AvepointAVPT

13F holders, Q2 2024 (June 30)
175holders +36
51new positions
16sold out
8famous investors
$10.42avg. 13F price*

At the end of Q2 2024, 175 institutions reported holding Avepoint Inc. (AVPT) in their 13F filings, up 36 from Q1 2024. 51 opened new positions and 16 sold out. The largest holders were Anchor IV Pte. Ltd. ($173.7M), Vanguard Group Inc. ($155.9M) and BlackRock Inc. ($106.1M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions51$75.6M
Exits16$36.1M

All 13F filers, Q1 2024 → Q2 2024: 14,514,392 shares bought and 12,580,074 shares sold, net +1,934,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 175 holders

Anchor IV Pte. Ltd. 100.00% No change 16,666,600 $173.7M
Vanguard Group Inc. 0.00% Reduce -0.6% 14,964,469 $155.9M
BlackRock Inc. 0.00% Reduce -6.8% 10,181,644 $106.1M
State Street Corp. 0.00% Reduce -1.4% 3,201,868 $33.4M
Geode Capital Management, LLC 0.00% Reduce -4.4% 2,696,392 $28.1M
Dimensional Fund Advisors LP 0.01% Add +13.3% 1,932,248 $20.1M
Driehaus Capital Management LLC 0.17% New 1,660,771 $17.3M
Sixth Street Partners Management Company, L.P. 2.26% Reduce -74.1% 1,597,002 $16.6M
Bank of New York Mellon Corp 0.00% Reduce -11.5% 1,555,700 $16.2M
JPMorgan Chase & Co. 0.00% Reduce -11.0% 1,352,299 $14.1M
Eagle Asset Management Inc. 0.07% New 1,236,174 $12.7M
Franklin Resources Inc. 0.00% Reduce -1.5% 1,173,398 $12.2M
Northern Trust Corp. 0.00% Reduce -4.7% 1,167,365 $12.2M
Macquarie Group Ltd. 0.01% New 1,146,171 $11.9M
Morgan Stanley 0.00% Add +147.8% 1,053,253 $11.0M
Nuveen Asset Management, LLC 0.00% Add +180.6% 1,032,396 $10.8M
Ashford Capital Management Inc. 1.40% New 991,725 $10.3M
Federated Hermes, Inc. 0.02% Add +3.6% 934,670 $9.7M
Citadel Advisors 0.01% Add +367695.5% 908,455 $9.5M
Renaissance Technologies 0.02% Add +16.4% 861,900 $9.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.3% 834,261 $8.7M
EVR Research LP 2.58% Reduce -42.8% 830,000 $8.6M
EDBI Pte Ltd 8.25% No change 700,000 $7.3M
HERALD INVESTMENT MANAGEMENT Ltd 1.20% No change 700,000 $7.3M
Russell Investments Group, Ltd. 0.01% Add +247.0% 655,017 $6.8M
Millennium Management 0.01% Add +33.7% 641,862 $6.7M
Goldman Sachs Group Inc. 0.00% Add +129.7% 639,619 $6.7M
Essex Investment Management Co. LLC 1.18% Add +159.4% 604,006 $6.3M
S Squared Technology, LLC 2.63% No change 572,000 $6.0M
Tudor Investment Corporation 0.07% Add +413.2% 570,513 $5.9M
Cubist Systematic Strategies, LLC 0.10% Add +2948.0% 550,350 $5.7M
Squarepoint Ops LLC 0.02% Add +198.2% 519,642 $5.4M
Invesco Ltd. 0.00% Add +324.3% 458,018 $4.8M
Voloridge Investment Management, LLC 0.02% Add +245.5% 411,898 $4.3M
Informed Momentum Co LLC 0.69% New 405,856 $4.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +26.3% 319,392 $3.3M
Oberweis Asset Management Inc./ 0.19% Add +11.1% 296,300 $3.1M
First Trust Advisors LP 0.00% Reduce -41.9% 290,194 $3.0M
D. E. Shaw & Co. 0.00% Add +585.4% 289,669 $3.0M
Marshall Wace, LLP 0.00% New 276,487 $2.9M
HighTower Advisors, LLC 0.00% Reduce -4.8% 265,231 $2.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +49.0% 258,689 $2.7M
Bank of America Corp. 0.00% Add +43.4% 235,948 $2.5M
Millrace Asset Group, Inc. 2.36% Add +31.3% 232,831 $2.4M
Jane Street Group, LLC 0.00% Add +386.4% 231,252 $2.4M
Swiss National Bank 0.00% Reduce -0.9% 217,200 $2.3M
Acadian Asset Management LLC 0.01% New 216,204 $2.3M
Calamos Advisors LLC 0.01% Add +349.9% 204,359 $2.1M
Rhumbline Advisers 0.00% Reduce -5.6% 192,182 $2.0M
Ingalls & Snyder LLC 0.08% Reduce -2.8% 183,989 $1.9M
Alliancebernstein L.P. 0.00% Add +0.1% 168,796 $1.8M
Jump Financial, LLC 0.03% Add +121.3% 160,257 $1.7M
Sei Investments Co. 0.00% New 144,230 $1.5M
Numerai GP LLC 0.53% Reduce -58.5% 139,702 $1.5M
HRT Financial LP 0.01% New 130,579 $1.4M
PDT Partners, LLC 0.13% Add +103.5% 127,247 $1.3M
Qube Research & Technologies Ltd 0.00% Reduce -52.2% 125,248 $1.3M
Legal & General Group Plc 0.00% Add +19.4% 109,470 $1.1M
California State Teachers Retirement System 0.00% Reduce -4.4% 108,987 $1.1M
Legato Capital Management LLC 0.15% No change 107,665 $1.1M
Trexquant Investment LP 0.02% Add +12.8% 107,151 $1.1M
CenterBook Partners LP 0.07% Reduce -73.2% 105,988 $1.1M
Diker Management LLC 0.88% No change 100,000 $1.0M
Wells Fargo & Company 0.00% Add +14.6% 97,577 $1.0M
Verition Fund Management LLC 0.01% New 95,778 $998K
Two Sigma Investments, LP 0.00% Reduce -41.0% 87,074 $907K
Principal Financial Group Inc. 0.00% Add +7.5% 86,724 $904K
Caxton Associates LP 0.03% New 76,025 $792K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 74,842 $780K
MetLife Investment Management, LLC 0.00% Reduce -9.7% 73,883 $770K
Occudo Quantitative Strategies LP 0.14% Reduce -15.9% 73,777 $769K
AQR Capital Management 0.00% Add +16.9% 72,723 $758K
Corebridge Financial, Inc. 0.00% — 68,276 $711K
STRS Ohio 0.00% Reduce -19.6% 66,800 $696K
Tidal Investments LLC 0.01% New 65,621 $684K
Manufacturers Life Insurance Company, The 0.00% Reduce -7.9% 64,661 $674K
UBS Group AG 0.00% Reduce -59.7% 64,012 $667K
Quantbot Technologies LP 0.03% Add +74.9% 63,334 $660K
Point72 Asset Management 0.00% Add +27.8% 61,600 $642K
Deutsche Bank AG 0.00% Reduce -20.6% 60,636 $632K
Centiva Capital, LP 0.03% New 60,207 $627K
State of Wisconsin Investment Board 0.00% Reduce -39.4% 57,256 $597K
Susquehanna Fundamental Investments, LLC 0.01% New 52,600 $548K
Voya Investment Management LLC 0.00% Reduce -1.4% 51,001 $531K
New York State Common Retirement Fund 0.00% Reduce -15.3% 49,853 $519K
Lombard Odier Asset Management (USA) Corp 0.23% New 49,376 $514K
Balyasny Asset Management L.P. 0.00% Reduce -18.8% 49,303 $514K
Barclays PLC 0.00% Reduce -64.3% 45,004 $469K
Citigroup Inc. 0.00% Add +25.6% 44,598 $465K
State Board of Administration of Florida Retirement System 0.00% New 43,900 $457K
Smith Group Asset Management, LLC 0.04% New 42,690 $445K
AlphaQuest LLC 0.06% New 41,618 $434K
Janus Henderson Group PLC 0.00% Reduce -1.5% 41,155 $429K
T. Rowe Price Associates Inc. 0.00% Reduce -5.2% 40,273 $420K
Ceera Investments, LLC 0.17% No change 39,440 $411K
Cerity Partners LLC 0.00% New 38,928 $406K
Two Sigma Advisers, LP 0.00% Reduce -40.3% 37,800 $394K
Prudential Financial Inc. 0.00% Add +262.9% 37,435 $390K
Granahan Investment Management, LLC 0.02% New 36,823 $384K
Moran Wealth Management, LLC 0.01% Add +12.5% 35,870 $374K
Quadrature Capital Ltd 0.01% New 35,393 $369K
Prelude Capital Management, LLC 0.03% New 34,410 $359K
Olympiad Research LP 0.25% New 33,079 $345K
MQS Management LLC 0.20% New 32,278 $336K
ProShare Advisors LLC 0.00% Reduce -6.0% 31,816 $332K
Aigen Investment Management, LP 0.06% Add +18.0% 31,236 $325K
Arizona State Retirement System 0.00% Add +2.0% 30,903 $322K
Point72 (DIFC) Ltd 0.03% Add +4808.0% 30,626 $319K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 28,782 $300K
Corton Capital Inc. 0.16% New 28,740 $299K
Group One Trading LLC 0.01% Add +1631.3% 26,039 $271K
OMERS ADMINISTRATION Corp 0.00% New 25,100 $262K
Point72 Asia (Singapore) Pte. Ltd. 0.05% New 24,747 $258K
Creative Planning 0.00% Add +48.4% 24,647 $257K
SG Americas Securities, LLC 0.00% Add +43.2% 23,949 $250K
Rockefeller Capital Management L.P. 0.00% New 22,986 $240K
Tower Research Capital LLC (TRC) 0.00% New 22,768 $237K
Sheets Smith Wealth Management 0.03% New 22,538 $235K
Royal Bank of Canada 0.00% Add +159.8% 20,849 $217K
Pictet Asset Management Holding SA 0.00% Add +67.7% 20,376 $212K
Cornerstone Investment Partners, LLC 0.01% New 19,647 $205K
Susquehanna International Group, LLP 0.00% Reduce -43.7% 19,541 $204K
Martingale Asset Management L P 0.00% Add +84.6% 18,641 $194K
Unique Wealth, LLC 0.05% No change 18,368 $191K
US Bancorp \de 0.00% Add +1631.5% 17,315 $180K
Versor Investments LP 0.03% Reduce -34.7% 17,300 $180K
Mariner, LLC 0.00% New 17,149 $179K
HSBC Holdings PLC 0.00% Add +1.4% 16,786 $173K
nVerses Capital, LLC 0.10% New 16,600 $173K
Gotham Asset Management 0.00% Add +16.9% 16,088 $168K
Bayesian Capital Management, LP 0.02% Reduce -10.0% 14,773 $154K
EntryPoint Capital, LLC 0.07% New 13,863 $144K
Entropy Technologies, LP 0.02% New 13,716 $143K
Arete Wealth Advisors, LLC 0.01% New 13,355 $139K
Victory Capital Management Inc. 0.00% Reduce -0.7% 12,738 $133K
Simplex Trading, LLC 0.00% Reduce -75.8% 12,688 $132K
Ameritas Investment Partners, Inc. 0.00% Reduce -18.4% 12,433 $130K
Ameriprise Financial Inc. 0.00% New 12,288 $128K
Schonfeld Strategic Advisors LLC 0.00% New 12,211 $127K
PEAK6 Investments LLC 0.01% New 11,528 $120K
Laurion Capital Management LP 0.00% New 11,402 $119K
Algert Global LLC 0.00% New 11,107 $116K
Blair William & Co. 0.00% Add +109.1% 10,063 $105K
Lazard Asset Management LLC 0.00% New 9,490 $98K
Canada Pension Plan Investment Board 0.00% New 8,000 $83K
State of Wyoming 0.01% Reduce -75.3% 5,051 $53K
Amalgamated Bank 0.00% Reduce -13.4% 4,391 $46K
Osaic Holdings, Inc. 0.00% Add +6.6% 3,426 $36K
FMR LLC 0.00% Add +30.5% 2,829 $29K
Nisa Investment Advisors, LLC 0.00% Add +4.3% 2,517 $26K
Pacer Advisors, Inc. 0.00% New 2,382 $25K
Quadrant Capital Group LLC 0.00% Reduce -34.3% 2,035 $21K
Comerica Bank 0.00% Add +349.6% 2,005 $21K
Parallel Advisors, LLC 0.00% Add +12.3% 1,234 $13K
GAMMA Investing LLC 0.00% Add +969.8% 1,027 $11K
Picton Mahoney Asset Management 0.00% New 962 $10K
Lindbrook Capital, LLC 0.00% Add +7.5% 798 $8K
True Wealth Design, LLC 0.00% New 500 $5K
Smartleaf Asset Management LLC 0.00% New 382 $4K
Quarry LP 0.00% Reduce -70.4% 342 $4K
Cwm, LLC 0.00% Add +702.6% 305 $3K
Washington Trust Advisors, Inc. 0.00% No change 284 $3K
Private Wealth Management Group, LLC 0.00% No change 173 $2K
Signaturefd, LLC 0.00% Reduce -77.7% 129 $1K
Venturi Wealth Management, LLC 0.00% New 111 $1K
Bellevue Asset Management, LLC 0.00% New 108 $1K
Covestor Ltd 0.00% Add +62.6% 135 $1K
Summit Securities Group LLC 0.00% New 49 $1K
Rothschild Investment LLC 0.00% Add +400.0% 75 $782
PNC Financial Services Group, Inc. 0.00% Add +92.1% 73 $761
Allworth Financial LP 0.00% New 59 $624
Federation des caisses Desjardins du Quebec 0.00% No change 49 $511
Farther Finance Advisors, LLC 0.00% No change 35 $361
Principal Securities, Inc. 0.00% Reduce -82.6% 21 $219
Harvest Fund Management Co., Ltd 0.00% No change 35 $0

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