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AvePoint (AVPT) Institutional Ownership

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$14.00 -0.53 (-3.65%)
Closing price 04:00 PM Eastern
Extended Trading
$13.84 -0.16 (-1.18%)
As of 05:40 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for AvePoint (NASDAQ:AVPT)

Current
Institutional Ownership
Percentage
44.49%
Number of
Institutional Buyers
(last 12 months)
159
Total
Institutional Inflows
(last 12 months)
$502.12M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$193.70M
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AVPT Institutional Buying and Selling by Quarter

AvePoint Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Ausbil Investment Management Ltd25,445$358K0.2%N/A0.012%
9/9/2026Scholtz & Company LLC176,175$1.98M1.0%N/A0.083%
9/9/2026Integrated Wealth Concepts LLC8,526$96K0.0%N/A0.004%
9/9/2026Squarepoint Ops LLC449,555$5.04M0.0%-17.1%0.212%
9/8/2026Allworth Financial LP5,065$57K0.0%+109.6%0.002%
8/27/2026Corient Private Wealth LP21,417$240K0.0%N/A0.010%
8/22/2026Odyssean LLC273,488$3.07M0.5%+106.2%0.129%
8/21/2026AXQ Capital LP16,436$184K0.0%N/A0.008%
8/20/2026Greenleaf Trust10,912$122K0.0%N/A0.005%
8/19/2026Wellington Management Group LLP2,776,579$31.13M0.0%+106.7%1.312%
8/6/2026Bank of New York Mellon Corp789,255$8.85M0.0%N/A0.372%
7/10/2026Handelsbanken Fonder AB44,300$497K0.0%+43.4%0.021%
7/7/2026GAMMA Investing LLC3,814$43K0.0%+26.6%0.002%
7/2/2026 Versant Capital Management Inc8,044$90K0.0%+26.8%0.004%
6/18/2026Pacer Advisors Inc.26,892$256K0.0%+25.8%0.013%
5/19/2026Bank of America Corp DE1,253,662$11.92M0.0%+185.8%0.591%
5/19/2026Smith Group Asset Management LLC62,120$591K0.0%+9.0%0.029%
5/18/2026Stoic Point Capital Management LLC485,603$4.62M4.5%+95.1%0.229%
5/18/2026EverSource Wealth Advisors LLC14,379$137K0.0%+35.5%0.007%
5/18/2026California State Teachers Retirement System185,749$1.77M0.0%+60.6%0.088%
5/18/2026Royal Bank of Canada7,632$73K0.0%-89.2%0.004%
5/16/2026The Manufacturers Life Insurance Company154,040$1.47M0.0%+25.3%0.071%
5/16/2026Quantinno Capital Management LP109,317$1.04M0.0%+307.0%0.051%
5/15/2026Entropy Technologies LP20,063$191K0.0%+24.1%0.009%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund2,675,587$25.45M0.0%+25.0%1.242%
5/14/2026Renaissance Technologies LLC2,580,153$24.54M0.0%+16.4%1.197%
5/14/2026Arrowstreet Capital Limited Partnership427,520$4.07M0.0%N/A0.198%
5/14/2026Caxton Associates LLP24,009$228K0.0%N/A0.011%
5/14/2026Inceptionr LLC18,350$175K0.0%-37.1%0.009%
5/14/2026Sei Investments Co.214,753$2.04M0.0%+40.0%0.100%
5/13/2026Cetera Investment Advisers17,719$169K0.0%-42.6%0.008%
5/8/2026PNC Financial Services Group Inc.2,977$28K0.0%+933.7%0.001%
5/7/2026Dimensional Fund Advisors LP3,264,082$31.04M0.0%+25.7%1.515%
5/7/2026Swiss National Bank277,500$2.64M0.0%+2.2%0.129%
5/6/2026Jennison Associates LLC3,767,581$35.83M0.0%-9.7%1.749%
5/6/2026Angeles Wealth Management LLC187,493$1.78M0.1%N/A0.087%
5/5/2026D.A. Davidson & CO.58,286$554K0.0%-9.2%0.027%
5/5/2026Bank of New York Mellon Corp789,069$7.50M0.0%+9.4%0.366%
5/4/2026Principal Financial Group Inc.10,757$102K0.0%N/A0.005%
5/1/2026Sequoia Financial Advisors LLC12,441$118K0.0%N/A0.006%
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4/30/2026Hsbc Holdings PLC27,795$262K0.0%+40.1%0.013%
4/30/2026DSM Capital Partners LLC11,614$110K0.0%N/A0.005%
4/27/2026Moran Wealth Management LLC84,294$802K0.0%+53.3%0.039%
4/27/2026Y Intercept Hong Kong Ltd232,250$2.21M0.0%+83.2%0.108%
4/25/2026Keybank National Association OH28,523$271K0.0%-20.0%0.013%
4/24/2026Peregrine Capital Management LLC715,125$6.80M0.3%-4.1%0.332%
4/22/2026Pictet Asset Management Holding SA41,282$393K0.0%-60.1%0.019%
4/16/2026SG Americas Securities LLC2,391,696$22.75M0.0%+335.2%1.110%
4/16/2026Balboa Wealth Partners20,082$191K0.0%+43.6%0.009%
3/20/2026Hsbc Holdings PLC19,833$276K0.0%-98.1%0.009%
3/17/2026Rockefeller Capital Management L.P.37,621$523K0.0%+31.1%0.017%
2/24/2026Pacer Advisors Inc.21,381$297K0.0%+81.2%0.010%
2/20/2026Kovitz Investment Group Partners LLC360,000$5M0.1%-10.0%0.167%
2/19/2026Invesco Ltd.112,933$1.57M0.0%-97.5%0.052%
2/18/2026Vident Advisory LLC25,690$357K0.0%+17.6%0.012%
2/18/2026XTX Topco Ltd37,061$515K0.0%N/A0.017%
2/18/2026Zacks Investment Management36,450$506K0.0%N/A0.017%
2/18/2026nVerses Capital LLC13,606$189K0.4%N/A0.006%
2/18/2026Voloridge Investment Management LLC686,554$9.54M0.0%+42.2%0.318%
2/18/2026Wellington Management Group LLP6,009,236$83.47M0.0%-5.8%2.785%
2/18/2026Stoic Point Capital Management LLC248,900$3.46M2.9%N/A0.115%
2/18/2026Occudo Quantitative Strategies LP165,618$2.30M0.2%+685.8%0.077%
2/18/2026Odyssean LLC55,197$767K0.6%N/A0.026%
2/18/2026Millennium Management LLC1,117,255$15.52M0.0%-19.9%0.518%
2/18/2026Man Group plc31,694$440K0.0%-41.8%0.015%
2/18/2026Gotham Asset Management LLC752,005$10.45M0.0%-4.5%0.348%
2/18/2026Engineers Gate Manager LP358,940$4.99M0.1%-15.7%0.166%
2/18/2026Boothbay Fund Management LLC61,715$857K0.0%+65.3%0.029%
2/17/2026Schonfeld Strategic Advisors LLC170,661$2.37M0.0%+1,070.7%0.079%
2/17/2026Brown Capital Management LLC280,223$3.89M0.3%N/A0.130%
2/17/2026PDT Partners LLC184,535$2.56M0.2%-10.7%0.086%
2/17/2026AQR Capital Management LLC355,141$4.93M0.0%+45.3%0.165%
2/17/2026Cetera Investment Advisers30,873$429K0.0%+98.3%0.014%
2/17/2026EFG International AG270,978$3.77M0.1%N/A0.126%
2/17/2026Lazard Asset Management LLC126,455$1.76M0.0%N/A0.059%
2/17/2026Jain Global LLC20,906$290K0.0%-66.4%0.010%
2/17/2026Trexquant Investment LP349,990$4.86M0.0%+33.9%0.162%
2/17/2026Jump Financial LLC41,433$576K0.0%-52.4%0.019%
2/17/2026Laurion Capital Management LP54,096$751K0.0%N/A0.025%
2/17/2026Sciencast Management LP34,307$477K0.1%N/A0.016%
2/17/2026Price T Rowe Associates Inc. MD82,861$1.15M0.0%+16.7%0.038%
2/17/2026Russell Investments Group Ltd.81,623$1.13M0.0%-53.6%0.038%
2/17/2026Kemnay Advisory Services Inc.3,383$47K0.0%N/A0.002%
2/17/2026ExodusPoint Capital Management LP84,243$1.17M0.0%N/A0.039%
2/17/2026Royal Bank of Canada70,946$985K0.0%-30.7%0.033%
2/17/2026Blair William & Co. IL13,700$190K0.0%+8.3%0.006%
2/17/2026Mangrove Partners IM LLC18,969$263K0.0%N/A0.009%
2/17/2026Graham Capital Management L.P.108,161$1.50M0.0%+705.2%0.050%
2/16/2026Okabena Investment Services Inc.43,518$604K0.1%-7.3%0.020%
2/16/2026Squarepoint Ops LLC1,012,668$14.07M0.0%+368.3%0.469%
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2/16/2026Mariner LLC20,519$285K0.0%+82.1%0.010%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund2,140,572$29.73M0.0%+620.9%0.992%
2/16/2026Entropy Technologies LP16,172$225K0.0%N/A0.007%
2/16/2026Barclays PLC354,525$4.92M0.0%+67.6%0.164%
2/16/2026Aigen Investment Management LP76,059$1.06M0.2%+66.5%0.035%
2/13/2026Kestra Advisory Services LLC1,997$28K0.0%N/A0.001%
2/13/2026Marshall Wace LLP64,199$892K0.0%-85.1%0.030%
2/13/2026The Manufacturers Life Insurance Company 122,908$1.71M0.0%+14.3%0.057%
2/13/2026Stifel Financial Corp11,554$160K0.0%+14.9%0.005%
2/13/2026Smartleaf Asset Management LLC9,282$130K0.0%+871.9%0.004%


AVPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 286 institutional investors and hedge funds held shares of AvePoint. The most heavily invested institutionals were Vanguard Group Inc. ($241.75M), Parsifal Capital Management LP ($127.93M), Morgan Stanley ($109.33M), Geode Capital Management LLC ($50.61M), State Street Corp ($46.99M), Jennison Associates LLC ($35.83M), and Wellington Management Group LLP ($31.13M).Learn more on AvePoint's institutional investors.

44.49% of AvePoint's stock is owned by institutional investors. Learn more on AVPT's institutional investor holdings.

Of the 259 institutional investors that purchased AvePoint's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Parsifal Capital Management LP ($8.32M), Wellington Management Group LLP ($8.20M), Morgan Stanley ($6.21M), Invesco Ltd. ($4.55M), Jennison Associates LLC ($3.33M), Raymond James Financial Inc. ($2.95M), and Arrowstreet Capital Limited Partnership ($2.70M).

Institutional investors have bought a total of 37,415,414 shares in the last 24 months. This purchase volume represents approximately $502.12M in transactions.

Of the 59 institutional investors that sold AvePoint's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($5.22M), Franklin Resources Inc. ($1.12M), Hsbc Holdings PLC ($1.04M), Arrowstreet Capital Limited Partnership ($641.20K), Wellington Management Group LLP ($619.74K), JPMorgan Chase & Co. ($538.51K), and Jennison Associates LLC ($405.70K).

Institutional investors have sold a total of 13,860,690 shares in the last 24 months. This volume of shares sold represents approximately $193.70M in transactions.


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Institutional ownership data for NASDAQ:AVPT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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