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, Q2 2026
Institutional positions in AvePoint, Inc. as of Jun 30, 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
- 253
- +1 vs. Q1 2026
- Shares held
- 141.5M
- +9.46M (+7.2%) vs. Q1 2026
- Total value
- $1.59B
- +$329.3M (+26.2%) vs. Q1 2026
- New holders
- 43
- 119 more added
- Sold out
- 42
- 67 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silver Grove Financial Group, Inc. | 2 | $22 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $34 | 0.00% | −1−25.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $44 | 0.00% | +4 | New |
| National Bank of Canada | 6 | $67 | 0.00% | −10−62.5% | Reduced |
| Private Wealth Asset Management, LLC | 20 | $224 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 25 | $280 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 26 | $291 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $325 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 36 | $405 | 0.00% | +36 | New |
| SBI Securities Co., Ltd. | 39 | $437 | 0.00% | −116−74.8% | Reduced |
| Fortitude Family Office, LLC | 51 | $572 | 0.00% | +51 | New |
| Bare Financial Services, Inc | 51 | $572 | 0.00% | +51 | New |
| Rialto Wealth Management, LLC | 53 | $595 | 0.00% | +53 | New |
| Fulcrum Asset Management LLP | 70 | $775 | 0.00% | +70 | New |
| SJS Investment Consulting Inc. | 80 | $897 | 0.00% | +46+135.3% | Added |
| Bessemer Group Inc | 115 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 143 | $1.00K | 0.00% | −54−27.4% | Reduced |
| North Star Investment Management Corp. | 104 | $1.17K | 0.00% | −390−78.9% | Reduced |
| Private Wealth Management Group, LLC | 173 | $1.94K | 0.00% | −166−49.0% | Reduced |
| Harbour Investments, Inc. | 186 | $2.08K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 189 | $2.12K | 0.00% | +136+256.6% | Added |
| UMA Financial Services, Inc. | 194 | $2.17K | 0.00% | −4−2.0% | Reduced |
| Basecamp Wealth Advisors LLC | 213 | $2.39K | 0.00% | +49+29.9% | Added |
| Caitong International Asset Management Co., Ltd | 223 | $2.50K | 0.00% | −6,259−96.6% | Reduced |
| Torren Management, LLC | 296 | $3.32K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 408 | $4.57K | 0.00% | −2,407−85.5% | Reduced |
| Leonteq Securities AG | 452 | $5.07K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 482 | $5.40K | 0.00% | −452−48.4% | Reduced |
| Clear Street Markets LLC | 512 | $5.74K | 0.00% | +512 | New |
| Quarry LP | 578 | $6.48K | 0.00% | +449+348.1% | Added |
| Bell Investment Advisors, Inc | 582 | $6.53K | 0.00% | +582 | New |
| True Wealth Design, LLC | 595 | $6.67K | 0.00% | +227+61.7% | Added |
| Sterling Capital Management LLC | 596 | $6.68K | 0.00% | −376−38.7% | Reduced |
| Global Retirement Partners, LLC | 694 | $7.78K | 0.00% | +694 | New |
| Catalyst Capital Advisors LLC | 700 | $7.85K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 902 | $9.98K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,071 | $12.0K | 0.01% | +335+45.5% | Added |
| Optiver Holding B.V. | 1,230 | $13.8K | 0.00% | −923−42.9% | Reduced |
| IFP Advisors, Inc | 1,243 | $13.9K | 0.00% | +444+55.6% | Added |
| Parallel Advisors, LLC | 1,598 | $17.9K | 0.00% | −76−4.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,621 | $18.2K | 0.00% | −769−32.2% | Reduced |
| Macquarie Group Ltd | 1,679 | $18.8K | 0.00% | +1,678+167,800.0% | Added |
| Walleye Trading LLC | 1,752 | $19.6K | 0.00% | +1,752 | New |
| Rothschild Investment LLC | 1,754 | $19.7K | 0.00% | +450+34.5% | Added |
| Nykredit A/S | 1,794 | $20.1K | 0.00% | +1,794 | New |
| Kilter Group LLC | 1,852 | $20.8K | 0.01% | +905+95.6% | Added |
| Farther Finance Advisors, LLC | 1,878 | $21.0K | 0.00% | +693+58.5% | Added |
| US Bancorp | 2,023 | $22.7K | 0.00% | −939−31.7% | Reduced |
| Jones Financial Companies LLLP | 2,834 | $30.9K | 0.00% | −448−13.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,060 | $34.3K | 0.00% | +83+2.8% | Added |
| Advisor Group Holdings, Inc. | 3,074 | $34.5K | 0.00% | −437−12.4% | Reduced |
| GAMMA Investing LLC | 3,814 | $42.8K | 0.00% | +802+26.6% | Added |
| Nisa Investment Advisors, LLC | 4,201 | $47.1K | 0.00% | +2,491+145.7% | Added |
| Signaturefd, LLC | 4,734 | $53.1K | 0.00% | +108+2.3% | Added |
| Fifth Third Bancorp | 4,789 | $53.7K | 0.00% | +4,544+1,854.7% | Added |
| Allworth Financial LP | 5,065 | $56.8K | 0.00% | +2,649+109.6% | Added |
| KBC Group NV | 6,356 | $71.0K | 0.00% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $88.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,103 | $90.0K | 0.00% | +471+6.2% | Added |
| Versant Capital Management, Inc | 8,044 | $90.2K | 0.01% | +1,701+26.8% | Added |
| Simplex Trading, LLC | 8,902 | $99.8K | 0.00% | +3,746+72.7% | Added |
| Ameriprise Financial Inc | 10,203 | $114.4K | 0.00% | +10,203 | New |
| Ethic Inc. | 10,249 | $114.9K | 0.00% | −1,403−12.0% | Reduced |
| Centiva Capital, LP | 10,256 | $115.0K | 0.00% | −63,270−86.1% | Reduced |
| Greenwich Wealth Management LLC | 10,288 | $115.0K | 0.00% | +10,288 | New |
| Summit Trail Advisors, LLC | 10,772 | $120.8K | 0.00% | −4,299−28.5% | Reduced |
| State of Alaska, Department of Revenue | 10,872 | $121.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 10,912 | $122.3K | 0.00% | +10,912 | New |
| Covestor Ltd | 11,287 | $127.0K | 0.07% | +4,993+79.3% | Added |
| Cornerstone Investment Partners, LLC | 11,649 | $130.6K | 0.00% | −556−4.6% | Reduced |
| Brighton Jones LLC | 12,412 | $139.1K | 0.00% | +12,412 | New |
| MQS Management LLC | 12,715 | $142.5K | 0.17% | +12,715 | New |
| Principal Financial Group Inc | 12,973 | $145.4K | 0.00% | +2,216+20.6% | Added |
| LPL Financial LLC | 13,305 | $149.1K | 0.00% | +1,958+17.3% | Added |
| Ameritas Investment Partners, Inc. | 15,398 | $172.6K | 0.00% | +3,466+29.0% | Added |
| Axq Capital, LP | 16,436 | $184.2K | 0.02% | +16,436 | New |
| Xponance, Inc. | 16,493 | $184.9K | 0.00% | +3,006+22.3% | Added |
| EverSource Wealth Advisors, LLC | 16,955 | $190.1K | 0.01% | +2,576+17.9% | Added |
| Lighthouse Investment Partners, LLC | 17,740 | $198.9K | 0.01% | −1,995−10.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 17,801 | $199.5K | 0.01% | +17,801 | New |
| Jain Global LLC | 18,048 | $202.3K | 0.00% | +2,857+18.8% | Added |
| Colony Group, LLC | 18,174 | $203.7K | 0.00% | −8,588−32.1% | Reduced |
| State of Wisconsin Investment Board | 18,882 | $211.7K | 0.00% | +4,797+34.1% | Added |
| Balboa Wealth Partners | 19,663 | $220.4K | 0.03% | −419−2.1% | Reduced |
| Papamarkou Wellner Asset Management inc. | 20,270 | $227.2K | 0.14% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 20,650 | $231.5K | 0.00% | −20,632−50.0% | Reduced |
| CI Private Wealth, LLC | 21,417 | $240.1K | 0.00% | +21,417 | New |
| Merit Financial Group, LLC | 21,446 | $240.4K | 0.00% | +9,846+84.9% | Added |
| Evergreen Capital Management LLC | 22,171 | $248.5K | 0.00% | +333+1.5% | Added |
| Tower Research Capital LLC (TRC) | 23,567 | $264.2K | 0.01% | +4,211+21.8% | Added |
| Walleye Capital LLC | 23,954 | $268.5K | 0.00% | +23,954 | New |
| Keybank National Association | 24,170 | $270.9K | 0.00% | −4,353−15.3% | Reduced |
| Woodline Partners LP | 24,669 | $276.5K | 0.00% | +24,669 | New |
| M&T Bank Corp | 24,999 | $279.9K | 0.00% | −954−3.7% | Reduced |
| Advisors Asset Management, Inc. | 25,643 | $287.5K | 0.00% | +6,796+36.1% | Added |
| Captrust Financial Advisors | 25,998 | $291.4K | 0.00% | +14,050+117.6% | Added |
| Caxton Associates LLP | 26,639 | $298.6K | 0.01% | +2,630+11.0% | Added |
| Canada Pension Plan Investment Board | 26,800 | $300.4K | 0.00% | −10,500−28.2% | Reduced |
| Prudential Financial Inc | 27,885 | $312.6K | 0.00% | +4,450+19.0% | Added |
| Truist Financial Corp | 28,335 | $317.6K | 0.00% | +7,592+36.6% | Added |