AvepointAVPT

13F holders, Q4 2024 (December 31)
238holders +51
54new positions
14sold out
8famous investors
$16.51avg. 13F price*

At the end of Q4 2024, 238 institutions reported holding Avepoint Inc. (AVPT) in their 13F filings, up 51 from Q3 2024. 54 opened new positions and 14 sold out. The largest holders were Anchor @ 65 Pte. Ltd. ($275.2M), Vanguard Group Inc. ($252.3M) and BlackRock, Inc. ($176.4M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions54$118.7M
Exits14$4.1M

All 13F filers, Q3 2024 → Q4 2024: 17,231,438 shares bought and 4,736,827 shares sold, net +12,494,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 238 holders

Anchor @ 65 Pte. Ltd. 67.32% — 16,666,600 $275.2M
Vanguard Group Inc. 0.00% Add +1.0% 15,280,202 $252.3M
BlackRock, Inc. 0.00% Add +1.7% 10,687,186 $176.4M
Wellington Management Group LLP 0.02% Add +56.9% 6,430,203 $106.2M
State Street Corp. 0.00% Reduce -2.8% 2,940,951 $48.6M
Geode Capital Management, LLC 0.00% Add +0.7% 2,850,268 $47.1M
Arrowstreet Capital, Limited Partnership 0.04% Add +566.0% 2,678,403 $44.2M
Parsifal Capital Management, LP 3.04% New 2,205,900 $36.4M
Dimensional Fund Advisors LP 0.01% Reduce -5.8% 2,108,161 $34.8M
JPMorgan Chase & Co. 0.00% Add +7.9% 1,657,804 $27.4M
Macquarie Group Ltd. 0.03% Add +14.5% 1,530,536 $25.3M
Morgan Stanley 0.00% Reduce -31.3% 1,338,774 $22.1M
Northern Trust Corp. 0.00% Add +9.4% 1,160,554 $19.2M
Renaissance Technologies 0.03% Add +2.2% 1,151,600 $19.0M
Ashford Capital Management Inc. 2.16% Add +1.6% 1,108,720 $18.3M
Raymond James Financial Inc. 0.01% — 1,094,317 $18.1M
Franklin Resources Inc. 0.01% Reduce -9.8% 1,083,074 $17.9M
Nuveen Asset Management, LLC 0.00% Add +15.8% 1,030,872 $17.0M
Driehaus Capital Management LLC 0.14% Reduce -45.9% 1,018,405 $16.8M
Millennium Management 0.01% Add +37.9% 1,007,592 $16.6M
Voloridge Investment Management, LLC 0.06% Add +102.6% 965,022 $15.9M
Bank of New York Mellon Corp 0.00% Reduce -2.7% 955,394 $15.8M
Federated Hermes, Inc. 0.03% Add +2.0% 955,089 $15.8M
Charles Schwab Investment Management Inc. 0.00% Add +2.3% 918,345 $15.2M
Gotham Asset Management 0.13% Add +4694.5% 840,963 $13.9M
Invesco Ltd. 0.00% Reduce -16.1% 788,519 $13.0M
UBS Group AG 0.00% Add +654.2% 767,263 $12.7M
EDBI Pte Ltd 12.24% No change 700,000 $11.6M
HERALD INVESTMENT MANAGEMENT Ltd 1.89% No change 700,000 $11.5M
Marshall Wace, LLP 0.01% New 686,976 $11.3M
Goldman Sachs Group Inc. 0.00% Add +5.6% 683,244 $11.3M
D. E. Shaw & Co. 0.01% Add +96.5% 610,729 $10.1M
Next Century Growth Investors LLC 0.75% New 608,340 $10.0M
Scalar Gauge Management, LLC 4.61% New 604,776 $10.0M
Trexquant Investment LP 0.11% Add +78.0% 588,859 $9.7M
S Squared Technology, LLC 3.92% No change 572,000 $9.4M
Norges Bank 0.00% New 554,700 $9.2M
Essex Investment Management Co. LLC 1.62% Reduce -7.9% 545,745 $9.0M
Qube Research & Technologies Ltd 0.01% Reduce -21.7% 542,010 $8.9M
Cubist Systematic Strategies, LLC 0.14% Reduce -20.4% 535,973 $8.8M
BNP Paribas Financial Markets 0.01% New 467,936 $7.7M
Voya Investment Management LLC 0.01% Add +94.5% 448,532 $7.4M
First Trust Advisors LP 0.01% Reduce -8.8% 420,550 $6.9M
Bank of America Corp. 0.00% Add +5.4% 420,144 $6.9M
Russell Investments Group, Ltd. 0.01% Reduce -25.8% 409,052 $6.8M
Engineers Gate Manager LP 0.11% Add +153.9% 389,322 $6.4M
Neo Ivy Capital Management 1.25% New 377,301 $6.2M
Squarepoint Ops LLC 0.01% Add +27.1% 345,898 $5.7M
Silvercrest Asset Management Group LLC 0.04% Reduce -1.0% 341,361 $5.6M
Acadian Asset Management LLC 0.02% Add +31.8% 323,677 $5.3M
Citadel Advisors 0.00% Reduce -47.3% 300,961 $5.0M
Oberweis Asset Management Inc./ 0.23% No change 296,300 $4.9M
Global IMC LLC 0.86% New 291,918 $4.8M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -14.6% 280,114 $4.6M
Informed Momentum Co LLC 0.65% Reduce -31.8% 276,929 $4.6M
Tudor Investment Corporation 0.05% Reduce -58.0% 264,981 $4.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +13.1% 263,084 $4.3M
Barclays PLC 0.00% Add +11.6% 230,341 $3.8M
Jump Financial, LLC 0.08% Add +72.1% 224,472 $3.7M
Quantbot Technologies LP 0.12% Add +32.1% 203,076 $3.4M
Swiss National Bank 0.00% Reduce -7.0% 202,000 $3.3M
Rhumbline Advisers 0.00% Add +1.3% 182,990 $3.0M
Ingalls & Snyder LLC 0.12% Reduce -8.1% 181,110 $3.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 179,100 $3.0M
PDT Partners, LLC 0.24% Add +27.2% 161,892 $2.7M
Sei Investments Co. 0.00% Reduce -22.6% 159,521 $2.6M
Calamos Advisors LLC 0.02% Reduce -5.4% 158,427 $2.6M
Balyasny Asset Management L.P. 0.01% New 156,479 $2.6M
Teacher Retirement System of Texas 0.01% Add +390.3% 152,728 $2.5M
Jane Street Group, LLC 0.00% Reduce -12.3% 149,787 $2.5M
AQR Capital Management 0.00% Add +23.3% 147,861 $2.4M
HighTower Advisors, LLC 0.00% Reduce -33.3% 138,318 $2.3M
Granahan Investment Management, LLC 0.09% Reduce -20.6% 137,306 $2.3M
Lisanti Capital Growth, LLC 0.51% Add +6.2% 128,550 $2.1M
Schonfeld Strategic Advisors LLC 0.01% New 125,233 $2.1M
Legal & General Group Plc 0.00% Add +10.4% 124,513 $2.1M
Citigroup Inc. 0.00% Add +8.5% 124,264 $2.1M
Deutsche Bank AG 0.00% Reduce -30.7% 124,210 $2.1M
Wells Fargo & Company 0.00% Add +25.4% 123,506 $2.0M
Point72 Asset Management 0.01% Add +263.8% 123,340 $2.0M
Alliancebernstein L.P. 0.00% Reduce -21.4% 122,654 $2.0M
Harbor Capital Advisors, Inc. 0.09% Add +1.8% 121,358 $2.0M
Legato Capital Management LLC 0.24% Reduce -13.7% 110,687 $1.8M
Two Sigma Investments, LP 0.00% Add +155.5% 108,192 $1.8M
Atom Investors LP 0.21% New 104,507 $1.7M
Sheets Smith Investment Management 1.43% — 102,310 $1.7M
Diker Management LLC 1.43% No change 100,000 $1.7M
Canada Pension Plan Investment Board 0.00% New 99,600 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% Add +7.1% 99,523 $1.6M
California State Teachers Retirement System 0.00% Reduce -7.9% 97,946 $1.6M
Walleye Capital LLC 0.02% Reduce -61.6% 96,807 $1.6M
Susquehanna International Group, LLP 0.00% Add +334.8% 95,231 $1.6M
Verition Fund Management LLC 0.01% Add +5.0% 80,796 $1.3M
MetLife Investment Management, LLC 0.01% Add +5.5% 77,985 $1.3M
D.A. Davidson & Co. 0.01% Add +0.5% 76,706 $1.3M
Martingale Asset Management L P 0.03% Add +3.0% 74,651 $1.2M
Principal Financial Group Inc. 0.00% Add +9.1% 74,048 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.5% 73,299 $1.2M
Royal Bank of Canada 0.00% Reduce -20.1% 72,347 $1.2M
Numerai GP LLC 0.33% Reduce -57.6% 71,974 $1.2M

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

Show all 238 holders