AvePoint, Inc.
AVPT- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001777921
近 90 天，AvePoint, Inc. 內部人申報 0 筆公開市場買進、5 筆賣出；2026 年第 2 季末有 253 家機構在 13F 申報持有，市值合計 $15.9 億；沒有大師持有。
2025 年第 4 季 13F 持有人
AvePoint, Inc. 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 252
- 較 2025 年第 3 季 +15 家
- 持有股數
- 1.30 億
- 較 2025 年第 3 季 +460.9 萬 (+3.7%)
- 總市值
- $18.1 億
- 較 2025 年第 3 季 −$7,745 萬 (−4.1%)
- 新進機構
- 55
- 另有 105 家加碼
- 清倉機構
- 40
- 另有 71 家減碼
另有 3 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AVPT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 253 | $15.9 億 |
| 2026 年第 1 季 | 255 | $12.6 億 |
| 2025 年第 4 季 | 252 | $18.1 億 |
| 2025 年第 3 季 | 240 | $19.0 億 |
| 2025 年第 2 季 | 246 | $22.4 億 |
| 2025 年第 1 季 | 254 | $15.8 億 |
| 2024 年第 4 季 | 238 | $17.0 億 |
| 2024 年第 3 季 | 187 | $10.7 億 |
| 2024 年第 2 季 | 175 | $8.73 億 |
| 2024 年第 1 季 | 139 | $6.48 億 |
| 2023 年第 4 季 | 125 | $6.75 億 |
| 2023 年第 3 季 | 106 | $5.30 億 |
| 2023 年第 2 季 | 101 | $4.56 億 |
| 2023 年第 1 季 | 96 | $3.14 億 |
| 2022 年第 4 季 | 95 | $3.10 億 |
| 2022 年第 3 季 | 95 | $3.03 億 |
| 2022 年第 2 季 | 106 | $3.33 億 |
| 2022 年第 1 季 | 95 | $3.42 億 |
| 2021 年第 4 季 | 78 | $3.87 億 |
| 2021 年第 3 季 | 57 | $2.14 億 |
| 2021 年第 2 季 | 2 | $23.7 萬 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 4 季持有機構
每家機構持有 AvePoint, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Avion Wealth | 39 | $0 | 0.00% | +8+25.8% | 加碼 |
| Macquarie Group Ltd | 1 | $14 | 0.00% | −1,892,890−100.0% | 減碼 |
| National Bank of Canada | 1 | $14 | 0.00% | +1 | 新進 |
| Dunhill Financial, LLC | 4 | $51 | 0.00% | +4 | 新進 |
| Clearstead Advisors, LLC | 6 | $84 | 0.00% | −73−92.4% | 減碼 |
| Sunbelt Securities, Inc. | 17 | $236 | 0.00% | +17 | 新進 |
| Kilter Group LLC | 18 | $251 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 19 | $264 | 0.00% | +19 | 新進 |
| Private Wealth Asset Management, LLC | 20 | $278 | 0.00% | 00.0% | 不變 |
| Navalign, LLC | 20 | $278 | 0.00% | +20 | 新進 |
| Keating Financial Advisory Services, Inc. | 21 | $292 | 0.00% | +21 | 新進 |
| Godfrey Financial Associates, Inc. | 25 | $347 | 0.00% | +25 | 新進 |
| Bare Financial Services, Inc | 36 | $500 | 0.00% | +36 | 新進 |
| UMA Financial Services, Inc. | 37 | $514 | 0.00% | +37 | 新進 |
| Optima Capital LLC | 38 | $528 | 0.00% | +38 | 新進 |
| Cornerstone Financial Management LLC | 46 | $639 | 0.00% | +46 | 新進 |
| TD Private Client Wealth LLC | 49 | $681 | 0.00% | +49 | 新進 |
| North Star Investment Management Corp. | 78 | $1,083 | 0.00% | +78 | 新進 |
| Harbour Investments, Inc. | 90 | $1,250 | 0.00% | +90 | 新進 |
| GWM Advisors LLC | 93 | $1,292 | 0.00% | −15−13.9% | 減碼 |
| Fifth Third Bancorp | 111 | $1,542 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 123 | $1,708 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 143 | $1,986 | 0.00% | +2+1.4% | 加碼 |
| Bessemer Group Inc | 115 | $2,000 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 163 | $2,265 | 0.00% | +30+22.6% | 加碼 |
| Basecamp Wealth Advisors LLC | 164 | $2,278 | 0.00% | +164 | 新進 |
| Private Wealth Management Group, LLC | 173 | $2,403 | 0.00% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 177 | $2,459 | 0.00% | −1,892−91.4% | 減碼 |
| IFP Advisors, Inc | 247 | $3,431 | 0.00% | +235+1,958.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 288 | $4,000 | 0.00% | −85−22.8% | 減碼 |
| Comerica Bank | 413 | $5,737 | 0.00% | −683−62.3% | 減碼 |
| Leonteq Securities AG | 452 | $6,278 | 0.00% | +452 | 新進 |
| SRS Capital Advisors, Inc. | 484 | $6,723 | 0.00% | −2,479−83.7% | 減碼 |
| Jones Financial Companies LLLP | 510 | $7,084 | 0.00% | 00.0% | 不變 |
| Torren Management, LLC | 585 | $8,126 | 0.00% | +585 | 新進 |
| Marquette Asset Management, LLC | 634 | $8,807 | 0.00% | +389+158.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 728 | $1.01 萬 | 0.00% | +728 | 新進 |
| Northwestern Mutual Wealth Management Co | 734 | $1.02 萬 | 0.00% | +734 | 新進 |
| Farther Finance Advisors, LLC | 768 | $1.07 萬 | 0.00% | +190+32.9% | 加碼 |
| Acadian Asset Management LLC | 838 | $1.10 萬 | 0.00% | −109,514−99.2% | 減碼 |
| Rothschild Investment LLC | 910 | $1.26 萬 | 0.00% | +110+13.8% | 加碼 |
| Sterling Capital Management LLC | 960 | $1.33 萬 | 0.00% | +638+198.1% | 加碼 |
| Signaturefd, LLC | 1,063 | $1.48 萬 | 0.00% | +6+0.6% | 加碼 |
| Essential Partners LLC | 1,167 | $1.62 萬 | 0.00% | +257+28.2% | 加碼 |
| Quarry LP | 1,201 | $1.67 萬 | 0.00% | −2,186−64.5% | 減碼 |
| Parallel Advisors, LLC | 1,248 | $1.73 萬 | 0.00% | −141−10.2% | 減碼 |
| Allworth Financial LP | 1,355 | $1.88 萬 | 0.00% | −29,676−95.6% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,500 | $2.08 萬 | 0.01% | 00.0% | 不變 |
| Simplex Trading, LLC | 1,524 | $2.12 萬 | 0.00% | +1,524 | 新進 |
| Versant Capital Management, Inc | 1,695 | $2.35 萬 | 0.00% | −589−25.8% | 減碼 |
| Quadrant Capital Group LLC | 1,716 | $2.38 萬 | 0.00% | −213−11.0% | 減碼 |
| Global Retirement Partners, LLC | 1,734 | $2.41 萬 | 0.00% | −30−1.7% | 減碼 |
| Nisa Investment Advisors, LLC | 1,777 | $2.47 萬 | 0.00% | +65+3.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,799 | $2.50 萬 | 0.00% | +554+44.5% | 加碼 |
| Kestra Advisory Services, LLC | 1,997 | $2.77 萬 | 0.00% | +1,997 | 新進 |
| GAMMA Investing LLC | 2,827 | $3.93 萬 | 0.00% | −85−2.9% | 減碼 |
| Vestcor Inc | 3,013 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 3,044 | $4.23 萬 | 0.00% | −14,315−82.5% | 減碼 |
| Kemnay Advisory Services Inc. | 3,383 | $4.70 萬 | 0.01% | +3,383 | 新進 |
| Amalgamated Bank | 4,618 | $6.40 萬 | 0.00% | +212+4.8% | 加碼 |
| Group One Trading, L.P. | 4,849 | $6.74 萬 | 0.00% | −739−13.2% | 減碼 |
| KBC Group NV | 6,356 | $8.80 萬 | 0.00% | +3,202+101.5% | 加碼 |
| Catalyst Capital Advisors LLC | 6,900 | $9.58 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 7,826 | $10.9 萬 | 0.06% | +3,604+85.4% | 加碼 |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $11.2 萬 | 0.01% | +8,000 | 新進 |
| US Bancorp | 8,670 | $12.0 萬 | 0.00% | +708+8.9% | 加碼 |
| Smartleaf Asset Management LLC | 9,282 | $13.0 萬 | 0.00% | +8,327+871.9% | 加碼 |
| Aquatic Capital Management LLC | 9,719 | $13.5 萬 | 0.00% | −591−5.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 10,261 | $14.3 萬 | 0.00% | −1,991−16.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 10,611 | $14.7 萬 | 0.01% | +1,551+17.1% | 加碼 |
| State of Alaska, Department of Revenue | 10,872 | $15.1 萬 | 0.00% | +528+5.1% | 加碼 |
| CIBC Asset Management Inc | 11,118 | $15.4 萬 | 0.00% | +11,118 | 新進 |
| Advisors Asset Management, Inc. | 11,392 | $15.8 萬 | 0.00% | +7,805+217.6% | 加碼 |
| Winton Group Ltd | 11,400 | $15.8 萬 | 0.01% | +11,400 | 新進 |
| Xponance, Inc. | 11,522 | $16.0 萬 | 0.00% | +1,188+11.5% | 加碼 |
| Stifel Financial Corp | 11,554 | $16.0 萬 | 0.00% | +1,498+14.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 11,897 | $16.5 萬 | 0.00% | +1,512+14.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 11,932 | $16.6 萬 | 0.01% | +824+7.4% | 加碼 |
| Truist Financial Corp | 12,201 | $16.9 萬 | 0.00% | +12,201 | 新進 |
| JustInvest LLC | 13,031 | $18.1 萬 | 0.00% | −2,617−16.7% | 減碼 |
| nVerses Capital, LLC | 13,606 | $18.9 萬 | 0.42% | +13,606 | 新進 |
| Blair William & Co | 13,700 | $19.0 萬 | 0.00% | +1,050+8.3% | 加碼 |
| Balboa Wealth Partners | 13,986 | $19.4 萬 | 0.03% | +1,427+11.4% | 加碼 |
| State of Wyoming | 14,139 | $19.6 萬 | 0.02% | −6,217−30.5% | 減碼 |
| Virginia Retirement Systems Et Al | 14,400 | $20.0 萬 | 0.00% | −13,200−47.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 15,231 | $20.8 萬 | 0.00% | +15,231 | 新進 |
| Jefferies Financial Group Inc. | 15,432 | $21.4 萬 | 0.00% | +15,432 | 新進 |
| EntryPoint Capital, LLC | 15,875 | $22.1 萬 | 0.09% | +15,875 | 新進 |
| Integrated Quantitative Investments LLC | 16,108 | $22.4 萬 | 0.05% | 00.0% | 不變 |
| Entropy Technologies, LP | 16,172 | $22.5 萬 | 0.01% | +16,172 | 新進 |
| CWM, LLC | 16,548 | $23.0 萬 | 0.00% | +8,772+112.8% | 加碼 |
| Ieq Capital, LLC | 17,216 | $23.9 萬 | 0.00% | +17,216 | 新進 |
| DRW Securities, LLC | 17,282 | $24.0 萬 | 0.02% | +17,282 | 新進 |
| PharVision Advisers, LLC | 17,788 | $24.7 萬 | 0.13% | −2,742−13.4% | 減碼 |
| Unique Wealth, LLC | 18,366 | $25.5 萬 | 0.04% | 00.0% | 不變 |
| Mangrove Partners | 18,969 | $26.3 萬 | 0.02% | +18,969 | 新進 |
| HSBC Holdings PLC | 19,833 | $27.6 萬 | 0.00% | −1,041,889−98.1% | 減碼 |
| Mariner, LLC | 20,519 | $28.5 萬 | 0.00% | +9,250+82.1% | 加碼 |
| Jain Global LLC | 20,906 | $29.0 萬 | 0.00% | −41,342−66.4% | 減碼 |
| Pacer Advisors, Inc. | 21,381 | $29.7 萬 | 0.00% | +9,580+81.2% | 加碼 |