Who owns AVPT (AVPT)
Which tracked institutional funds hold AVPT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVPT company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
38 tracked funds added or opened AVPT while 99 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AVPT’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AVPT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AVPT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 254 tracked filers holding AVPT, 155 increased or opened the position and 127 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AVPT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- VANGUARD PORTFOLIO MANAGEMENT LLC$108M
- VANGUARD CAPITAL MANAGEMENT LLC$66M
- VANGUARD FIDUCIARY TRUST CO$9M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$3M
- SCALAR GAUGE MANAGEMENT, LLC$2M
Full exits 21
- VANGUARD GROUP INC$226M
- ASHFORD CAPITAL MANAGEMENT INC$11M
- TWO SIGMA ADVISERS, LP$8M
- Capitolis Liquid Global Markets LLC$4M
- Quantbot Technologies LP$2M
- LAZARD ASSET MANAGEMENT LLC$2M
Largest adds
- SG Americas Securities, LLC$15M
- TWO SIGMA INVESTMENTS, LP$13M
- GOLDMAN SACHS GROUP INC$8M
- BANK OF AMERICA CORP /DE/$6M
- Qube Research & Technologies Ltd$4M
- MARSHALL WACE, LLP$3M
Largest trims
- Anchor @ 65 Pte. Ltd.$87M
- WELLINGTON MANAGEMENT GROUP LLP$73M
- BlackRock, Inc.$46M
- MORGAN STANLEY$34M
- JENNISON ASSOCIATES LLC$22M
- RAYMOND JAMES FINANCIAL INC$21M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Anchor @ 65 Pte. Ltd. | 19,910,510 | $189M | 11.9% | 2026-Q1 |
| BlackRock, Inc. added | 12,639,707 | $120M | 7.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 11,313,053 | $108M | 6.7% | 2026-Q1 |
| MORGAN STANLEY added | 7,968,133 | $76M | 4.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,946,381 | $66M | 4.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 5,508,663 | $52M | 3.3% | 2026-Q1 |
| Parsifal Capital Management, LP added | 3,811,185 | $36M | 2.3% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 3,767,581 | $36M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,677,284 | $35M | 2.2% | 2026-Q1 |
| STATE STREET CORP added | 3,511,378 | $33M | 2.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,264,082 | $31M | 1.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 2,887,986 | $27M | 1.7% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 2,675,587 | $25M | 1.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,580,153 | $25M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,577,846 | $25M | 1.5% | 2026-Q1 |
| SG Americas Securities, LLC added | 2,391,696 | $23M | 1.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,902,054 | $18M | 1.1% | 2026-Q1 |
| PRUDENTIAL PLC | 1,754,810 | $17M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,325,128 | $13M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 1,323,766 | $13M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,253,662 | $12M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,189,775 | $11M | 0.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,137,316 | $11M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 992,200 | $9M | 0.6% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 967,131 | $9M | 0.6% | 2026-Q1 |
| Gotham Asset Management, LLC added | 810,345 | $8M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 797,689 | $8M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 789,069 | $8M | 0.5% | 2026-Q1 |
| NORGES BANK trimmed | 515,700 | $7M | 0.5% | 2026-Q1 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 775,000 | $7M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 733,225 | $7M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 725,152 | $7M | 0.4% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 724,409 | $7M | 0.4% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 715,125 | $7M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 696,925 | $7M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 682,659 | $6M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 665,224 | $6M | 0.4% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 576,047 | $5M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 542,563 | $5M | 0.3% | 2026-Q1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 498,482 | $5M | 0.3% | 2026-Q1 |
| Stoic Point Capital Management LLC added | 485,603 | $5M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 486,877 | $5M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 462,515 | $4M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 442,316 | $4M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 427,520 | $4M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 387,534 | $4M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 360,287 | $3M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 353,280 | $3M | 0.2% | 2026-Q1 |
| CenterBook Partners LP added | 336,578 | $3M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC trimmed | 320,000 | $3M | 0.2% | 2026-Q1 |
| MUFG Securities EMEA plc | 317,000 | $3M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 315,386 | $3M | 0.2% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 314,100 | $3M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 301,558 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 277,500 | $3M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 269,723 | $3M | 0.2% | 2026-Q1 |
| EFG International AG trimmed | 257,088 | $2M | 0.2% | 2026-Q1 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 237,280 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 160,741 | $2M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 232,250 | $2M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 222,922 | $2M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 214,753 | $2M | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 207,508 | $2M | 0.1% | 2026-Q1 |
| Voleon Capital Management LP added | 206,917 | $2M | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 204,480 | $2M | 0.1% | 2026-Q1 |
| INGALLS & SNYDER LLC trimmed | 192,911 | $2M | 0.1% | 2026-Q1 |
| Creative Planning added | 190,442 | $2M | 0.1% | 2026-Q1 |
| SCALAR GAUGE MANAGEMENT, LLC trimmed | 190,000 | $2M | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 187,937 | $2M | 0.1% | 2026-Q1 |
| ANGELES WEALTH MANAGEMENT, LLC new | 187,493 | $2M | 0.1% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 186,445 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 185,749 | $2M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 182,201 | $2M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 166,387 | $2M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 154,040 | $1M | 0.1% | 2026-Q1 |
| Magnetar Financial LLC added | 143,421 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 16,253,695 | $226M | 14.2% | 2025-Q4 stale |
| Driehaus Capital Management LLC added | 2,650,323 | $51M | 3.2% | 2025-Q2 stale |
| NEXT CENTURY GROWTH INVESTORS LLC added | 1,028,663 | $15M | 1.0% | 2025-Q3 stale |
| ASHFORD CAPITAL MANAGEMENT INC trimmed | 802,819 | $11M | 0.7% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL trimmed | 502,602 | $10M | 0.6% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 564,100 | $8M | 0.5% | 2025-Q4 stale |
| PINEBRIDGE INVESTMENTS, L.P. trimmed | 398,563 | $8M | 0.5% | 2025-Q2 stale |
| Portolan Capital Management, LLC new | 322,743 | $6M | 0.4% | 2025-Q2 stale |
| CASTLEARK MANAGEMENT LLC new | 316,020 | $6M | 0.4% | 2025-Q2 stale |
| Global IMC LLC trimmed | 248,852 | $5M | 0.3% | 2025-Q2 stale |
| OBERWEIS ASSET MANAGEMENT INC/ | 296,300 | $4M | 0.3% | 2025-Q3 stale |
| Capitolis Liquid Global Markets LLC | 314,100 | $4M | 0.3% | 2025-Q4 stale |
| Informed Momentum Co LLC added | 179,665 | $3M | 0.2% | 2025-Q2 stale |
| EFG Asset Management (North America) Corp. added | 206,576 | $3M | 0.2% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 199,186 | $3M | 0.2% | 2025-Q3 stale |
| ARMISTICE CAPITAL, LLC new | 150,000 | $3M | 0.2% | 2025-Q2 stale |
| Sheets Smith Investment Management trimmed | 101,781 | $2M | 0.1% | 2025-Q2 stale |
| Granahan Investment Management, LLC trimmed | 99,393 | $2M | 0.1% | 2025-Q2 stale |
| Quantbot Technologies LP trimmed | 126,827 | $2M | 0.1% | 2025-Q4 stale |
| LAZARD ASSET MANAGEMENT LLC added | 126,455 | $2M | 0.1% | 2025-Q4 stale |
| Graham Capital Management, L.P. added | 108,161 | $2M | 0.1% | 2025-Q4 stale |
| Nebula Research & Development LLC added | 76,446 | $1M | 0.1% | 2025-Q2 stale |
| Semanteon Capital Management, LP new | 100,112 | $1M | 0.1% | 2025-Q1 stale |
| HARBOR CAPITAL ADVISORS, INC. added | 72,394 | $1M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.