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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $62.9M |
| Exits | 47 | $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 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 61,766 | $927K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.9% | 55,570 | $834K |
| Smith Group Asset Management, LLC | 0.05% | Add +2.7% | 55,352 | $831K |
| STRS Ohio | 0.00% | Add +10.8% | 54,600 | $820K |
| Man Group plc | 0.00% | Add +119.4% | 54,432 | $817K |
| Janus Henderson Group PLC | 0.00% | No change | 53,308 | $800K |
| LPL Financial LLC | 0.00% | Add +228.1% | 52,669 | $791K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -15.0% | 49,894 | $749K |
| Moran Wealth Management, LLC | 0.02% | Add +5.7% | 49,297 | $740K |
| Envestnet Asset Management Inc. | 0.00% | Add +120.5% | 49,050 | $736K |
| Fox Run Management, L.L.C. | 0.11% | New | 48,072 | $722K |
| Okabena Investment Services Inc. | 0.14% | Add +16.2% | 46,947 | $705K |
| Aigen Investment Management, LP | 0.11% | Reduce -5.6% | 45,684 | $686K |
| Sei Investments Co. | 0.00% | Reduce -35.1% | 44,636 | $670K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 43,900 | $659K |
| Prudential Financial Inc. | 0.00% | Add +0.2% | 40,740 | $612K |
| Ceera Investments, LLC | 0.18% | No change | 39,440 | $592K |
| Cerity Partners LLC | 0.00% | Add +5.4% | 39,026 | $586K |
| Focus Partners Wealth | 0.00% | Add +1.3% | 26,870 | $570K |
| Boothbay Fund Management, LLC | 0.01% | New | 37,324 | $560K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +22.1% | 36,786 | $552K |
| FMR LLC | 0.00% | Add +13.9% | 36,049 | $541K |
| Arizona State Retirement System | 0.00% | Add +10.7% | 36,048 | $541K |
| Keybank National Association | 0.00% | Add +45.6% | 35,642 | $535K |
| Verition Fund Management LLC | 0.00% | Add +1.5% | 34,394 | $516K |
| ProShare Advisors LLC | 0.00% | Reduce -11.8% | 33,219 | $499K |
| Pinegrove Venture Partners, LLC | 1.53% | No change | 32,310 | $485K |
| Allworth Financial LP | 0.00% | Add +26.2% | 31,031 | $466K |
| Handelsbanken Fonder AB | 0.00% | No change | 30,900 | $464K |
| DC Investments Management, LLC | 0.19% | No change | 29,817 | $448K |
| American Century Companies Inc. | 0.00% | Reduce -53.6% | 29,097 | $437K |
| Rockefeller Capital Management L.P. | 0.00% | Add +87.8% | 28,696 | $431K |
| Citigroup Inc. | 0.00% | Reduce -57.5% | 28,478 | $427K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -3.8% | 27,600 | $414K |
| Counterpoint Mutual Funds LLC | 0.03% | Reduce -81.5% | 25,612 | $384K |
| AlphaQuest LLC | 0.02% | New | 25,067 | $376K |
| KLP Kapitalforvaltning As | 0.00% | No change | 23,900 | $359K |
| M&T Bank Corp | 0.00% | Add +0.1% | 22,686 | $340K |
| Vident Advisory, LLC | 0.00% | Add +62.6% | 21,847 | $328K |
| Occudo Quantitative Strategies LP | 0.04% | Reduce -8.3% | 21,077 | $316K |
| PharVision Advisers, LLC | 0.17% | New | 20,530 | $308K |
| State of Wyoming | 0.03% | Add +559.4% | 20,356 | $306K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -62.8% | 19,995 | $300K |
| Pictet Asset Management Holding SA | 0.00% | Add +60.0% | 19,904 | $299K |
| Anb Bank | 0.11% | Reduce -2.8% | 18,789 | $282K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.9% | 17,359 | $282K |
| Quantinno Capital Management LP | 0.00% | Add +24.3% | 18,376 | $276K |
| Unique Wealth, LLC | 0.04% | No change | 18,366 | $276K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 18,100 | $272K |
| Freestone Grove Partners LP | 0.00% | New | 17,151 | $257K |
| Integrated Quantitative Investments LLC | 0.07% | No change | 16,108 | $242K |
| Axq Capital, LP | 0.09% | New | 16,074 | $241K |
| Versor Investments LP | 0.04% | New | 16,000 | $240K |
| Inceptionr LLC | 0.06% | New | 15,669 | $235K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +3.1% | 15,648 | $235K |
| Cetera Investment Advisers | 0.00% | Reduce -68.0% | 15,565 | $234K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +9.9% | 14,578 | $219K |
| CIBC Bancorp USA Inc. | 0.00% | — | 14,173 | $213K |
| Graham Capital Management, L.P. | 0.01% | New | 13,433 | $202K |
| Capstone Investment Advisors, LLC | 0.00% | New | 13,310 | $200K |
| Vise Technologies, Inc. | 0.01% | New | 13,268 | $199K |
| Blair William & Co. | 0.00% | New | 12,650 | $190K |
| Voleon Capital Management LP | 0.00% | New | 12,644 | $190K |
| Balboa Wealth Partners | 0.03% | No change | 12,559 | $189K |
| Prelude Capital Management, LLC | 0.01% | New | 12,470 | $187K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -17.9% | 12,252 | $184K |
| State of Wisconsin Investment Board | 0.00% | Add +13.8% | 12,061 | $181K |
| Pacer Advisors, Inc. | 0.00% | Add +219.2% | 11,801 | $177K |
| Highland Capital Management, LLC | 0.01% | Reduce -1.3% | 11,781 | $177K |
| Petrus Trust Company, LTA | 0.02% | Reduce -43.2% | 11,468 | $172K |
| Mariner, LLC | 0.00% | Reduce -5.9% | 11,269 | $169K |
| Arete Wealth Advisors, LLC | 0.01% | Reduce -1.5% | 11,195 | $168K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -17.6% | 11,108 | $167K |
| Calamos Advisors LLC | 0.00% | Reduce -89.9% | 11,036 | $166K |
| Olympiad Research LP | 0.22% | New | 10,506 | $158K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 10,385 | $156K |
| Xponance LLC | 0.00% | Add +0.7% | 10,334 | $155K |
| State of Alaska, Department of Revenue | 0.00% | New | 10,344 | $155K |
| Aquatic Capital Management LLC | 0.00% | New | 10,310 | $155K |
| Principal Financial Group Inc. | 0.00% | Reduce -96.5% | 10,177 | $153K |
| Stifel Financial Corp. | 0.00% | New | 10,056 | $151K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +69.6% | 9,060 | $136K |
| US Bancorp \de | 0.00% | Add +11.2% | 7,962 | $120K |
| Cwm, LLC | 0.00% | Reduce -21.2% | 7,776 | $117K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 6,900 | $104K |
| Group One Trading LLC | 0.00% | Reduce -12.7% | 5,588 | $84K |
| Amalgamated Bank | 0.00% | No change | 4,406 | $66K |
| Covestor Ltd | 0.03% | Add +8.7% | 4,222 | $63K |
| RiverPark Advisors, LLC | 0.05% | Reduce -22.2% | 4,133 | $62K |
| Advisors Asset Management, Inc. | 0.00% | Add +58.5% | 3,587 | $54K |
| Quarry LP | 0.01% | Add +6.8% | 3,387 | $51K |
| KBC Group NV | 0.00% | No change | 3,154 | $47K |
| Vestcor Inc | 0.00% | New | 3,013 | $45K |
| Arax Advisory Partners | 0.00% | Add +1451.3% | 2,963 | $44K |
| GAMMA Investing LLC | 0.00% | Add +2.3% | 2,912 | $44K |
| Versant Capital Management, Inc | 0.00% | Add +5.2% | 2,284 | $34K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +698.8% | 2,069 | $31K |
| Quadrant Capital Group LLC | 0.00% | New | 1,929 | $29K |
| Global Retirement Partners, LLC | 0.00% | New | 1,764 | $26K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,712 | $26K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 1,500 | $23K |
| Parallel Advisors, LLC | 0.00% | No change | 1,389 | $21K |
| Advisory Services Network, LLC | 0.00% | New | 1,271 | $19K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +15.8% | 1,245 | $19K |
| MCF Advisors LLC | 0.00% | No change | 1,248 | $19K |
| Comerica Bank | 0.00% | Reduce -52.9% | 1,096 | $16K |
| Signaturefd, LLC | 0.00% | Add +68.3% | 1,057 | $16K |
| Smartleaf Asset Management LLC | 0.00% | New | 955 | $15K |
| Essential Partners LLC | 0.00% | Add +2.0% | 910 | $14K |
| Optiver Holding B.V. | 0.00% | Add +286.6% | 897 | $13K |
| Rothschild Investment LLC | 0.00% | Reduce -8.1% | 800 | $12K |
| Matrix Trust Co | 0.00% | Reduce -17.0% | 665 | $10K |
| Rise Advisors, LLC | 0.00% | No change | 597 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -62.0% | 578 | $9K |
| Jones Financial Companies LLLP | 0.00% | Add +51.3% | 510 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | Add +45.5% | 480 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Add +309.9% | 373 | $6K |
| Washington Trust Advisors, Inc. | 0.00% | Add +14.8% | 326 | $5K |
| Sterling Capital Management LLC | 0.00% | Add +0.3% | 322 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.3% | 306 | $5K |
| Marquette Asset Management, LLC | 0.00% | New | 245 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 173 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 150 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -56.8% | 141 | $2K |
| Wealthspire Advisors, LLC | 0.00% | New | 135 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 115 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -8.9% | 133 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +13.9% | 123 | $2K |
| Principal Securities, Inc. | 0.00% | Add +254.6% | 117 | $2K |
| Huntington National Bank | 0.00% | No change | 112 | $2K |
| Fifth Third Bancorp | 0.00% | Reduce -21.8% | 111 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.7% | 108 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -79.8% | 79 | $1K |
| Toth Financial Advisory Corp. | 0.00% | No change | 60 | $901 |
| Breakwater Investment Management | 0.00% | New | 31 | $466 |
| Private Wealth Asset Management, LLC | 0.00% | New | 20 | $300 |
| Kilter Group LLC | 0.00% | No change | 18 | $271 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 12 | $180 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 2 | $30 |
| Avion Wealth | 0.00% | New | 31 | $0 |
"% of holder's portfolio" is AVPT's weight in each manager's 13F, not the share of Avepoint Inc. the manager owns.