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。
2026 年第 1 季 13F 持有人
AvePoint, Inc. 在 2026/3/31 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
- 255
- 較 2025 年第 4 季 +8 家
- 持有股數
- 1.32 億
- 較 2025 年第 4 季 +2,043 萬 (+18.3%)
- 總市值
- $12.6 億
- 較 2025 年第 4 季 −$2.94 億 (−19.0%)
- 新進機構
- 52
- 另有 106 家加碼
- 清倉機構
- 44
- 另有 75 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 1 | $10 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 3 | $34 | 0.00% | −1−25.0% | 減碼 |
| Hughes Financial Services, LLC | 4 | $38 | 0.00% | +4 | 新進 |
| Ameritas Advisory Services, LLC | 7 | $67 | 0.00% | +7 | 新進 |
| National Bank of Canada | 16 | $152 | 0.00% | +15+1,500.0% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 18 | $171 | 0.00% | +18 | 新進 |
| Private Wealth Asset Management, LLC | 20 | $190 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 20 | $190 | 0.00% | +3+17.6% | 加碼 |
| Godfrey Financial Associates, Inc. | 25 | $238 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 26 | $247 | 0.00% | +26 | 新進 |
| Massmutual Trust Co FSB | 29 | $276 | 0.00% | +29 | 新進 |
| Keating Financial Advisory Services, Inc. | 32 | $304 | 0.00% | +11+52.4% | 加碼 |
| SJS Investment Consulting Inc. | 34 | $324 | 0.00% | +15+78.9% | 加碼 |
| TD Private Client Wealth LLC | 49 | $466 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 53 | $504 | 0.00% | −675−92.7% | 減碼 |
| Cornerstone Financial Management LLC | 53 | $504 | 0.00% | +7+15.2% | 加碼 |
| Parkside Financial Bank & Trust | 60 | $571 | 0.00% | +60 | 新進 |
| MAI Capital Management | 65 | $619 | 0.00% | +65 | 新進 |
| Bessemer Group Inc | 115 | $1,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 197 | $1,000 | 0.00% | +158+405.1% | 加碼 |
| Quarry LP | 129 | $1,227 | 0.00% | −1,072−89.3% | 減碼 |
| Wealth Preservation Advisors, LLC | 151 | $1,436 | 0.00% | +151 | 新進 |
| SBI Securities Co., Ltd. | 155 | $1,474 | 0.00% | +12+8.4% | 加碼 |
| Basecamp Wealth Advisors LLC | 164 | $1,560 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 186 | $1,769 | 0.00% | +96+106.7% | 加碼 |
| UMA Financial Services, Inc. | 198 | $1,883 | 0.00% | +161+435.1% | 加碼 |
| Fifth Third Bancorp | 245 | $2,329 | 0.00% | +134+120.7% | 加碼 |
| Huntington National Bank | 271 | $2,577 | 0.00% | +271 | 新進 |
| Torren Management, LLC | 296 | $2,815 | 0.00% | −289−49.4% | 減碼 |
| Private Wealth Management Group, LLC | 339 | $3,224 | 0.00% | +166+96.0% | 加碼 |
| True Wealth Design, LLC | 368 | $3,500 | 0.00% | +205+125.8% | 加碼 |
| Los Angeles Capital Management LLC | 419 | $3,985 | 0.00% | −69,989−99.4% | 減碼 |
| Leonteq Securities AG | 452 | $4,299 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 494 | $4,698 | 0.00% | +416+533.3% | 加碼 |
| SRS Capital Advisors, Inc. | 589 | $5,602 | 0.00% | +105+21.7% | 加碼 |
| Catalyst Capital Advisors LLC | 700 | $6,657 | 0.00% | −6,200−89.9% | 減碼 |
| Essential Partners LLC | 736 | $6,999 | 0.00% | −431−36.9% | 減碼 |
| Root Financial Partners, LLC | 780 | $7,418 | 0.00% | +780 | 新進 |
| Aquatic Capital Management LLC | 782 | $7,437 | 0.00% | −8,937−92.0% | 減碼 |
| IFP Advisors, Inc | 799 | $7,598 | 0.00% | +552+223.5% | 加碼 |
| Smartleaf Asset Management LLC | 902 | $8,452 | 0.00% | −8,380−90.3% | 減碼 |
| Marquette Asset Management, LLC | 934 | $8,883 | 0.00% | +300+47.3% | 加碼 |
| Kilter Group LLC | 947 | $9,006 | 0.00% | +929+5,161.1% | 加碼 |
| Sterling Capital Management LLC | 972 | $9,244 | 0.00% | +12+1.3% | 加碼 |
| Farther Finance Advisors, LLC | 1,185 | $1.15 萬 | 0.00% | +417+54.3% | 加碼 |
| Advisory Services Network, LLC | 1,282 | $1.22 萬 | 0.00% | +1,282 | 新進 |
| Rothschild Investment LLC | 1,304 | $1.24 萬 | 0.00% | +394+43.3% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,500 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| RWM Asset Management, LLC | 1,555 | $1.48 萬 | 0.00% | +1,555 | 新進 |
| State of Wyoming | 1,657 | $1.58 萬 | 0.00% | −12,482−88.3% | 減碼 |
| Parallel Advisors, LLC | 1,674 | $1.59 萬 | 0.00% | +426+34.1% | 加碼 |
| Nisa Investment Advisors, LLC | 1,710 | $1.63 萬 | 0.00% | −67−3.8% | 減碼 |
| Group One Trading, L.P. | 1,910 | $1.82 萬 | 0.00% | −2,939−60.6% | 減碼 |
| Optiver Holding B.V. | 2,153 | $2.05 萬 | 0.00% | +2,153 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,390 | $2.27 萬 | 0.00% | +591+32.9% | 加碼 |
| Allworth Financial LP | 2,416 | $2.30 萬 | 0.00% | +1,061+78.3% | 加碼 |
| Quadrant Capital Group LLC | 2,490 | $2.37 萬 | 0.00% | +774+45.1% | 加碼 |
| Larson Financial Group LLC | 2,815 | $2.68 萬 | 0.00% | +2,815 | 新進 |
| US Bancorp | 2,962 | $2.82 萬 | 0.00% | −5,708−65.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,977 | $2.83 萬 | 0.00% | +2,689+933.7% | 加碼 |
| GAMMA Investing LLC | 3,012 | $2.86 萬 | 0.00% | +185+6.5% | 加碼 |
| Jones Financial Companies LLLP | 3,282 | $3.10 萬 | 0.00% | +2,772+543.5% | 加碼 |
| Advisor Group Holdings, Inc. | 3,511 | $3.34 萬 | 0.00% | +467+15.3% | 加碼 |
| Signaturefd, LLC | 4,626 | $4.40 萬 | 0.00% | +3,563+335.2% | 加碼 |
| Simplex Trading, LLC | 5,156 | $4.90 萬 | 0.00% | +3,632+238.3% | 加碼 |
| Covestor Ltd | 6,294 | $6.00 萬 | 0.04% | −1,532−19.6% | 減碼 |
| KBC Group NV | 6,356 | $6.00 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 6,343 | $6.03 萬 | 0.01% | +4,648+274.2% | 加碼 |
| Caitong International Asset Management Co., Ltd | 6,482 | $6.16 萬 | 0.01% | +6,482 | 新進 |
| Royal Bank of Canada | 7,632 | $7.30 萬 | 0.00% | −63,314−89.2% | 減碼 |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $7.50 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 10,437 | $9.93 萬 | 0.01% | +10,437 | 新進 |
| Capstone Investment Advisors, LLC | 10,686 | $10.2 萬 | 0.00% | +10,686 | 新進 |
| PharVision Advisers, LLC | 10,733 | $10.2 萬 | 1.04% | −7,055−39.7% | 減碼 |
| Principal Financial Group Inc | 10,757 | $10.2 萬 | 0.00% | +10,757 | 新進 |
| State of Alaska, Department of Revenue | 10,872 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| CIBC Asset Management Inc | 11,118 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 11,347 | $10.8 萬 | 0.00% | −33,429−74.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 11,465 | $10.9 萬 | 0.00% | −432−3.6% | 減碼 |
| Merit Financial Group, LLC | 11,600 | $11.0 萬 | 0.00% | +11,600 | 新進 |
| DSM Capital Partners LLC | 11,614 | $11.0 萬 | 0.00% | +11,614 | 新進 |
| Ethic Inc. | 11,652 | $11.1 萬 | 0.00% | +11,652 | 新進 |
| Ameritas Investment Partners, Inc. | 11,932 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 11,948 | $11.4 萬 | 0.00% | +11,948 | 新進 |
| Cornerstone Investment Partners, LLC | 12,205 | $11.6 萬 | 0.00% | +12,205 | 新進 |
| Blair William & Co | 12,300 | $11.7 萬 | 0.00% | −1,400−10.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 12,441 | $11.8 萬 | 0.00% | +12,441 | 新進 |
| Numerai GP LLC | 12,886 | $12.3 萬 | 0.01% | +12,886 | 新進 |
| Xponance, Inc. | 13,487 | $12.8 萬 | 0.00% | +1,965+17.1% | 加碼 |
| Bayforest Capital Ltd | 13,862 | $13.2 萬 | 0.15% | +13,862 | 新進 |
| State of Wisconsin Investment Board | 14,085 | $13.4 萬 | 0.00% | +14,085 | 新進 |
| EverSource Wealth Advisors, LLC | 14,379 | $13.7 萬 | 0.00% | +3,768+35.5% | 加碼 |
| Eventide Asset Management, LLC | 15,133 | $14.2 萬 | 0.00% | +15,133 | 新進 |
| Summit Trail Advisors, LLC | 15,071 | $14.3 萬 | 0.00% | +15,071 | 新進 |
| Jain Global LLC | 15,191 | $14.4 萬 | 0.00% | −5,715−27.3% | 減碼 |
| Victory Capital Management Inc | 15,582 | $14.8 萬 | 0.00% | −159,121−91.1% | 減碼 |
| Fox Run Management, L.L.C. | 16,959 | $15.9 萬 | 0.03% | −21,624−56.0% | 減碼 |
| Headlands Technologies LLC | 16,857 | $16.0 萬 | 0.02% | +16,857 | 新進 |
| Cetera Investment Advisers | 17,719 | $16.9 萬 | 0.00% | −13,154−42.6% | 減碼 |
| Inceptionr LLC | 18,350 | $17.5 萬 | 0.04% | −10,829−37.1% | 減碼 |