AVEPOINT INC (AVPT)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
244
Reporting holders
$1.6B
Reported value
66.1%
Of shares outstanding
0.4%
Held as options
-1
Holder change
Institutions report 139,922,309 shares against 211,565,426 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Anchor @ 65 Pte. Ltd. | $223.2M | 19,910,510 | 62.95% | 7q | HELD |
| BlackRock, Inc. | $161.9M | 14,445,859 | 0.00% | 8q | +14.3%+$20.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $120.6M | 10,758,854 | 0.01% | 2q | -4.9%-$6.2M |
| MORGAN STANLEY | $96.1M | 8,571,409 | 0.01% | 20q | +7.6%+$6.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $72.5M | 6,467,464 | 0.00% | 2q | -6.9%-$5.4M |
| GOLDMAN SACHS GROUP INC | $56.7M | 5,059,514 | 0.00% | 20q | +96.3%+$27.8M |
| D. E. Shaw & Co., Inc. | $50.4M | 4,493,297 | 0.02% | 15q | -18.4%-$11.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $46.2M | 4,118,372 | 0.00% | 21q | +12.0%+$4.9M |
| STATE STREET CORP | $43.9M | 3,916,749 | 0.00% | 20q | +11.5%+$4.5M |
| Parsifal Capital Management, LP | $42.9M | 3,827,722 | 5.20% | 7q | HELD |
| TWO SIGMA INVESTMENTS, LP | $37.3M | 3,325,017 | 0.03% | 13q | +15.1%+$4.9M |
| DIMENSIONAL FUND ADVISORS LP | $37.2M | 3,322,003 | 0.01% | 14q | +1.8%+$649.3K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $34.5M | 3,080,946 | 0.05% | 5q | +15.2%+$4.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $31.1M | 2,776,579 | 0.01% | 8q | +106.7%+$16.1M |
| JENNISON ASSOCIATES LLC | $30.7M | 2,738,972 | 0.02% | 6q | -27.3%-$11.5M |
| CITADEL ADVISORS LLC | $21.9M | 1,807,042 | 0.00% | 20q | +411.5%+$17.6M |
| NORGES BANK | $20.0M | 1,784,700 | 0.00% | 5q | +70.3%+$8.3M |
| RENAISSANCE TECHNOLOGIES LLC | $18.2M | 1,621,153 | 0.03% | 18q | -37.2%-$10.8M |
| AQR CAPITAL MANAGEMENT LLC | $17.8M | 1,590,600 | 0.01% | 18q | +111.3%+$9.4M |
| NORTHERN TRUST CORP | $17.7M | 1,582,172 | 0.00% | 20q | +19.4%+$2.9M |
| Qube Research & Technologies Ltd | $17.5M | 1,557,397 | 0.02% | 11q | -18.1%-$3.9M |
| Nuveen, LLC | $15.5M | 1,386,513 | 0.00% | 6q | +4.7%+$703.4K |
| PRUDENTIAL PLC | $15.2M | 1,374,810 | 0.08% | 4q | -21.7%-$4.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14.0M | 1,245,912 | 0.00% | 20q | +4.7%+$629.3K |
| Sixth Street Partners Management Company, L.P. | $14.0M | 1,245,912 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $11.4M | 1,021,389 | 0.00% | 2q | +2.9%+$327.2K |
| FEDERATED HERMES, INC. | $11.3M | 1,011,315 | 0.02% | 15q | +39.6%+$3.2M |
| KENNEDY CAPITAL MANAGEMENT LLC | $10.5M | 937,424 | 0.19% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9.3M | 829,841 | 0.00% | 2q | +94.1%+$4.5M |
| MARSHALL WACE, LLP | $9.1M | 811,095 | 0.01% | 7q | +119.0%+$4.9M |
| Bank of New York Mellon Corp | $8.8M | 789,255 | 0.00% | 20q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $8.7M | 780,512 | 0.00% | 7q | +6.4%+$530.1K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $8.5M | 756,107 | 0.06% | 8q | +31.3%+$2.0M |
| Gotham Asset Management, LLC | $7.7M | 689,914 | 0.02% | 10q | -14.9%-$1.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.6M | 571,279 | 0.00% | 20q | -16.3%-$1.5M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $7.6M | 680,576 | 0.25% | 3q | -4.8%-$387.3K |
| Trexquant Investment LP | $7.4M | 657,370 | 0.04% | 12q | -1.2%-$88.0K |
| BANK OF AMERICA CORP /DE/ | $7.0M | 621,671 | 0.00% | 20q | -50.4%-$7.1M |
| UBS Group AG | $6.7M | 599,255 | 0.00% | 20q | +193.1%+$4.4M |
| ROYCE & ASSOCIATES LP | $6.7M | 598,000 | 0.05% | new | NEW |
| HERALD INVESTMENT MANAGEMENT Ltd | $6.4M | 575,250 | 0.87% | 18q | -25.8%-$2.2M |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $6.4M | 571,541 | 0.84% | 10q | +14.7%+$819.0K |
| Stoic Point Capital Management LLC | $6.1M | 543,023 | 5.05% | 3q | +11.8%+$643.7K |
| Nearwater Capital Markets, Ltd | $5.6M | 500,000 | 0.10% | new | NEW |
| SCALAR GAUGE MANAGEMENT, LLC | $5.3M | 470,000 | 2.90% | 2q | +147.4%+$3.1M |
| Squarepoint Ops LLC | $5.0M | 449,555 | 0.01% | 10q | -17.1%-$1.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $4.5M | 402,405 | 0.00% | 17q | +3.8%+$166.7K |
| JPMORGAN CHASE & CO | $4.3M | 379,597 | 0.00% | 20q | -22.0%-$1.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.9M | 348,993 | 0.00% | 17q | +126.6%+$2.2M |
| DEUTSCHE BANK AG\ | $3.8M | 340,628 | 0.00% | 17q | +13.0%+$438.0K |
| EFG International AG | $3.6M | 322,028 | 0.07% | 3q | +25.3%+$728.3K |
| NorthCoast Asset Management LLC | $3.6M | 320,000 | 0.08% | 4q | HELD |
| MUFG Securities EMEA plc | $3.6M | 317,000 | 0.04% | 4q | HELD |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $3.5M | 314,100 | 0.02% | 2q | HELD |
| Swiss National Bank | $3.2M | 281,600 | 0.00% | 19q | +1.5%+$46.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.1M | 280,955 | 0.00% | 14q | +4.2%+$125.9K |
| Odyssean, LLC | $3.1M | 273,488 | 0.50% | 3q | +106.2%+$1.6M |
| Point72 Asset Management, L.P. | $3.1M | 272,314 | 0.00% | 11q | -60.9%-$4.8M |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 271,293 | 0.00% | 7q | +21.7%+$542.2K |
| Connor, Clark & Lunn Investment Management Ltd. | $2.9M | 262,200 | 0.01% | 13q | +332.3%+$2.3M |
| ALGERT GLOBAL LLC | $2.8M | 250,891 | 0.03% | 3q | -1.6%-$44.7K |
| ExodusPoint Capital Management, LP | $2.8M | 248,553 | 0.02% | 3q | +83.9%+$1.3M |
| Balyasny Asset Management L.P. | $2.7M | 237,603 | 0.00% | new | NEW |
| SEI INVESTMENTS CO | $2.6M | 232,438 | 0.00% | 9q | +8.2%+$198.2K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2.5M | 221,317 | 0.00% | 3q | -77.1%-$8.4M |
| RHUMBLINE ADVISERS | $2.4M | 210,516 | 0.00% | 17q | +15.5%+$317.4K |
| BROWN CAPITAL MANAGEMENT LLC | $2.3M | 206,292 | 0.46% | 3q | -13.1%-$347.4K |
| ALLIANCEBERNSTEIN L.P. | $2.2M | 227,052 | 0.00% | 17q | +41.3%+$630.6K |
| MILLENNIUM MANAGEMENT LLC | $2.1M | 188,208 | 0.00% | 11q | -76.4%-$6.8M |
| ANGELES WEALTH MANAGEMENT, LLC | $2.1M | 187,493 | 0.10% | 2q | HELD |
| CenterBook Partners LP | $2.0M | 178,829 | 0.10% | 6q | -46.9%-$1.8M |
| SCHOLTZ & COMPANY, LLC | $2.0M | 176,175 | 0.99% | new | NEW |
| Creative Planning | $1.9M | 166,288 | 0.00% | 11q | -12.7%-$270.8K |
| WELLS FARGO & COMPANY/MN | $1.8M | 162,328 | 0.00% | 20q | +29.6%+$415.4K |
| BARCLAYS PLC | $1.8M | 160,578 | 0.00% | 18q | -3.5%-$65.1K |
| JANE STREET GROUP, LLC | $1.8M | 49,684 | 0.00% | 20q | -89.3%-$14.6M |
| Y-Intercept (Hong Kong) Ltd | $1.7M | 152,298 | 0.03% | 4q | -34.4%-$896.3K |
| Legal & General Group Plc | $1.7M | 151,788 | 0.00% | 19q | +48.0%+$552.1K |
| Brevan Howard Capital Management LP | $1.7M | 151,109 | 0.01% | 7q | +9.2%+$142.4K |
| Invesco Ltd. | $1.6M | 146,736 | 0.00% | 17q | +18.5%+$256.5K |
| IEQ CAPITAL, LLC | $1.6M | 142,064 | 0.01% | 3q | +88.3%+$746.8K |
| Register Financial Advisors LLC | $1.6M | 141,100 | 0.49% | new | NEW |
| XTX Topco Ltd | $1.6M | 140,341 | 0.02% | 3q | +448.0%+$1.3M |
| Voleon Capital Management LP | $1.4M | 126,774 | 0.03% | 4q | -38.7%-$898.4K |
| HighTower Advisors, LLC | $1.4M | 122,082 | 0.00% | 20q | HELD |
| Legato Capital Management LLC | $1.3M | 119,756 | 0.11% | 10q | +36.9%+$362.1K |
| Moran Wealth Management, LLC | $1.3M | 114,035 | 0.03% | 11q | +35.3%+$333.4K |
| Quantinno Capital Management LP | $1.2M | 111,490 | 0.00% | 6q | +2.0%+$24.4K |
| Manatuck Hill Partners, LLC | $1.2M | 110,000 | 0.41% | new | NEW |
| CAPITAL FUND MANAGEMENT S.A. | $1.2M | 109,415 | 0.01% | 4q | +17.3%+$181.0K |
| Russell Investments Group, Ltd. | $1.2M | 107,991 | 0.00% | 11q | +11.2%+$121.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 99,896 | 0.00% | 2q | +241.3%+$791.7K |
| MetLife Investment Management, LLC | $1.1M | 99,594 | 0.01% | 4q | +20.6%+$190.9K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.1M | 99,040 | 0.00% | 2q | +1.1%+$12.4K |
| Walleye Capital LLC | $1.1M | 23,954 | 0.00% | 2q | HELD |
| Cerity Partners LLC | $1.1M | 98,195 | 0.00% | 9q | +42.1%+$326.0K |
| CITIGROUP INC | $1.1M | 97,909 | 0.00% | 20q | +136.1%+$632.8K |
| IMC-Chicago, LLC | $1.1M | options only | 0.00% | 2q | OPTIONS |
| FMR LLC | $1.0M | 91,214 | 0.00% | 17q | +21.7%+$182.5K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.0M | 90,316 | 0.00% | 7q | +21455.1%+$1.0M |
Showing the largest 100 of 257 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 244 | $1.6B | 139,922,309 | 39 | 112 | 63 | 0.4% |
| Q1 2026 | 245 | $1.2B | 129,364,259 | 47 | 99 | 74 | 0.3% |
| Q4 2025 | 235 | $1.8B | 129,678,294 | 42 | 93 | 67 | 0.3% |
| Q3 2025 | 226 | $1.9B | 127,144,641 | 41 | 90 | 62 | 0.5% |
| Q2 2025 | 235 | $2.2B | 115,843,499 | 31 | 87 | 85 | 0.6% |
| Q1 2025 | 241 | $1.6B | 109,085,800 | 44 | 87 | 74 | 1.0% |
| Q4 2024 | 226 | $1.7B | 101,865,860 | 56 | 72 | 58 | 1.4% |
| Q3 2024 | 174 | $1.1B | 91,378,068 | 26 | 69 | 50 | 2.0% |
| Q2 2024 | 164 | $906.6M | 84,335,649 | 46 | 54 | 45 | 3.1% |
| Q1 2024 | 129 | $666.0M | 82,446,286 | 28 | 35 | 40 | 2.0% |
| Q4 2023 | 116 | $690.7M | 82,376,446 | 21 | 45 | 25 | 1.7% |
| Q3 2023 | 98 | $528.0M | 77,432,255 | 14 | 28 | 32 | 1.2% |
| Q2 2023 | 91 | $456.7M | 78,121,630 | 12 | 48 | 16 | 1.5% |
| Q1 2023 | 81 | $311.8M | 74,480,203 | 12 | 27 | 20 | 1.6% |
| Q4 2022 | 76 | $299.3M | 71,437,478 | 12 | 26 | 16 | 1.9% |
| Q3 2022 | 96 | $314.3M | 75,625,273 | 7 | 31 | 31 | 3.5% |
| Q2 2022 | 105 | $347.1M | 76,721,003 | 42 | 30 | 16 | 4.1% |
| Q1 2022 | 96 | $356.5M | 64,939,663 | 30 | 30 | 22 | 4.2% |
| Q4 2021 | 80 | $412.2M | 62,263,454 | 33 | 24 | 10 | 5.0% |
| Q3 2021 | 63 | $243.8M | 25,177,988 | 65 | 1 | 0 | 12.3% |
| Q2 2021 | 1 | $237.0K | 19,331 | 1 | 0 | 0 | 0.0% |