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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 28,602 | $320.6K | 0.00% | +10,883+61.4% | Added |
| Quadrature Capital Ltd | 29,892 | $335.1K | 0.00% | +29,892 | New |
| Lazard Asset Management LLC | 31,310 | $351.0K | 0.00% | +31,310 | New |
| KLP Kapitalforvaltning AS | 31,500 | $353.1K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 31,560 | $353.8K | 0.00% | −37,531−54.3% | Reduced |
| Vontobel Holding Ltd. | 31,840 | $356.9K | 0.00% | −67,389−67.9% | Reduced |
| Magnetar Financial LLC | 31,967 | $358.4K | 0.00% | −111,454−77.7% | Reduced |
| SVB Capital Management, LLC | 32,310 | $362.2K | 4.89% | 00.0% | Unchanged |
| JustInvest LLC | 33,734 | $378.2K | 0.00% | +9,121+37.1% | Added |
| Intech Investment Management LLC | 37,594 | $421.4K | 0.00% | +1,672+4.7% | Added |
| Entropy Technologies, LP | 38,687 | $433.7K | 0.02% | +18,624+92.8% | Added |
| Arizona State Retirement System | 38,733 | $434.2K | 0.00% | +206+0.5% | Added |
| Vanguard Investments Australia, Ltd. | 39,067 | $437.9K | 0.00% | +7,721+24.6% | Added |
| Amundi | 40,087 | $449.4K | 0.00% | +40,087 | New |
| Teacher Retirement System of Texas | 40,494 | $453.9K | 0.00% | +3,082+8.2% | Added |
| EntryPoint Capital, LLC | 41,199 | $461.8K | 0.11% | −13,834−25.1% | Reduced |
| Aviva PLC | 42,135 | $472.3K | 0.00% | +42,135 | New |
| Rockefeller Capital Management L.P. | 42,137 | $472.4K | 0.00% | −1,316−3.0% | Reduced |
| Vident Advisory, LLC | 43,342 | $485.9K | 0.00% | +43,342 | New |
| ProShare Advisors LLC | 43,401 | $486.5K | 0.00% | +5,483+14.5% | Added |
| State Board of Administration of Florida Retirement System | 43,900 | $492.1K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 44,300 | $497.0K | 0.00% | +13,400+43.4% | Added |
| SRS Capital Advisors, Inc. | 46,004 | $515.7K | 0.00% | +45,415+7,710.5% | Added |
| PDT Partners, LLC | 47,727 | $535.0K | 0.03% | −24,600−34.0% | Reduced |
| VARCOV Co. | 47,732 | $535.1K | 0.20% | +47,732 | New |
| Envestnet Asset Management Inc | 49,256 | $552.2K | 0.00% | +9,242+23.1% | Added |
| Jane Street Group, LLC | 49,684 | $557.0K | 0.00% | −412,831−89.3% | Reduced |
| Occudo Quantitative Strategies LP | 49,893 | $559.3K | 0.03% | −157,615−76.0% | Reduced |
| Mercer Global Advisors Inc | 49,948 | $559.9K | 0.00% | +20,678+70.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 50,042 | $561.0K | 0.00% | +11,937+31.3% | Added |
| Jupiter Topco LLC | 51,804 | $581.0K | 0.00% | +51,804 | New |
| Vanguard Global Advisers, LLC | 53,888 | $604.1K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 56,317 | $631.3K | 0.00% | −6,975−11.0% | Reduced |
| D.A. Davidson & Co. | 58,695 | $658.0K | 0.00% | +409+0.7% | Added |
| New York State Common Retirement Fund | 61,451 | $688.9K | 0.00% | +19,000+44.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 56,052 | $697.3K | 0.00% | +29,257+109.2% | Added |
| Smith Group Asset Management, LLC | 62,638 | $702.2K | 0.03% | +518+0.8% | Added |
| Neo Ivy Capital Management | 63,280 | $709.4K | 0.16% | −25,761−28.9% | Reduced |
| Capstone Investment Advisors, LLC | 65,305 | $732.1K | 0.01% | +54,619+511.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 67,062 | $751.8K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 68,980 | $773.3K | 0.01% | +68,980 | New |
| Nordea Investment Management AB | 72,004 | $800.0K | 0.00% | +72,004 | New |
| Mirabella Financial Services LLP | 71,508 | $801.6K | 0.08% | +45,423+174.1% | Added |
| Mariner, LLC | 72,018 | $807.3K | 0.00% | +36,308+101.7% | Added |
| Potomac Capital Management, Inc. | 75,500 | $846.4K | 0.62% | +75,500 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 78,136 | $875.9K | 0.00% | +7,651+10.9% | Added |
| Victory Capital Management Inc | 82,952 | $929.9K | 0.00% | +67,370+432.4% | Added |
| Franklin Resources Inc | 86,739 | $972.3K | 0.00% | +8,867+11.4% | Added |
| Panagora Asset Management Inc | 87,118 | $976.6K | 0.00% | +87,118 | New |
| American Century Companies Inc | 88,651 | $993.8K | 0.00% | +18,976+27.2% | Added |
| Jump Financial, LLC | 89,561 | $1.00M | 0.01% | +89,561 | New |
| Los Angeles Capital Management LLC | 90,316 | $1.01M | 0.00% | +89,897+21,455.1% | Added |
| FMR LLC | 91,214 | $1.02M | 0.00% | +16,279+21.7% | Added |
| Citigroup Inc | 97,909 | $1.10M | 0.00% | +56,446+136.1% | Added |
| Cerity Partners LLC | 98,195 | $1.10M | 0.00% | +29,084+42.1% | Added |
| Vanguard Asset Management, Ltd | 99,040 | $1.11M | 0.00% | +1,103+1.1% | Added |
| MetLife Investment Management | 99,594 | $1.12M | 0.01% | +17,025+20.6% | Added |
| Gsa Capital Partners LLP | 101,604 | $1.14M | 0.07% | −2,419−2.3% | Reduced |
| Russell Investments Group, Ltd. | 107,991 | $1.21M | 0.00% | +10,858+11.2% | Added |
| Capital Fund Management S.A. | 109,415 | $1.23M | 0.01% | +16,143+17.3% | Added |
| Manatuck Hill Partners, LLC | 110,000 | $1.23M | 0.41% | +110,000 | New |
| Quantinno Capital Management LP | 111,490 | $1.25M | 0.00% | +2,173+2.0% | Added |
| Moran Wealth Management, LLC | 114,035 | $1.28M | 0.03% | +29,741+35.3% | Added |
| Legato Capital Management LLC | 119,756 | $1.34M | 0.11% | +32,300+36.9% | Added |
| HighTower Advisors, LLC | 122,082 | $1.37M | 0.00% | −589−0.5% | Reduced |
| Voleon Capital Management LP | 126,774 | $1.42M | 0.03% | −80,143−38.7% | Reduced |
| XTX Topco Ltd | 140,341 | $1.57M | 0.02% | +114,732+448.0% | Added |
| Register Financial Advisors LLC | 141,100 | $1.58M | 0.49% | +141,100 | New |
| Price T Rowe Associates Inc | 141,173 | $1.58M | 0.00% | +34,908+32.8% | Added |
| Ieq Capital, LLC | 142,064 | $1.59M | 0.01% | +66,615+88.3% | Added |
| Invesco Ltd. | 146,736 | $1.64M | 0.00% | +22,884+18.5% | Added |
| Brevan Howard Capital Management LP | 151,109 | $1.69M | 0.02% | +12,705+9.2% | Added |
| Legal & General Group Plc | 151,788 | $1.70M | 0.00% | +49,251+48.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 152,298 | $1.71M | 0.03% | −79,952−34.4% | Reduced |
| Barclays PLC | 160,578 | $1.80M | 0.00% | −5,809−3.5% | Reduced |
| Wells Fargo & Company | 162,328 | $1.82M | 0.00% | +99,694+159.2% | Added |
| Creative Planning | 166,288 | $1.86M | 0.00% | −24,154−12.7% | Reduced |
| Scholtz & Company, LLC | 176,175 | $1.97M | 0.99% | +176,175 | New |
| CenterBook Partners LP | 178,829 | $2.00M | 0.10% | −157,749−46.9% | Reduced |
| California State Teachers Retirement System | 181,270 | $2.03M | 0.00% | −4,479−2.4% | Reduced |
| Angeles Wealth Management, LLC | 187,493 | $2.10M | 0.10% | 00.0% | Unchanged |
| Millennium Management LLC | 188,208 | $2.11M | 0.00% | −609,481−76.4% | Reduced |
| Ingalls & Snyder LLC | 190,203 | $2.13M | 0.06% | −2,708−1.4% | Reduced |
| Alliancebernstein L.P. | 227,052 | $2.16M | 0.00% | +66,311+41.3% | Added |
| Brown Capital Management LLC | 206,292 | $2.31M | 0.46% | −30,988−13.1% | Reduced |
| Rhumbline Advisers | 210,516 | $2.36M | 0.00% | +28,315+15.5% | Added |
| Nomura Asset Management International Inc. | 221,317 | $2.48M | 0.00% | −745,814−77.1% | Reduced |
| SEI Investments Co | 232,438 | $2.61M | 0.00% | +17,685+8.2% | Added |
| Balyasny Asset Management LLC | 237,603 | $2.66M | 0.00% | +237,603 | New |
| ExodusPoint Capital Management, LP | 248,553 | $2.79M | 0.03% | +113,406+83.9% | Added |
| Algert Global LLC | 250,891 | $2.81M | 0.03% | +123,450+96.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 262,200 | $2.94M | 0.01% | +201,551+332.3% | Added |
| Raymond James Financial Inc | 271,293 | $3.04M | 0.00% | +48,371+21.7% | Added |
| Point72 Asset Management, L.P. | 272,314 | $3.05M | 0.00% | −424,611−60.9% | Reduced |
| Odyssean, LLC | 273,488 | $3.07M | 0.50% | +140,867+106.2% | Added |
| UBS Asset Management Americas Inc | 280,955 | $3.15M | 0.00% | +11,232+4.2% | Added |
| Swiss National Bank | 281,600 | $3.16M | 0.00% | +4,100+1.5% | Added |
| Capitolis Liquid Global Markets LLC | 314,100 | $3.52M | 0.02% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 317,000 | $3.55M | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 320,000 | $3.59M | 0.08% | 00.0% | Unchanged |