AvepointAVPT

13F holders, Q2 2026 (June 30)
253holders −2
39new positions
42sold out
7famous investors
$11.21avg. 13F price*

At the end of Q2 2026, 253 institutions reported holding Avepoint Inc. (AVPT) in their 13F filings, down 2 from Q1 2026. 39 opened new positions and 42 sold out. The largest holders were Anchor @ 65 Pte. Ltd. ($223.2M), BlackRock, Inc. ($161.9M) and Vanguard Portfolio Management LLC ($120.6M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Avepoint Inc.
CUSIP
053604104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 139Q1 2024Q2 2024: 175Q2 2024Q3 2024: 187Q3 2024Q4 2024: 238Q4 2024Q1 2025: 254Q1 2025Q2 2025: 245Q2 2025Q3 2025: 240Q3 2025Q4 2025: 252Q4 2025Q1 2026: 255Q1 2026Q2 2026: 253Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions39$45.0M
Exits42$15.4M

All 13F filers, Q1 2026 → Q2 2026: 19,840,183 shares bought and 12,222,081 shares sold, net +7,618,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 253 holders

Anchor @ 65 Pte. Ltd. 62.95% No change 19,910,510 $223.2M
BlackRock, Inc. 0.00% Add +14.3% 14,445,859 $161.9M
Vanguard Portfolio Management LLC 0.01% Reduce -4.9% 10,758,854 $120.6M
Morgan Stanley 0.01% Add +7.6% 8,571,409 $96.1M
Vanguard Capital Management LLC 0.00% Reduce -6.9% 6,467,464 $72.5M
Goldman Sachs Group Inc. 0.01% Add +96.3% 5,059,514 $56.7M
D. E. Shaw & Co. 0.03% Reduce -18.4% 4,493,297 $50.4M
Geode Capital Management, LLC 0.00% Add +12.0% 4,118,372 $46.2M
State Street Corp. 0.00% Add +11.5% 3,916,749 $43.9M
Parsifal Capital Management, LP 5.25% Add +0.4% 3,827,722 $42.9M
Two Sigma Investments, LP 0.03% Add +15.1% 3,325,017 $37.3M
Dimensional Fund Advisors LP 0.01% Add +1.8% 3,322,003 $37.2M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +15.2% 3,080,946 $34.5M
Wellington Management Group LLP 0.01% Add +106.7% 2,776,579 $31.1M
Jennison Associates LLC 0.02% Reduce -27.3% 2,738,972 $30.7M
Citadel Advisors 0.01% Add +411.5% 1,807,042 $20.3M
Norges Bank 0.00% — 1,784,700 $20.0M
Renaissance Technologies 0.03% Reduce -37.2% 1,621,153 $18.2M
AQR Capital Management 0.01% Add +111.3% 1,590,600 $17.8M
Northern Trust Corp. 0.00% Add +19.4% 1,582,172 $17.7M
Qube Research & Technologies Ltd 0.02% Reduce -18.1% 1,557,397 $17.5M
Nuveen, LLC 0.00% Add +4.7% 1,386,513 $15.5M
Prudential PLC 0.10% Reduce -21.6% 1,374,810 $15.2M
Charles Schwab Investment Management Inc. 0.00% Add +4.7% 1,245,912 $14.0M
Vanguard Fiduciary Trust Co. 0.00% Add +2.9% 1,021,389 $11.4M
SG Americas Securities, LLC 0.01% Reduce -57.3% 1,020,666 $11.4M
Federated Hermes, Inc. 0.02% Add +39.6% 1,011,315 $11.3M
Kennedy Capital Management LLC 0.19% New 937,424 $10.5M
Arrowstreet Capital, Limited Partnership 0.00% Add +94.1% 829,841 $9.3M
Marshall Wace, LLP 0.01% Add +119.0% 811,095 $9.1M
Bank of New York Mellon Corp 0.00% Add +0.0% 789,255 $8.8M
BNP Paribas Financial Markets 0.00% Add +6.5% 780,512 $8.7M
Silvercrest Asset Management Group LLC 0.06% Add +31.3% 756,107 $8.5M
Gotham Asset Management 0.02% Reduce -14.9% 689,914 $7.7M
Peregrine Capital Management LLC 0.25% Reduce -4.8% 680,576 $7.6M
Trexquant Investment LP 0.05% Reduce -1.2% 657,370 $7.4M
HRT Financial LP 0.01% Add +677.8% 643,275 $7.2M
Bank of America Corp. 0.00% Reduce -50.4% 621,671 $7.0M
UBS Group AG 0.00% Add +193.1% 599,255 $6.7M
Royce & Associates LP 0.05% New 598,000 $6.7M
HERALD INVESTMENT MANAGEMENT Ltd 0.87% Reduce -25.8% 575,250 $6.4M
Essex Investment Management Co. LLC 0.84% Add +14.7% 571,541 $6.4M
Susquehanna International Group, LLP 0.01% Reduce -16.3% 571,279 $6.4M
Stoic Point Capital Management LLC 5.12% Add +11.8% 543,023 $6.1M
Acadian Asset Management LLC 0.01% New 525,929 $5.9M
Nearwater Capital Markets, Ltd 0.10% New 500,000 $5.6M
Scalar Gauge Management, LLC 2.91% Add +147.4% 470,000 $5.3M
Squarepoint Ops LLC 0.01% Reduce -17.1% 449,555 $5.0M
Voya Investment Management LLC 0.00% Add +3.8% 402,405 $4.5M
JPMorgan Chase & Co. 0.00% Reduce -22.0% 379,597 $4.3M
Manufacturers Life Insurance Company, The 0.00% Add +126.6% 348,993 $3.9M
Deutsche Bank AG 0.00% Add +13.0% 340,628 $3.8M
EFG International AG 0.07% Add +25.3% 322,028 $3.6M
NorthCoast Asset Management LLC 0.08% No change 320,000 $3.6M
MUFG Securities EMEA plc 0.04% No change 317,000 $3.6M
Capitolis Liquid Global Markets LLC 0.02% No change 314,100 $3.5M
Swiss National Bank 0.00% Add +1.5% 281,600 $3.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.2% 280,955 $3.1M
Odyssean, LLC 0.50% Add +106.2% 273,488 $3.1M
Point72 Asset Management 0.00% Reduce -60.9% 272,314 $3.1M
Raymond James Financial Inc. 0.00% Add +21.7% 271,293 $3.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +332.3% 262,200 $2.9M
Algert Global LLC 0.03% Add +96.9% 250,891 $2.8M
ExodusPoint Capital Management, LP 0.03% Add +83.9% 248,553 $2.8M
Balyasny Asset Management L.P. 0.01% New 237,603 $2.7M
Sei Investments Co. 0.00% Add +8.2% 232,438 $2.6M
Nomura Asset Management International Inc. 0.00% Reduce -77.1% 221,317 $2.5M
Rhumbline Advisers 0.00% Add +15.5% 210,516 $2.4M
Brown Capital Management LLC 0.46% Reduce -13.1% 206,292 $2.3M
Alliancebernstein L.P. 0.00% Add +41.3% 227,052 $2.2M
Ingalls & Snyder LLC 0.06% Reduce -1.4% 190,203 $2.1M
Millennium Management 0.00% Reduce -76.4% 188,208 $2.1M
Angeles Wealth Management, LLC 0.10% No change 187,493 $2.1M
California State Teachers Retirement System 0.00% Reduce -2.4% 181,270 $2.0M
CenterBook Partners LP 0.10% Reduce -46.9% 178,829 $2.0M
Scholtz & Company, LLC 0.99% New 176,175 $2.0M
Creative Planning 0.00% Reduce -12.7% 166,288 $1.9M
Wells Fargo & Company 0.00% Add +159.2% 162,328 $1.8M
Barclays PLC 0.00% Reduce -3.5% 160,578 $1.8M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -34.4% 152,298 $1.7M
Legal & General Group Plc 0.00% Add +48.0% 151,788 $1.7M
Brevan Howard Capital Management LP 0.03% Add +9.2% 151,109 $1.7M
Invesco Ltd. 0.00% Add +18.5% 146,736 $1.6M
Ieq Capital, LLC 0.01% Add +88.3% 142,064 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +32.9% 141,173 $1.6M
Register Financial Advisors LLC 0.49% New 141,100 $1.6M
XTX Topco Ltd 0.02% Add +448.0% 140,341 $1.6M
Voleon Capital Management LP 0.03% Reduce -38.7% 126,774 $1.4M
HighTower Advisors, LLC 0.00% Reduce -0.5% 122,082 $1.4M
Legato Capital Management LLC 0.11% Add +36.9% 119,756 $1.3M
Moran Wealth Management, LLC 0.04% Add +35.3% 114,035 $1.3M
Quantinno Capital Management LP 0.00% Add +2.0% 111,490 $1.2M
Manatuck Hill Partners, LLC 0.41% New 110,000 $1.2M
Capital Fund Management S.A. 0.01% Add +17.3% 109,415 $1.2M
Russell Investments Group, Ltd. 0.00% Add +11.2% 107,991 $1.2M
Gsa Capital Partners LLP 0.07% Reduce -2.3% 101,604 $1.1M
MetLife Investment Management, LLC 0.01% Add +20.6% 99,594 $1.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +1.1% 99,040 $1.1M
Cerity Partners LLC 0.00% Add +42.1% 98,195 $1.1M
Citigroup Inc. 0.00% Add +136.1% 97,909 $1.1M

"% of holder's portfolio" is AVPT's weight in each manager's 13F, not the share of Avepoint Inc. the manager owns.

Show all 253 holders