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 |
|---|---|---|---|---|---|
| FMR LLC | 91,214 | $1.02M | 0.00% | +16,279+21.7% | Added |
| Los Angeles Capital Management LLC | 90,316 | $1.01M | 0.00% | +89,897+21,455.1% | Added |
| Jump Financial, LLC | 89,561 | $1.00M | 0.01% | +89,561 | New |
| American Century Companies Inc | 88,651 | $993.8K | 0.00% | +18,976+27.2% | Added |
| Panagora Asset Management Inc | 87,118 | $976.6K | 0.00% | +87,118 | New |
| Franklin Resources Inc | 86,739 | $972.3K | 0.00% | +8,867+11.4% | Added |
| Victory Capital Management Inc | 82,952 | $929.9K | 0.00% | +67,370+432.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 78,136 | $875.9K | 0.00% | +7,651+10.9% | Added |
| Potomac Capital Management, Inc. | 75,500 | $846.4K | 0.62% | +75,500 | New |
| Mariner, LLC | 72,018 | $807.3K | 0.00% | +36,308+101.7% | Added |
| Mirabella Financial Services LLP | 71,508 | $801.6K | 0.08% | +45,423+174.1% | Added |
| Nordea Investment Management AB | 72,004 | $800.0K | 0.00% | +72,004 | New |
| Allstate Corp | 68,980 | $773.3K | 0.01% | +68,980 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 67,062 | $751.8K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 65,305 | $732.1K | 0.01% | +54,619+511.1% | Added |
| Neo Ivy Capital Management | 63,280 | $709.4K | 0.16% | −25,761−28.9% | Reduced |
| Smith Group Asset Management, LLC | 62,638 | $702.2K | 0.03% | +518+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 56,052 | $697.3K | 0.00% | +29,257+109.2% | Added |
| New York State Common Retirement Fund | 61,451 | $688.9K | 0.00% | +19,000+44.8% | Added |
| D.A. Davidson & Co. | 58,695 | $658.0K | 0.00% | +409+0.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 56,317 | $631.3K | 0.00% | −6,975−11.0% | Reduced |
| Vanguard Global Advisers, LLC | 53,888 | $604.1K | 0.00% | 00.0% | Unchanged |
| Jupiter Topco LLC | 51,804 | $581.0K | 0.00% | +51,804 | New |
| Police & Firemen's Retirement System of New Jersey | 50,042 | $561.0K | 0.00% | +11,937+31.3% | Added |
| Mercer Global Advisors Inc | 49,948 | $559.9K | 0.00% | +20,678+70.6% | Added |
| Occudo Quantitative Strategies LP | 49,893 | $559.3K | 0.03% | −157,615−76.0% | Reduced |
| Jane Street Group, LLC | 49,684 | $557.0K | 0.00% | −412,831−89.3% | Reduced |
| Envestnet Asset Management Inc | 49,256 | $552.2K | 0.00% | +9,242+23.1% | Added |
| VARCOV Co. | 47,732 | $535.1K | 0.20% | +47,732 | New |
| PDT Partners, LLC | 47,727 | $535.0K | 0.03% | −24,600−34.0% | Reduced |
| SRS Capital Advisors, Inc. | 46,004 | $515.7K | 0.00% | +45,415+7,710.5% | Added |
| Handelsbanken Fonder AB | 44,300 | $497.0K | 0.00% | +13,400+43.4% | Added |
| State Board of Administration of Florida Retirement System | 43,900 | $492.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 43,401 | $486.5K | 0.00% | +5,483+14.5% | Added |
| Vident Advisory, LLC | 43,342 | $485.9K | 0.00% | +43,342 | New |
| Rockefeller Capital Management L.P. | 42,137 | $472.4K | 0.00% | −1,316−3.0% | Reduced |
| Aviva PLC | 42,135 | $472.3K | 0.00% | +42,135 | New |
| EntryPoint Capital, LLC | 41,199 | $461.8K | 0.11% | −13,834−25.1% | Reduced |
| Teacher Retirement System of Texas | 40,494 | $453.9K | 0.00% | +3,082+8.2% | Added |
| Amundi | 40,087 | $449.4K | 0.00% | +40,087 | New |
| Vanguard Investments Australia, Ltd. | 39,067 | $437.9K | 0.00% | +7,721+24.6% | Added |
| Arizona State Retirement System | 38,733 | $434.2K | 0.00% | +206+0.5% | Added |
| Entropy Technologies, LP | 38,687 | $433.7K | 0.02% | +18,624+92.8% | Added |
| Intech Investment Management LLC | 37,594 | $421.4K | 0.00% | +1,672+4.7% | Added |
| JustInvest LLC | 33,734 | $378.2K | 0.00% | +9,121+37.1% | Added |
| SVB Capital Management, LLC | 32,310 | $362.2K | 4.89% | 00.0% | Unchanged |
| Magnetar Financial LLC | 31,967 | $358.4K | 0.00% | −111,454−77.7% | Reduced |
| Vontobel Holding Ltd. | 31,840 | $356.9K | 0.00% | −67,389−67.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,560 | $353.8K | 0.00% | −37,531−54.3% | Reduced |
| KLP Kapitalforvaltning AS | 31,500 | $353.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 31,310 | $351.0K | 0.00% | +31,310 | New |
| Quadrature Capital Ltd | 29,892 | $335.1K | 0.00% | +29,892 | New |
| Cetera Investment Advisers | 28,602 | $320.6K | 0.00% | +10,883+61.4% | Added |
| Truist Financial Corp | 28,335 | $317.6K | 0.00% | +7,592+36.6% | Added |
| Prudential Financial Inc | 27,885 | $312.6K | 0.00% | +4,450+19.0% | Added |
| Canada Pension Plan Investment Board | 26,800 | $300.4K | 0.00% | −10,500−28.2% | Reduced |
| Caxton Associates LLP | 26,639 | $298.6K | 0.01% | +2,630+11.0% | Added |
| Captrust Financial Advisors | 25,998 | $291.4K | 0.00% | +14,050+117.6% | Added |
| Advisors Asset Management, Inc. | 25,643 | $287.5K | 0.00% | +6,796+36.1% | Added |
| M&T Bank Corp | 24,999 | $279.9K | 0.00% | −954−3.7% | Reduced |
| Woodline Partners LP | 24,669 | $276.5K | 0.00% | +24,669 | New |
| Keybank National Association | 24,170 | $270.9K | 0.00% | −4,353−15.3% | Reduced |
| Walleye Capital LLC | 23,954 | $268.5K | 0.00% | +23,954 | New |
| Tower Research Capital LLC (TRC) | 23,567 | $264.2K | 0.01% | +4,211+21.8% | Added |
| Evergreen Capital Management LLC | 22,171 | $248.5K | 0.00% | +333+1.5% | Added |
| Merit Financial Group, LLC | 21,446 | $240.4K | 0.00% | +9,846+84.9% | Added |
| CI Private Wealth, LLC | 21,417 | $240.1K | 0.00% | +21,417 | New |
| Pictet Asset Management Holding SA | 20,650 | $231.5K | 0.00% | −20,632−50.0% | Reduced |
| Papamarkou Wellner Asset Management inc. | 20,270 | $227.2K | 0.14% | 00.0% | Unchanged |
| Balboa Wealth Partners | 19,663 | $220.4K | 0.03% | −419−2.1% | Reduced |
| State of Wisconsin Investment Board | 18,882 | $211.7K | 0.00% | +4,797+34.1% | Added |
| Colony Group, LLC | 18,174 | $203.7K | 0.00% | −8,588−32.1% | Reduced |
| Jain Global LLC | 18,048 | $202.3K | 0.00% | +2,857+18.8% | Added |
| Catalyst Funds Management Pty Ltd | 17,801 | $199.5K | 0.01% | +17,801 | New |
| Lighthouse Investment Partners, LLC | 17,740 | $198.9K | 0.01% | −1,995−10.1% | Reduced |
| EverSource Wealth Advisors, LLC | 16,955 | $190.1K | 0.01% | +2,576+17.9% | Added |
| Xponance, Inc. | 16,493 | $184.9K | 0.00% | +3,006+22.3% | Added |
| Axq Capital, LP | 16,436 | $184.2K | 0.02% | +16,436 | New |
| Ameritas Investment Partners, Inc. | 15,398 | $172.6K | 0.00% | +3,466+29.0% | Added |
| LPL Financial LLC | 13,305 | $149.1K | 0.00% | +1,958+17.3% | Added |
| Principal Financial Group Inc | 12,973 | $145.4K | 0.00% | +2,216+20.6% | Added |
| MQS Management LLC | 12,715 | $142.5K | 0.17% | +12,715 | New |
| Brighton Jones LLC | 12,412 | $139.1K | 0.00% | +12,412 | New |
| Cornerstone Investment Partners, LLC | 11,649 | $130.6K | 0.00% | −556−4.6% | Reduced |
| Covestor Ltd | 11,287 | $127.0K | 0.07% | +4,993+79.3% | Added |
| Greenleaf Trust | 10,912 | $122.3K | 0.00% | +10,912 | New |
| State of Alaska, Department of Revenue | 10,872 | $121.0K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,772 | $120.8K | 0.00% | −4,299−28.5% | Reduced |
| Greenwich Wealth Management LLC | 10,288 | $115.0K | 0.00% | +10,288 | New |
| Centiva Capital, LP | 10,256 | $115.0K | 0.00% | −63,270−86.1% | Reduced |
| Ethic Inc. | 10,249 | $114.9K | 0.00% | −1,403−12.0% | Reduced |
| Ameriprise Financial Inc | 10,203 | $114.4K | 0.00% | +10,203 | New |
| Simplex Trading, LLC | 8,902 | $99.8K | 0.00% | +3,746+72.7% | Added |
| Versant Capital Management, Inc | 8,044 | $90.2K | 0.01% | +1,701+26.8% | Added |
| Royal Bank of Canada | 8,103 | $90.0K | 0.00% | +471+6.2% | Added |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $88.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 6,356 | $71.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,065 | $56.8K | 0.00% | +2,649+109.6% | Added |
| Fifth Third Bancorp | 4,789 | $53.7K | 0.00% | +4,544+1,854.7% | Added |
| Signaturefd, LLC | 4,734 | $53.1K | 0.00% | +108+2.3% | Added |