Go Pro

AvePoint (AVPT) Institutional Ownership

AvePoint logo
$13.57 +0.22 (+1.65%)
Closing price 09/3/2026 04:00 PM Eastern
Extended Trading
$13.62 +0.05 (+0.34%)
As of 05:51 AM 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.

Institutional Ownership Changes (13F Filings) for AvePoint (NASDAQ:AVPT)

Current
Institutional Ownership
Percentage
44.49%
Number of
Institutional Buyers
(last 12 months)
158
Total
Institutional Inflows
(last 12 months)
$522.46M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$194.02M
Get AVPT Insider Trade Alerts

Want to know when executives and insiders are buying or selling AvePoint stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AVPT Institutional Buying and Selling by Quarter

AvePoint Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP21,417$240K0.0%N/A0.010%
8/24/2026 California State Teachers Retirement System2,032,037$22.78M0.0%+994.0%0.960%
8/22/2026 Odyssean LLC273,488$3.07M0.5%+106.2%0.129%
8/21/2026 AXQ Capital LP16,436$184K0.0%N/A0.008%
8/20/2026 Greenleaf Trust10,912$122K0.0%N/A0.005%
8/19/2026 Wellington Management Group LLP2,776,579$31.13M0.0%+106.7%1.312%
8/6/2026 Bank of New York Mellon Corp789,255$8.85M0.0%N/A0.372%
7/10/2026 Handelsbanken Fonder AB44,300$497K0.0%+43.4%0.021%
7/7/2026 GAMMA Investing LLC3,814$43K0.0%+26.6%0.002%
7/2/2026 Versant Capital Management Inc8,044$90K0.0%+26.8%0.004%
6/18/2026 Pacer Advisors Inc.26,892$256K0.0%+25.8%0.013%
5/19/2026 Bank of America Corp DE1,253,662$11.92M0.0%+185.8%0.591%
5/19/2026 Smith Group Asset Management LLC62,120$591K0.0%+9.0%0.029%
5/18/2026 Stoic Point Capital Management LLC485,603$4.62M4.5%+95.1%0.229%
5/18/2026 EverSource Wealth Advisors LLC14,379$137K0.0%+35.5%0.007%
5/18/2026 California State Teachers Retirement System185,749$1.77M0.0%+60.6%0.088%
5/18/2026 Royal Bank of Canada7,632$73K0.0%-89.2%0.004%
5/16/2026 The Manufacturers Life Insurance Company154,040$1.47M0.0%+25.3%0.071%
5/16/2026 Quantinno Capital Management LP109,317$1.04M0.0%+307.0%0.051%
5/15/2026 Entropy Technologies LP20,063$191K0.0%+24.1%0.009%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund2,675,587$25.45M0.0%+25.0%1.242%
5/14/2026 Renaissance Technologies LLC2,580,153$24.54M0.0%+16.4%1.197%
5/14/2026 Arrowstreet Capital Limited Partnership427,520$4.07M0.0%N/A0.198%
5/14/2026 Caxton Associates LLP24,009$228K0.0%N/A0.011%
5/14/2026 Inceptionr LLC18,350$175K0.0%-37.1%0.009%
5/14/2026 Sei Investments Co.214,753$2.04M0.0%+40.0%0.100%
5/13/2026 Cetera Investment Advisers17,719$169K0.0%-42.6%0.008%
5/8/2026 PNC Financial Services Group Inc.2,977$28K0.0%+933.7%0.001%
5/7/2026 Dimensional Fund Advisors LP3,264,082$31.04M0.0%+25.7%1.515%
5/7/2026 Swiss National Bank277,500$2.64M0.0%+2.2%0.129%
5/6/2026 Jennison Associates LLC3,767,581$35.83M0.0%-9.7%1.749%
5/6/2026 Angeles Wealth Management LLC187,493$1.78M0.1%N/A0.087%
5/5/2026 D.A. Davidson & CO.58,286$554K0.0%-9.2%0.027%
5/5/2026 Bank of New York Mellon Corp789,069$7.50M0.0%+9.4%0.366%
5/4/2026 Principal Financial Group Inc.10,757$102K0.0%N/A0.005%
5/1/2026 Sequoia Financial Advisors LLC12,441$118K0.0%N/A0.006%
4/30/2026 Hsbc Holdings PLC27,795$262K0.0%+40.1%0.013%
4/30/2026 DSM Capital Partners LLC11,614$110K0.0%N/A0.005%
4/27/2026 Moran Wealth Management LLC84,294$802K0.0%+53.3%0.039%
4/27/2026 Y Intercept Hong Kong Ltd232,250$2.21M0.0%+83.2%0.108%
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (Ad)

In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon adviser Jim Rickards publicly predicted a Trump victory before election night. Now Rickards is issuing a new forecast he calls a potential mid-term meltdown, one he believes could send shockwaves through financial markets.tc pixel

See Jim Rickards' full market warning and what it means for your portfolio
4/25/2026 Keybank National Association OH28,523$271K0.0%-20.0%0.013%
4/24/2026 Peregrine Capital Management LLC715,125$6.80M0.3%-4.1%0.332%
4/22/2026 Pictet Asset Management Holding SA41,282$393K0.0%-60.1%0.019%
4/16/2026 SG Americas Securities LLC2,391,696$22.75M0.0%+335.2%1.110%
4/16/2026 Balboa Wealth Partners20,082$191K0.0%+43.6%0.009%
3/20/2026 Hsbc Holdings PLC19,833$276K0.0%-98.1%0.009%
3/17/2026 Rockefeller Capital Management L.P.37,621$523K0.0%+31.1%0.017%
2/24/2026 Pacer Advisors Inc.21,381$297K0.0%+81.2%0.010%
2/20/2026 Kovitz Investment Group Partners LLC360,000$5M0.1%-10.0%0.167%
2/19/2026 Invesco Ltd.112,933$1.57M0.0%-97.5%0.052%
2/18/2026 Vident Advisory LLC25,690$357K0.0%+17.6%0.012%
2/18/2026 XTX Topco Ltd37,061$515K0.0%N/A0.017%
2/18/2026 Zacks Investment Management36,450$506K0.0%N/A0.017%
2/18/2026 nVerses Capital LLC13,606$189K0.4%N/A0.006%
2/18/2026 Voloridge Investment Management LLC686,554$9.54M0.0%+42.2%0.318%
2/18/2026 Wellington Management Group LLP6,009,236$83.47M0.0%-5.8%2.785%
2/18/2026 Stoic Point Capital Management LLC248,900$3.46M2.9%N/A0.115%
2/18/2026 Occudo Quantitative Strategies LP165,618$2.30M0.2%+685.8%0.077%
2/18/2026 Odyssean LLC55,197$767K0.6%N/A0.026%
2/18/2026 Millennium Management LLC1,117,255$15.52M0.0%-19.9%0.518%
2/18/2026 Man Group plc31,694$440K0.0%-41.8%0.015%
2/18/2026 Gotham Asset Management LLC752,005$10.45M0.0%-4.5%0.348%
2/18/2026 Engineers Gate Manager LP358,940$4.99M0.1%-15.7%0.166%
2/18/2026 Boothbay Fund Management LLC61,715$857K0.0%+65.3%0.029%
2/17/2026 Schonfeld Strategic Advisors LLC170,661$2.37M0.0%+1,070.7%0.079%
2/17/2026 Brown Capital Management LLC280,223$3.89M0.3%N/A0.130%
2/17/2026 PDT Partners LLC184,535$2.56M0.2%-10.7%0.086%
2/17/2026 AQR Capital Management LLC355,141$4.93M0.0%+45.3%0.165%
2/17/2026 Cetera Investment Advisers30,873$429K0.0%+98.3%0.014%
2/17/2026 EFG International AG270,978$3.77M0.1%N/A0.126%
2/17/2026 Lazard Asset Management LLC126,455$1.76M0.0%N/A0.059%
2/17/2026 Jain Global LLC20,906$290K0.0%-66.4%0.010%
2/17/2026 Trexquant Investment LP349,990$4.86M0.0%+33.9%0.162%
2/17/2026 Jump Financial LLC41,433$576K0.0%-52.4%0.019%
2/17/2026 Laurion Capital Management LP54,096$751K0.0%N/A0.025%
2/17/2026 Sciencast Management LP34,307$477K0.1%N/A0.016%
2/17/2026 Price T Rowe Associates Inc. MD82,861$1.15M0.0%+16.7%0.038%
2/17/2026 Russell Investments Group Ltd.81,623$1.13M0.0%-53.6%0.038%
2/17/2026 Kemnay Advisory Services Inc.3,383$47K0.0%N/A0.002%
2/17/2026 ExodusPoint Capital Management LP84,243$1.17M0.0%N/A0.039%
2/17/2026 Royal Bank of Canada70,946$985K0.0%-30.7%0.033%
2/17/2026 Blair William & Co. IL13,700$190K0.0%+8.3%0.006%
2/17/2026 Mangrove Partners IM LLC18,969$263K0.0%N/A0.009%
2/17/2026 Graham Capital Management L.P.108,161$1.50M0.0%+705.2%0.050%
2/16/2026 Okabena Investment Services Inc.43,518$604K0.1%-7.3%0.020%
2/16/2026 Squarepoint Ops LLC1,012,668$14.07M0.0%+368.3%0.469%
2/16/2026 Mariner LLC20,519$285K0.0%+82.1%0.010%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund2,140,572$29.73M0.0%+620.9%0.992%
2/16/2026 Entropy Technologies LP16,172$225K0.0%N/A0.007%
2/16/2026 Barclays PLC354,525$4.92M0.0%+67.6%0.164%
The 2026 beginners Guide to Gold IRAs (Ad)

Gold trades near record highs while silver just topped $81 an ounce for the first time ever. Thousands of Americans use Gold IRAs to diversify retirement savings amid rising national debt. The free 2026 Beginner's Guide to Gold IRAs covers top advantages, penalty free 401k rollovers, and simple steps to get started.tc pixel

Download the free Beginner's Guide to Gold IRAs now
2/16/2026 Aigen Investment Management LP76,059$1.06M0.2%+66.5%0.035%
2/13/2026 Kestra Advisory Services LLC1,997$28K0.0%N/A0.001%
2/13/2026 Marshall Wace LLP64,199$892K0.0%-85.1%0.030%
2/13/2026 The Manufacturers Life Insurance Company 122,908$1.71M0.0%+14.3%0.057%
2/13/2026 Stifel Financial Corp11,554$160K0.0%+14.9%0.005%
2/13/2026 Smartleaf Asset Management LLC9,282$130K0.0%+871.9%0.004%
2/13/2026 Morgan Stanley7,871,282$109.33M0.0%+372.6%3.648%
2/13/2026 Jacobs Levy Equity Management Inc.392,829$5.46M0.0%+100.7%0.182%
2/13/2026 Essex Investment Management Co. LLC508,014$7.06M1.1%-2.0%0.235%
2/13/2026 First Trust Advisors LP65,722$913K0.0%-74.5%0.030%


AVPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 284 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 257 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 39,188,411 shares in the last 24 months. This purchase volume represents approximately $522.46M 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 13,858,424 shares in the last 24 months. This volume of shares sold represents approximately $194.02M in transactions.



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 8/27/2026. New 13F filings are added each quarter as they're published.
From Our Partners