# AVEPOINT INC (AVPT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AVPT/

- Reporting holders: 7
- Reported value: $581.7K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $358.3K | 25,445 | 0.2% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $113.6K | 8,066 | 0.0% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $58.1K | 4,125 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $33.9K | 2,406 | 0.0% | 12 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $10.7K | 759 | 0.0% | 1 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $6.8K | 482 | 0.0% | 5 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $408 | 29 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $581.7K |
| Q2 2026 | 257 | $1.7B |
| Q1 2026 | 256 | $1.3B |
| Q4 2025 | 250 | $1.8B |
| Q3 2025 | 242 | $1.9B |
| Q2 2025 | 251 | $2.3B |
| Q1 2025 | 257 | $1.6B |
| Q4 2024 | 242 | $1.7B |
| Q3 2024 | 190 | $1.1B |
| Q2 2024 | 177 | $921.4M |
| Q1 2024 | 140 | $682.8M |
| Q4 2023 | 128 | $706.7M |

