AvepointAVPT

13F holders, Q3 2025 (September 30)
240holders −5
44new positions
47sold out
7famous investors
$15.01avg. 13F price*

At the end of Q3 2025, 240 institutions reported holding Avepoint Inc. (AVPT) in their 13F filings, down 5 from Q2 2025. 44 opened new positions and 47 sold out. The largest holders were Anchor @ 65 Pte. Ltd. ($298.9M), Vanguard Group Inc. ($258.3M) and BlackRock, Inc. ($167.7M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions44$62.9M
Exits47$118.6M

All 13F filers, Q2 2025 → Q3 2025: 21,729,858 shares bought and 11,080,639 shares sold, net +10,649,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 240 holders

Anchor @ 65 Pte. Ltd. 61.85% Add +19.5% 19,910,510 $298.9M
Vanguard Group Inc. 0.00% Add +4.3% 17,209,139 $258.3M
BlackRock, Inc. 0.00% Add +4.3% 11,171,073 $167.7M
Parsifal Capital Management, LP 11.90% Add +61.2% 8,522,740 $127.9M
Wellington Management Group LLP 0.02% Reduce -3.8% 6,379,214 $95.8M
Invesco Ltd. 0.01% Reduce -16.2% 4,472,688 $67.1M
Jennison Associates LLC 0.03% Add +29.1% 3,755,655 $56.4M
Geode Capital Management, LLC 0.00% Add +9.2% 3,409,393 $51.2M
State Street Corp. 0.00% Add +4.0% 3,082,336 $46.3M
Franklin Resources Inc. 0.01% Add +8.4% 2,309,378 $34.7M
Dimensional Fund Advisors LP 0.01% Add +0.8% 2,045,221 $30.7M
Renaissance Technologies 0.04% Reduce -6.2% 1,943,653 $29.2M
Macquarie Group Ltd. 0.03% Add +10.0% 1,892,891 $28.4M
Raymond James Financial Inc. 0.01% Add +41.7% 1,852,117 $27.8M
Prudential PLC 0.20% New 1,773,740 $26.8M
Morgan Stanley 0.00% Reduce -8.1% 1,665,453 $25.0M
D. E. Shaw & Co. 0.02% Add +163.8% 1,400,756 $21.0M
Millennium Management 0.02% Add +237.8% 1,394,604 $21.0M
JPMorgan Chase & Co. 0.00% Add +166.5% 1,389,205 $20.9M
Northern Trust Corp. 0.00% Add +3.8% 1,244,791 $18.7M
Goldman Sachs Group Inc. 0.00% Add +19.9% 1,205,626 $18.1M
Charles Schwab Investment Management Inc. 0.00% Add +16.1% 1,134,936 $17.0M
BNP Paribas Financial Markets 0.01% Add +53.9% 1,117,317 $16.8M
HSBC Holdings PLC 0.01% Add +8117.7% 1,061,722 $16.1M
Next Century Growth Investors LLC 1.13% Add +0.9% 1,028,663 $15.4M
Nuveen, LLC 0.00% Reduce -5.0% 959,918 $14.4M
Qube Research & Technologies Ltd 0.02% Reduce -25.2% 921,282 $13.8M
Two Sigma Investments, LP 0.02% Add +4.4% 821,106 $12.3M
Ashford Capital Management Inc. 1.34% Add +8.6% 803,369 $12.1M
Gotham Asset Management 0.05% Reduce -1.4% 787,128 $11.8M
Federated Hermes, Inc. 0.02% Add +12.7% 737,787 $11.1M
Bank of New York Mellon Corp 0.00% Reduce -3.4% 721,189 $10.8M
Victory Capital Management Inc. 0.01% Add +9.8% 717,888 $10.8M
HERALD INVESTMENT MANAGEMENT Ltd 1.40% No change 700,000 $10.5M
Deutsche Bank AG 0.00% Add +101.5% 690,205 $10.4M
Jane Street Group, LLC 0.01% Add +410.0% 637,684 $9.6M
Essex Investment Management Co. LLC 1.19% Add +1.1% 518,232 $7.8M
Silvercrest Asset Management Group LLC 0.05% Add +54.1% 511,566 $7.7M
Two Sigma Advisers, LP 0.02% Reduce -3.2% 509,300 $7.6M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -56.5% 494,489 $7.4M
Voloridge Investment Management, LLC 0.02% Reduce -34.7% 482,849 $7.2M
Marshall Wace, LLP 0.01% Add +328.0% 431,363 $6.5M
Voya Investment Management LLC 0.01% Reduce -17.5% 427,833 $6.4M
Engineers Gate Manager LP 0.07% Add +40.5% 425,800 $6.4M
NorthCoast Asset Management LLC 0.02% New 400,024 $6.0M
Bank of America Corp. 0.00% Reduce -31.7% 376,766 $5.7M
UBS Group AG 0.00% Add +52.4% 373,445 $5.6M
MUFG Securities EMEA plc 0.12% New 317,000 $4.8M
Capitolis Liquid Global Markets LLC 0.04% New 314,100 $4.7M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +65.6% 296,931 $4.5M
Oberweis Asset Management Inc./ 0.17% No change 296,300 $4.4M
Wells Fargo & Company 0.00% Add +27.6% 291,886 $4.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +304.7% 267,692 $4.0M
Trexquant Investment LP 0.04% Reduce -26.3% 261,348 $3.9M
First Trust Advisors LP 0.00% Reduce -29.6% 257,517 $3.9M
AQR Capital Management 0.00% Reduce -9.5% 244,366 $3.7M
Swiss National Bank 0.00% Add +10.9% 236,400 $3.5M
Citadel Advisors 0.00% New 224,125 $3.4M
Quantbot Technologies LP 0.09% Reduce -28.7% 219,019 $3.3M
Squarepoint Ops LLC 0.01% Add +86.7% 216,248 $3.2M
Barclays PLC 0.00% Reduce -20.3% 211,537 $3.2M
PDT Partners, LLC 0.20% Reduce -28.3% 206,635 $3.1M
EFG Asset Management (North America) Corp. 0.40% Add +26.7% 206,576 $3.1M
Cubist Systematic Strategies, LLC 0.04% Reduce -50.0% 199,186 $3.0M
Rhumbline Advisers 0.00% Reduce -3.5% 196,007 $2.9M
Jacobs Levy Equity Management, Inc. 0.01% New 195,736 $2.9M
Ingalls & Snyder LLC 0.09% Reduce -0.2% 190,685 $2.9M
CenterBook Partners LP 0.13% Add +133.9% 177,413 $2.7M
Russell Investments Group, Ltd. 0.00% Reduce -33.3% 175,725 $2.6M
Alliancebernstein L.P. 0.00% Add +0.2% 159,029 $2.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -8.0% 147,350 $2.2M
Legal & General Group Plc 0.00% Add +6.4% 143,500 $2.2M
TT International Asset Management LTD 0.41% New 139,504 $2.1M
Neo Ivy Capital Management 0.49% Add +316.8% 135,148 $2.0M
HighTower Advisors, LLC 0.00% Reduce -14.4% 123,394 $1.9M
Point72 Asset Management 0.00% Add +80.7% 117,163 $1.8M
California State Teachers Retirement System 0.00% Add +18.7% 114,902 $1.7M
Acadian Asset Management LLC 0.00% Reduce -35.5% 110,352 $1.7M
Manufacturers Life Insurance Company, The 0.00% Add +55.3% 107,542 $1.6M
Twinbeech Capital LP 0.06% Add +138.5% 106,446 $1.6M
Canada Pension Plan Investment Board 0.00% Add +17.8% 105,500 $1.6M
Y-Intercept (Hong Kong) Ltd 0.04% New 103,048 $1.5M
Royal Bank of Canada 0.00% Add +11.5% 102,430 $1.5M
Capital Fund Management S.A. 0.01% New 95,492 $1.4M
Creative Planning 0.00% Add +10.7% 94,586 $1.4M
Ameriprise Financial Inc. 0.00% Reduce -4.9% 88,070 $1.3M
Jump Financial, LLC 0.02% Reduce -74.1% 87,070 $1.3M
New York State Common Retirement Fund 0.00% No change 85,272 $1.3M
SG Americas Securities, LLC 0.00% Add +827.5% 84,281 $1.3M
Teacher Retirement System of Texas 0.01% Add +36.8% 83,427 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 82,781 $1.2M
Legato Capital Management LLC 0.13% No change 80,603 $1.2M
MetLife Investment Management, LLC 0.01% New 79,165 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +7.0% 71,028 $1.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -52.9% 70,801 $1.1M
Dynamic Technology Lab Private Ltd 0.17% New 68,547 $1.0M
Susquehanna International Group, LLP 0.00% Reduce -58.8% 65,627 $985K
Intech Investment Management LLC 0.01% Reduce -16.4% 65,569 $984K
D.A. Davidson & Co. 0.01% Reduce -0.7% 64,986 $975K
Jain Global LLC 0.01% New 62,248 $934K

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

Show all 240 holders