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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $16.4M |
| Exits | 42 | $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 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.3% | 70,485 | $670K |
| American Century Companies Inc. | 0.00% | Add +13.1% | 69,675 | $663K |
| Cerity Partners LLC | 0.00% | Add +29.4% | 69,111 | $657K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -59.5% | 69,091 | $657K |
| Twinbeech Capital LP | 0.07% | New | 68,062 | $647K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +18.5% | 67,062 | $638K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -10.6% | 63,292 | $602K |
| Wells Fargo & Company | 0.00% | Reduce -79.1% | 62,634 | $596K |
| Smith Group Asset Management, LLC | 0.03% | Add +9.1% | 62,120 | $591K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -24.7% | 60,649 | $577K |
| D.A. Davidson & Co. | 0.00% | Reduce -9.2% | 58,286 | $554K |
| EntryPoint Capital, LLC | 0.15% | Add +246.7% | 55,033 | $523K |
| Vanguard Global Advisers, LLC | 0.00% | — | 53,888 | $512K |
| Janus Henderson Group PLC | 0.00% | No change | 53,308 | $507K |
| Cwm, LLC | 0.00% | Add +212.8% | 51,768 | $492K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 43,900 | $417K |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.5% | 43,453 | $413K |
| Dark Forest Capital Management LP | 0.04% | Add +5.6% | 43,187 | $411K |
| New York State Common Retirement Fund | 0.00% | No change | 42,451 | $404K |
| Aigen Investment Management, LP | 0.10% | Reduce -44.4% | 42,311 | $402K |
| Citigroup Inc. | 0.00% | Reduce -53.0% | 41,463 | $394K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -60.0% | 41,282 | $393K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -27.8% | 40,014 | $381K |
| Arizona State Retirement System | 0.00% | Add +0.4% | 38,527 | $366K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 38,105 | $362K |
| ProShare Advisors LLC | 0.00% | Reduce -9.3% | 37,918 | $361K |
| Teacher Retirement System of Texas | 0.00% | Reduce -49.9% | 37,412 | $356K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -72.1% | 37,300 | $355K |
| Intech Investment Management LLC | 0.00% | Reduce -32.0% | 35,922 | $342K |
| Mariner, LLC | 0.00% | Add +74.0% | 35,710 | $340K |
| Pinegrove Venture Partners, LLC | 14.83% | No change | 32,310 | $307K |
| KLP Kapitalforvaltning As | 0.00% | Add +7.5% | 31,500 | $300K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 31,346 | $298K |
| Handelsbanken Fonder AB | 0.00% | No change | 30,900 | $294K |
| Mercer Global Advisors Inc. | 0.00% | New | 29,270 | $278K |
| Keybank National Association | 0.00% | Reduce -20.0% | 28,523 | $271K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +75.9% | 26,795 | $266K |
| HSBC Holdings PLC | 0.00% | Add +40.1% | 27,795 | $262K |
| Pacer Advisors, Inc. | 0.00% | Add +25.8% | 26,892 | $256K |
| Focus Partners Wealth | 0.00% | Add +4.1% | 26,762 | $255K |
| Mirabella Financial Services LLP | 0.03% | New | 26,085 | $248K |
| M&T Bank Corp | 0.00% | Add +2.4% | 25,953 | $247K |
| XTX Topco Ltd | 0.00% | Reduce -30.9% | 25,609 | $244K |
| Mangrove Partners Im, LLC | 0.02% | Add +34.8% | 25,571 | $243K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +88.9% | 24,613 | $234K |
| Caxton Associates LLP | 0.01% | New | 24,009 | $228K |
| Prudential Financial Inc. | 0.00% | New | 23,435 | $223K |
| Evergreen Capital Management LLC | 0.00% | New | 21,838 | $208K |
| Truist Financial Corp. | 0.00% | Add +70.0% | 20,743 | $197K |
| Papamarkou Wellner Asset Management inc. | 0.12% | New | 20,270 | $193K |
| Balboa Wealth Partners | 0.03% | Add +43.6% | 20,082 | $191K |
| Entropy Technologies, LP | 0.01% | Add +24.1% | 20,063 | $191K |
| Lighthouse Investment Partners, LLC | 0.01% | Reduce -9.1% | 19,735 | $188K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +88.6% | 19,356 | $184K |
| Advisors Asset Management, Inc. | 0.00% | Add +65.4% | 18,847 | $179K |
| Inceptionr LLC | 0.04% | Reduce -37.1% | 18,350 | $175K |
| Cetera Investment Advisers | 0.00% | Reduce -42.6% | 17,719 | $169K |
| Headlands Technologies LLC | 0.02% | New | 16,857 | $160K |
| Fox Run Management, L.L.C. | 0.03% | Reduce -56.0% | 16,959 | $159K |
| Victory Capital Management Inc. | 0.00% | Reduce -91.1% | 15,582 | $148K |
| Jain Global LLC | 0.00% | Reduce -27.3% | 15,191 | $144K |
| Summit Trail Advisors, LLC | 0.00% | New | 15,071 | $143K |
| Eventide Asset Management, LLC | 0.00% | New | 15,133 | $142K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +35.5% | 14,379 | $137K |
| State of Wisconsin Investment Board | 0.00% | New | 14,085 | $134K |
| Bayforest Capital Ltd | 0.15% | New | 13,862 | $132K |
| Xponance LLC | 0.00% | Add +17.1% | 13,487 | $128K |
| Numerai GP LLC | 0.01% | New | 12,886 | $123K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 12,441 | $118K |
| Blair William & Co. | 0.00% | Reduce -10.2% | 12,300 | $117K |
| Cornerstone Investment Partners, LLC | 0.00% | New | 12,205 | $116K |
| Captrust Financial Advisors | 0.00% | New | 11,948 | $114K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 11,932 | $113K |
| Ethic Inc. | 0.00% | New | 11,652 | $111K |
| DSM Capital Partners LLC | 0.00% | New | 11,614 | $110K |
| Merit Financial Group, LLC | 0.00% | New | 11,600 | $110K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -3.6% | 11,465 | $109K |
| LPL Financial LLC | 0.00% | Reduce -74.7% | 11,347 | $108K |
| CIBC Asset Management Inc | 0.00% | No change | 11,118 | $106K |
| State of Alaska, Department of Revenue | 0.00% | No change | 10,872 | $103K |
| Principal Financial Group Inc. | 0.00% | New | 10,757 | $102K |
| PharVision Advisers, LLC | 1.04% | Reduce -39.7% | 10,733 | $102K |
| Capstone Investment Advisors, LLC | 0.00% | New | 10,686 | $102K |
| Two Sigma Securities, LLC | 0.01% | New | 10,437 | $99K |
| SBI Okasan Asset Management Co.Ltd. | 0.00% | No change | 8,000 | $75K |
| Royal Bank of Canada | 0.00% | Reduce -89.2% | 7,632 | $73K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 6,482 | $62K |
| Versant Capital Management, Inc | 0.01% | Add +274.2% | 6,343 | $60K |
| Covestor Ltd | 0.04% | Reduce -19.6% | 6,294 | $60K |
| KBC Group NV | 0.00% | No change | 6,356 | $60K |
| Simplex Trading, LLC | 0.00% | Add +238.3% | 5,156 | $49K |
| Signaturefd, LLC | 0.00% | Add +335.2% | 4,626 | $44K |
| Osaic Holdings, Inc. | 0.00% | Add +15.3% | 3,511 | $33K |
| Jones Financial Companies LLLP | 0.00% | Add +543.5% | 3,282 | $31K |
| GAMMA Investing LLC | 0.00% | Add +6.5% | 3,012 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | Add +933.7% | 2,977 | $28K |
| US Bancorp \de | 0.00% | Reduce -65.8% | 2,962 | $28K |
| Larson Financial Group LLC | 0.00% | New | 2,815 | $27K |
| Quadrant Capital Group LLC | 0.00% | Add +45.1% | 2,490 | $24K |
| Allworth Financial LP | 0.00% | Add +78.3% | 2,416 | $23K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +32.9% | 2,390 | $23K |
| Optiver Holding B.V. | 0.00% | New | 2,153 | $20K |
| Group One Trading LLC | 0.00% | Reduce -60.6% | 1,910 | $18K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -3.8% | 1,710 | $16K |
| Parallel Advisors, LLC | 0.00% | Add +34.1% | 1,674 | $16K |
| State of Wyoming | 0.00% | Reduce -88.3% | 1,657 | $16K |
| Destiny Wealth Partners, LLC | 0.00% | New | 1,555 | $15K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 1,500 | $14K |
| Rothschild Investment LLC | 0.00% | Add +43.3% | 1,304 | $12K |
| Advisory Services Network, LLC | 0.00% | New | 1,282 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Add +54.3% | 1,185 | $12K |
| Sterling Capital Management LLC | 0.00% | Add +1.3% | 972 | $9K |
| Kilter Group LLC | 0.00% | Add +5161.1% | 947 | $9K |
| Marquette Asset Management, LLC | 0.00% | Add +47.3% | 934 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -90.3% | 902 | $8K |
| IFP Advisors, Inc | 0.00% | Add +223.5% | 799 | $8K |
| Aquatic Capital Management LLC | 0.00% | Reduce -92.0% | 782 | $7K |
| Root Financial Partners, LLC | 0.00% | New | 780 | $7K |
| Essential Partners LLC | 0.00% | Reduce -36.9% | 736 | $7K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -89.9% | 700 | $7K |
| Arax Advisory Partners | 0.00% | Add +21.7% | 589 | $6K |
| North Star Investment Management Corp. | 0.00% | Add +533.3% | 494 | $5K |
| Leonteq Securities AG | 0.00% | No change | 452 | $4K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -99.4% | 419 | $4K |
| True Wealth Design, LLC | 0.00% | Add +125.8% | 368 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +96.0% | 339 | $3K |
| Torren Management, LLC | 0.00% | Reduce -49.4% | 296 | $3K |
| Huntington National Bank | 0.00% | New | 271 | $3K |
| Fifth Third Bancorp | 0.00% | Add +120.7% | 245 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +435.1% | 198 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +106.7% | 186 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 164 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +8.4% | 155 | $1K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 151 | $1K |
| Quarry LP | 0.00% | Reduce -89.3% | 129 | $1K |
| Avion Wealth | 0.00% | Add +405.1% | 197 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 115 | $1K |
| MAI Capital Management | 0.00% | New | 65 | $619 |
| Parkside Financial Bank & Trust | 0.00% | New | 60 | $571 |
| Cornerstone Financial Management LLC | 0.00% | Add +15.2% | 53 | $504 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -92.7% | 53 | $504 |
| TD Private Client Wealth LLC | 0.00% | No change | 49 | $466 |
| SJS Investment Consulting Inc. | 0.00% | Add +79.0% | 34 | $324 |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +52.4% | 32 | $304 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 29 | $276 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 26 | $247 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 25 | $238 |
| Sunbelt Securities, Inc. | 0.00% | Add +17.6% | 20 | $190 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 20 | $190 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 18 | $171 |
| National Bank of Canada | 0.00% | Add +1500.0% | 16 | $152 |
| Ameritas Advisory Services, LLC | 0.00% | New | 7 | $67 |
| Hughes Financial Services, LLC | 0.00% | New | 4 | $38 |
| Dunhill Financial, LLC | 0.00% | Reduce -25.0% | 3 | $34 |
| Macquarie Group Ltd. | 0.00% | No change | 1 | $10 |
"% of holder's portfolio" is AVPT's weight in each manager's 13F, not the share of Avepoint Inc. the manager owns.