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
Manufacturers Life Insurance Company, The 0.00% Reduce -2.5% 68,288 $1.1M
Two Sigma Advisers, LP 0.00% Add +96.7% 65,700 $1.1M
Intech Investment Management LLC 0.01% Add +120.8% 65,256 $1.1M
Corebridge Financial, Inc. 0.01% Reduce -5.6% 64,037 $1.1M
Los Angeles Capital Management LLC 0.00% New 59,864 $988K
Smith Group Asset Management, LLC 0.07% Add +1.0% 53,831 $889K
Susquehanna Fundamental Investments, LLC 0.01% — 52,600 $868K
STRS Ohio 0.00% Reduce -22.0% 52,100 $860K
Harvest Investment Services, LLC 0.21% New 51,818 $856K
T. Rowe Price Associates Inc. 0.00% Add +23.5% 51,460 $850K
Consolidated Portfolio Review Corp 0.13% Reduce -3.3% 50,249 $830K
Nebula Research & Development LLC 0.10% Reduce -23.6% 49,594 $819K
Moran Wealth Management, LLC 0.03% Add +2.2% 49,571 $818K
Prudential Financial Inc. 0.00% Reduce -56.8% 49,415 $816K
Fox Run Management, L.L.C. 0.14% New 48,093 $794K
Ameriprise Financial Inc. 0.00% Add +282.9% 45,751 $755K
ProShare Advisors LLC 0.00% Add +37.2% 45,409 $750K
Aquatic Capital Management LLC 0.02% New 44,851 $740K
State Board of Administration of Florida Retirement System 0.00% No change 43,900 $725K
Sheets Smith Wealth Management 0.09% Add +17.0% 43,481 $718K
CoreCap Advisors, LLC 0.03% Reduce -26.9% 42,197 $697K
Janus Henderson Group PLC 0.00% No change 41,155 $679K
Occudo Quantitative Strategies LP 0.12% Reduce -60.0% 40,580 $670K
New York State Common Retirement Fund 0.00% No change 40,553 $670K
Ceera Investments, LLC 0.22% No change 39,440 $651K
Aigen Investment Management, LP 0.11% Add +116.9% 39,178 $647K
Group One Trading LLC 0.02% New 36,141 $597K
American Century Companies Inc. 0.00% New 35,008 $578K
Eventide Asset Management, LLC 0.01% New 33,422 $552K
Osaic Holdings, Inc. 0.00% Add +186.1% 33,382 $551K
Versor Investments LP 0.09% Add +75.7% 31,800 $525K
Tidal Investments LLC 0.00% Reduce -42.7% 30,865 $510K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.2% 30,853 $509K
Cerity Partners LLC 0.00% Reduce -0.2% 41,420 $496K
SG Americas Securities, LLC 0.00% Add +31.2% 30,060 $496K
Arizona State Retirement System 0.00% Reduce -6.9% 29,789 $492K
Pinegrove Venture Partners, LLC 0.69% New 29,102 $480K
State of Wisconsin Investment Board 0.00% Reduce -23.2% 27,862 $460K
Handelsbanken Fonder AB 0.00% New 27,700 $457K
Point72 (DIFC) Ltd 0.04% Add +746.6% 27,497 $454K
Creative Planning 0.00% Reduce -6.8% 27,364 $452K
Olympiad Research LP 0.47% New 27,331 $451K
Caxton Associates LP 0.01% Reduce -52.0% 27,168 $449K
Police & Firemen's Retirement System of New Jersey 0.00% — 27,031 $446K
Counterpoint Mutual Funds LLC 0.06% New 26,840 $443K
State of Wyoming 0.06% Reduce -21.7% 26,348 $435K
Prelude Capital Management, LLC 0.04% New 25,964 $429K
Brevan Howard Capital Management LP 0.01% New 25,267 $417K
Algert Global LLC 0.01% Reduce -80.9% 24,259 $401K
Bridgefront Capital, LLC 0.13% New 23,959 $396K
Sheaff Brock Investment Advisors, LLC 0.03% New 22,844 $377K
Rockefeller Capital Management L.P. 0.00% Add +0.1% 22,791 $376K
KLP Kapitalforvaltning As 0.00% — 22,500 $371K
Voleon Capital Management LP 0.03% — 22,202 $367K
M&T Bank Corp 0.00% New 21,424 $354K
Woodline Partners LP 0.00% New 21,188 $350K
Integrated Quantitative Investments LLC 0.17% — 20,394 $337K
MIG Capital, LLC 0.03% New 18,926 $312K
Centiva Capital, LP 0.01% Add +57.2% 18,864 $311K
Corton Capital Inc. 0.18% Add +23.7% 18,482 $305K
Unique Wealth, LLC 0.06% No change 18,368 $303K
Sherbrooke Park Advisers LLC 0.09% New 17,651 $291K
Entropy Technologies, LP 0.03% Add +32.3% 17,616 $291K
Anb Bank 0.13% — 17,496 $289K
Petrus Trust Company, LTA 0.03% Reduce -50.8% 16,919 $279K
Tower Research Capital LLC (TRC) 0.01% Add +53.5% 16,473 $272K
Empirical Asset Management, LLC 0.09% New 15,966 $264K
FMR LLC 0.00% Reduce -58.7% 15,809 $261K
Pictet Asset Management Holding SA 0.00% Add +15.9% 15,183 $251K
Harvest Fund Management Co., Ltd 0.01% Add +43182.9% 15,149 $250K
HSBC Holdings PLC 0.00% Reduce -5.1% 14,983 $247K
AlphaQuest LLC 0.03% Reduce -79.8% 14,634 $242K
Knights of Columbus Asset Advisors LLC 0.02% New 14,407 $238K
Dark Forest Capital Management LP 0.04% New 14,369 $237K
Ameritas Investment Partners, Inc. 0.01% Add +8.4% 13,475 $222K
XTX Topco Ltd 0.02% Reduce -15.5% 12,924 $213K
LPL Financial LLC 0.00% Add +21.3% 12,777 $211K
Virtu Financial LLC 0.01% New 12,635 $209K
Balboa Wealth Partners 0.05% Add +19.1% 12,641 $209K
Victory Capital Management Inc. 0.00% Reduce -0.7% 12,473 $206K
Cibc World Markets Corp. 0.00% New 12,054 $199K
Southland Equity Partners LLC 0.05% New 11,961 $197K
Arete Wealth Advisors, LLC 0.01% Reduce -4.1% 11,650 $192K
Baader Bank Aktiengesellschaft 0.02% New 11,500 $190K
Longboard Asset Management, LP 0.50% — 11,416 $188K
Mariner, LLC 0.00% New 11,059 $183K
Cornerstone Investment Partners, LLC 0.01% New 10,981 $181K
US Bancorp \de 0.00% Reduce -41.3% 10,974 $181K
Envestnet Asset Management Inc. 0.00% New 10,221 $169K
Caitong International Asset Management Co., Ltd 0.16% — 9,997 $165K
Blair William & Co. 0.00% Add +24.7% 7,563 $125K
Steward Partners Investment Advisory, LLC 0.00% Reduce -23.3% 6,151 $102K
Pacer Advisors, Inc. 0.00% Add +29.7% 4,409 $73K
Amalgamated Bank 0.00% No change 4,391 $72K
Cwm, LLC 0.00% Add +23.1% 3,499 $58K
Principal Securities, Inc. 0.00% Add +12961.9% 2,743 $45K
R Squared Ltd 0.04% — 2,735 $45K
Nisa Investment Advisors, LLC 0.00% No change 2,625 $43K
Point72 Hong Kong Ltd 0.00% New 2,398 $40K
Comerica Bank 0.00% Add +4.5% 2,180 $36K
GAMMA Investing LLC 0.00% Add +13.3% 1,954 $32K
Quadrant Capital Group LLC 0.00% Add +6.7% 1,952 $32K
Heck Capital Advisors, LLC 0.00% New 1,741 $29K
Global Retirement Partners, LLC 0.00% New 1,489 $25K
National Bank of Canada 0.00% Reduce -43.6% 1,386 $23K
Parallel Advisors, LLC 0.00% No change 1,271 $21K
Lindbrook Capital, LLC 0.00% No change 821 $14K
MCF Advisors LLC 0.00% New 751 $12K
Smartleaf Asset Management LLC 0.00% Add +11.4% 390 $6K
Amundi 0.00% Add +320.2% 374 $6K
Summit Securities Group LLC 0.00% New 364 $6K
TD Waterhouse Canada Inc. 0.00% Reduce -38.3% 362 $6K
Signaturefd, LLC 0.00% Add +31.8% 286 $5K
Washington Trust Advisors, Inc. 0.00% No change 284 $5K
Covestor Ltd 0.00% Add +103.3% 248 $4K
Rothschild Investment LLC 0.00% Add +22.9% 215 $4K
Quarry LP 0.00% New 180 $3K
Private Wealth Management Group, LLC 0.00% No change 173 $3K
SBI Securities Co., Ltd. 0.00% — 130 $2K
Sterling Capital Management LLC 0.00% No change 129 $2K
Bessemer Group Inc. 0.00% No change 125 $2K
Toth Financial Advisory Corp. 0.00% No change 120 $2K
Fifth Third Bancorp 0.00% Reduce -40.9% 110 $2K
Bellevue Asset Management, LLC 0.00% No change 108 $2K
Globeflex Capital L P 0.00% New 87 $1K
Parkworth Wealth Management, Inc. 0.00% — 70 $1K
EverSource Wealth Advisors, LLC 0.00% New 69 $1K
Bell Investment Advisors, Inc 0.00% New 56 $925
PNC Financial Services Group, Inc. 0.00% Reduce -37.5% 55 $908
Farther Finance Advisors, LLC 0.00% No change 52 $859
True Wealth Design, LLC 0.00% No change 50 $826
Federation des caisses Desjardins du Quebec 0.00% No change 49 $809
Brooklyn Investment Group 0.00% New 48 $793
Allworth Financial LP 0.00% No change 42 $737
IFP Advisors, Inc 0.00% New 15 $248
NewEdge Advisors, LLC 0.00% New 10 $165
Lanark Financial, Inc. 0.00% — 2 $33
Hantz Financial Services, Inc. 0.00% No change 25 $0

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