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, 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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 70,485 | $670.3K | 0.00% | +2,225+3.3% | Added |
| American Century Companies Inc | 69,675 | $662.6K | 0.00% | +8,050+13.1% | Added |
| Cerity Partners LLC | 69,111 | $657.2K | 0.00% | +15,706+29.4% | Added |
| Schonfeld Strategic Advisors LLC | 69,091 | $657.1K | 0.01% | −101,570−59.5% | Reduced |
| Twinbeech Capital LP | 68,062 | $647.3K | 0.07% | +68,062 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 67,062 | $637.8K | 0.00% | +10,476+18.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,292 | $601.9K | 0.00% | −7,509−10.6% | Reduced |
| Wells Fargo & Company | 62,634 | $595.6K | 0.00% | −237,363−79.1% | Reduced |
| Smith Group Asset Management, LLC | 62,120 | $590.8K | 0.03% | +5,155+9.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 60,649 | $576.8K | 0.00% | −19,854−24.7% | Reduced |
| D.A. Davidson & Co. | 58,286 | $554.3K | 0.00% | −5,889−9.2% | Reduced |
| EntryPoint Capital, LLC | 55,033 | $523.4K | 0.15% | +39,158+246.7% | Added |
| Vanguard Global Advisers, LLC | 53,888 | $512.5K | 0.00% | +53,888 | New |
| Janus Henderson Group PLC | 53,308 | $506.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 51,768 | $492.3K | 0.00% | +35,220+212.8% | Added |
| State Board of Administration of Florida Retirement System | 43,900 | $417.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 43,453 | $413.2K | 0.00% | +5,832+15.5% | Added |
| Dark Forest Capital Management LP | 43,187 | $410.7K | 0.04% | +2,284+5.6% | Added |
| New York State Common Retirement Fund | 42,451 | $403.7K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 42,311 | $402.4K | 0.10% | −33,748−44.4% | Reduced |
| Citigroup Inc | 41,463 | $394.3K | 0.00% | −46,706−53.0% | Reduced |
| Pictet Asset Management Holding SA | 41,282 | $392.6K | 0.00% | −62,062−60.1% | Reduced |
| Envestnet Asset Management Inc | 40,014 | $380.5K | 0.00% | −15,423−27.8% | Reduced |
| Arizona State Retirement System | 38,527 | $366.4K | 0.00% | +152+0.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 38,105 | $362.4K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 37,918 | $360.6K | 0.00% | −3,903−9.3% | Reduced |
| Teacher Retirement System of Texas | 37,412 | $355.8K | 0.00% | −37,250−49.9% | Reduced |
| Canada Pension Plan Investment Board | 37,300 | $354.7K | 0.00% | −96,200−72.1% | Reduced |
| Intech Investment Management LLC | 35,922 | $341.6K | 0.00% | −16,876−32.0% | Reduced |
| Mariner, LLC | 35,710 | $339.6K | 0.00% | +15,191+74.0% | Added |
| SVB Capital Management, LLC | 32,310 | $307.3K | 14.83% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 31,500 | $299.6K | 0.00% | +2,200+7.5% | Added |
| Vanguard Investments Australia, Ltd. | 31,346 | $298.1K | 0.00% | +31,346 | New |
| Handelsbanken Fonder AB | 30,900 | $294.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 29,270 | $278.4K | 0.00% | +29,270 | New |
| Keybank National Association | 28,523 | $271.3K | 0.00% | −7,121−20.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,795 | $266.3K | 0.00% | +11,564+75.9% | Added |
| HSBC Holdings PLC | 27,795 | $262.0K | 0.00% | +7,962+40.1% | Added |
| Pacer Advisors, Inc. | 26,892 | $256.0K | 0.00% | +5,511+25.8% | Added |
| Colony Group, LLC | 26,762 | $255.0K | 0.00% | +1,059+4.1% | Added |
| Mirabella Financial Services LLP | 26,085 | $248.1K | 0.02% | +26,085 | New |
| M&T Bank Corp | 25,953 | $246.5K | 0.00% | +617+2.4% | Added |
| XTX Topco Ltd | 25,609 | $243.5K | 0.00% | −11,452−30.9% | Reduced |
| Mangrove Partners | 25,571 | $243.2K | 0.02% | +6,602+34.8% | Added |
| JustInvest LLC | 24,613 | $234.1K | 0.00% | +11,582+88.9% | Added |
| Caxton Associates LLP | 24,009 | $228.3K | 0.01% | +24,009 | New |
| Prudential Financial Inc | 23,435 | $222.9K | 0.00% | +23,435 | New |
| Evergreen Capital Management LLC | 21,838 | $207.7K | 0.00% | +21,838 | New |
| Truist Financial Corp | 20,743 | $197.3K | 0.00% | +8,542+70.0% | Added |
| Papamarkou Wellner Asset Management inc. | 20,270 | $192.8K | 0.12% | +20,270 | New |
| Balboa Wealth Partners | 20,082 | $191.0K | 0.03% | +6,096+43.6% | Added |
| Entropy Technologies, LP | 20,063 | $190.8K | 0.01% | +3,891+24.1% | Added |
| Lighthouse Investment Partners, LLC | 19,735 | $187.7K | 0.01% | −1,965−9.1% | Reduced |
| Tower Research Capital LLC (TRC) | 19,356 | $184.1K | 0.00% | +9,095+88.6% | Added |
| Advisors Asset Management, Inc. | 18,847 | $179.2K | 0.00% | +7,455+65.4% | Added |
| Inceptionr LLC | 18,350 | $174.5K | 0.04% | −10,829−37.1% | Reduced |
| Cetera Investment Advisers | 17,719 | $168.5K | 0.00% | −13,154−42.6% | Reduced |
| Headlands Technologies LLC | 16,857 | $160.3K | 0.02% | +16,857 | New |
| Fox Run Management, L.L.C. | 16,959 | $158.9K | 0.03% | −21,624−56.0% | Reduced |
| Victory Capital Management Inc | 15,582 | $148.2K | 0.00% | −159,121−91.1% | Reduced |
| Jain Global LLC | 15,191 | $144.5K | 0.00% | −5,715−27.3% | Reduced |
| Summit Trail Advisors, LLC | 15,071 | $143.3K | 0.00% | +15,071 | New |
| Eventide Asset Management, LLC | 15,133 | $141.8K | 0.00% | +15,133 | New |
| EverSource Wealth Advisors, LLC | 14,379 | $136.7K | 0.00% | +3,768+35.5% | Added |
| State of Wisconsin Investment Board | 14,085 | $133.9K | 0.00% | +14,085 | New |
| Bayforest Capital Ltd | 13,862 | $131.8K | 0.15% | +13,862 | New |
| Xponance, Inc. | 13,487 | $128.3K | 0.00% | +1,965+17.1% | Added |
| Numerai GP LLC | 12,886 | $122.5K | 0.01% | +12,886 | New |
| Sequoia Financial Advisors, LLC | 12,441 | $118.3K | 0.00% | +12,441 | New |
| Blair William & Co | 12,300 | $117.0K | 0.00% | −1,400−10.2% | Reduced |
| Cornerstone Investment Partners, LLC | 12,205 | $116.1K | 0.00% | +12,205 | New |
| Captrust Financial Advisors | 11,948 | $113.6K | 0.00% | +11,948 | New |
| Ameritas Investment Partners, Inc. | 11,932 | $113.5K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 11,652 | $110.8K | 0.00% | +11,652 | New |
| DSM Capital Partners LLC | 11,614 | $110.4K | 0.00% | +11,614 | New |
| Merit Financial Group, LLC | 11,600 | $110.3K | 0.00% | +11,600 | New |
| Robeco Institutional Asset Management B.V. | 11,465 | $109.0K | 0.00% | −432−3.6% | Reduced |
| LPL Financial LLC | 11,347 | $107.9K | 0.00% | −33,429−74.7% | Reduced |
| CIBC Asset Management Inc | 11,118 | $105.7K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 10,872 | $103.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 10,757 | $102.3K | 0.00% | +10,757 | New |
| PharVision Advisers, LLC | 10,733 | $102.1K | 1.04% | −7,055−39.7% | Reduced |
| Capstone Investment Advisors, LLC | 10,686 | $101.6K | 0.00% | +10,686 | New |
| Two Sigma Securities, LLC | 10,437 | $99.3K | 0.01% | +10,437 | New |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $75.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,632 | $73.0K | 0.00% | −63,314−89.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 6,482 | $61.6K | 0.01% | +6,482 | New |
| Versant Capital Management, Inc | 6,343 | $60.3K | 0.01% | +4,648+274.2% | 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 |
| Simplex Trading, LLC | 5,156 | $49.0K | 0.00% | +3,632+238.3% | Added |
| Signaturefd, LLC | 4,626 | $44.0K | 0.00% | +3,563+335.2% | Added |
| Advisor Group Holdings, Inc. | 3,511 | $33.4K | 0.00% | +467+15.3% | Added |
| Jones Financial Companies LLLP | 3,282 | $31.0K | 0.00% | +2,772+543.5% | Added |
| GAMMA Investing LLC | 3,012 | $28.6K | 0.00% | +185+6.5% | Added |
| The PNC Financial Services Group, Inc. | 2,977 | $28.3K | 0.00% | +2,689+933.7% | Added |
| US Bancorp | 2,962 | $28.2K | 0.00% | −5,708−65.8% | Reduced |
| Larson Financial Group LLC | 2,815 | $26.8K | 0.00% | +2,815 | New |
| Quadrant Capital Group LLC | 2,490 | $23.7K | 0.00% | +774+45.1% | Added |
| Allworth Financial LP | 2,416 | $23.0K | 0.00% | +1,061+78.3% | Added |