| 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 |
As of 31 Dec 2025, 246 institutional investors reported holding 130,363,640 shares of AvePoint, Inc. - Common Stock, par value $0.0001 per share (AVPT). This represents 62% of the company’s total 211,813,936 outstanding shares.
The largest institutional shareholders of AvePoint, Inc. - Common Stock, par value $0.0001 per share (AVPT) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Anchor @ 65 Pte. Ltd. | 9.4% | 19,910,510 | 0% | 64% | $276,556,984 |
| VANGUARD GROUP INC | 8.2% | 17,404,543 | +1.1% | 0% | $241,749,102 |
| BlackRock, Inc. | 5.7% | 11,996,676 | +7.4% | 0% | $166,633,830 |
| MORGAN STANLEY | 3.7% | 7,871,282 | +373% | 0.01% | $109,332,116 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.8% | 6,009,236 | -5.8% | 0.01% | $83,468,289 |
| JENNISON ASSOCIATES LLC | 2% | 4,173,280 | +11% | 0.03% | $57,966,862 |
| Parsifal Capital Management, LP | 1.8% | 3,752,179 | -56% | 5.3% | $52,117,766 |
| D. E. Shaw & Co., Inc. | 1.7% | 3,672,278 | +162% | 0.04% | $51,007,942 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7% | 3,643,473 | +6.9% | 0% | $50,614,017 |
| STATE STREET CORP | 1.6% | 3,382,915 | +9.8% | 0% | $46,988,689 |
| DIMENSIONAL FUND ADVISORS LP | 1.2% | 2,597,660 | +27% | 0.01% | $36,082,137 |
| RENAISSANCE TECHNOLOGIES LLC | 1% | 2,216,953 | +14% | 0.05% | $30,793,477 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1% | 2,140,572 | +621% | 0.05% | $29,732,545 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 0.87% | 1,852,282 | 0% | 0.04% | $25,728,000 |
| PRUDENTIAL PLC | 0.83% | 1,754,810 | -1.1% | 0.19% | $24,317,239 |
| RAYMOND JAMES FINANCIAL INC | 0.77% | 1,634,577 | -12% | 0.01% | $22,797,152 |
| NORTHERN TRUST CORP | 0.6% | 1,273,501 | +2.3% | 0% | $17,688,928 |
| GOLDMAN SACHS GROUP INC | 0.58% | 1,220,182 | +1.2% | 0% | $16,948,328 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.56% | 1,190,436 | +4.9% | 0% | $16,535,156 |
| FRANKLIN RESOURCES INC | 0.56% | 1,189,591 | -48% | 0% | $16,523,415 |
| Nuveen, LLC | 0.54% | 1,137,674 | +19% | 0% | $15,802,291 |
| MILLENNIUM MANAGEMENT LLC | 0.53% | 1,117,255 | -20% | 0.01% | $15,518,298 |
| TWO SIGMA INVESTMENTS, LP | 0.5% | 1,068,924 | +30% | 0.02% | $14,847,354 |
| NORGES BANK | 0.49% | 1,047,900 | 0% | $14,555,331 | |
| Squarepoint Ops LLC | 0.48% | 1,012,668 | +368% | 0.03% | $14,065,959 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 130,363,640 | $1,810,809,494 | +$45,539,084 | $13.89 | 246 |
| 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 |