AVEPOINT INC (AVPT)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
Institutions report 141,486,127 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 incl. $1.7M options CALL+PUT | 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 |
| VANGUARD FIDUCIARY TRUST CO | $11.4M | 1,021,389 | 0.00% | 2q | +2.9%+$327.2K |
| SG Americas Securities, LLC | $11.4M | 1,020,666 | 0.01% | 11q | -57.3%-$15.4M |
| 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 incl. $1.2M options CALL | 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 |
| HRT FINANCIAL LP | $7.2M | 643,275 | 0.01% | 2q | +677.8%+$6.3M |
| 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 |
| ACADIAN ASSET MANAGEMENT LLC | $5.9M | 525,929 | 0.01% | new | NEW |
| 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 | +96.9%+$1.4M |
| 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 |
| INGALLS & SNYDER LLC | $2.1M | 190,203 | 0.06% | 20q | -1.4%-$30.4K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.0M | 181,270 | 0.00% | 19q | -2.4%-$50.2K |
| 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 | +159.2%+$1.1M |
| BARCLAYS PLC | $1.8M | 160,578 | 0.00% | 18q | -3.5%-$65.1K |
| JANE STREET GROUP, LLC | $1.8M incl. $1.2M options CALL | 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.6M | 141,173 | 0.00% | 17q | +32.8%+$391.4K |
| 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 |
| GSA CAPITAL PARTNERS LLP | $1.1M | 101,604 | 0.07% | 2q | -2.3%-$27.1K |
| 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 incl. $838.5K options CALL+PUT | 23,954 | 0.00% | 2q | HELD |
Showing the largest 100 of 256 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-20 | Brown Brian Michael | Chief Legal Officer | Sold | 72,606 | $1.1M |
| 2026-08-27 | Brown Brian Michael | Chief Legal Officer | Sold | 60,000 | $852.0K |
| 2026-10-23 | Brown Brian Michael | Chief Legal Officer | Sold | 35,000 | $574.7K |
| 2026-10-06 | Brown Brian Michael | Chief Legal Officer | Sold | 28,894 | $437.7K |
| 2026-07-15 | Brown Brian Michael | Chief Legal Officer | Sold | 31,631 | $416.9K |
| 2026-09-30 | Brown Brian Michael | Chief Legal Officer | Sold | 10,000 | $141.1K |
| 2026-08-24 | Brown Brian Michael | Chief Legal Officer | Sold | 10,000 | $133.0K |
| 2026-09-23 | Brown Brian Michael | Chief Legal Officer | Sold | 10,000 | $130.7K |
| 2026-07-14 | Brown Brian Michael | Chief Legal Officer | Sold | 8,369 | $108.8K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 49 | $27.1M | 1,923,450 | 11 | 18 | 6 | 0.0% |
| Q2 2026 | 256 | $1.6B | 141,486,127 | 38 | 119 | 67 | 0.4% |
| Q1 2026 | 259 | $1.3B | 132,133,633 | 51 | 103 | 75 | 0.3% |
| Q4 2025 | 252 | $1.8B | 130,493,885 | 43 | 102 | 70 | 0.3% |
| Q3 2025 | 242 | $1.9B | 127,673,733 | 43 | 94 | 66 | 0.6% |
| Q2 2025 | 251 | $2.3B | 116,240,215 | 33 | 91 | 91 | 0.6% |
| Q1 2025 | 257 | $1.6B | 109,770,377 | 48 | 94 | 78 | 1.1% |
| Q4 2024 | 242 | $1.7B | 103,254,215 | 60 | 80 | 60 | 1.6% |
| Q3 2024 | 190 | $1.1B | 92,306,075 | 32 | 73 | 55 | 2.3% |
| Q2 2024 | 177 | $921.3M | 85,193,742 | 53 | 57 | 49 | 3.7% |
| Q1 2024 | 140 | $682.8M | 84,255,852 | 31 | 39 | 45 | 2.3% |
| Q4 2023 | 128 | $706.7M | 84,037,543 | 27 | 49 | 27 | 2.0% |
| Q3 2023 | 107 | $536.8M | 78,657,402 | 16 | 32 | 33 | 1.3% |
| Q2 2023 | 103 | $463.6M | 79,267,890 | 15 | 53 | 19 | 1.5% |
| Q1 2023 | 98 | $318.9M | 76,148,743 | 15 | 34 | 25 | 1.6% |
| Q4 2022 | 97 | $399.1M | 95,625,872 | 15 | 33 | 27 | 1.5% |
| Q3 2022 | 92 | $345.7M | 83,466,910 | 7 | 30 | 30 | 3.2% |
| Q2 2022 | 102 | $381.4M | 84,613,088 | 40 | 30 | 17 | 3.7% |
| Q1 2022 | 95 | $440.7M | 80,955,576 | 30 | 29 | 22 | 3.4% |
| Q4 2021 | 79 | $1.5B | 232,392,969 | 32 | 24 | 10 | 1.4% |
| Q3 2021 | 63 | $928.0M | 105,728,357 | 65 | 1 | 0 | 3.2% |
| Q2 2021 | 1 | $237.0K | 19,331 | 1 | 0 | 0 | 0.0% |
