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
Two Sigma Investments, LP 0.00% Reduce -51.4% 42,340 $498K
T. Rowe Price Associates Inc. 0.00% Add +3.4% 41,659 $491K
Cerity Partners LLC 0.00% Add +6.6% 41,499 $488K
Janus Henderson Group PLC 0.00% No change 41,155 $484K
New York State Common Retirement Fund 0.00% Reduce -18.6% 40,553 $477K
Ceera Investments, LLC 0.17% No change 39,440 $464K
FMR LLC 0.00% Add +1253.0% 38,275 $450K
Sheets Smith Wealth Management 0.05% Add +64.8% 37,152 $437K
State of Wisconsin Investment Board 0.00% Reduce -36.7% 36,259 $427K
Petrus Trust Company, LTA 0.04% New 34,360 $404K
Point72 Asset Management 0.00% Reduce -45.0% 33,900 $399K
State of Wyoming 0.06% Add +566.2% 33,649 $396K
Gsa Capital Partners LLP 0.03% New 33,502 $394K
Two Sigma Advisers, LP 0.00% Reduce -11.6% 33,400 $393K
ProShare Advisors LLC 0.00% Add +4.0% 33,102 $390K
Arizona State Retirement System 0.00% Add +3.6% 32,012 $377K
DDD Partners, LLC 0.04% New 31,371 $369K
Teacher Retirement System of Texas 0.00% New 31,152 $367K
Intech Investment Management LLC 0.00% New 29,550 $348K
Creative Planning 0.00% Add +19.1% 29,345 $345K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 28,782 $339K
SG Americas Securities, LLC 0.00% Reduce -4.3% 22,919 $270K
Rockefeller Capital Management L.P. 0.00% Reduce -1.0% 22,756 $268K
Susquehanna International Group, LLP 0.00% Add +12.1% 21,903 $258K
EntryPoint Capital, LLC 0.14% Add +48.4% 20,575 $242K
Bayesian Capital Management, LP 0.03% Add +37.9% 20,373 $240K
US Bancorp \de 0.00% Add +8.0% 18,706 $220K
Unique Wealth, LLC 0.05% No change 18,368 $216K
Versor Investments LP 0.03% Add +4.6% 18,100 $213K
Aigen Investment Management, LP 0.04% Reduce -42.2% 18,063 $213K
Gotham Asset Management 0.00% Add +9.0% 17,540 $206K
Quadrature Capital Ltd 0.00% Reduce -54.3% 16,191 $190K
HSBC Holdings PLC 0.00% Reduce -5.9% 15,792 $185K
XTX Topco Ltd 0.01% New 15,288 $180K
Corton Capital Inc. 0.09% Reduce -48.0% 14,939 $176K
Y-Intercept (Hong Kong) Ltd 0.01% New 14,557 $171K
Entropy Technologies, LP 0.02% Reduce -2.9% 13,316 $157K
Pictet Asset Management Holding SA 0.00% Reduce -35.7% 13,094 $154K
Victory Capital Management Inc. 0.00% Reduce -1.4% 12,558 $148K
Ameritas Investment Partners, Inc. 0.00% No change 12,433 $146K
Arete Wealth Advisors, LLC 0.01% Reduce -9.0% 12,150 $143K
Centiva Capital, LP 0.01% Reduce -80.1% 11,999 $141K
Ameriprise Financial Inc. 0.00% Reduce -2.8% 11,950 $141K
Osaic Holdings, Inc. 0.00% Add +240.5% 11,667 $137K
Vident Advisory, LLC 0.00% New 11,382 $134K
Tower Research Capital LLC (TRC) 0.00% Reduce -52.9% 10,728 $126K
Balboa Wealth Partners 0.03% New 10,614 $125K
LPL Financial LLC 0.00% New 10,535 $124K
Steward Partners Investment Advisory, LLC 0.00% New 8,016 $94K
nVerses Capital, LLC 0.04% Reduce -54.8% 7,500 $88K
Blair William & Co. 0.00% Reduce -39.8% 6,063 $71K
Amalgamated Bank 0.00% No change 4,391 $52K
Pacer Advisors, Inc. 0.00% Add +42.7% 3,399 $40K
Point72 (DIFC) Ltd 0.00% Reduce -89.4% 3,248 $38K
Cwm, LLC 0.00% Add +831.8% 2,842 $33K
Nisa Investment Advisors, LLC 0.00% Add +4.3% 2,625 $31K
National Bank of Canada 0.00% New 2,456 $29K
Comerica Bank 0.00% Add +4.1% 2,087 $25K
Quadrant Capital Group LLC 0.00% Reduce -10.1% 1,830 $22K
GAMMA Investing LLC 0.00% Add +67.9% 1,724 $20K
Parallel Advisors, LLC 0.00% Add +3.0% 1,271 $15K
Point72 Asia (Singapore) Pte. Ltd. 0.00% Reduce -95.4% 1,142 $13K
Aster Capital Management (DIFC) Ltd 0.00% — 853 $10K
Lindbrook Capital, LLC 0.00% Add +2.9% 821 $10K
TD Waterhouse Canada Inc. 0.00% New 587 $7K
Smartleaf Asset Management LLC 0.00% Reduce -8.4% 350 $4K
Washington Trust Advisors, Inc. 0.00% No change 284 $3K
Earned Wealth Advisors, LLC 0.00% New 256 $3K
Signaturefd, LLC 0.00% Add +68.2% 217 $3K
Fifth Third Bancorp 0.00% New 186 $2K
Rothschild Investment LLC 0.00% Add +133.3% 175 $2K
Private Wealth Management Group, LLC 0.00% No change 173 $2K
Sterling Capital Management LLC 0.00% — 129 $2K
Toth Financial Advisory Corp. 0.00% New 120 $1K
Bellevue Asset Management, LLC 0.00% No change 108 $1K
Amundi 0.00% New 89 $1K
PNC Financial Services Group, Inc. 0.00% Add +20.6% 88 $1K
Covestor Ltd 0.00% Reduce -9.6% 122 $1K
Bessemer Group Inc. 0.00% New 125 $1K
Lazard Asset Management LLC 0.00% Reduce -99.0% 97 $1K
Farther Finance Advisors, LLC 0.00% Add +48.6% 52 $612
True Wealth Design, LLC 0.00% Reduce -90.0% 50 $589
Federation des caisses Desjardins du Quebec 0.00% No change 49 $577
Allworth Financial LP 0.00% Reduce -28.8% 42 $495
Principal Securities, Inc. 0.00% No change 21 $247
Hantz Financial Services, Inc. 0.00% New 25 $0
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.