AvepointAVPT

13F holders, Q2 2025 (June 30)
245holders −9
32new positions
40sold out
7famous investors
$19.31avg. 13F price*

At the end of Q2 2025, 245 institutions reported holding Avepoint Inc. (AVPT) in their 13F filings, down 9 from Q1 2025. 32 opened new positions and 40 sold out. The largest holders were Anchor @ 65 Pte. Ltd. ($321.8M), Vanguard Group Inc. ($318.7M) and BlackRock, Inc. ($206.8M). 7 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 (0.1% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions32$28.7M
Exits40$18.0M

All 13F filers, Q1 2025 → Q2 2025: 16,152,448 shares bought and 9,244,660 shares sold, net +6,907,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 245 holders

Anchor @ 65 Pte. Ltd. 65.12% No change 16,666,600 $321.8M
Vanguard Group Inc. 0.01% Add +13.6% 16,504,314 $318.7M
BlackRock, Inc. 0.00% Add +0.6% 10,708,314 $206.8M
Wellington Management Group LLP 0.02% Reduce -2.1% 6,628,973 $128.0M
Invesco Ltd. 0.02% Add +217.9% 5,335,882 $103.0M
Parsifal Capital Management, LP 9.73% Add +4.1% 5,287,356 $102.1M
Geode Capital Management, LLC 0.00% Add +6.1% 3,122,598 $60.3M
State Street Corp. 0.00% Add +2.7% 2,965,219 $57.3M
Jennison Associates LLC 0.03% Add +37.0% 2,908,473 $56.2M
Driehaus Capital Management LLC 0.41% Add +135.6% 2,650,323 $51.2M
Franklin Resources Inc. 0.01% Add +72.2% 2,130,124 $41.1M
Renaissance Technologies 0.05% Add +21.6% 2,071,000 $40.0M
Dimensional Fund Advisors LP 0.01% Reduce -3.2% 2,029,281 $39.2M
Morgan Stanley 0.00% Add +23.8% 1,812,379 $35.0M
Macquarie Group Ltd. 0.04% Add +4.9% 1,720,534 $33.2M
Raymond James Financial Inc. 0.01% Add +1.5% 1,307,295 $25.2M
Qube Research & Technologies Ltd 0.03% Reduce -11.8% 1,232,054 $23.8M
Northern Trust Corp. 0.00% Reduce -0.8% 1,199,579 $23.2M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -33.6% 1,135,685 $21.9M
Next Century Growth Investors LLC 1.52% Add +53.0% 1,019,773 $19.7M
Nuveen, LLC 0.01% Reduce -2.1% 1,010,606 $19.5M
Goldman Sachs Group Inc. 0.00% Add +32.3% 1,005,095 $19.4M
Charles Schwab Investment Management Inc. 0.00% Add +8.2% 977,241 $18.9M
Gotham Asset Management 0.09% Reduce -6.7% 798,080 $15.4M
Two Sigma Investments, LP 0.03% Add +112.3% 786,597 $15.2M
Bank of New York Mellon Corp 0.00% Reduce -3.5% 746,397 $14.4M
Ashford Capital Management Inc. 1.68% Reduce -16.8% 739,930 $14.3M
Voloridge Investment Management, LLC 0.05% Reduce -12.9% 739,526 $14.3M
BNP Paribas Financial Markets 0.01% Add +36.8% 726,081 $14.0M
HERALD INVESTMENT MANAGEMENT Ltd 2.00% No change 700,000 $13.5M
Federated Hermes, Inc. 0.02% Reduce -27.8% 654,772 $12.6M
Victory Capital Management Inc. 0.01% Add +244.6% 653,964 $12.6M
Bank of America Corp. 0.00% Add +41.1% 551,912 $10.7M
D. E. Shaw & Co. 0.01% Add +85.3% 530,895 $10.3M
Two Sigma Advisers, LP 0.02% Add +73.0% 526,100 $10.2M
JPMorgan Chase & Co. 0.00% Reduce -11.9% 521,207 $10.1M
Voya Investment Management LLC 0.01% Reduce -0.9% 518,575 $10.0M
Essex Investment Management Co. LLC 1.80% Reduce -1.3% 512,703 $9.9M
Tudor Investment Corporation 0.07% Reduce -13.8% 502,602 $9.7M
Norges Bank 0.00% Reduce -18.8% 419,000 $8.1M
Millennium Management 0.01% Reduce -79.9% 412,863 $8.0M
Pinebridge Investments, L.P. 0.06% Reduce -16.7% 398,563 $7.7M
Cubist Systematic Strategies, LLC 0.08% Reduce -47.0% 398,183 $7.7M
First Trust Advisors LP 0.01% Reduce -3.1% 365,705 $7.1M
Trexquant Investment LP 0.08% Reduce -64.8% 354,384 $6.8M
Deutsche Bank AG 0.00% Add +195.2% 342,577 $6.6M
Jump Financial, LLC 0.08% Add +404.0% 336,323 $6.5M
Silvercrest Asset Management Group LLC 0.04% No change 331,986 $6.4M
Portolan Capital Management, LLC 0.39% New 322,743 $6.2M
Castleark Management LLC 0.18% New 316,020 $6.1M
Quantbot Technologies LP 0.15% Add +6801.0% 307,026 $5.9M
Engineers Gate Manager LP 0.07% Reduce -19.9% 303,119 $5.9M
Oberweis Asset Management Inc./ 0.25% No change 296,300 $5.7M
Principal Financial Group Inc. 0.00% Add +269.4% 289,563 $5.6M
PDT Partners, LLC 0.31% Add +3.7% 288,190 $5.6M
AQR Capital Management 0.00% Reduce -16.4% 270,008 $5.2M
Numerai GP LLC 0.74% Add +159.9% 267,340 $5.2M
Barclays PLC 0.00% Add +62.0% 265,271 $5.1M
Russell Investments Group, Ltd. 0.01% Reduce -20.4% 263,311 $5.1M
Global IMC LLC 1.25% Reduce -0.0% 248,852 $4.8M
UBS Group AG 0.00% Reduce -81.4% 244,998 $4.7M
Wells Fargo & Company 0.00% Add +80.6% 228,795 $4.4M
Scalar Gauge Management, LLC 2.38% Reduce -28.4% 215,384 $4.2M
Swiss National Bank 0.00% Add +6.7% 213,100 $4.1M
Rhumbline Advisers 0.00% Add +6.9% 203,019 $3.9M
Ingalls & Snyder LLC 0.13% Reduce -0.5% 190,985 $3.7M
Informed Momentum Co LLC 0.53% Add +4.1% 179,665 $3.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 179,300 $3.5M
Acadian Asset Management LLC 0.01% Add +3.4% 171,053 $3.3M
EFG Asset Management (North America) Corp. 0.45% Add +136.1% 163,066 $3.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -8.4% 160,231 $3.1M
Susquehanna International Group, LLP 0.00% Reduce -40.7% 159,342 $3.1M
Alliancebernstein L.P. 0.00% Add +22.8% 158,737 $3.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 150,185 $2.9M
Armistice Capital, LLC 0.11% New 150,000 $2.9M
HighTower Advisors, LLC 0.00% Reduce -0.0% 144,125 $2.8M
Counterpoint Mutual Funds LLC 0.24% Add +405.1% 138,152 $2.7M
Legal & General Group Plc 0.00% Add +8.8% 134,901 $2.6M
Jane Street Group, LLC 0.00% Reduce -64.9% 125,041 $2.4M
Squarepoint Ops LLC 0.00% Reduce -69.7% 115,857 $2.2M
Calamos Advisors LLC 0.01% Reduce -23.4% 108,878 $2.1M
Sheets Smith Investment Management 1.73% Reduce -0.2% 101,781 $2.0M
Marshall Wace, LLP 0.00% Reduce -81.2% 100,789 $1.9M
Granahan Investment Management, LLC 0.08% Reduce -10.3% 99,393 $1.9M
California State Teachers Retirement System 0.00% Add +1.8% 96,805 $1.9M
Ameriprise Financial Inc. 0.00% Add +163.7% 92,621 $1.8M
Royal Bank of Canada 0.00% Add +26.7% 91,876 $1.8M
Canada Pension Plan Investment Board 0.00% Add +14.6% 89,600 $1.7M
Creative Planning 0.00% Add +74.7% 85,462 $1.7M
New York State Common Retirement Fund 0.00% Add +110.3% 85,272 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 82,781 $1.6M
Legato Capital Management LLC 0.19% No change 80,603 $1.6M
Intech Investment Management LLC 0.01% No change 78,453 $1.5M
Nebula Research & Development LLC 0.13% Add +12.9% 76,446 $1.5M
CenterBook Partners LP 0.08% Reduce -22.2% 75,838 $1.5M
Dark Forest Capital Management LP 0.06% Reduce -1.1% 75,066 $1.4M
Lazard Asset Management LLC 0.00% New 74,811 $1.4M
Harbor Capital Advisors, Inc. 0.06% Add +12.6% 72,394 $1.4M
Manufacturers Life Insurance Company, The 0.00% Add +2.0% 69,271 $1.3M
Sei Investments Co. 0.00% Reduce -25.4% 68,798 $1.3M

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

Show all 245 holders