AvepointAVPT

13F holders, Q1 2024 (March 31)
139holders
8famous investors
$7.92avg. 13F price*

At the end of Q1 2024, 139 institutions reported holding Avepoint Inc. (AVPT) in their 13F filings. The largest holders were Anchor IV Pte. Ltd. ($132.0M), Vanguard Group Inc. ($119.2M) and BlackRock Inc. ($86.5M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium 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 2024

InstitutionsTotal Value
New Positions28$18.2M
Exits17$5.8M

Ownership 139 holders

Anchor IV Pte. Ltd. 100.00% No change 16,666,600 $132.0M
Vanguard Group Inc. 0.00% Add +3.7% 15,050,278 $119.2M
BlackRock Inc. 0.00% Reduce -1.1% 10,918,656 $86.5M
Sixth Street Partners Management Company, L.P. 5.67% Reduce -16.1% 6,156,842 $48.8M
Monarch Alternative Capital LP 35.35% Reduce -21.0% 3,655,597 $29.0M
State Street Corp. 0.00% Add +2.9% 3,247,617 $25.7M
Geode Capital Management, LLC 0.00% Add +2.4% 2,820,404 $22.3M
Bank of New York Mellon Corp 0.00% Reduce -3.6% 1,758,667 $13.9M
Dimensional Fund Advisors LP 0.00% Add +24.7% 1,704,924 $13.5M
JPMorgan Chase & Co. 0.00% Add +3.2% 1,520,100 $12.0M
EVR Research LP 2.57% Reduce -9.4% 1,450,000 $11.5M
Northern Trust Corp. 0.00% Reduce -2.9% 1,225,505 $9.7M
Franklin Resources Inc. 0.00% Reduce -3.5% 1,191,795 $9.4M
Federated Hermes, Inc. 0.02% Add +2.6% 901,849 $7.1M
Charles Schwab Investment Management Inc. 0.00% Add +0.9% 862,978 $6.8M
Renaissance Technologies 0.01% Reduce -14.7% 740,700 $5.9M
EDBI Pte Ltd 6.24% No change 700,000 $5.5M
HERALD INVESTMENT MANAGEMENT Ltd 0.90% Add +64.7% 700,000 $5.5M
S Squared Technology, LLC 2.08% New 572,000 $4.5M
First Trust Advisors LP 0.00% Reduce -17.5% 499,183 $4.0M
Millennium Management 0.00% Add +80.2% 480,103 $3.8M
Morgan Stanley 0.00% Reduce -41.6% 425,061 $3.4M
CenterBook Partners LP 0.22% Add +195.7% 395,053 $3.1M
Nuveen Asset Management, LLC 0.00% Reduce -3.3% 367,989 $2.9M
Numerai GP LLC 1.15% Add +52.9% 336,440 $2.7M
HighTower Advisors, LLC 0.00% Add +0.1% 278,655 $2.2M
Goldman Sachs Group Inc. 0.00% Reduce -10.1% 278,461 $2.2M
Oberweis Asset Management Inc./ 0.15% Add +10.7% 266,800 $2.1M
Qube Research & Technologies Ltd 0.00% Add +40515.8% 261,972 $2.1M
ExodusPoint Capital Management, LP 0.03% New 257,383 $2.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +40.4% 252,874 $2.0M
Essex Investment Management Co. LLC 0.36% New 232,877 $1.8M
Swiss National Bank 0.00% No change 219,200 $1.7M
Rhumbline Advisers 0.00% Add +1.3% 203,648 $1.6M
G2 Investment Partners Management LLC 0.42% New 200,000 $1.6M
Ingalls & Snyder LLC 0.07% Add +7.3% 189,219 $1.5M
Russell Investments Group, Ltd. 0.00% Reduce -56.8% 188,748 $1.5M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -34.2% 180,001 $1.4M
Millrace Asset Group, Inc. 1.41% New 177,350 $1.4M
Squarepoint Ops LLC 0.01% New 174,272 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 173,623 $1.4M
Alliancebernstein L.P. 0.00% Reduce -0.0% 168,584 $1.3M
Bank of America Corp. 0.00% Reduce -25.3% 164,521 $1.3M
UBS Group AG 0.00% Reduce -5.8% 158,903 $1.3M
Two Sigma Investments, LP 0.00% Add +131.8% 147,637 $1.2M
Barclays PLC 0.00% Reduce -44.2% 126,039 $998K
Credit Suisse AG/ 0.00% No change 122,003 $966K
Voloridge Investment Management, LLC 0.00% Add +739.3% 119,208 $944K
California State Teachers Retirement System 0.00% Reduce -7.6% 114,027 $903K
Tudor Investment Corporation 0.01% New 111,172 $880K
Invesco Ltd. 0.00% Reduce -17.2% 107,954 $855K
Legato Capital Management LLC 0.10% New 107,665 $853K
Diker Management LLC 0.64% New 100,000 $792K
Trexquant Investment LP 0.01% Add +87.5% 94,978 $752K
State of Wisconsin Investment Board 0.00% Add +794.8% 94,405 $748K
Legal & General Group Plc 0.00% Reduce -7.6% 91,672 $726K
Occudo Quantitative Strategies LP 0.12% Reduce -16.8% 87,740 $695K
Wells Fargo & Company 0.00% Reduce -9.5% 85,159 $674K
STRS Ohio 0.00% Reduce -6.0% 83,100 $658K
MetLife Investment Management, LLC 0.00% No change 81,854 $648K
Principal Financial Group Inc. 0.00% Add +370.3% 80,697 $639K
Deutsche Bank AG 0.00% Add +2.6% 76,373 $605K
American International Group, Inc. 0.00% Reduce -0.8% 73,221 $580K
Jump Financial, LLC 0.02% Reduce -21.6% 72,403 $573K
Manufacturers Life Insurance Company, The 0.00% Add +0.8% 70,239 $556K
Thompson Siegel & Walmsley LLC 0.01% Reduce -35.6% 65,000 $515K
Two Sigma Advisers, LP 0.00% New 63,300 $501K
PDT Partners, LLC 0.05% New 62,523 $495K
AQR Capital Management 0.00% Add +68.3% 62,200 $493K
Balyasny Asset Management L.P. 0.00% New 60,697 $481K
New York State Common Retirement Fund 0.00% Reduce -1.5% 58,823 $466K
Simplex Trading, LLC 0.01% Add +10.4% 52,470 $415K
Voya Investment Management LLC 0.00% Reduce -17.1% 51,701 $409K
Point72 Asset Management 0.00% Add +569.4% 48,200 $382K
Jane Street Group, LLC 0.00% Reduce -63.3% 47,544 $377K
Calamos Advisors LLC 0.00% Reduce -70.4% 45,419 $360K
T. Rowe Price Associates Inc. 0.00% Add +14.3% 42,464 $337K
D. E. Shaw & Co. 0.00% Reduce -35.9% 42,263 $335K
Boothbay Fund Management, LLC 0.01% New 41,740 $331K
Janus Henderson Group PLC 0.00% Reduce -0.0% 41,767 $330K
Ceera Investments, LLC 0.14% No change 39,440 $312K
Quantbot Technologies LP 0.02% Reduce -6.7% 36,212 $287K
Citigroup Inc. 0.00% Add +68.9% 35,519 $281K
Susquehanna International Group, LLP 0.00% Reduce -70.5% 34,713 $275K
ProShare Advisors LLC 0.00% Add +12.4% 33,857 $268K
Bailard, Inc. 0.01% New 32,000 $253K
Moran Wealth Management, LLC 0.01% Add +23.0% 31,877 $252K
Arizona State Retirement System 0.00% Reduce -2.6% 30,285 $240K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 28,782 $228K
Versor Investments LP 0.04% New 26,500 $210K
Aigen Investment Management, LP 0.05% Reduce -11.7% 26,475 $210K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -24.9% 53,334 $208K
State of Wyoming 0.03% Add +265.2% 20,448 $162K
Unique Wealth, LLC 0.04% No change 18,368 $145K
Cubist Systematic Strategies, LLC 0.00% Reduce -92.4% 18,056 $143K
SG Americas Securities, LLC 0.00% Add +44.2% 16,727 $132K
Creative Planning 0.00% Add +50.5% 16,608 $132K
HSBC Holdings PLC 0.00% New 16,552 $131K
Bayesian Capital Management, LP 0.01% New 16,417 $130K
Ameritas Investment Partners, Inc. 0.00% No change 15,239 $121K

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

Show all 139 holders