13F reference period
Q2 2026
Security Snapshot
AvePoint, Inc. - Common Stock (AVPT) Institutional Ownership
CUSIP: 053604104
13F Institutional Holders and Ownership History from Q2 2021 to Q3 2026
Institutions Reporting
254
Shares (Excl. Options)
141.49M
Full value: 141,486,098 · shares · 30 Jun 2026Price
$11.21
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock
- Symbol
- AVPT on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 141,486,098
- Total 13F value
- $1,585,518,579
- Portfolio coverage rank
- 0%
- Share change
- +9,354,971
- Value change
- +$107,600,791
- Number of holders
- 254
- Shares outstanding
- 216,316,068
- SEC-reported price per share
- $14.66
- Insider filing price
- $14.66
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- AVPT - AvePoint, Inc. - Common Stock is tracked under CUSIP 053604104.
- 254 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 255 to 254 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$1.26B
Full value: $1,257,260,857 · USD · 31 Mar 2026.$1.59B
Full value: $1,585,518,579 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 254 institutions filings for Q2 2026.
Security key
053604104
13F reference period
Q2 2026
13F holders
254
13D/G owners
3
CIK / CUSIP context first
Open Q2 2026 holders
AVPT full holder history
AvePoint, Inc. SEC filings
AvePoint, Inc. company facts
AvePoint, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 053604104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
AVPT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Anchor IV Pte. Ltd. | 9.4% | $298,856,755 | 19,910,510 | Anchor IV Pte. Ltd. | 30 Sep 2025 | |||
| Lu Zhijian | 5.5% | $175,332,035 | 11,681,015 | Lu Zhijian | 24 Oct 2025 | |||
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.3% | $108,824,071 | 11,443,120 | Vanguard Portfolio Management | 31 Mar 2026 |
As of 30 Jun 2026,
254
institutional investors reported holding
shares of
AvePoint, Inc. - Common Stock (AVPT).
This represents
65%
of the company’s total
outstanding shares.
141.49M
Full value: 141,486,098 · shares · 30 Jun 2026216.32M
Full value: 216,316,068 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
52%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Anchor @ 65 Pte. Ltd. | 9.2% | 19,910,510 | 0% | 63% | $223,196,817 |
| BlackRock, Inc. | 6.7% | 14,445,859 | +14% | 0% | $161,938,073 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5% | 10,758,854 | -4.9% | 0.01% | $120,606,753 |
| MORGAN STANLEY | 4% | 8,571,409 | +7.6% | 0.01% | $96,085,513 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3% | 6,467,464 | -6.9% | 0% | $72,500,271 |
| GOLDMAN SACHS GROUP INC | 2.3% | 5,059,514 | +96% | 0.01% | $56,717,152 |
| D. E. Shaw & Co., Inc. | 2.1% | 4,493,297 | -18% | 0.03% | $50,369,859 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 4,118,372 | +12% | 0% | $46,173,585 |
| STATE STREET CORP | 1.8% | 3,916,749 | +12% | 0% | $43,906,756 |
| Parsifal Capital Management, LP | 1.8% | 3,827,722 | +0.43% | 5.3% | $42,908,764 |
| TWO SIGMA INVESTMENTS, LP | 1.5% | 3,325,017 | +15% | 0.03% | $37,273,441 |
| DIMENSIONAL FUND ADVISORS LP | 1.5% | 3,322,003 | +1.8% | 0.01% | $37,238,536 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.4% | 3,080,946 | +15% | 0.05% | $34,537,405 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.3% | 2,776,579 | +107% | 0.01% | $31,125,450 |
| JENNISON ASSOCIATES LLC | 1.3% | 2,738,972 | -27% | 0.02% | $30,703,879 |
| CITADEL ADVISORS LLC | 0.84% | 1,807,042 | +412% | 0.01% | $20,256,941 |
| NORGES BANK | 0.83% | 1,784,700 | 0% | $20,006,487 | |
| RENAISSANCE TECHNOLOGIES LLC | 0.75% | 1,621,153 | -37% | 0.03% | $18,173,125 |
| AQR CAPITAL MANAGEMENT LLC | 0.74% | 1,590,600 | +111% | 0.01% | $17,830,630 |
| NORTHERN TRUST CORP | 0.73% | 1,582,172 | +19% | 0% | $17,736,148 |
| Qube Research & Technologies Ltd | 0.72% | 1,557,397 | -18% | 0.02% | $17,458,420 |
| Nuveen, LLC | 0.64% | 1,386,513 | +4.7% | 0% | $15,542,811 |
| PRUDENTIAL PLC | 0.64% | 1,374,810 | -22% | 0.11% | $15,184,989 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.58% | 1,245,912 | +4.7% | 0% | $13,966,674 |
| VANGUARD FIDUCIARY TRUST CO | 0.47% | 1,021,389 | +2.9% | 0% | $11,449,771 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
22
Headline period
Q2 2026
Rows shown
1-22 of 22
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 1,887,205 | $26,590,929 | -$3,266,160 | $14.08 | 47 |
| 2026 Q2 | 141,486,098 | $1,585,518,579 | +$107,600,791 | $11.21 | 254 |
| 2026 Q1 | 132,133,575 | $1,257,260,857 | -$19,644,909 | $9.51 | 255 |
| 2025 Q4 | 130,474,016 | $1,812,343,609 | +$31,723,241 | $13.89 | 251 |
| 2025 Q3 | 126,283,413 | $1,896,047,601 | +$118,334,588 | $15.01 | 238 |
| 2025 Q2 | 116,132,175 | $2,242,513,189 | +$145,631,959 | $19.31 | 243 |
| 2025 Q1 | 108,704,179 | $1,569,750,177 | +$82,534,107 | $14.44 | 251 |
| 2024 Q4 | 103,254,215 | $1,704,528,374 | +$206,440,990 | $16.51 | 237 |
| 2024 Q3 | 90,371,340 | $1,068,028,284 | +$76,805,244 | $11.77 | 183 |
| 2024 Q2 | 83,826,993 | $873,324,952 | +$31,825,979 | $10.42 | 171 |
| 2024 Q1 | 81,823,412 | $648,028,599 | +$609,927 | $7.92 | 134 |
| 2023 Q4 | 81,836,838 | $674,578,252 | +$26,319,855 | $8.21 | 123 |
| 2023 Q3 | 78,657,136 | $530,060,686 | -$119,283,956 | $6.72 | 103 |
| 2023 Q2 | 79,192,426 | $456,141,899 | +$18,657,569 | $5.76 | 99 |
| 2023 Q1 | 76,098,891 | $313,517,725 | +$2,696,566 | $4.12 | 95 |
| 2022 Q4 | 75,497,207 | $310,290,157 | -$316,197 | $4.11 | 94 |
| 2022 Q3 | 75,642,429 | $303,369,375 | -$4,648,547 | $4.01 | 92 |
| 2022 Q2 | 76,720,549 | $332,961,092 | +$49,145,571 | $4.34 | 103 |
| 2022 Q1 | 64,939,545 | $341,561,498 | +$10,275,848 | $5.26 | 91 |
| 2021 Q4 | 61,528,479 | $387,008,907 | +$207,087,532 | $6.29 | 73 |
| 2021 Q3 | 25,177,988 | $213,762,875 | +$213,598,766 | $8.49 | 55 |
| 2021 Q2 | 19,331 | $237,000 | +$237,000 | $12.26 | 1 |