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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,390 | $22.7K | 0.00% | +591+32.9% | Added |
| Optiver Holding B.V. | 2,153 | $20.5K | 0.00% | +2,153 | New |
| Group One Trading, L.P. | 1,910 | $18.2K | 0.00% | −2,939−60.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,710 | $16.3K | 0.00% | −67−3.8% | Reduced |
| Parallel Advisors, LLC | 1,674 | $15.9K | 0.00% | +426+34.1% | Added |
| State of Wyoming | 1,657 | $15.8K | 0.00% | −12,482−88.3% | Reduced |
| RWM Asset Management, LLC | 1,555 | $14.8K | 0.00% | +1,555 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,500 | $14.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,304 | $12.4K | 0.00% | +394+43.3% | Added |
| Advisory Services Network, LLC | 1,282 | $12.2K | 0.00% | +1,282 | New |
| Farther Finance Advisors, LLC | 1,185 | $11.5K | 0.00% | +417+54.3% | Added |
| Sterling Capital Management LLC | 972 | $9.24K | 0.00% | +12+1.3% | Added |
| Kilter Group LLC | 947 | $9.01K | 0.00% | +929+5,161.1% | Added |
| Marquette Asset Management, LLC | 934 | $8.88K | 0.00% | +300+47.3% | Added |
| Smartleaf Asset Management LLC | 902 | $8.45K | 0.00% | −8,380−90.3% | Reduced |
| IFP Advisors, Inc | 799 | $7.60K | 0.00% | +552+223.5% | Added |
| Aquatic Capital Management LLC | 782 | $7.44K | 0.00% | −8,937−92.0% | Reduced |
| Root Financial Partners, LLC | 780 | $7.42K | 0.00% | +780 | New |
| Essential Partners LLC | 736 | $7.00K | 0.00% | −431−36.9% | Reduced |
| Catalyst Capital Advisors LLC | 700 | $6.66K | 0.00% | −6,200−89.9% | Reduced |
| SRS Capital Advisors, Inc. | 589 | $5.60K | 0.00% | +105+21.7% | Added |
| North Star Investment Management Corp. | 494 | $4.70K | 0.00% | +416+533.3% | Added |
| Leonteq Securities AG | 452 | $4.30K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 419 | $3.98K | 0.00% | −69,989−99.4% | Reduced |
| True Wealth Design, LLC | 368 | $3.50K | 0.00% | +205+125.8% | Added |
| Private Wealth Management Group, LLC | 339 | $3.22K | 0.00% | +166+96.0% | Added |
| Torren Management, LLC | 296 | $2.81K | 0.00% | −289−49.4% | Reduced |
| Huntington National Bank | 271 | $2.58K | 0.00% | +271 | New |
| Fifth Third Bancorp | 245 | $2.33K | 0.00% | +134+120.7% | Added |
| UMA Financial Services, Inc. | 198 | $1.88K | 0.00% | +161+435.1% | Added |
| Harbour Investments, Inc. | 186 | $1.77K | 0.00% | +96+106.7% | Added |
| Basecamp Wealth Advisors LLC | 164 | $1.56K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 155 | $1.47K | 0.00% | +12+8.4% | Added |
| Wealth Preservation Advisors, LLC | 151 | $1.44K | 0.00% | +151 | New |
| Quarry LP | 129 | $1.23K | 0.00% | −1,072−89.3% | Reduced |
| Bessemer Group Inc | 115 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 197 | $1.00K | 0.00% | +158+405.1% | Added |
| MAI Capital Management | 65 | $619 | 0.00% | +65 | New |
| Parkside Financial Bank & Trust | 60 | $571 | 0.00% | +60 | New |
| Cullen/Frost Bankers, Inc. | 53 | $504 | 0.00% | −675−92.7% | Reduced |
| Cornerstone Financial Management LLC | 53 | $504 | 0.00% | +7+15.2% | Added |
| TD Private Client Wealth LLC | 49 | $466 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $324 | 0.00% | +15+78.9% | Added |
| Keating Financial Advisory Services, Inc. | 32 | $304 | 0.00% | +11+52.4% | Added |
| Massmutual Trust Co FSB | 29 | $276 | 0.00% | +29 | New |
| Pinnacle Wealth Planning Services, Inc. | 26 | $247 | 0.00% | +26 | New |
| Godfrey Financial Associates, Inc. | 25 | $238 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 20 | $190 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 20 | $190 | 0.00% | +3+17.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 18 | $171 | 0.00% | +18 | New |
| National Bank of Canada | 16 | $152 | 0.00% | +15+1,500.0% | Added |
| Ameritas Advisory Services, LLC | 7 | $67 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 4 | $38 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 3 | $34 | 0.00% | −1−25.0% | Reduced |
| Macquarie Group Ltd | 1 | $10 | 0.00% | 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 |