% | Added |
| Renaissance Technologies LLC | 2,580,153 | $24.5M | 0.04% | +363,200+16.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,675,587 | $25.4M | 0.04% | +535,015+25.0% | Added |
| Two Sigma Investments, LP | 2,887,986 | $27.5M | 0.02% | +1,819,062+170.2% | Added |
| Dimensional Fund Advisors LP | 3,264,082 | $31.0M | 0.01% | +666,422+25.7% | Added |
| State Street Corp | 3,511,378 | $33.4M | 0.00% | +128,463+3.8% | Added |
| Geode Capital Management, LLC | 3,677,284 | $35.0M | 0.00% | +33,811+0.9% | Added |
| Jennison Associates LLC | 3,767,581 | $35.8M | 0.02% | −405,699−9.7% | Reduced |
| Parsifal Capital Management, LP | 3,811,185 | $36.2M | 4.68% | +59,006+1.6% | Added |
| D. E. Shaw & Co., Inc. | 5,508,663 | $52.4M | 0.04% | +1,836,385+50.0% | Added |
| Vanguard Capital Management LLC | 6,946,381 | $66.1M | 0.00% | +6,946,381 | New |
| Morgan Stanley | 7,968,133 | $75.8M | 0.00% | +96,851+1.2% | Added |
| Vanguard Portfolio Management LLC | 11,313,053 | $107.6M | 0.01% | +11,313,053 | New |
| BlackRock, Inc. | 12,639,707 | $120.2M | 0.00% | +643,031+5.4% | Added |
| Anchor @ 65 Pte. Ltd. | 19,910,510 | $189.3M | 52.34% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 0 | $0 | 0.00% | −802,819−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −564,100−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −126,827−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −126,455−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −108,161−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −72,044−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −65,722−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −56,181−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −54,096−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −48,802−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −48,200−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −43,518−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −41,433−100.0% | Sold out |
| Lavelle Capital LP | 0 | $0 | 0.00% | −39,440−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −39,200−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −38,458−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −36,450−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −36,076−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −34,307−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −33,800−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −25,690−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −24,761−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −24,654−100.0% | Sold out |
| Unique Wealth, LLC | 0 | $0 | 0.00% | −18,366−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −17,282−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −16,108−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −15,432−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −13,606−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −11,554−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −4,618−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −3,383−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −3,013−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |