AvepointAVPT

13F holders, Q4 2025 (December 31)
252holders +12
42new positions
40sold out
7famous investors
$13.89avg. 13F price*

At the end of Q4 2025, 252 institutions reported holding Avepoint Inc. (AVPT) in their 13F filings, up 12 from Q3 2025. 42 opened new positions and 40 sold out. The largest holders were Anchor @ 65 Pte. Ltd. ($276.6M), Vanguard Group Inc. ($241.7M) and BlackRock, Inc. ($166.6M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions42$27.2M
Exits40$35.2M

All 13F filers, Q3 2025 → Q4 2025: 20,856,187 shares bought and 19,783,902 shares sold, net +1,072,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 252 holders

Anchor @ 65 Pte. Ltd. 63.72% No change 19,910,510 $276.6M
Vanguard Group Inc. 0.00% Add +1.1% 17,404,543 $241.7M
BlackRock, Inc. 0.00% Add +7.4% 11,996,676 $166.6M
Morgan Stanley 0.01% Add +372.6% 7,871,282 $109.3M
Wellington Management Group LLP 0.01% Reduce -5.8% 6,009,236 $83.5M
Jennison Associates LLC 0.03% Add +11.1% 4,173,280 $58.0M
Parsifal Capital Management, LP 5.25% Reduce -56.0% 3,752,179 $52.1M
D. E. Shaw & Co. 0.04% Add +162.2% 3,672,278 $51.0M
Geode Capital Management, LLC 0.00% Add +6.9% 3,643,473 $50.6M
State Street Corp. 0.00% Add +9.8% 3,382,915 $47.0M
Dimensional Fund Advisors LP 0.01% Add +27.0% 2,597,660 $36.1M
Renaissance Technologies 0.05% Add +14.1% 2,216,953 $30.8M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +620.9% 2,140,572 $29.7M
Nomura Asset Management International Inc. 0.04% — 1,852,282 $25.7M
Prudential PLC 0.19% Reduce -1.1% 1,754,810 $24.3M
Raymond James Financial Inc. 0.01% Reduce -11.8% 1,634,577 $22.8M
Northern Trust Corp. 0.00% Add +2.3% 1,273,501 $17.7M
Goldman Sachs Group Inc. 0.00% Add +1.2% 1,220,182 $16.9M
Charles Schwab Investment Management Inc. 0.00% Add +4.9% 1,190,436 $16.5M
Franklin Resources Inc. 0.00% Reduce -48.5% 1,189,591 $16.5M
Nuveen, LLC 0.00% Add +18.5% 1,137,674 $15.8M
Millennium Management 0.01% Reduce -19.9% 1,117,255 $15.5M
Two Sigma Investments, LP 0.02% Add +30.2% 1,068,924 $14.8M
Norges Bank 0.00% — 1,047,900 $14.6M
Squarepoint Ops LLC 0.03% Add +368.3% 1,012,668 $14.1M
Qube Research & Technologies Ltd 0.02% Add +6.5% 981,108 $13.6M
Federated Hermes, Inc. 0.02% Add +27.5% 940,520 $13.1M
Point72 Asset Management 0.02% Add +688.6% 923,910 $12.8M
JPMorgan Chase & Co. 0.00% Reduce -38.8% 850,692 $11.8M
HERALD INVESTMENT MANAGEMENT Ltd 1.54% Add +21.4% 850,000 $11.8M
Ashford Capital Management Inc. 1.24% Reduce -0.1% 802,819 $11.2M
Gotham Asset Management 0.04% Reduce -4.5% 752,005 $10.4M
Peregrine Capital Management LLC 0.32% New 745,988 $10.4M
BNP Paribas Financial Markets 0.01% Reduce -33.6% 742,356 $10.3M
Bank of New York Mellon Corp 0.00% Add +0.1% 721,555 $10.0M
Voloridge Investment Management, LLC 0.03% Add +42.2% 686,554 $9.5M
Jane Street Group, LLC 0.01% Reduce -4.0% 612,489 $8.5M
Citadel Advisors 0.01% Add +162.7% 588,823 $8.2M
Two Sigma Advisers, LP 0.02% Add +10.8% 564,100 $7.8M
SG Americas Securities, LLC 0.01% Add +552.1% 549,572 $7.6M
Silvercrest Asset Management Group LLC 0.05% No change 511,566 $7.1M
Essex Investment Management Co. LLC 1.08% Reduce -2.0% 508,014 $7.1M
Deutsche Bank AG 0.00% Reduce -35.9% 442,168 $6.1M
Bank of America Corp. 0.00% Add +16.4% 438,588 $6.1M
UBS Group AG 0.00% Add +12.6% 420,644 $5.8M
Voya Investment Management LLC 0.01% Reduce -5.0% 406,539 $5.6M
Jacobs Levy Equity Management, Inc. 0.02% Add +100.7% 392,829 $5.5M
NorthCoast Asset Management LLC 0.11% Reduce -10.0% 360,000 $5.0M
Engineers Gate Manager LP 0.06% Reduce -15.7% 358,940 $5.0M
AQR Capital Management 0.00% Add +45.3% 355,141 $4.9M
Barclays PLC 0.00% Add +67.6% 354,525 $4.9M
Trexquant Investment LP 0.04% Add +33.9% 349,990 $4.9M
MUFG Securities EMEA plc 0.05% No change 317,000 $4.4M
Capitolis Liquid Global Markets LLC 0.03% No change 314,100 $4.4M
Susquehanna International Group, LLP 0.01% Add +371.6% 309,524 $4.3M
Wells Fargo & Company 0.00% Add +2.8% 299,997 $4.2M
Brown Capital Management LLC 0.32% New 280,223 $3.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.1% 273,454 $3.8M
Swiss National Bank 0.00% Add +14.8% 271,500 $3.8M
EFG International AG 0.07% — 270,978 $3.8M
Stoic Point Capital Management LLC 2.94% — 248,900 $3.5M
Neo Ivy Capital Management 0.55% Add +84.1% 248,780 $3.5M
Ingalls & Snyder LLC 0.10% Add +1.9% 194,296 $2.7M
CenterBook Partners LP 0.13% Add +6.7% 189,244 $2.6M
PDT Partners, LLC 0.17% Reduce -10.7% 184,535 $2.6M
Rhumbline Advisers 0.00% Reduce -9.2% 178,073 $2.5M
Algert Global LLC 0.04% New 177,470 $2.5M
Victory Capital Management Inc. 0.00% Reduce -75.7% 174,703 $2.4M
Schonfeld Strategic Advisors LLC 0.01% Add +1070.7% 170,661 $2.4M
Occudo Quantitative Strategies LP 0.15% Add +685.8% 165,618 $2.3M
Alliancebernstein L.P. 0.00% Add +0.2% 159,288 $2.2M
Sei Investments Co. 0.00% Add +243.7% 153,415 $2.1M
Legal & General Group Plc 0.00% Reduce -4.4% 137,249 $1.9M
Canada Pension Plan Investment Board 0.00% Add +26.5% 133,500 $1.9M
Quantbot Technologies LP 0.06% Reduce -42.1% 126,827 $1.8M
Y-Intercept (Hong Kong) Ltd 0.04% Add +23.0% 126,779 $1.8M
Lazard Asset Management LLC 0.00% New 126,455 $1.8M
HighTower Advisors, LLC 0.00% Add +0.0% 123,397 $1.7M
Manufacturers Life Insurance Company, The 0.00% Add +14.3% 122,908 $1.7M
California State Teachers Retirement System 0.00% Add +0.7% 115,649 $1.6M
Invesco Ltd. 0.00% Reduce -97.5% 112,933 $1.6M
Graham Capital Management, L.P. 0.07% Add +705.2% 108,161 $1.5M
Pictet Asset Management Holding SA 0.00% Add +419.2% 103,344 $1.4M
Legato Capital Management LLC 0.11% Add +10.1% 88,731 $1.2M
Citigroup Inc. 0.00% Add +209.6% 88,169 $1.2M
Creative Planning 0.00% Reduce -7.6% 87,360 $1.2M
ExodusPoint Capital Management, LP 0.01% New 84,243 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +16.7% 82,861 $1.2M
Russell Investments Group, Ltd. 0.00% Reduce -53.5% 81,623 $1.1M
MetLife Investment Management, LLC 0.01% Add +3.0% 81,560 $1.1M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -45.4% 80,503 $1.1M
Capital Fund Management S.A. 0.01% Reduce -15.8% 80,377 $1.1M
Aigen Investment Management, LP 0.24% Add +66.5% 76,059 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -10.5% 74,662 $1.0M
Ameriprise Financial Inc. 0.00% Reduce -18.2% 72,044 $1.0M
Los Angeles Capital Management LLC 0.00% Add +41.1% 70,408 $995K
Royal Bank of Canada 0.00% Reduce -30.7% 70,946 $985K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% No change 70,801 $983K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +10.5% 68,260 $948K
First Trust Advisors LP 0.00% Reduce -74.5% 65,722 $913K

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

Show all 252 holders