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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 4,201 | $47.1K | 0.00% | +2,491+145.7% | Added |
| GAMMA Investing LLC | 3,814 | $42.8K | 0.00% | +802+26.6% | Added |
| Advisor Group Holdings, Inc. | 3,074 | $34.5K | 0.00% | −437−12.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,060 | $34.3K | 0.00% | +83+2.8% | Added |
| Jones Financial Companies LLLP | 2,834 | $30.9K | 0.00% | −448−13.7% | Reduced |
| US Bancorp | 2,023 | $22.7K | 0.00% | −939−31.7% | Reduced |
| Farther Finance Advisors, LLC | 1,878 | $21.0K | 0.00% | +693+58.5% | Added |
| Kilter Group LLC | 1,852 | $20.8K | 0.01% | +905+95.6% | Added |
| Nykredit A/S | 1,794 | $20.1K | 0.00% | +1,794 | New |
| Rothschild Investment LLC | 1,754 | $19.7K | 0.00% | +450+34.5% | Added |
| Walleye Trading LLC | 1,752 | $19.6K | 0.00% | +1,752 | New |
| Macquarie Group Ltd | 1,679 | $18.8K | 0.00% | +1,678+167,800.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,621 | $18.2K | 0.00% | −769−32.2% | Reduced |
| Parallel Advisors, LLC | 1,598 | $17.9K | 0.00% | −76−4.5% | Reduced |
| IFP Advisors, Inc | 1,243 | $13.9K | 0.00% | +444+55.6% | Added |
| Optiver Holding B.V. | 1,230 | $13.8K | 0.00% | −923−42.9% | Reduced |
| Essential Partners LLC | 1,071 | $12.0K | 0.01% | +335+45.5% | Added |
| Smartleaf Asset Management LLC | 902 | $9.98K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 700 | $7.85K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 694 | $7.78K | 0.00% | +694 | New |
| Sterling Capital Management LLC | 596 | $6.68K | 0.00% | −376−38.7% | Reduced |
| True Wealth Design, LLC | 595 | $6.67K | 0.00% | +227+61.7% | Added |
| Bell Investment Advisors, Inc | 582 | $6.53K | 0.00% | +582 | New |
| Quarry LP | 578 | $6.48K | 0.00% | +449+348.1% | Added |
| Clear Street Markets LLC | 512 | $5.74K | 0.00% | +512 | New |
| Marquette Asset Management, LLC | 482 | $5.40K | 0.00% | −452−48.4% | Reduced |
| Leonteq Securities AG | 452 | $5.07K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 408 | $4.57K | 0.00% | −2,407−85.5% | Reduced |
| Torren Management, LLC | 296 | $3.32K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 223 | $2.50K | 0.00% | −6,259−96.6% | Reduced |
| Basecamp Wealth Advisors LLC | 213 | $2.39K | 0.00% | +49+29.9% | Added |
| UMA Financial Services, Inc. | 194 | $2.17K | 0.00% | −4−2.0% | Reduced |
| Cornerstone Financial Management LLC | 189 | $2.12K | 0.00% | +136+256.6% | Added |
| Harbour Investments, Inc. | 186 | $2.08K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 173 | $1.94K | 0.00% | −166−49.0% | Reduced |
| North Star Investment Management Corp. | 104 | $1.17K | 0.00% | −390−78.9% | Reduced |
| Bessemer Group Inc | 115 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 143 | $1.00K | 0.00% | −54−27.4% | Reduced |
| SJS Investment Consulting Inc. | 80 | $897 | 0.00% | +46+135.3% | Added |
| Fulcrum Asset Management LLP | 70 | $775 | 0.00% | +70 | New |
| Rialto Wealth Management, LLC | 53 | $595 | 0.00% | +53 | New |
| Fortitude Family Office, LLC | 51 | $572 | 0.00% | +51 | New |
| Bare Financial Services, Inc | 51 | $572 | 0.00% | +51 | New |
| SBI Securities Co., Ltd. | 39 | $437 | 0.00% | −116−74.8% | Reduced |
| Clearstead Advisors, LLC | 36 | $405 | 0.00% | +36 | New |
| Massmutual Trust Co FSB | 29 | $325 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 26 | $291 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 25 | $280 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 20 | $224 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 6 | $67 | 0.00% | −10−62.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $44 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 3 | $34 | 0.00% | −1−25.0% | Reduced |
| Silver Grove Financial Group, Inc. | 2 | $22 | 0.00% | +2 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −442,316−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −315,386−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −187,937−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −186,445−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −72,340−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −68,062−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −43,187−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −42,311−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −27,795−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −26,892−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −25,571−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −18,350−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −16,857−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −16,959−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −15,133−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −13,862−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −12,886−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −12,441−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| DSM Capital Partners LLC | 0 | $0 | 0.00% | −11,614−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −11,465−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −11,118−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −10,733−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,437−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,555−100.0% | Sold out |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Keating Financial Advisory Services, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |