AVEPOINT INC AVPT

US Technology Services-Prepackaged Software
$11.46
+0.2%
52w: $8.99 – $19.31

Latest 13F among current holders filed 11 days ago (Jun 24, 2026)

Price — last 12 months

research preview data
8.9914.1519.31
Jun 20, 2025 Jul 2, 2026
Institutional holders
255
+3 QoQ
13F value
$1.26B
-30.6% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
8.3×
$3.8M calls / $456K puts

Institutional value by quarter

$667.1M
Q1 2024
$887.4M
Q2 2024
$1.09B
Q3 2024
$1.70B
Q4 2024
$1.59B
Q1 2025
$2.24B
Q2 2025
$1.92B
Q3 2025
$1.81B
Q4 2025
$1.26B
Q1 2026

Number of holders

140
Q1 2024
175
Q2 2024
188
Q3 2024
239
Q4 2024
255
Q1 2025
247
Q2 2025
240
Q3 2025
252
Q4 2025
255
Q1 2026

Who owns AVPT?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Anchor @ 65 Pte. Ltd. ★2Fundamental diversified19.9M$189.3M52.3%Held
BlackRock, Inc. Index provider12.6M$120.2M0.0%+5.4%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical11.3M$107.6M0.0%
MORGAN STANLEY Bank broker8.0M$75.8M0.0%+1.2%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical6.9M$66.1M0.0%
D. E. Shaw & Co., Inc. Quant stat arb5.5M$52.4M0.0%+50.0%
Parsifal Capital Management, LP ★3Fundamental concentrated3.8M$36.2M4.7%+1.6%
JENNISON ASSOCIATES LLC Other3.8M$35.8M0.0%-9.7%
GEODE CAPITAL MANAGEMENT, LLC Index provider3.7M$35.0M0.0%+0.9%
STATE STREET CORP Index provider3.5M$33.4M0.0%+3.8%
DIMENSIONAL FUND ADVISORS LP Quant stat arb3.3M$31.0M0.0%+25.7%
TWO SIGMA INVESTMENTS, LP Quant stat arb2.9M$27.5M0.0%+170.2%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Diversified mechanical2.7M$25.4M0.0%+25.0%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb2.6M$24.5M0.0%+16.4%
GOLDMAN SACHS GROUP INC Bank broker2.6M$24.5M0.0%+111.3%
SG Americas Securities, LLC Diversified mechanical2.4M$22.7M0.0%+335.2%
Qube Research & Technologies Ltd Quant stat arb1.9M$18.1M0.0%+93.9%
PRUDENTIAL PLC Other1.8M$16.7M0.1%Held
WELLINGTON MANAGEMENT GROUP LLP Long only active1.3M$12.8M0.0%-77.6%
NORTHERN TRUST CORP Index provider1.3M$12.6M0.0%+4.1%
Nuveen, LLC Diversified mechanical1.3M$12.6M0.0%+16.4%
BANK OF AMERICA CORP /DE/ Bank broker1.3M$11.9M0.0%+185.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider1.2M$11.3M0.0%-0.1%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical992.2K$9.4M0.0%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. Diversified mechanical967.1K$9.2M0.0%-47.8%
Gotham Asset Management, LLC Diversified mechanical810.3K$7.7M0.0%+7.8%
MILLENNIUM MANAGEMENT LLC Multistrat pod797.7K$7.6M0.0%-28.6%
Bank of New York Mellon Corp Diversified mechanical789.1K$7.5M0.0%+9.4%
HERALD INVESTMENT MANAGEMENT Ltd ★2Fundamental diversified775.0K$7.4M1.0%-8.8%
AQR CAPITAL MANAGEMENT LLC Quant stat arb752.8K$7.2M0.0%+112.0%
BNP PARIBAS FINANCIAL MARKETS Bank broker733.2K$7.0M0.0%-1.2%
FEDERATED HERMES, INC. Diversified mechanical724.4K$6.9M0.0%-23.0%
PEREGRINE CAPITAL MANAGEMENT LLC Other715.1K$6.8M0.3%-4.1%
Point72 Asset Management, L.P. Multistrat pod696.9K$6.6M0.0%-24.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker682.7K$6.5M0.0%+120.6%
Trexquant Investment LP Diversified mechanical665.2K$6.3M0.0%+90.1%
SILVERCREST ASSET MANAGEMENT GROUP LLC Other576.0K$5.5M0.0%+12.6%
Squarepoint Ops LLC Quant stat arb542.6K$5.2M0.0%-46.4%
ESSEX INVESTMENT MANAGEMENT CO LLC Other498.5K$4.7M0.8%-1.9%
Stoic Point Capital Management LLC ★2Fundamental diversified485.6K$4.6M4.5%+95.1%
JPMORGAN CHASE & CO Bank broker486.9K$4.6M0.0%-42.8%
JANE STREET GROUP, LLC Market maker462.5K$4.4M0.0%-24.5%
VOLORIDGE INVESTMENT MANAGEMENT, LLC Diversified mechanical442.3K$4.2M0.0%-35.6%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb427.5K$4.1M0.0%New
VOYA INVESTMENT MANAGEMENT LLC Diversified mechanical387.5K$3.7M0.0%-4.7%
MARSHALL WACE, LLP Quant stat arb370.3K$3.5M0.0%+476.8%
CITADEL ADVISORS LLC Multistrat pod353.3K$3.4M0.0%-40.0%
CenterBook Partners LP Other336.6K$3.2M0.2%+77.9%
NorthCoast Asset Management LLC Other320.0K$3.0M0.1%-11.1%
MUFG Securities EMEA plc Other317.0K$3.0M0.0%Held

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