Who owns AvePoint (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-Q2 13F filings (latest filed 2026-09-22). 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
89 tracked funds added or opened AVPT while 32 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, Anchor @ 65 Pte. Ltd., sizes it at 63.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 62.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 241 tracked filers holding AVPT, 158 increased or opened the position and 117 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 14
- KENNEDY CAPITAL MANAGEMENT LLC$11M
- ROYCE & ASSOCIATES LP$7M
- Nearwater Capital Markets, Ltd$6M
- BALYASNY ASSET MANAGEMENT L.P.$3M
- SCHOLTZ & COMPANY, LLC$2M
- Register Financial Advisors LLC$2M
Full exits 12
- SG Americas Securities, LLC$23M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$4M
- Engineers Gate Manager LP$3M
- INGALLS & SNYDER LLC$2M
- BOOTHBAY FUND MANAGEMENT, LLC$2M
- JACOBS LEVY EQUITY MANAGEMENT, INC$2M
Largest adds
- BlackRock, Inc.$42M
- Anchor @ 65 Pte. Ltd.$34M
- GOLDMAN SACHS GROUP INC$32M
- WELLINGTON MANAGEMENT GROUP LLP$20M
- MORGAN STANLEY$20M
- CITADEL ADVISORS LLC$17M
Largest trims
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$7M
- RENAISSANCE TECHNOLOGIES LLC$6M
- MILLENNIUM MANAGEMENT LLC$5M
- JENNISON ASSOCIATES LLC$5M
- BANK OF AMERICA CORP /DE/$5M
- JANE STREET GROUP, LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Anchor @ 65 Pte. Ltd. | 19,910,510 | $223M | 14.7% | 2026-Q2 |
| BlackRock, Inc. added | 14,445,859 | $162M | 10.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 10,758,854 | $121M | 7.9% | 2026-Q2 |
| MORGAN STANLEY added | 8,571,409 | $96M | 6.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 6,467,464 | $73M | 4.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 5,059,514 | $57M | 3.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 4,493,297 | $50M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,118,372 | $46M | 3.0% | 2026-Q2 |
| STATE STREET CORP added | 3,916,749 | $44M | 2.9% | 2026-Q2 |
| Parsifal Capital Management, LP added | 3,827,722 | $43M | 2.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 3,325,017 | $37M | 2.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,322,003 | $37M | 2.4% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 3,080,946 | $35M | 2.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 2,776,579 | $31M | 2.0% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 2,738,972 | $31M | 2.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,807,042 | $20M | 1.3% | 2026-Q2 |
| NORGES BANK added | 1,784,700 | $20M | 1.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,621,153 | $18M | 1.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,590,600 | $18M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,582,172 | $18M | 1.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1,557,397 | $17M | 1.1% | 2026-Q2 |
| Nuveen, LLC added | 1,386,513 | $16M | 1.0% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 1,374,810 | $15M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,245,912 | $14M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,021,389 | $11M | 0.8% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,011,315 | $11M | 0.7% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC new | 937,424 | $11M | 0.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 829,841 | $9M | 0.6% | 2026-Q2 |
| MARSHALL WACE, LLP added | 811,095 | $9M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 789,255 | $9M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 780,512 | $9M | 0.6% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 756,107 | $8M | 0.6% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 689,914 | $8M | 0.5% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 680,576 | $8M | 0.5% | 2026-Q2 |
| Trexquant Investment LP trimmed | 657,370 | $7M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 621,671 | $7M | 0.5% | 2026-Q2 |
| UBS Group AG added | 599,255 | $7M | 0.4% | 2026-Q2 |
| ROYCE & ASSOCIATES LP new | 598,000 | $7M | 0.4% | 2026-Q2 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 575,250 | $6M | 0.4% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 571,541 | $6M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 571,279 | $6M | 0.4% | 2026-Q2 |
| Stoic Point Capital Management LLC added | 543,023 | $6M | 0.4% | 2026-Q2 |
| Nearwater Capital Markets, Ltd new | 500,000 | $6M | 0.4% | 2026-Q2 |
| SCALAR GAUGE MANAGEMENT, LLC added | 470,000 | $5M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 449,555 | $5M | 0.3% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 402,405 | $5M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 379,597 | $4M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 348,993 | $4M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 340,628 | $4M | 0.3% | 2026-Q2 |
| EFG International AG added | 322,028 | $4M | 0.2% | 2026-Q2 |
| NorthCoast Asset Management LLC | 320,000 | $4M | 0.2% | 2026-Q2 |
| MUFG Securities EMEA plc | 317,000 | $4M | 0.2% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 314,100 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 281,600 | $3M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 280,955 | $3M | 0.2% | 2026-Q2 |
| Odyssean, LLC added | 273,488 | $3M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 272,314 | $3M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 271,293 | $3M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 262,200 | $3M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 250,891 | $3M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 248,553 | $3M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 237,603 | $3M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 232,438 | $3M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 227,052 | $2M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 221,317 | $2M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 210,516 | $2M | 0.2% | 2026-Q2 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 206,292 | $2M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 188,208 | $2M | 0.1% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC | 187,493 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 181,270 | $2M | 0.1% | 2026-Q2 |
| CenterBook Partners LP trimmed | 178,829 | $2M | 0.1% | 2026-Q2 |
| SCHOLTZ & COMPANY, LLC new | 176,175 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 166,288 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 162,328 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 160,578 | $2M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 152,298 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 151,788 | $2M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 151,109 | $2M | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 146,736 | $2M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 142,064 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 141,173 | $2M | 0.1% | 2026-Q2 |
| Register Financial Advisors LLC new | 141,100 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 140,341 | $2M | 0.1% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 126,774 | $1M | 0.1% | 2026-Q2 |
| Legato Capital Management LLC added | 119,756 | $1M | 0.1% | 2026-Q2 |
| Moran Wealth Management, LLC added | 114,035 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 111,490 | $1M | 0.1% | 2026-Q2 |
| Manatuck Hill Partners, LLC new | 110,000 | $1M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 109,415 | $1M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 107,991 | $1M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 99,594 | $1M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 99,040 | $1M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 98,195 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 97,909 | $1M | 0.1% | 2026-Q2 |
| FMR LLC added | 91,214 | $1M | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 90,316 | $1M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 89,561 | $1M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 88,651 | $994K | 0.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC new | 87,118 | $977K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 86,739 | $972K | 0.1% | 2026-Q2 |
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.