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
Cerity Partners LLC 0.00% Add +70.1% 70,454 $1.0M
Brevan Howard Capital Management LP 0.03% Add +176.9% 69,959 $1.0M
EFG Asset Management (North America) Corp. 0.17% New 69,072 $1000K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.6% 67,893 $980K
Martingale Asset Management L P 0.02% Reduce -9.1% 67,851 $980K
Nebula Research & Development LLC 0.09% Add +36.5% 67,721 $978K
Jump Financial, LLC 0.01% Reduce -70.3% 66,726 $964K
American Century Companies Inc. 0.00% Add +83.9% 64,373 $930K
Harbor Capital Advisors, Inc. 0.04% Reduce -47.0% 64,268 $928K
Corebridge Financial, Inc. 0.01% Reduce -1.5% 63,102 $911K
T. Rowe Price Associates Inc. 0.00% Add +8.4% 55,777 $806K
Los Angeles Capital Management LLC 0.00% Reduce -8.2% 54,955 $794K
STRS Ohio 0.00% Add +4.6% 54,500 $787K
Smith Group Asset Management, LLC 0.06% Add +0.3% 53,999 $780K
Susquehanna Fundamental Investments, LLC 0.01% No change 52,600 $760K
Focus Partners Wealth 0.00% New 51,034 $737K
CoreCap Advisors, LLC 0.03% Add +16.9% 49,307 $712K
Creative Planning 0.00% Add +78.8% 48,920 $706K
Moran Wealth Management, LLC 0.02% Reduce -3.9% 47,630 $688K
Aigen Investment Management, LP 0.11% Add +16.9% 45,799 $661K
Schonfeld Strategic Advisors LLC 0.00% Reduce -63.5% 45,711 $660K
State Board of Administration of Florida Retirement System 0.00% No change 43,900 $634K
Sheets Smith Wealth Management 0.08% No change 43,481 $628K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +38.6% 42,772 $618K
Pinnacle Wealth Management, LLC 0.69% New 42,150 $609K
Janus Henderson Group PLC 0.00% No change 41,155 $602K
New York State Common Retirement Fund 0.00% No change 40,553 $586K
Handelsbanken Fonder AB 0.00% Add +42.6% 39,500 $570K
Ceera Investments, LLC 0.20% No change 39,440 $570K
Cetera Investment Advisers 0.00% New 38,507 $556K
ProShare Advisors LLC 0.00% Reduce -18.5% 37,018 $535K
EntryPoint Capital, LLC 0.24% New 36,373 $525K
Ameriprise Financial Inc. 0.00% Reduce -23.2% 35,126 $507K
Petrus Trust Company, LTA 0.05% Add +106.1% 34,864 $503K
Jain Global LLC 0.01% New 34,682 $501K
Prudential Financial Inc. 0.00% Reduce -32.5% 33,355 $482K
Entropy Technologies, LP 0.05% Add +88.1% 33,136 $478K
Pinegrove Venture Partners, LLC 1.38% Add +11.0% 32,310 $467K
SG Americas Securities, LLC 0.00% Add +3.1% 30,982 $447K
Fox Run Management, L.L.C. 0.07% Reduce -36.4% 30,612 $442K
Papamarkou Wellner Asset Management inc. 0.31% New 30,400 $439K
DC Investments Management, LLC 0.22% New 29,817 $431K
Arizona State Retirement System 0.00% Reduce -0.9% 29,523 $426K
Police & Firemen's Retirement System of New Jersey 0.00% Add +5.8% 28,598 $413K
Cibc World Markets Corp. 0.00% Add +137.1% 28,581 $413K
XTX Topco Ltd 0.02% Add +118.9% 28,293 $409K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 27,500 $397K
Counterpoint Mutual Funds LLC 0.06% Add +1.9% 27,349 $395K
State of Wyoming 0.05% Add +3.0% 27,128 $392K
SummitTX Capital, L.P. 0.02% — 25,163 $363K
Allianz Asset Management GmbH 0.00% New 25,100 $362K
Caxton Associates LLP 0.01% — 24,323 $351K
Sheaff Brock Investment Advisors, LLC 0.03% Add +4.9% 23,961 $346K
Centiva Capital, LP 0.02% Add +23.3% 23,262 $336K
M&T Bank Corp 0.00% Add +3.0% 22,058 $319K
Keybank National Association 0.00% New 21,397 $309K
Integrated Quantitative Investments LLC 0.14% Reduce -0.1% 20,366 $294K
CSS LLC 0.06% New 20,000 $289K
KLP Kapitalforvaltning As 0.00% Reduce -14.7% 19,200 $277K
Dynamic Technology Lab Private Ltd 0.04% New 19,094 $276K
Atom Investors LP 0.03% Reduce -82.0% 18,764 $271K
Unique Wealth, LLC 0.05% Reduce -0.0% 18,366 $265K
Anb Bank 0.12% Add +3.0% 18,029 $260K
Corton Capital Inc. 0.83% Reduce -5.7% 17,427 $252K
Alpine Global Management, LLC 0.07% New 16,452 $238K
Catalyst Funds Management Pty Ltd 0.06% New 15,900 $230K
Pictet Asset Management Holding SA 0.00% No change 15,183 $219K
Knights of Columbus Asset Advisors LLC 0.01% Add +2.7% 14,795 $214K
HSBC Holdings PLC 0.00% Reduce -0.3% 14,942 $213K
State of Wisconsin Investment Board 0.00% Reduce -47.2% 14,712 $212K
Y-Intercept (Hong Kong) Ltd 0.01% New 14,279 $206K
Versor Investments LP 0.03% Reduce -56.9% 13,700 $198K
Ameritas Investment Partners, Inc. 0.01% No change 13,475 $195K
Ieq Capital, LLC 0.00% New 13,059 $189K
Vident Advisory, LLC 0.00% New 12,973 $187K
LPL Financial LLC 0.00% Reduce -0.3% 12,741 $184K
Balboa Wealth Partners 0.04% Add +0.2% 12,664 $183K
Quantinno Capital Management LP 0.00% New 12,461 $180K
Highland Capital Management, LLC 0.01% New 12,089 $175K
Arete Wealth Advisors, LLC 0.01% Add +0.6% 11,720 $169K
PharVision Advisers, LLC 0.23% New 11,657 $168K
Mariner, LLC 0.00% Add +5.2% 11,631 $168K
Group One Trading LLC 0.01% Reduce -68.0% 11,571 $167K
Envestnet Asset Management Inc. 0.00% Add +3.7% 10,597 $153K
Vanguard Personalized Indexing Management, LLC 0.00% New 10,552 $152K
Cornerstone Investment Partners, LLC 0.01% Reduce -8.1% 10,095 $146K
US Bancorp \de 0.00% Reduce -8.9% 9,999 $144K
Osaic Holdings, Inc. 0.00% Reduce -70.1% 9,983 $144K
Globeflex Capital L P 0.01% Add +10689.7% 9,387 $136K
Parallel Advisors, LLC 0.00% Add +629.8% 9,276 $134K
Covestor Ltd 0.09% Add +3458.5% 8,825 $127K
AlphaQuest LLC 0.01% Reduce -42.8% 8,375 $121K
Tower Research Capital LLC (TRC) 0.00% Reduce -53.1% 7,723 $112K
Point72 Asset Management 0.00% Reduce -93.8% 7,604 $110K
Cwm, LLC 0.00% Add +109.4% 7,328 $106K
Catalyst Capital Advisors LLC 0.00% New 6,900 $100K
Blair William & Co. 0.00% Reduce -19.8% 6,063 $88K
Steward Partners Investment Advisory, LLC 0.00% Reduce -12.5% 5,383 $78K
KBC Group NV 0.00% New 4,655 $67K
Quantbot Technologies LP 0.00% Reduce -97.8% 4,449 $64K
Amalgamated Bank 0.00% Add +0.3% 4,406 $64K
Pacer Advisors, Inc. 0.00% Reduce -0.9% 4,367 $63K
Quarry LP 0.01% Add +2028.3% 3,831 $55K
Principal Securities, Inc. 0.00% No change 2,743 $45K
Walleye Capital LLC 0.00% Reduce -97.0% 2,915 $42K
Summit Securities Group LLC 0.03% Add +621.7% 2,627 $38K
GAMMA Investing LLC 0.00% Add +21.6% 2,376 $34K
Comerica Bank 0.00% Add +3.4% 2,254 $33K
Versant Capital Management, Inc 0.01% New 2,172 $31K
Quadrant Capital Group LLC 0.00% Add +6.6% 2,081 $30K
Heck Capital Advisors, LLC 0.00% No change 1,741 $25K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 1,735 $25K
Nisa Investment Advisors, LLC 0.00% Reduce -35.8% 1,685 $24K
Advisors Asset Management, Inc. 0.00% New 1,344 $19K
National Bank of Canada 0.00% Reduce -3.5% 1,337 $19K
Farther Finance Advisors, LLC 0.00% Add +1853.8% 1,016 $15K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 819 $12K
Lindbrook Capital, LLC 0.00% Add +3.5% 850 $12K
Optiver Holding B.V. 0.00% New 832 $12K
Matrix Trust Co 0.00% New 830 $12K
MCF Advisors LLC 0.00% Add +9.8% 825 $12K
Rise Advisors, LLC 0.00% New 597 $9K
Signaturefd, LLC 0.00% Add +70.6% 488 $7K
Smartleaf Asset Management LLC 0.00% Add +8.2% 422 $6K
MassMutual Private Wealth & Trust, FSB 0.00% New 398 $6K
Amundi 0.00% No change 374 $5K
TD Waterhouse Canada Inc. 0.00% Reduce -0.6% 360 $5K
Washington Trust Advisors, Inc. 0.00% No change 284 $4K
Rothschild Investment LLC 0.00% Add +27.9% 275 $4K
PNC Financial Services Group, Inc. 0.00% Add +367.3% 257 $4K
Private Wealth Management Group, LLC 0.00% No change 173 $2K
SBI Securities Co., Ltd. 0.00% Add +15.4% 150 $2K
Bessemer Group Inc. 0.00% Reduce -8.0% 115 $2K
Sterling Capital Management LLC 0.00% Add +6.2% 137 $2K
NewEdge Advisors, LLC 0.00% Add +1160.0% 126 $2K
Toth Financial Advisory Corp. 0.00% No change 120 $2K
SJS Investment Consulting Inc. 0.00% New 118 $2K
Huntington National Bank 0.00% New 112 $2K
Bellevue Asset Management, LLC 0.00% No change 108 $2K
Allworth Financial LP 0.00% Add +114.3% 90 $1K
EverSource Wealth Advisors, LLC 0.00% Add +24.6% 86 $1K
Bell Investment Advisors, Inc 0.00% Add +51.8% 85 $1K
Parkworth Wealth Management, Inc. 0.00% No change 70 $1K
True Wealth Design, LLC 0.00% Add +26.0% 63 $910
Larson Financial Group LLC 0.00% New 63 $910
Fifth Third Bancorp 0.00% Reduce -48.2% 57 $823
Stephens Consulting, LLC 0.00% New 50 $722
WealthTrak Capital Management LLC 0.00% New 25 $361
Hexagon Capital Partners LLC 0.00% New 19 $274
Brooklyn Investment Group 0.00% Reduce -64.6% 17 $246
IFP Advisors, Inc 0.00% No change 15 $217
Caitong International Asset Management Co., Ltd 0.00% Reduce -100.0% 5 $72
Coldstream Capital Management Inc. 0.00% New 4 $58
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.