AvepointAVPT
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $75.6M |
| Exits | 16 | $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.