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DaveManuel.com · Institutional Ownership · Who Owns It

AVEPOINT INC (AVPT)

Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.

256
Reporting holders
$1.6B
Reported value
66.9%
Of shares outstanding
0.4%
Calls
0.1%
Puts
-3
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
Anchor @ 65 Pte. Ltd.$223.2M19,910,51062.95%7qHELD
BlackRock, Inc.$161.9M14,445,8590.00%8q+14.3%+$20.2M
VANGUARD PORTFOLIO MANAGEMENT LLC$120.6M10,758,8540.01%2q-4.9%-$6.2M
MORGAN STANLEY$96.1M8,571,4090.01%20q+7.6%+$6.8M
VANGUARD CAPITAL MANAGEMENT LLC$72.5M6,467,4640.00%2q-6.9%-$5.4M
GOLDMAN SACHS GROUP INC$56.7M5,059,5140.00%20q+96.3%+$27.8M
D. E. Shaw & Co., Inc.$50.4M4,493,2970.02%15q-18.4%-$11.4M
GEODE CAPITAL MANAGEMENT, LLC$46.2M4,118,3720.00%21q+12.0%+$4.9M
STATE STREET CORP$43.9M3,916,7490.00%20q+11.5%+$4.5M
Parsifal Capital Management, LP$42.9M3,827,7225.20%7qHELD
TWO SIGMA INVESTMENTS, LP$37.3M3,325,0170.03%13q+15.1%+$4.9M
DIMENSIONAL FUND ADVISORS LP$37.2M3,322,0030.01%14q+1.8%+$649.3K
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$34.5M3,080,9460.05%5q+15.2%+$4.5M
WELLINGTON MANAGEMENT GROUP LLP$31.1M2,776,5790.01%8q+106.7%+$16.1M
JENNISON ASSOCIATES LLC$30.7M2,738,9720.02%6q-27.3%-$11.5M
CITADEL ADVISORS LLC$21.9M
incl. $1.7M options CALL+PUT
1,807,0420.00%20q+411.5%+$17.6M
NORGES BANK$20.0M1,784,7000.00%5q+70.3%+$8.3M
RENAISSANCE TECHNOLOGIES LLC$18.2M1,621,1530.03%18q-37.2%-$10.8M
AQR CAPITAL MANAGEMENT LLC$17.8M1,590,6000.01%18q+111.3%+$9.4M
NORTHERN TRUST CORP$17.7M1,582,1720.00%20q+19.4%+$2.9M
Qube Research & Technologies Ltd$17.5M1,557,3970.02%11q-18.1%-$3.9M
Nuveen, LLC$15.5M1,386,5130.00%6q+4.7%+$703.4K
PRUDENTIAL PLC$15.2M1,374,8100.08%4q-21.7%-$4.2M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$14.0M1,245,9120.00%20q+4.7%+$629.3K
VANGUARD FIDUCIARY TRUST CO$11.4M1,021,3890.00%2q+2.9%+$327.2K
SG Americas Securities, LLC$11.4M1,020,6660.01%11q-57.3%-$15.4M
FEDERATED HERMES, INC.$11.3M1,011,3150.02%15q+39.6%+$3.2M
KENNEDY CAPITAL MANAGEMENT LLC$10.5M937,4240.19%newNEW
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9.3M829,8410.00%2q+94.1%+$4.5M
MARSHALL WACE, LLP$9.1M811,0950.01%7q+119.0%+$4.9M
Bank of New York Mellon Corp$8.8M789,2550.00%20qHELD
BNP PARIBAS FINANCIAL MARKETS$8.7M780,5120.00%7q+6.4%+$530.1K
SILVERCREST ASSET MANAGEMENT GROUP LLC$8.5M756,1070.06%8q+31.3%+$2.0M
Gotham Asset Management, LLC$7.7M689,9140.02%10q-14.9%-$1.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.6M
incl. $1.2M options CALL
571,2790.00%20q-16.3%-$1.5M
PEREGRINE CAPITAL MANAGEMENT LLC$7.6M680,5760.25%3q-4.8%-$387.3K
Trexquant Investment LP$7.4M657,3700.04%12q-1.2%-$88.0K
HRT FINANCIAL LP$7.2M643,2750.01%2q+677.8%+$6.3M
BANK OF AMERICA CORP /DE/$7.0M621,6710.00%20q-50.4%-$7.1M
UBS Group AG$6.7M599,2550.00%20q+193.1%+$4.4M
ROYCE & ASSOCIATES LP$6.7M598,0000.05%newNEW
HERALD INVESTMENT MANAGEMENT Ltd$6.4M575,2500.87%18q-25.8%-$2.2M
ESSEX INVESTMENT MANAGEMENT CO LLC$6.4M571,5410.84%10q+14.7%+$819.0K
Stoic Point Capital Management LLC$6.1M543,0235.05%3q+11.8%+$643.7K
ACADIAN ASSET MANAGEMENT LLC$5.9M525,9290.01%newNEW
Nearwater Capital Markets, Ltd$5.6M500,0000.10%newNEW
SCALAR GAUGE MANAGEMENT, LLC$5.3M470,0002.90%2q+147.4%+$3.1M
Squarepoint Ops LLC$5.0M449,5550.01%10q-17.1%-$1.0M
VOYA INVESTMENT MANAGEMENT LLC$4.5M402,4050.00%17q+3.8%+$166.7K
JPMORGAN CHASE & CO$4.3M379,5970.00%20q-22.0%-$1.2M
MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.9M348,9930.00%17q+126.6%+$2.2M
DEUTSCHE BANK AG\$3.8M340,6280.00%17q+13.0%+$438.0K
EFG International AG$3.6M322,0280.07%3q+25.3%+$728.3K
NorthCoast Asset Management LLC$3.6M320,0000.08%4qHELD
MUFG Securities EMEA plc$3.6M317,0000.04%4qHELD
CAPITOLIS LIQUID GLOBAL MARKETS LLC$3.5M314,1000.02%2qHELD
Swiss National Bank$3.2M281,6000.00%19q+1.5%+$46.0K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.1M280,9550.00%14q+4.2%+$125.9K
Odyssean, LLC$3.1M273,4880.50%3q+106.2%+$1.6M
Point72 Asset Management, L.P.$3.1M272,3140.00%11q-60.9%-$4.8M
RAYMOND JAMES FINANCIAL INC$3.0M271,2930.00%7q+21.7%+$542.2K
Connor, Clark & Lunn Investment Management Ltd.$2.9M262,2000.01%13q+332.3%+$2.3M
ALGERT GLOBAL LLC$2.8M250,8910.03%3q+96.9%+$1.4M
ExodusPoint Capital Management, LP$2.8M248,5530.02%3q+83.9%+$1.3M
Balyasny Asset Management L.P.$2.7M237,6030.00%newNEW
SEI INVESTMENTS CO$2.6M232,4380.00%9q+8.2%+$198.2K
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.5M221,3170.00%3q-77.1%-$8.4M
RHUMBLINE ADVISERS$2.4M210,5160.00%17q+15.5%+$317.4K
BROWN CAPITAL MANAGEMENT LLC$2.3M206,2920.46%3q-13.1%-$347.4K
ALLIANCEBERNSTEIN L.P.$2.2M227,0520.00%17q+41.3%+$630.6K
INGALLS & SNYDER LLC$2.1M190,2030.06%20q-1.4%-$30.4K
MILLENNIUM MANAGEMENT LLC$2.1M188,2080.00%11q-76.4%-$6.8M
ANGELES WEALTH MANAGEMENT, LLC$2.1M187,4930.10%2qHELD
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$2.0M181,2700.00%19q-2.4%-$50.2K
CenterBook Partners LP$2.0M178,8290.10%6q-46.9%-$1.8M
SCHOLTZ & COMPANY, LLC$2.0M176,1750.99%newNEW
Creative Planning$1.9M166,2880.00%11q-12.7%-$270.8K
WELLS FARGO & COMPANY/MN$1.8M162,3280.00%20q+159.2%+$1.1M
BARCLAYS PLC$1.8M160,5780.00%18q-3.5%-$65.1K
JANE STREET GROUP, LLC$1.8M
incl. $1.2M options CALL
49,6840.00%20q-89.3%-$14.6M
Y-Intercept (Hong Kong) Ltd$1.7M152,2980.03%4q-34.4%-$896.3K
Legal & General Group Plc$1.7M151,7880.00%19q+48.0%+$552.1K
Brevan Howard Capital Management LP$1.7M151,1090.01%7q+9.2%+$142.4K
Invesco Ltd.$1.6M146,7360.00%17q+18.5%+$256.5K
IEQ CAPITAL, LLC$1.6M142,0640.01%3q+88.3%+$746.8K
PRICE T ROWE ASSOCIATES INC /MD/$1.6M141,1730.00%17q+32.8%+$391.4K
Register Financial Advisors LLC$1.6M141,1000.49%newNEW
XTX Topco Ltd$1.6M140,3410.02%3q+448.0%+$1.3M
Voleon Capital Management LP$1.4M126,7740.03%4q-38.7%-$898.4K
HighTower Advisors, LLC$1.4M122,0820.00%20qHELD
Legato Capital Management LLC$1.3M119,7560.11%10q+36.9%+$362.1K
Moran Wealth Management, LLC$1.3M114,0350.03%11q+35.3%+$333.4K
Quantinno Capital Management LP$1.2M111,4900.00%6q+2.0%+$24.4K
Manatuck Hill Partners, LLC$1.2M110,0000.41%newNEW
CAPITAL FUND MANAGEMENT S.A.$1.2M109,4150.01%4q+17.3%+$181.0K
Russell Investments Group, Ltd.$1.2M107,9910.00%11q+11.2%+$121.3K
GSA CAPITAL PARTNERS LLP$1.1M101,6040.07%2q-2.3%-$27.1K
MetLife Investment Management, LLC$1.1M99,5940.01%4q+20.6%+$190.9K
VANGUARD ASSET MANAGEMENT, Ltd$1.1M99,0400.00%2q+1.1%+$12.4K
Walleye Capital LLC$1.1M
incl. $838.5K options CALL+PUT
23,9540.00%2qHELD

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

DateInsiderRoleSideSharesValue
2026-10-20Brown Brian MichaelChief Legal OfficerSold72,606$1.1M
2026-08-27Brown Brian MichaelChief Legal OfficerSold60,000$852.0K
2026-10-23Brown Brian MichaelChief Legal OfficerSold35,000$574.7K
2026-10-06Brown Brian MichaelChief Legal OfficerSold28,894$437.7K
2026-07-15Brown Brian MichaelChief Legal OfficerSold31,631$416.9K
2026-09-30Brown Brian MichaelChief Legal OfficerSold10,000$141.1K
2026-08-24Brown Brian MichaelChief Legal OfficerSold10,000$133.0K
2026-09-23Brown Brian MichaelChief Legal OfficerSold10,000$130.7K
2026-07-14Brown Brian MichaelChief Legal OfficerSold8,369$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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202649$27.1M1,923,450111860.0%
Q2 2026256$1.6B141,486,12738119670.4%
Q1 2026259$1.3B132,133,63351103750.3%
Q4 2025252$1.8B130,493,88543102700.3%
Q3 2025242$1.9B127,673,7334394660.6%
Q2 2025251$2.3B116,240,2153391910.6%
Q1 2025257$1.6B109,770,3774894781.1%
Q4 2024242$1.7B103,254,2156080601.6%
Q3 2024190$1.1B92,306,0753273552.3%
Q2 2024177$921.3M85,193,7425357493.7%
Q1 2024140$682.8M84,255,8523139452.3%
Q4 2023128$706.7M84,037,5432749272.0%
Q3 2023107$536.8M78,657,4021632331.3%
Q2 2023103$463.6M79,267,8901553191.5%
Q1 202398$318.9M76,148,7431534251.6%
Q4 202297$399.1M95,625,8721533271.5%
Q3 202292$345.7M83,466,910730303.2%
Q2 2022102$381.4M84,613,0884030173.7%
Q1 202295$440.7M80,955,5763029223.4%
Q4 202179$1.5B232,392,9693224101.4%
Q3 202163$928.0M105,728,35765103.2%
Q2 20211$237.0K19,3311000.0%