AvepointAVPT

13F holders, Q1 2026 (March 31)
255holders +3
45new positions
42sold out
7famous investors
$9.52avg. 13F price*

At the end of Q1 2026, 255 institutions reported holding Avepoint Inc. (AVPT) in their 13F filings, up 3 from Q4 2025. 45 opened new positions and 42 sold out. The largest holders were Anchor @ 65 Pte. Ltd. ($189.3M), BlackRock, Inc. ($120.2M) and Vanguard Portfolio Management LLC ($107.6M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions45$16.4M
Exits42$28.3M

All 13F filers, Q4 2025 → Q1 2026: 16,549,586 shares bought and 15,281,527 shares sold, net +1,268,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 255 holders

Anchor @ 65 Pte. Ltd. 52.34% No change 19,910,510 $189.3M
BlackRock, Inc. 0.00% Add +5.4% 12,639,707 $120.2M
Vanguard Portfolio Management LLC 0.01% — 11,313,053 $107.6M
Morgan Stanley 0.00% Add +1.2% 7,968,133 $75.8M
Vanguard Capital Management LLC 0.00% — 6,946,381 $66.1M
D. E. Shaw & Co. 0.04% Add +50.0% 5,508,663 $52.4M
Parsifal Capital Management, LP 4.68% Add +1.6% 3,811,185 $36.2M
Jennison Associates LLC 0.02% Reduce -9.7% 3,767,581 $35.8M
Geode Capital Management, LLC 0.00% Add +0.9% 3,677,284 $35.0M
State Street Corp. 0.00% Add +3.8% 3,511,378 $33.4M
Dimensional Fund Advisors LP 0.01% Add +25.6% 3,264,082 $31.0M
Two Sigma Investments, LP 0.02% Add +170.2% 2,887,986 $27.5M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Add +25.0% 2,675,587 $25.4M
Renaissance Technologies 0.04% Add +16.4% 2,580,153 $24.5M
Goldman Sachs Group Inc. 0.00% Add +111.3% 2,577,846 $24.5M
SG Americas Securities, LLC 0.03% Add +335.2% 2,391,696 $22.7M
Qube Research & Technologies Ltd 0.03% Add +93.9% 1,902,054 $18.1M
Prudential PLC 0.13% No change 1,754,810 $16.7M
Wellington Management Group LLP 0.00% Reduce -77.7% 1,343,280 $12.8M
Northern Trust Corp. 0.00% Add +4.0% 1,325,128 $12.6M
Nuveen, LLC 0.00% Add +16.4% 1,323,766 $12.6M
Bank of America Corp. 0.00% Add +185.8% 1,253,662 $11.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.1% 1,189,775 $11.3M
Vanguard Fiduciary Trust Co. 0.00% — 992,200 $9.4M
Nomura Asset Management International Inc. 0.02% Reduce -47.8% 967,131 $9.2M
Gotham Asset Management 0.02% Add +7.8% 810,345 $7.7M
Millennium Management 0.01% Reduce -28.6% 797,689 $7.6M
Bank of New York Mellon Corp 0.00% Add +9.4% 789,069 $7.5M
HERALD INVESTMENT MANAGEMENT Ltd 1.03% Reduce -8.8% 775,000 $7.4M
AQR Capital Management 0.00% Add +112.0% 752,771 $7.2M
BNP Paribas Financial Markets 0.00% Reduce -1.2% 733,225 $7.0M
Federated Hermes, Inc. 0.01% Reduce -23.0% 724,409 $6.9M
Peregrine Capital Management LLC 0.25% Reduce -4.1% 715,125 $6.8M
Point72 Asset Management 0.01% Reduce -24.6% 696,925 $6.6M
Susquehanna International Group, LLP 0.01% Add +120.5% 682,659 $6.5M
Trexquant Investment LP 0.05% Add +90.1% 665,224 $6.3M
Silvercrest Asset Management Group LLC 0.04% Add +12.6% 576,047 $5.5M
Squarepoint Ops LLC 0.01% Reduce -46.4% 542,563 $5.2M
Essex Investment Management Co. LLC 0.75% Reduce -1.9% 498,482 $4.7M
Stoic Point Capital Management LLC 4.55% Add +95.1% 485,603 $4.6M
JPMorgan Chase & Co. 0.00% Reduce -42.8% 486,877 $4.6M
Jane Street Group, LLC 0.00% Reduce -24.5% 462,515 $4.4M
Voloridge Investment Management, LLC 0.02% Reduce -35.6% 442,316 $4.2M
Arrowstreet Capital, Limited Partnership 0.00% New 427,520 $4.1M
Voya Investment Management LLC 0.00% Reduce -4.7% 387,534 $3.7M
Marshall Wace, LLP 0.00% Add +476.8% 370,323 $3.5M
Citadel Advisors 0.00% Reduce -40.0% 353,280 $3.4M
CenterBook Partners LP 0.17% Add +77.8% 336,578 $3.2M
NorthCoast Asset Management LLC 0.07% Reduce -11.1% 320,000 $3.0M
MUFG Securities EMEA plc 0.04% No change 317,000 $3.0M
Engineers Gate Manager LP 0.04% Reduce -12.1% 315,386 $3.0M
Capitolis Liquid Global Markets LLC 0.02% — 314,100 $3.0M
Deutsche Bank AG 0.00% Reduce -31.8% 301,558 $2.9M
Swiss National Bank 0.00% Add +2.2% 277,500 $2.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.4% 269,723 $2.6M
EFG International AG 0.05% Reduce -5.1% 257,088 $2.4M
Brown Capital Management LLC 0.32% Reduce -15.3% 237,280 $2.3M
Alliancebernstein L.P. 0.00% Add +0.9% 160,741 $2.2M
Y-Intercept (Hong Kong) Ltd 0.04% Add +83.2% 232,250 $2.2M
Raymond James Financial Inc. 0.00% Reduce -86.4% 222,922 $2.1M
Sei Investments Co. 0.00% Add +40.0% 214,753 $2.0M
Occudo Quantitative Strategies LP 0.11% Add +25.3% 207,508 $2.0M
Voleon Capital Management LP 0.04% Add +251.8% 206,917 $2.0M
UBS Group AG 0.00% Reduce -51.4% 204,480 $1.9M
Ingalls & Snyder LLC 0.07% Reduce -0.7% 192,911 $1.8M
Creative Planning 0.00% Add +118.0% 190,442 $1.8M
Scalar Gauge Management, LLC 1.74% New 190,000 $1.8M
Boothbay Fund Management, LLC 0.04% Add +204.5% 187,937 $1.8M
Angeles Wealth Management, LLC 0.10% New 187,493 $1.8M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -52.5% 186,445 $1.8M
California State Teachers Retirement System 0.00% Add +60.6% 185,749 $1.8M
Rhumbline Advisers 0.00% Add +2.3% 182,201 $1.7M
Barclays PLC 0.00% Reduce -53.1% 166,387 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +25.3% 154,040 $1.5M
Magnetar Financial LLC 0.01% New 143,421 $1.4M
Brevan Howard Capital Management LP 0.01% Add +257.1% 138,404 $1.3M
ExodusPoint Capital Management, LP 0.01% Add +60.4% 135,147 $1.3M
Odyssean, LLC 0.46% Add +140.3% 132,621 $1.3M
Algert Global LLC 0.02% Reduce -28.2% 127,441 $1.2M
Invesco Ltd. 0.00% Add +9.7% 123,852 $1.2M
HighTower Advisors, LLC 0.00% Reduce -0.6% 122,671 $1.2M
Quantinno Capital Management LP 0.00% Add +307.0% 109,317 $1.0M
T. Rowe Price Associates Inc. 0.00% Add +28.2% 106,265 $1.0M
Gsa Capital Partners LLP 0.06% New 104,023 $989K
Legal & General Group Plc 0.00% Reduce -25.3% 102,537 $975K
Vontobel Holding Ltd. 0.00% New 99,229 $944K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 97,937 $931K
Russell Investments Group, Ltd. 0.00% Add +19.0% 97,133 $924K
Capital Fund Management S.A. 0.01% Add +16.0% 93,272 $887K
Neo Ivy Capital Management 0.22% Reduce -64.2% 89,041 $847K
Legato Capital Management LLC 0.08% Reduce -1.4% 87,456 $832K
Moran Wealth Management, LLC 0.02% Add +53.3% 84,294 $802K
HRT Financial LP 0.00% New 82,706 $786K
MetLife Investment Management, LLC 0.00% Add +1.2% 82,569 $785K
Franklin Resources Inc. 0.00% Reduce -93.5% 77,872 $741K
Ieq Capital, LLC 0.00% Add +338.3% 75,449 $718K
FMR LLC 0.00% Add +167.8% 74,935 $713K
Centiva Capital, LP 0.03% New 73,526 $699K
Man Group plc 0.00% Add +128.3% 72,340 $688K
PDT Partners, LLC 0.04% Reduce -60.8% 72,327 $688K

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

Show all 255 holders