AvepointAVPT
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $45.0M |
| Exits | 42 | $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.