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 2 季 13F 持有人
AvePoint, Inc. 在 2026/6/30 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
- 253
- 較 2026 年第 1 季 +1 家
- 持有股數
- 1.41 億
- 較 2026 年第 1 季 +945.7 萬 (+7.2%)
- 總市值
- $15.9 億
- 較 2026 年第 1 季 +$3.29 億 (+26.2%)
- 新進機構
- 43
- 另有 119 家加碼
- 清倉機構
- 42
- 另有 67 家減碼
另有 3 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Silver Grove Financial Group, Inc. | 2 | $22 | 0.00% | +2 | 新進 |
| Hughes Financial Services, LLC | 3 | $34 | 0.00% | −1−25.0% | 減碼 |
| Transamerica Financial Advisors, Inc. | 4 | $44 | 0.00% | +4 | 新進 |
| National Bank of Canada | 6 | $67 | 0.00% | −10−62.5% | 減碼 |
| Private Wealth Asset Management, LLC | 20 | $224 | 0.00% | 00.0% | 不變 |
| Godfrey Financial Associates, Inc. | 25 | $280 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 26 | $291 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 29 | $325 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 36 | $405 | 0.00% | +36 | 新進 |
| SBI Securities Co., Ltd. | 39 | $437 | 0.00% | −116−74.8% | 減碼 |
| Fortitude Family Office, LLC | 51 | $572 | 0.00% | +51 | 新進 |
| Bare Financial Services, Inc | 51 | $572 | 0.00% | +51 | 新進 |
| Rialto Wealth Management, LLC | 53 | $595 | 0.00% | +53 | 新進 |
| Fulcrum Asset Management LLP | 70 | $775 | 0.00% | +70 | 新進 |
| SJS Investment Consulting Inc. | 80 | $897 | 0.00% | +46+135.3% | 加碼 |
| Bessemer Group Inc | 115 | $1,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 143 | $1,000 | 0.00% | −54−27.4% | 減碼 |
| North Star Investment Management Corp. | 104 | $1,166 | 0.00% | −390−78.9% | 減碼 |
| Private Wealth Management Group, LLC | 173 | $1,940 | 0.00% | −166−49.0% | 減碼 |
| Harbour Investments, Inc. | 186 | $2,085 | 0.00% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 189 | $2,119 | 0.00% | +136+256.6% | 加碼 |
| UMA Financial Services, Inc. | 194 | $2,175 | 0.00% | −4−2.0% | 減碼 |
| Basecamp Wealth Advisors LLC | 213 | $2,388 | 0.00% | +49+29.9% | 加碼 |
| Caitong International Asset Management Co., Ltd | 223 | $2,500 | 0.00% | −6,259−96.6% | 減碼 |
| Torren Management, LLC | 296 | $3,318 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 408 | $4,574 | 0.00% | −2,407−85.5% | 減碼 |
| Leonteq Securities AG | 452 | $5,067 | 0.00% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 482 | $5,404 | 0.00% | −452−48.4% | 減碼 |
| Clear Street Markets LLC | 512 | $5,740 | 0.00% | +512 | 新進 |
| Quarry LP | 578 | $6,479 | 0.00% | +449+348.1% | 加碼 |
| Bell Investment Advisors, Inc | 582 | $6,525 | 0.00% | +582 | 新進 |
| True Wealth Design, LLC | 595 | $6,670 | 0.00% | +227+61.7% | 加碼 |
| Sterling Capital Management LLC | 596 | $6,681 | 0.00% | −376−38.7% | 減碼 |
| Global Retirement Partners, LLC | 694 | $7,780 | 0.00% | +694 | 新進 |
| Catalyst Capital Advisors LLC | 700 | $7,847 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 902 | $9,985 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 1,071 | $1.20 萬 | 0.01% | +335+45.5% | 加碼 |
| Optiver Holding B.V. | 1,230 | $1.38 萬 | 0.00% | −923−42.9% | 減碼 |
| IFP Advisors, Inc | 1,243 | $1.39 萬 | 0.00% | +444+55.6% | 加碼 |
| Parallel Advisors, LLC | 1,598 | $1.79 萬 | 0.00% | −76−4.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,621 | $1.82 萬 | 0.00% | −769−32.2% | 減碼 |
| Macquarie Group Ltd | 1,679 | $1.88 萬 | 0.00% | +1,678+167,800.0% | 加碼 |
| Walleye Trading LLC | 1,752 | $1.96 萬 | 0.00% | +1,752 | 新進 |
| Rothschild Investment LLC | 1,754 | $1.97 萬 | 0.00% | +450+34.5% | 加碼 |
| Nykredit A/S | 1,794 | $2.01 萬 | 0.00% | +1,794 | 新進 |
| Kilter Group LLC | 1,852 | $2.08 萬 | 0.01% | +905+95.6% | 加碼 |
| Farther Finance Advisors, LLC | 1,878 | $2.10 萬 | 0.00% | +693+58.5% | 加碼 |
| US Bancorp | 2,023 | $2.27 萬 | 0.00% | −939−31.7% | 減碼 |
| Jones Financial Companies LLLP | 2,834 | $3.09 萬 | 0.00% | −448−13.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,060 | $3.43 萬 | 0.00% | +83+2.8% | 加碼 |
| Advisor Group Holdings, Inc. | 3,074 | $3.45 萬 | 0.00% | −437−12.4% | 減碼 |
| GAMMA Investing LLC | 3,814 | $4.28 萬 | 0.00% | +802+26.6% | 加碼 |
| Nisa Investment Advisors, LLC | 4,201 | $4.71 萬 | 0.00% | +2,491+145.7% | 加碼 |
| Signaturefd, LLC | 4,734 | $5.31 萬 | 0.00% | +108+2.3% | 加碼 |
| Fifth Third Bancorp | 4,789 | $5.37 萬 | 0.00% | +4,544+1,854.7% | 加碼 |
| Allworth Financial LP | 5,065 | $5.68 萬 | 0.00% | +2,649+109.6% | 加碼 |
| KBC Group NV | 6,356 | $7.10 萬 | 0.00% | 00.0% | 不變 |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $8.86 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 8,103 | $9.00 萬 | 0.00% | +471+6.2% | 加碼 |
| Versant Capital Management, Inc | 8,044 | $9.02 萬 | 0.01% | +1,701+26.8% | 加碼 |
| Simplex Trading, LLC | 8,902 | $9.98 萬 | 0.00% | +3,746+72.7% | 加碼 |
| Ameriprise Financial Inc | 10,203 | $11.4 萬 | 0.00% | +10,203 | 新進 |
| Ethic Inc. | 10,249 | $11.5 萬 | 0.00% | −1,403−12.0% | 減碼 |
| Centiva Capital, LP | 10,256 | $11.5 萬 | 0.00% | −63,270−86.1% | 減碼 |
| Greenwich Wealth Management LLC | 10,288 | $11.5 萬 | 0.00% | +10,288 | 新進 |
| Summit Trail Advisors, LLC | 10,772 | $12.1 萬 | 0.00% | −4,299−28.5% | 減碼 |
| State of Alaska, Department of Revenue | 10,872 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Greenleaf Trust | 10,912 | $12.2 萬 | 0.00% | +10,912 | 新進 |
| Covestor Ltd | 11,287 | $12.7 萬 | 0.07% | +4,993+79.3% | 加碼 |
| Cornerstone Investment Partners, LLC | 11,649 | $13.1 萬 | 0.00% | −556−4.6% | 減碼 |
| Brighton Jones LLC | 12,412 | $13.9 萬 | 0.00% | +12,412 | 新進 |
| MQS Management LLC | 12,715 | $14.3 萬 | 0.17% | +12,715 | 新進 |
| Principal Financial Group Inc | 12,973 | $14.5 萬 | 0.00% | +2,216+20.6% | 加碼 |
| LPL Financial LLC | 13,305 | $14.9 萬 | 0.00% | +1,958+17.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 15,398 | $17.3 萬 | 0.00% | +3,466+29.0% | 加碼 |
| Axq Capital, LP | 16,436 | $18.4 萬 | 0.02% | +16,436 | 新進 |
| Xponance, Inc. | 16,493 | $18.5 萬 | 0.00% | +3,006+22.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 16,955 | $19.0 萬 | 0.01% | +2,576+17.9% | 加碼 |
| Lighthouse Investment Partners, LLC | 17,740 | $19.9 萬 | 0.01% | −1,995−10.1% | 減碼 |
| Catalyst Funds Management Pty Ltd | 17,801 | $20.0 萬 | 0.01% | +17,801 | 新進 |
| Jain Global LLC | 18,048 | $20.2 萬 | 0.00% | +2,857+18.8% | 加碼 |
| Colony Group, LLC | 18,174 | $20.4 萬 | 0.00% | −8,588−32.1% | 減碼 |
| State of Wisconsin Investment Board | 18,882 | $21.2 萬 | 0.00% | +4,797+34.1% | 加碼 |
| Balboa Wealth Partners | 19,663 | $22.0 萬 | 0.03% | −419−2.1% | 減碼 |
| Papamarkou Wellner Asset Management inc. | 20,270 | $22.7 萬 | 0.14% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 20,650 | $23.1 萬 | 0.00% | −20,632−50.0% | 減碼 |
| CI Private Wealth, LLC | 21,417 | $24.0 萬 | 0.00% | +21,417 | 新進 |
| Merit Financial Group, LLC | 21,446 | $24.0 萬 | 0.00% | +9,846+84.9% | 加碼 |
| Evergreen Capital Management LLC | 22,171 | $24.9 萬 | 0.00% | +333+1.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 23,567 | $26.4 萬 | 0.01% | +4,211+21.8% | 加碼 |
| Walleye Capital LLC | 23,954 | $26.9 萬 | 0.00% | +23,954 | 新進 |
| Keybank National Association | 24,170 | $27.1 萬 | 0.00% | −4,353−15.3% | 減碼 |
| Woodline Partners LP | 24,669 | $27.7 萬 | 0.00% | +24,669 | 新進 |
| M&T Bank Corp | 24,999 | $28.0 萬 | 0.00% | −954−3.7% | 減碼 |
| Advisors Asset Management, Inc. | 25,643 | $28.7 萬 | 0.00% | +6,796+36.1% | 加碼 |
| Captrust Financial Advisors | 25,998 | $29.1 萬 | 0.00% | +14,050+117.6% | 加碼 |
| Caxton Associates LLP | 26,639 | $29.9 萬 | 0.01% | +2,630+11.0% | 加碼 |
| Canada Pension Plan Investment Board | 26,800 | $30.0 萬 | 0.00% | −10,500−28.2% | 減碼 |
| Prudential Financial Inc | 27,885 | $31.3 萬 | 0.00% | +4,450+19.0% | 加碼 |
| Truist Financial Corp | 28,335 | $31.8 萬 | 0.00% | +7,592+36.6% | 加碼 |