AvepointAVPT

13F holders, Q3 2024 (September 30)
187holders +12
32new positions
21sold out
8famous investors
$11.82avg. 13F price*

At the end of Q3 2024, 187 institutions reported holding Avepoint Inc. (AVPT) in their 13F filings, up 12 from Q2 2024. 32 opened new positions and 21 sold out. The largest holders were Anchor IV Pte. Ltd. ($196.2M), Vanguard Group Inc. ($178.1M) and BlackRock, Inc. ($123.7M). 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 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions32$72.0M
Exits21$24.5M

All 13F filers, Q2 2024 → Q3 2024: 12,174,311 shares bought and 5,522,203 shares sold, net +6,652,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 187 holders

Anchor IV Pte. Ltd. 100.00% No change 16,666,600 $196.2M
Vanguard Group Inc. 0.00% Add +1.1% 15,129,317 $178.1M
BlackRock, Inc. 0.00% — 10,509,493 $123.7M
Wellington Management Group LLP 0.01% New 4,097,390 $48.2M
State Street Corp. 0.00% Reduce -5.5% 3,026,622 $35.6M
Geode Capital Management, LLC 0.00% Add +4.9% 2,829,548 $33.3M
Dimensional Fund Advisors LP 0.01% Add +15.8% 2,238,479 $26.3M
Morgan Stanley 0.00% Add +85.1% 1,949,269 $22.9M
Driehaus Capital Management LLC 0.19% Add +13.4% 1,883,991 $22.2M
JPMorgan Chase & Co. 0.00% Add +13.6% 1,536,660 $18.1M
Eagle Asset Management Inc. 0.09% Reduce -4.4% 1,181,404 $17.6M
Macquarie Group Ltd. 0.02% Add +16.7% 1,337,126 $15.7M
Franklin Resources Inc. 0.00% Add +2.3% 1,200,589 $14.8M
Renaissance Technologies 0.02% Add +30.7% 1,126,600 $13.3M
Ashford Capital Management Inc. 1.60% Add +10.0% 1,091,230 $12.8M
Northern Trust Corp. 0.00% Reduce -9.1% 1,060,829 $12.5M
Bank of New York Mellon Corp 0.00% Reduce -36.9% 982,351 $11.6M
Invesco Ltd. 0.00% Add +105.1% 939,427 $11.1M
Federated Hermes, Inc. 0.02% Add +0.2% 936,500 $11.0M
Charles Schwab Investment Management Inc. 0.00% Add +7.6% 897,584 $10.6M
Nuveen Asset Management, LLC 0.00% Reduce -13.8% 890,171 $10.5M
Millennium Management 0.01% Add +13.8% 730,554 $8.6M
EDBI Pte Ltd 11.14% No change 700,000 $8.2M
HERALD INVESTMENT MANAGEMENT Ltd 1.42% No change 700,000 $8.2M
Qube Research & Technologies Ltd 0.01% Add +452.8% 692,394 $8.1M
Cubist Systematic Strategies, LLC 0.12% Add +22.4% 673,492 $7.9M
Goldman Sachs Group Inc. 0.00% Add +1.2% 647,103 $7.6M
Tudor Investment Corporation 0.08% Add +10.5% 630,552 $7.4M
Essex Investment Management Co. LLC 1.22% Reduce -1.9% 592,511 $7.0M
S Squared Technology, LLC 2.87% No change 572,000 $6.7M
Citadel Advisors 0.01% Reduce -37.2% 570,843 $6.7M
Russell Investments Group, Ltd. 0.01% Reduce -15.9% 551,026 $6.5M
Voloridge Investment Management, LLC 0.02% Add +15.6% 476,316 $5.6M
First Trust Advisors LP 0.01% Add +58.9% 460,998 $5.4M
Informed Momentum Co LLC 0.71% Add +0.0% 405,880 $4.8M
Arrowstreet Capital, Limited Partnership 0.00% New 402,145 $4.7M
Bank of America Corp. 0.00% Add +69.0% 398,761 $4.7M
Silvercrest Asset Management Group LLC 0.03% New 344,710 $4.1M
Trexquant Investment LP 0.05% Add +208.8% 330,830 $3.9M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +2.7% 328,012 $3.9M
D. E. Shaw & Co. 0.01% Add +7.3% 310,863 $3.7M
Oberweis Asset Management Inc./ 0.18% No change 296,300 $3.5M
Squarepoint Ops LLC 0.01% Reduce -47.6% 272,175 $3.2M
Walleye Capital LLC 0.03% New 252,345 $3.0M
Acadian Asset Management LLC 0.01% Add +13.6% 245,532 $2.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.1% 232,685 $2.7M
Voya Investment Management LLC 0.00% Add +352.2% 230,638 $2.7M
Swiss National Bank 0.00% No change 217,200 $2.6M
HighTower Advisors, LLC 0.00% Reduce -21.8% 207,513 $2.4M
Barclays PLC 0.00% Add +358.5% 206,358 $2.4M
Sei Investments Co. 0.00% Add +42.9% 206,133 $2.4M
Millrace Asset Group, Inc. 2.44% Reduce -12.3% 204,142 $2.4M
Ingalls & Snyder LLC 0.09% Add +7.1% 197,095 $2.3M
Rhumbline Advisers 0.00% Reduce -6.0% 180,660 $2.1M
Deutsche Bank AG 0.00% Add +195.4% 179,133 $2.1M
Granahan Investment Management, LLC 0.08% Add +369.8% 173,011 $2.0M
Jane Street Group, LLC 0.00% Reduce -26.2% 170,738 $2.0M
Numerai GP LLC 0.53% Add +21.4% 169,665 $2.0M
Calamos Advisors LLC 0.01% Reduce -18.0% 167,532 $2.0M
Alliancebernstein L.P. 0.00% Reduce -7.5% 156,105 $1.8M
Quantbot Technologies LP 0.07% Add +142.8% 153,747 $1.8M
Engineers Gate Manager LP 0.04% New 153,324 $1.8M
Jump Financial, LLC 0.03% Reduce -18.6% 130,463 $1.5M
Legato Capital Management LLC 0.19% Add +19.1% 128,225 $1.5M
PDT Partners, LLC 0.13% No change 127,247 $1.5M
Algert Global LLC 0.04% Add +1041.8% 126,817 $1.5M
Lisanti Capital Growth, LLC 0.36% New 121,000 $1.4M
AQR Capital Management 0.00% Add +65.0% 119,959 $1.4M
Harbor Capital Advisors, Inc. 0.06% New 119,246 $1.4M
Citigroup Inc. 0.00% Add +156.7% 114,486 $1.3M
Prudential Financial Inc. 0.00% Add +205.6% 114,415 $1.3M
Legal & General Group Plc 0.00% Add +3.1% 112,826 $1.3M
California State Teachers Retirement System 0.00% Reduce -2.4% 106,341 $1.3M
UBS Group AG 0.00% Add +58.9% 101,735 $1.2M
Occudo Quantitative Strategies LP 0.22% Add +37.5% 101,430 $1.2M
Diker Management LLC 0.94% No change 100,000 $1.2M
EVR Research LP 0.30% Reduce -88.0% 100,000 $1.2M
Wells Fargo & Company 0.00% Add +0.9% 98,479 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% New 92,908 $1.1M
Royal Bank of Canada 0.00% Add +334.2% 90,527 $1.1M
Verition Fund Management LLC 0.01% Reduce -19.7% 76,948 $906K
D.A. Davidson & Co. 0.01% New 76,341 $899K
MetLife Investment Management, LLC 0.01% No change 73,883 $870K
AlphaQuest LLC 0.08% Add +74.4% 72,586 $854K
Martingale Asset Management L P 0.02% Add +288.6% 72,442 $853K
Manufacturers Life Insurance Company, The 0.00% Add +8.3% 70,013 $824K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -7.2% 69,457 $818K
Principal Financial Group Inc. 0.00% Reduce -21.8% 67,862 $799K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 67,857 $799K
STRS Ohio 0.00% No change 66,800 $786K
Nebula Research & Development LLC 0.09% New 64,878 $764K
CoreCap Advisors, LLC 0.03% New 57,754 $680K
Caxton Associates LP 0.03% Reduce -25.5% 56,622 $666K
CenterBook Partners LP 0.04% Reduce -48.4% 54,716 $644K
Tidal Investments LLC 0.01% Reduce -18.0% 53,834 $634K
Smith Group Asset Management, LLC 0.05% Add +24.9% 53,304 $627K
Consolidated Portfolio Review Corp 0.14% New 51,942 $611K
Moran Wealth Management, LLC 0.02% Add +35.2% 48,488 $571K
ExodusPoint Capital Management, LP 0.01% New 46,942 $553K
State Board of Administration of Florida Retirement System 0.00% No change 43,900 $517K

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

Show all 187 holders