AvePoint, Inc. (AVPT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

232,897,000Shares Outstanding

131,512,846Shares held by institutions

$1,316,443,588Value of institutional holdings

56.47%Institutional ownership %

4.88%Shares Changed QoQ

243No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

AvePoint, Inc. (NASDAQ:AVPT) has 243 institutional investors that have filed 13F reports for the period ending December 2025.

Their combined ownership stood at 55.9% of outstanding shares in December 2025, up from 54.9% in September 2025.
Their total shares held in AVPT increased 4.21% from the prior quarter, while the number of investors in AvePoint increased 2.97% year over year.
During the quarter, 151 of these 243 funds increased positions in AVPT, 72 reduced exposure, and 20 held steady.
Institutional investors collectively held 130.24Mn shares in AvePoint as of December 2025, up by 5.26Mn shares quarter on quarter, and up 22.65Mn shares year over year.
SG Americas Securities, LLC is the top holder of AvePoint as of December 31, 2025, with 2.39Mn shares representing 1.03% of outstanding stock.
Top purchasers of AVPT stock for the quarter ending December 2025 included SG Americas Securities, LLC (1.84Mn), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (26.8K), Bayforest Capital Ltd (13.86K), Merit Financial Group, LLC (11.6K), Balboa Wealth Partners (6.1K).
Leading sellers of AvePoint shares for the quarter ending December 2025 were Pictet Asset Management Holding SA (62.06K), PEREGRINE CAPITAL MANAGEMENT LLC (30.86K), KEYBANK NATIONAL ASSOCIATION/OH (7.12K), Robeco Institutional Asset Management B.V. (432).
Business Quant data shows the 10 biggest positions in AvePoint as of December 2025 are held by SG Americas Securities, LLC (2.39Mn), PEREGRINE CAPITAL MANAGEMENT LLC (715.12K), Pictet Asset Management Holding SA (41.28K), KEYBANK NATIONAL ASSOCIATION/OH (28.52K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (26.8K), Balboa Wealth Partners (20.08K), Bayforest Capital Ltd (13.86K), Merit Financial Group, LLC (11.6K), Robeco Institutional Asset Management B.V. (11.46K), State of Alaska, Department of Revenue (10.87K).

243 Institutional Holders

131,512,846 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Anchor @ 65 Pte. Ltd.	31 Dec, 2025	19,910,510	0	0.00%	$276,556,984.00
VANGUARD GROUP INC	31 Dec, 2025	17,404,543	195,404	1.14%	$241,749,102.00
BlackRock, Inc.	31 Dec, 2025	11,996,676	825,603	7.39%	$166,633,830.00
Morgan Stanley	31 Dec, 2025	7,871,282	6,205,829	372.62%	$109,332,116.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	6,009,236	-369,978	-5.80%	$83,468,289.00
JENNISON ASSOCIATES LLC	31 Dec, 2025	4,173,280	417,625	11.12%	$57,966,862.00
Parsifal Capital Management, LP	31 Dec, 2025	3,752,179	-4,770,561	-55.97%	$52,117,766.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	3,672,278	2,271,522	162.16%	$51,007,942.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	3,643,473	234,080	6.87%	$50,614,017.00
State Street Corp	31 Dec, 2025	3,382,915	300,579	9.75%	$46,988,689.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,597,660	552,439	27.01%	$36,082,137.00
Goldman Sachs Group Inc	31 Dec, 2025	2,440,364	1,234,738	102.41%	$33,896,656.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	2,216,953	273,300	14.06%	$30,793,477.00
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	31 Dec, 2025	2,140,572	1,843,641	620.90%	$29,732,545.00
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	31 Dec, 2025	1,852,282	1,852,282	0.00%	$25,728,000.00
PRUDENTIAL PLC	31 Dec, 2025	1,754,810	-18,930	-1.07%	$24,317,239.00
Raymond James Financial Inc	31 Dec, 2025	1,634,577	-217,540	-11.75%	$22,797,152.00
Northern Trust Corp	31 Dec, 2025	1,273,501	28,710	2.31%	$17,688,928.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,190,436	55,500	4.89%	$16,535,156.00
Franklin Resources Inc	31 Dec, 2025	1,189,591	-1,119,787	-48.49%	$16,523,415.00

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