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
Citigroup Inc. 0.00% Reduce -39.5% 67,062 $1.3M
T. Rowe Price Associates Inc. 0.00% Add +19.0% 66,354 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -73.2% 66,150 $1.3M
D.A. Davidson & Co. 0.01% Reduce -12.7% 65,473 $1.3M
Point72 Asset Management 0.00% Add +752.6% 64,834 $1.3M
American Century Companies Inc. 0.00% Reduce -2.5% 62,775 $1.2M
Teacher Retirement System of Texas 0.00% Reduce -17.4% 60,968 $1.2M
Los Angeles Capital Management LLC 0.00% Add +6.9% 58,727 $1.1M
Smith Group Asset Management, LLC 0.07% Reduce -0.2% 53,904 $1.0M
Brevan Howard Capital Management LP 0.01% Reduce -23.1% 53,761 $1.0M
Janus Henderson Group PLC 0.00% Add +29.5% 53,308 $1.0M
Caxton Associates LLP 0.03% Add +108.8% 50,778 $981K
STRS Ohio 0.00% Reduce -9.5% 49,300 $952K
Cetera Investment Advisers 0.00% Add +26.3% 48,649 $939K
Aigen Investment Management, LP 0.13% Add +5.6% 48,379 $934K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +13.0% 48,348 $934K
Moran Wealth Management, LLC 0.03% Reduce -2.1% 46,624 $900K
Twinbeech Capital LP 0.02% Reduce -44.3% 44,631 $862K
Eventide Asset Management, LLC 0.01% New 44,482 $859K
State Board of Administration of Florida Retirement System 0.00% No change 43,900 $848K
Sheets Smith Wealth Management 0.10% No change 43,481 $840K
Centiva Capital, LP 0.05% Add +82.0% 42,337 $818K
Hussman Strategic Advisors, Inc. 0.19% Reduce -60.0% 42,000 $811K
Sierra Summit Advisors LLC 0.14% New 41,662 $804K
Susquehanna Fundamental Investments, LLC 0.02% Reduce -21.8% 41,125 $794K
Prudential Financial Inc. 0.00% Add +21.9% 40,675 $785K
Okabena Investment Services Inc. 0.17% New 40,401 $780K
Ceera Investments, LLC 0.23% No change 39,440 $762K
ProShare Advisors LLC 0.00% Add +1.7% 37,656 $727K
Cerity Partners LLC 0.00% Reduce -47.5% 37,025 $715K
Verition Fund Management LLC 0.00% Reduce -60.0% 33,880 $654K
Arizona State Retirement System 0.00% Add +10.3% 32,563 $629K
Neo Ivy Capital Management 0.20% New 32,424 $626K
Pinegrove Venture Partners, LLC 0.99% No change 32,310 $624K
FMR LLC 0.00% Reduce -74.5% 31,635 $611K
Handelsbanken Fonder AB 0.00% Reduce -21.8% 30,900 $597K
Papamarkou Wellner Asset Management inc. 0.39% No change 30,400 $587K
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.4% 30,137 $582K
DC Investments Management, LLC 0.24% No change 29,817 $576K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +4.4% 28,700 $554K
Focus Partners Wealth 0.00% Reduce -48.0% 26,522 $512K
Man Group plc 0.00% New 24,807 $479K
Allworth Financial LP 0.00% Add +27215.6% 24,584 $475K
Keybank National Association 0.00% Add +14.4% 24,481 $473K
KLP Kapitalforvaltning As 0.00% Add +24.5% 23,900 $462K
Occudo Quantitative Strategies LP 0.05% Reduce -76.2% 22,974 $444K
M&T Bank Corp 0.00% Add +2.7% 22,651 $437K
Envestnet Asset Management Inc. 0.00% Add +109.9% 22,244 $430K
Petrus Trust Company, LTA 0.04% Reduce -42.1% 20,189 $390K
Anb Bank 0.17% Add +7.3% 19,338 $373K
Osaic Holdings, Inc. 0.00% Add +93.0% 19,267 $372K
Unique Wealth, LLC 0.06% No change 18,366 $355K
Mach-1 Financial Group, LLC 0.10% New 17,286 $334K
Cibc World Markets Corp. 0.00% Reduce -42.7% 16,382 $316K
Integrated Quantitative Investments LLC 0.09% Reduce -20.9% 16,108 $311K
LPL Financial LLC 0.00% Add +26.0% 16,052 $310K
Rockefeller Capital Management L.P. 0.00% New 15,276 $295K
Ieq Capital, LLC 0.00% Add +16.5% 15,219 $294K
Vanguard Personalized Indexing Management, LLC 0.00% Add +43.9% 15,182 $293K
Tower Research Capital LLC (TRC) 0.01% Add +93.4% 14,933 $288K
Quantinno Capital Management LP 0.00% Add +18.7% 14,786 $286K
Oxford Asset Management LLP 0.09% New 14,661 $283K
Elo Mutual Pension Insurance Co 0.01% New 14,049 $271K
Ameritas Investment Partners, Inc. 0.01% No change 13,475 $260K
Vident Advisory, LLC 0.00% Add +3.5% 13,434 $259K
Schonfeld Strategic Advisors LLC 0.00% Reduce -71.0% 13,264 $256K
HSBC Holdings PLC 0.00% Reduce -13.5% 12,920 $250K
Corton Capital Inc. 0.29% Reduce -26.8% 12,762 $246K
Balboa Wealth Partners 0.05% Reduce -0.8% 12,559 $243K
Pictet Asset Management Holding SA 0.00% Reduce -18.1% 12,440 $240K
Martingale Asset Management L P 0.01% Reduce -81.8% 12,347 $238K
Bantamac Capital, LLC 0.08% New 12,102 $234K
Mariner, LLC 0.00% Add +3.0% 11,975 $231K
Highland Capital Management, LLC 0.01% Reduce -1.2% 11,940 $231K
Arete Wealth Advisors, LLC 0.02% Reduce -3.0% 11,370 $220K
State of Wisconsin Investment Board 0.00% Reduce -28.0% 10,596 $205K
Robeco Institutional Asset Management B.V. 0.00% New 10,385 $201K
Xponance LLC 0.00% New 10,263 $198K
Cornerstone Investment Partners, LLC 0.01% Add +0.0% 10,099 $195K
Cwm, LLC 0.00% Add +34.7% 9,869 $191K
SG Americas Securities, LLC 0.00% Reduce -70.7% 9,087 $175K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% New 8,320 $161K
US Bancorp \de 0.00% Reduce -28.4% 7,162 $138K
Catalyst Capital Advisors LLC 0.00% No change 6,900 $133K
Group One Trading LLC 0.00% Reduce -44.7% 6,401 $124K
EverSource Wealth Advisors, LLC 0.00% Add +6111.6% 5,342 $103K
RiverPark Advisors, LLC 0.08% New 5,314 $103K
Steward Partners Investment Advisory, LLC 0.00% Reduce -12.6% 4,704 $91K
Amalgamated Bank 0.00% No change 4,406 $85K
Covestor Ltd 0.04% Reduce -56.0% 3,884 $75K
Pacer Advisors, Inc. 0.00% Reduce -15.3% 3,697 $71K
Quarry LP 0.01% Reduce -17.3% 3,170 $61K
KBC Group NV 0.00% Reduce -32.2% 3,154 $61K
State of Wyoming 0.01% Reduce -88.6% 3,087 $60K
GAMMA Investing LLC 0.00% Add +19.8% 2,846 $55K
CoreCap Advisors, LLC 0.00% Reduce -95.2% 2,352 $45K
Comerica Bank 0.00% Add +3.3% 2,329 $45K
Advisors Asset Management, Inc. 0.00% Add +68.4% 2,263 $44K
Versant Capital Management, Inc 0.01% No change 2,172 $42K
Glenmede Investment Management, LP 0.00% — 1,974 $38K
Nisa Investment Advisors, LLC 0.00% Add +1.6% 1,712 $33K
Farther Finance Advisors, LLC 0.00% Add +49.6% 1,520 $29K
Parallel Advisors, LLC 0.00% Reduce -85.0% 1,389 $27K
National Bank of Canada 0.00% Reduce -6.3% 1,253 $24K
MCF Advisors LLC 0.00% Add +51.3% 1,248 $24K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,075 $21K
Essential Partners LLC 0.01% — 892 $17K
Brooklyn Investment Group 0.00% Add +5135.3% 890 $17K
Rothschild Investment LLC 0.00% Add +216.4% 870 $17K
Matrix Trust Co 0.00% Reduce -3.5% 801 $15K
Signaturefd, LLC 0.00% Add +28.7% 628 $12K
Rise Advisors, LLC 0.00% No change 597 $12K
Clearstead Advisors, LLC 0.00% New 391 $8K
Ameritas Advisory Services, LLC 0.00% New 360 $7K
Jones Financial Companies LLLP 0.00% New 337 $6K
Hillsdale Investment Management Inc. 0.00% New 330 $6K
SBI Securities Co., Ltd. 0.00% Add +117.3% 326 $6K
Sterling Capital Management LLC 0.00% Add +134.3% 321 $6K
TD Waterhouse Canada Inc. 0.00% Reduce -9.4% 326 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -24.9% 299 $6K
Washington Trust Advisors, Inc. 0.00% No change 284 $5K
Aster Capital Management (DIFC) Ltd 0.00% New 259 $5K
Optiver Holding B.V. 0.00% Reduce -72.1% 232 $4K
Arax Advisory Partners 0.00% New 191 $4K
Private Wealth Management Group, LLC 0.00% No change 173 $3K
Parkside Financial Bank & Trust 0.00% New 150 $3K
True Wealth Design, LLC 0.00% Add +131.8% 146 $3K
Fifth Third Bancorp 0.00% Add +149.1% 142 $3K
NewEdge Advisors, LLC 0.00% Reduce -4.0% 121 $2K
Bell Investment Advisors, Inc 0.00% Add +40.0% 119 $2K
SJS Investment Consulting Inc. 0.00% No change 118 $2K
Huntington National Bank 0.00% No change 112 $2K
Bellevue Asset Management, LLC 0.00% No change 108 $2K
Bessemer Group Inc. 0.00% No change 115 $2K
PNC Financial Services Group, Inc. 0.00% Reduce -64.6% 91 $2K
Parkworth Wealth Management, Inc. 0.00% No change 70 $1K
SWAN Capital LLC 0.00% New 60 $1K
Toth Financial Advisory Corp. 0.00% Reduce -50.0% 60 $1K
Principal Securities, Inc. 0.00% Reduce -98.8% 33 $637
Bare Financial Services, Inc 0.00% New 26 $502
WealthTrak Capital Management LLC 0.00% Reduce -20.0% 20 $387
Kilter Group LLC 0.00% New 18 $348
Twin Peaks Wealth Advisors, LLC 0.00% New 18 $268
Summit Securities Group LLC 0.00% Reduce -99.8% 4 $77
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.