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
Marshall Wace, LLP 0.00% Reduce -85.1% 64,199 $892K
D.A. Davidson & Co. 0.01% Reduce -1.3% 64,175 $891K
Boothbay Fund Management, LLC 0.02% Add +65.3% 61,715 $857K
American Century Companies Inc. 0.00% Add +111.8% 61,625 $856K
Voleon Capital Management LP 0.02% Add +365.1% 58,812 $817K
Smith Group Asset Management, LLC 0.04% Add +2.9% 56,965 $791K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +1.8% 56,586 $786K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -32.1% 56,181 $780K
Envestnet Asset Management Inc. 0.00% Add +13.0% 55,437 $770K
Odyssean, LLC 0.55% — 55,197 $767K
Moran Wealth Management, LLC 0.02% Add +11.6% 54,989 $764K
Laurion Capital Management LP 0.05% New 54,096 $751K
Cerity Partners LLC 0.00% Add +36.8% 53,405 $742K
Janus Henderson Group PLC 0.00% No change 53,308 $741K
Intech Investment Management LLC 0.01% Reduce -19.5% 52,798 $733K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 48,802 $678K
Woodline Partners LP 0.00% New 48,200 $669K
LPL Financial LLC 0.00% Reduce -15.0% 44,776 $622K
State Board of Administration of Florida Retirement System 0.00% No change 43,900 $610K
Okabena Investment Services Inc. 0.12% Reduce -7.3% 43,518 $604K
New York State Common Retirement Fund 0.00% Reduce -50.2% 42,451 $590K
ProShare Advisors LLC 0.00% Add +25.9% 41,821 $581K
Jump Financial, LLC 0.01% Reduce -52.4% 41,433 $576K
Dark Forest Capital Management LP 0.03% New 40,903 $568K
Lavelle Capital LP 0.35% — 39,440 $548K
STRS Ohio 0.00% Reduce -28.2% 39,200 $544K
Brevan Howard Capital Management LP 0.01% Add +93.8% 38,760 $538K
Fox Run Management, L.L.C. 0.08% Reduce -19.7% 38,583 $536K
TT International Asset Management LTD 0.11% Reduce -72.4% 38,458 $534K
Arizona State Retirement System 0.00% Add +6.5% 38,375 $533K
Police & Firemen's Retirement System of New Jersey 0.00% Add +3.6% 38,105 $529K
Rockefeller Capital Management L.P. 0.00% Add +31.1% 37,621 $523K
XTX Topco Ltd 0.01% New 37,061 $515K
Zacks Investment Management 0.00% New 36,450 $506K
Campbell & CO Investment Adviser LLC 0.02% New 36,076 $501K
Keybank National Association 0.00% Add +0.0% 35,644 $495K
Sciencast Management LP 0.07% New 34,307 $477K
Verition Fund Management LLC 0.00% Reduce -1.7% 33,800 $469K
Pinegrove Venture Partners, LLC 16.12% No change 32,310 $449K
Man Group plc 0.00% Reduce -41.8% 31,694 $440K
Handelsbanken Fonder AB 0.00% No change 30,900 $429K
Cetera Investment Advisers 0.00% Add +98.3% 30,873 $429K
KLP Kapitalforvaltning As 0.00% Add +22.6% 29,300 $407K
Inceptionr LLC 0.11% Add +86.2% 29,179 $405K
FMR LLC 0.00% Reduce -22.4% 27,981 $389K
Quantinno Capital Management LP 0.00% Add +46.2% 26,860 $373K
Focus Partners Wealth 0.00% Reduce -4.3% 25,703 $357K
Vident Advisory, LLC 0.00% Add +17.6% 25,690 $357K
M&T Bank Corp 0.00% Add +11.7% 25,336 $352K
GWN Securities Inc. 0.07% New 24,761 $344K
AlphaQuest LLC 0.02% Reduce -1.6% 24,654 $342K
Lighthouse Investment Partners, LLC 0.01% New 21,700 $301K
Pacer Advisors, Inc. 0.00% Add +81.2% 21,381 $297K
Jain Global LLC 0.00% Reduce -66.4% 20,906 $290K
Mariner, LLC 0.00% Add +82.1% 20,519 $285K
HSBC Holdings PLC 0.00% Reduce -98.1% 19,833 $276K
Mangrove Partners Im, LLC 0.02% New 18,969 $263K
Unique Wealth, LLC 0.04% No change 18,366 $255K
PharVision Advisers, LLC 0.13% Reduce -13.4% 17,788 $247K
DRW Securities, LLC 0.02% New 17,282 $240K
Ieq Capital, LLC 0.00% New 17,216 $239K
Cwm, LLC 0.00% Add +112.8% 16,548 $230K
Entropy Technologies, LP 0.01% New 16,172 $225K
Integrated Quantitative Investments LLC 0.05% No change 16,108 $224K
EntryPoint Capital, LLC 0.09% New 15,875 $221K
Jefferies Financial Group Inc. 0.00% New 15,432 $214K
Wealth Enhancement Advisory Services, LLC 0.00% New 15,231 $208K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -47.8% 14,400 $200K
State of Wyoming 0.02% Reduce -30.5% 14,139 $196K
Balboa Wealth Partners 0.03% Add +11.4% 13,986 $194K
Blair William & Co. 0.00% Add +8.3% 13,700 $190K
nVerses Capital, LLC 0.42% — 13,606 $189K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -16.7% 13,031 $181K
Truist Financial Corp. 0.00% New 12,201 $169K
Ameritas Investment Partners, Inc. 0.01% Add +7.4% 11,932 $166K
Robeco Institutional Asset Management B.V. 0.00% Add +14.6% 11,897 $165K
Stifel Financial Corp. 0.00% Add +14.9% 11,554 $160K
Xponance LLC 0.00% Add +11.5% 11,522 $160K
WINTON GROUP Ltd 0.01% New 11,400 $158K
Advisors Asset Management, Inc. 0.00% Add +217.6% 11,392 $158K
CIBC Asset Management Inc 0.00% New 11,118 $154K
State of Alaska, Department of Revenue 0.00% Add +5.1% 10,872 $151K
EverSource Wealth Advisors, LLC 0.01% Add +17.1% 10,611 $147K
Tower Research Capital LLC (TRC) 0.00% Reduce -16.3% 10,261 $143K
Aquatic Capital Management LLC 0.00% Reduce -5.7% 9,719 $135K
Smartleaf Asset Management LLC 0.00% Add +871.9% 9,282 $130K
US Bancorp \de 0.00% Add +8.9% 8,670 $120K
SBI Okasan Asset Management Co.Ltd. 0.01% — 8,000 $112K
Covestor Ltd 0.06% Add +85.4% 7,826 $109K
Catalyst Capital Advisors LLC 0.00% No change 6,900 $96K
KBC Group NV 0.00% Add +101.5% 6,356 $88K
Group One Trading LLC 0.00% Reduce -13.2% 4,849 $67K
Amalgamated Bank 0.00% Add +4.8% 4,618 $64K
Kemnay Advisory Services Inc. 0.01% New 3,383 $47K
Osaic Holdings, Inc. 0.00% Reduce -82.5% 3,044 $42K
Vestcor Inc 0.00% No change 3,013 $42K
GAMMA Investing LLC 0.00% Reduce -2.9% 2,827 $39K
Kestra Advisory Services, LLC 0.00% New 1,997 $28K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +44.5% 1,799 $25K
Nisa Investment Advisors, LLC 0.00% Add +3.8% 1,777 $25K
Global Retirement Partners, LLC 0.00% Reduce -1.7% 1,734 $24K
Quadrant Capital Group LLC 0.00% Reduce -11.0% 1,716 $24K
Versant Capital Management, Inc 0.00% Reduce -25.8% 1,695 $24K
Simplex Trading, LLC 0.00% New 1,524 $21K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 1,500 $21K
Allworth Financial LP 0.00% Reduce -95.6% 1,355 $19K
Parallel Advisors, LLC 0.00% Reduce -10.2% 1,248 $17K
Quarry LP 0.00% Reduce -64.5% 1,201 $17K
Essential Partners LLC 0.01% Add +28.2% 1,167 $16K
Signaturefd, LLC 0.00% Add +0.6% 1,063 $15K
Sterling Capital Management LLC 0.00% Add +198.1% 960 $13K
Rothschild Investment LLC 0.00% Add +13.8% 910 $13K
Acadian Asset Management LLC 0.00% Reduce -99.2% 838 $11K
Farther Finance Advisors, LLC 0.00% Add +32.9% 768 $11K
Northwestern Mutual Wealth Management Co. 0.00% New 734 $10K
Cullen/Frost Bankers, Inc. 0.00% New 728 $10K
Marquette Asset Management, LLC 0.00% Add +158.8% 634 $9K
Torren Management, LLC 0.00% — 585 $8K
Jones Financial Companies LLLP 0.00% No change 510 $7K
Arax Advisory Partners 0.00% Reduce -83.7% 484 $7K
Leonteq Securities AG 0.00% New 452 $6K
Comerica Bank 0.00% Reduce -62.3% 413 $6K
PNC Financial Services Group, Inc. 0.00% Reduce -22.8% 288 $4K
IFP Advisors, Inc 0.00% Add +1958.3% 247 $3K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -91.5% 177 $2K
Private Wealth Management Group, LLC 0.00% No change 173 $2K
Basecamp Wealth Advisors LLC 0.00% — 164 $2K
True Wealth Design, LLC 0.00% Add +22.6% 163 $2K
Bessemer Group Inc. 0.00% No change 115 $2K
SBI Securities Co., Ltd. 0.00% Add +1.4% 143 $2K
Bellevue Asset Management, LLC 0.00% No change 123 $2K
Fifth Third Bancorp 0.00% No change 111 $2K
NewEdge Advisors, LLC 0.00% Reduce -13.9% 93 $1K
Harbour Investments, Inc. 0.00% New 90 $1K
North Star Investment Management Corp. 0.00% New 78 $1K
TD Private Client Wealth LLC 0.00% New 49 $681
Cornerstone Financial Management LLC 0.00% — 46 $639
Optima Capital LLC 0.00% New 38 $528
Physician Wealth Advisors, Inc. 0.00% New 37 $514
Bare Financial Services, Inc 0.00% New 36 $500
Godfrey Financial Associates, Inc. 0.00% — 25 $347
Keating Financial Advisory Services, Inc. 0.00% — 21 $292
Navalign, LLC 0.00% New 20 $278
Private Wealth Asset Management, LLC 0.00% No change 20 $278
SJS Investment Consulting Inc. 0.00% New 19 $264
Kilter Group LLC 0.00% No change 18 $251
Sunbelt Securities, Inc. 0.00% New 17 $236
Clearstead Advisors, LLC 0.00% Reduce -92.4% 6 $84
Dunhill Financial, LLC 0.00% New 4 $51
National Bank of Canada 0.00% New 1 $14
Macquarie Group Ltd. 0.00% Reduce -100.0% 1 $14
Avion Wealth 0.00% Add +25.8% 39 $0

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