AvepointAVPT

13F holders, Q1 2025 (March 31)
254holders +16
46new positions
29sold out
8famous investors
$14.44avg. 13F price*

At the end of Q1 2025, 254 institutions reported holding Avepoint Inc. (AVPT) in their 13F filings, up 16 from Q4 2024. 46 opened new positions and 29 sold out. The largest holders were Anchor @ 65 Pte. Ltd. ($240.7M), Vanguard Group Inc. ($209.8M) and BlackRock, Inc. ($153.8M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions46$53.3M
Exits29$31.1M

All 13F filers, Q4 2024 → Q1 2025: 14,876,713 shares bought and 8,233,463 shares sold, net +6,643,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 254 holders

Anchor @ 65 Pte. Ltd. 51.56% No change 16,666,600 $240.7M
Vanguard Group Inc. 0.00% Reduce -4.9% 14,528,343 $209.8M
BlackRock, Inc. 0.00% Reduce -0.4% 10,648,384 $153.8M
Wellington Management Group LLP 0.02% Add +5.3% 6,770,712 $97.8M
Parsifal Capital Management, LP 7.67% Add +130.3% 5,080,742 $73.4M
Geode Capital Management, LLC 0.00% Add +3.3% 2,942,904 $42.5M
State Street Corp. 0.00% Reduce -1.8% 2,887,603 $41.7M
Jennison Associates LLC 0.02% New 2,122,457 $30.6M
Dimensional Fund Advisors LP 0.01% Reduce -0.5% 2,096,979 $30.3M
Millennium Management 0.03% Add +104.3% 2,058,092 $29.7M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -36.1% 1,711,647 $24.7M
Renaissance Technologies 0.04% Add +47.9% 1,703,539 $24.6M
Invesco Ltd. 0.00% Add +112.8% 1,678,190 $24.2M
Macquarie Group Ltd. 0.03% Add +7.2% 1,640,012 $23.7M
Morgan Stanley 0.00% Add +9.4% 1,464,049 $21.1M
Qube Research & Technologies Ltd 0.03% Add +157.6% 1,396,152 $20.2M
UBS Group AG 0.00% Add +71.7% 1,317,432 $19.0M
Raymond James Financial Inc. 0.01% Add +17.7% 1,287,819 $18.6M
Franklin Resources Inc. 0.01% Add +14.2% 1,236,740 $17.9M
Northern Trust Corp. 0.00% Add +4.2% 1,208,841 $17.5M
Driehaus Capital Management LLC 0.16% Add +10.5% 1,124,918 $16.2M
Nuveen, LLC 0.00% — 1,032,308 $14.9M
Trexquant Investment LP 0.17% Add +70.7% 1,005,328 $14.5M
Federated Hermes, Inc. 0.03% Reduce -5.0% 906,934 $13.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.7% 902,968 $13.0M
Ashford Capital Management Inc. 1.66% Reduce -19.8% 888,840 $12.8M
Gotham Asset Management 0.10% Add +1.7% 855,400 $12.4M
Voloridge Investment Management, LLC 0.05% Reduce -12.0% 849,430 $12.3M
Bank of New York Mellon Corp 0.00% Reduce -19.0% 773,641 $11.2M
Goldman Sachs Group Inc. 0.00% Add +11.2% 759,647 $11.0M
Cubist Systematic Strategies, LLC 0.14% Add +40.2% 751,232 $10.8M
HERALD INVESTMENT MANAGEMENT Ltd 1.90% No change 700,000 $10.1M
Next Century Growth Investors LLC 0.86% Add +9.6% 666,684 $9.6M
JPMorgan Chase & Co. 0.00% Reduce -64.3% 591,498 $8.5M
Tudor Investment Corporation 0.07% Add +119.9% 582,703 $8.4M
Marshall Wace, LLP 0.01% Reduce -22.0% 535,559 $7.7M
BNP Paribas Financial Markets 0.01% Add +13.4% 530,720 $7.7M
Voya Investment Management LLC 0.01% Add +16.6% 523,149 $7.6M
Essex Investment Management Co. LLC 1.57% Reduce -4.8% 519,629 $7.5M
Norges Bank 0.00% Reduce -7.0% 515,700 $7.4M
Pinebridge Investments, L.P. 0.06% New 478,447 $6.9M
Bank of America Corp. 0.00% Reduce -6.9% 391,212 $5.6M
Squarepoint Ops LLC 0.01% Add +10.6% 382,518 $5.5M
Engineers Gate Manager LP 0.09% Reduce -2.8% 378,573 $5.5M
First Trust Advisors LP 0.00% Reduce -10.3% 377,340 $5.4M
Two Sigma Investments, LP 0.01% Add +242.4% 370,453 $5.3M
Jane Street Group, LLC 0.01% Add +137.7% 355,972 $5.1M
Silvercrest Asset Management Group LLC 0.03% Reduce -2.8% 331,986 $4.8M
Russell Investments Group, Ltd. 0.01% Reduce -19.1% 331,013 $4.8M
AQR Capital Management 0.00% Add +118.5% 323,055 $4.7M
Two Sigma Advisers, LP 0.01% Add +363.0% 304,200 $4.4M
Scalar Gauge Management, LLC 2.66% Reduce -50.3% 300,784 $4.3M
Oberweis Asset Management Inc./ 0.21% No change 296,300 $4.3M
D. E. Shaw & Co. 0.01% Reduce -53.1% 286,587 $4.1M
PDT Partners, LLC 0.28% Add +71.6% 277,804 $4.0M
Susquehanna International Group, LLP 0.01% Add +182.2% 268,762 $3.9M
Citadel Advisors 0.00% Reduce -14.8% 256,572 $3.7M
Global IMC LLC 0.98% Reduce -14.7% 248,942 $3.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -6.3% 246,480 $3.6M
Swiss National Bank 0.00% Reduce -1.1% 199,800 $2.9M
Ingalls & Snyder LLC 0.09% Add +6.0% 191,885 $2.8M
Rhumbline Advisers 0.00% Add +3.8% 189,903 $2.7M
Victory Capital Management Inc. 0.00% Add +1421.5% 189,770 $2.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -37.6% 174,854 $2.5M
Informed Momentum Co LLC 0.43% Reduce -37.6% 172,660 $2.5M
Acadian Asset Management LLC 0.01% Reduce -48.9% 165,421 $2.4M
Barclays PLC 0.00% Reduce -28.9% 163,789 $2.4M
HighTower Advisors, LLC 0.00% Add +4.2% 144,179 $2.1M
Calamos Advisors LLC 0.01% Reduce -10.3% 142,166 $2.1M
Alliancebernstein L.P. 0.00% Add +5.4% 129,274 $1.9M
Wells Fargo & Company 0.00% Add +2.6% 126,662 $1.8M
Legal & General Group Plc 0.00% Reduce -0.4% 123,994 $1.8M
FMR LLC 0.00% Add +683.8% 123,911 $1.8M
Deutsche Bank AG 0.00% Reduce -6.6% 116,063 $1.7M
Citigroup Inc. 0.00% Reduce -10.8% 110,824 $1.6M
Granahan Investment Management, LLC 0.08% Reduce -19.3% 110,749 $1.6M
Hussman Strategic Advisors, Inc. 0.37% New 105,000 $1.5M
Numerai GP LLC 0.28% Add +42.9% 102,878 $1.5M
Sheets Smith Investment Management 1.47% Reduce -0.3% 102,007 $1.5M
Semanteon Capital Management, LP 0.79% New 100,112 $1.4M
Occudo Quantitative Strategies LP 0.19% Add +137.5% 96,389 $1.4M
CenterBook Partners LP 0.09% New 97,479 $1.4M
California State Teachers Retirement System 0.00% Reduce -2.9% 95,135 $1.4M
Sei Investments Co. 0.00% Reduce -42.2% 92,210 $1.3M
Balyasny Asset Management L.P. 0.00% Reduce -44.6% 86,700 $1.3M
Verition Fund Management LLC 0.01% Add +5.0% 84,798 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -16.8% 82,781 $1.2M
HRT Financial LP 0.01% New 81,075 $1.2M
Legato Capital Management LLC 0.16% Reduce -27.2% 80,603 $1.2M
Twinbeech Capital LP 0.02% New 80,079 $1.2M
Intech Investment Management LLC 0.01% Add +20.2% 78,453 $1.1M
Principal Financial Group Inc. 0.00% Add +5.9% 78,396 $1.1M
Canada Pension Plan Investment Board 0.00% Reduce -21.5% 78,200 $1.1M
MetLife Investment Management, LLC 0.01% Reduce -1.5% 76,803 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 76,639 $1.1M
Dark Forest Capital Management LP 0.05% Add +428.3% 75,917 $1.1M
D.A. Davidson & Co. 0.01% Reduce -2.3% 74,975 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -51.6% 73,850 $1.1M
Royal Bank of Canada 0.00% Add +0.2% 72,493 $1.0M
Capital Fund Management S.A. 0.01% New 71,314 $1.0M

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

Show all 254 holders