Security key
053604104
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 41,312
- Total 13F value
- $581,673
- Share change
- -548,185
- SEC-reported price per share
- $14.08
- Number of holders
- 7
- Value change
- -$6,067,477
- Number of buys
- 5
- Number of sells
- 1
- Shares outstanding
- 216,316,068
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
7
Top holders
7
AVPT full security history
Ownership snapshot
Full 13F holder table
AvePoint, Inc. SEC filings
AvePoint, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 053604104
Recent filing periods:
Ownership snapshot
Top reported holders of AVPT - AvePoint, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Anchor IV Pte. Ltd.
Disclosed value leader
Anchor IV Pte. Ltd.
Comparable rows
15/15
Latest evidence
11 Sep 2026
13D/G
3/4/5
13F
Lead comparable stake: 9.4%
13D/G row: Anchor IV Pte. Ltd.
Showing 1-6 of 15 holder rows.
Quick read
Anchor IV Pte. Ltd. leads the comparable SEC ownership view at 9.4%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Anchor IV Pte. Ltd.'s linked filing trail.
Comparable ownership
Top 5
Anchor IV Pte. Ltd.
9.4%
Lu Zhijian
5.5%
VANGUARD PORTFOLIO MANAGEMENT LLC
5.3%
Jeff Epstein
0.55%
James Caci
0.32%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Anchor IV Pte. Ltd. |
13D/G
|
9.4%
|
$298,856,755
19,910,510 shares
|
$0 | 30 Sep 2025 |
| Lu Zhijian |
13D/G
3/4/5
No longer a 10% owner
|
5.5%
|
$175,332,035
11,681,015 shares
|
$0 | 24 Oct 2025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
13D/G
Company · Vanguard Portfolio Management
|
5.3%
from 13D/G
|
$120,606,753
10,758,854 shares
|
— | 30 Jun 2026 |
| Jeff Epstein |
3/4/5
Director
|
0.55%
|
$11,261,057
1,184,128 shares
|
— | 01 Jun 2026 |
| James Caci |
3/4/5
Chief Financial Officer
|
0.32%
|
$7,662,102
683,506 shares
|
— | 11 Sep 2026 |
| Jeff Teper |
3/4/5
Director
|
0.16%
|
$3,193,438
335,798 shares
|
— | 01 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
7
Shares
41,312
Rows available
7
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2026 vs Q2 2026 Across Filers
Q2 2026 holders
253
Q3 2026 holders
7
Holder diff
-246
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend