Security record · archived quarter
AVPT
AvePoint, Inc. · Technology · Software - Infrastructure
102Tracked holders
+3Δ holders
81.10MShares held
$771.91MReported value
+9New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth +3.0% ·
share flow -0.4% ·
net new positions +2.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 62.22K | $896,561 | n/a | n/a |
| Q2 2026 | 100 | 0 | 89.85M | $1.01B | +8 | −7 |
| Q1 2026 | 102 | +3 | 81.10M | $771.91M | +9 | −7 |
| Q4 2025 | 100 | -1 | 92.89M | $1.29B | +1 | −1 |
| Q3 2025 | 20 | +1 | 54.87M | $823.58M | +1 | −1 |
| Q2 2025 | 17 | -1 | 46.62M | $900.18M | n/a | −1 |
| Q1 2025 | 15 | 0 | 21.28M | $307.31M | n/a | n/a |
| Q4 2024 | 15 | +2 | 20.48M | $338.20M | +2 | n/a |
| Q3 2024 | 12 | +1 | 10.32M | $121.51M | +2 | −1 |
| Q2 2024 | 11 | n/a | 6.38M | $62.79M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 12.64M | +5.4% | $120.20M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 2 | Morgan Stanley ✦ | 7.97M | +1.2% | $75.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 3 | Vanguard Capital Management Llc | 6.95M | n/a | $66.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 5.51M | +50.0% | $52.39M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Jennison Associates Llc | 3.77M | -9.7% | $35.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (passive) | 3.68M | +0.9% | $34.98M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (passive) | 3.51M | +3.8% | $33.39M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Dimensional Fund Advisors Lp | 3.26M | +25.6% | $31.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Two Sigma Investments ✦ | 2.89M | +170.2% | $27.46M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 10 | Healthcare Of Ontario Pension Plan… | 2.68M | +25.0% | $25.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 2.58M | +16.4% | $24.54M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 2.58M | +111.3% | $24.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Qube Research & Technologies Ltd | 1.90M | +93.9% | $18.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 1.34M | -77.7% | $12.77M | 0.0% | ▼ Trim | 7 | SEC ↗ ×3 |
| 15 | Northern Trust Corp | 1.33M | +4.0% | $12.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Nuveen, LLC | 1.32M | +16.4% | $12.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Bank Of America Corp /De/ | 1.25M | +185.8% | $11.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Charles Schwab Investment… | 1.19M | -0.1% | $11.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Nomura Asset Management… | 967.13K | -47.8% | $9.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 810.35K | +7.8% | $7.71M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | Millennium Management ✦ | 797.69K | -28.6% | $7.59M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 789.07K | +9.4% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 23 | AQR Capital Management ✦ | 752.77K | +112.0% | $7.16M | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 24 | Bnp Paribas Financial Markets | 733.23K | -1.2% | $6.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Federated Hermes, Inc. | 724.41K | -23.0% | $6.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Point72 Asset Management ✦ | 696.92K | -24.6% | $6.63M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 682.66K | +120.5% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Squarepoint Ops LLC | 542.56K | -46.4% | $5.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 486.88K | -42.8% | $4.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 30 | Jane Street Group, Llc | 462.51K | -24.5% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Arrowstreet Capital ✦ | 427.52K | New | $4.07M | 0.0% | New | 1 | SEC ↗ |
| 32 | Voya Investment Management Llc | 387.53K | -4.7% | $3.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Marshall Wace ✦ | 370.32K | +476.8% | $3.52M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 34 | Citadel Advisors ✦ | 353.28K | -40.0% | $3.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Deutsche Bank Ag\ | 301.56K | -31.8% | $2.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | Swiss National Bank | 277.50K | +2.2% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 269.72K | -1.4% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 38 | Alliancebernstein L.P. | 160.74K | +0.9% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Raymond James Financial Inc | 222.92K | -86.4% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 40 | Sei Investments Co | 214.75K | +40.0% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | UBS Group AG | 204.48K | -51.4% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Creative Planning | 190.44K | +118.0% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | California State Teachers… | 185.75K | +60.6% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Rhumbline Advisers | 182.20K | +2.3% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Barclays Plc | 166.39K | -53.1% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 46 | Manufacturers Life Insurance… | 154.04K | +25.3% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Invesco Ltd. | 123.85K | +9.7% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 48 | HighTower Advisors, LLC | 122.67K | -0.6% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 109.32K | +307.0% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | T. Rowe Price ✦ | 106.27K | +28.2% | $1.01M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 51 | Legal & General Group Plc | 102.54K | -25.3% | $975,128 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | Russell Investments Group, Ltd. | 97.13K | +19.0% | $923,733 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 53 | Hrt Financial Lp | 82.71K | New | $786,000 | 0.0% | New | 1 | SEC ↗ |
| 54 | Franklin Resources Inc | 77.87K | -93.5% | $740,563 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Fidelity (FMR) ✦ | 74.94K | +167.8% | $712,629 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 56 | Man Group plc | 72.34K | +128.2% | $687,953 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 70.48K | +3.3% | $670,312 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | American Century Companies Inc | 69.67K | +13.1% | $662,609 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Cerity Partners LLC | 69.11K | +29.4% | $657,246 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 60 | Zurcher Kantonalbank (Zurich… | 67.06K | +18.5% | $637,760 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Universal- Beteiligungs- und… | 63.29K | -10.6% | $601,907 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Wells Fargo & Company/Mn | 62.63K | -79.1% | $595,649 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 63 | Connor, Clark & Lunn Investment… | 60.65K | -24.7% | $576,772 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Janus Henderson Group Plc | 53.31K | 0.0% | $506,693 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Cwm, Llc | 51.77K | +212.8% | $492,314 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | State Board Of Administration Of… | 43.90K | 0.0% | $417,489 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Rockefeller Capital Management L.P. | 43.45K | +15.5% | $413,238 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 68 | New York State Common Retirement… | 42.45K | 0.0% | $403,709 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Citigroup Inc | 41.46K | -53.0% | $394,313 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Pictet Asset Management Holding SA | 41.28K | -60.0% | $392,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Envestnet Asset Management Inc | 40.01K | -27.8% | $380,529 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | ProShare Advisors LLC | 37.92K | -9.3% | $360,601 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Canada Pension Plan Investment Board | 37.30K | -72.1% | $354,723 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Mariner, LLC | 35.71K | +74.0% | $339,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Mercer Global Advisors Inc /Adv | 29.27K | New | $278,361 | 0.0% | New | 1 | SEC ↗ |
| 76 | Wealth Enhancement Advisory… | 26.80K | +75.9% | $266,342 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Hsbc Holdings Plc | 27.80K | -29.9% | $261,968 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Pacer Advisors, Inc. | 26.89K | +25.8% | $256,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Focus Partners Wealth | 26.76K | +4.1% | $254,992 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Prudential Financial Inc | 23.43K | New | $222,867 | 0.0% | New | 1 | SEC ↗ |
| 81 | Truist Financial Corp | 20.74K | +70.0% | $197,266 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Cetera Investment Advisers | 17.72K | -42.6% | $168,508 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Victory Capital Management Inc | 15.58K | -91.1% | $148,185 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | State Of Wisconsin Investment Board | 14.09K | New | $133,948 | 0.0% | New | 1 | SEC ↗ |
| 85 | Blair William & Co/Il | 12.30K | -10.2% | $116,973 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Captrust Financial Advisors | 11.95K | New | $113,617 | 0.0% | New | 1 | SEC ↗ |
| 87 | Robeco Institutional Asset… | 11.46K | -3.6% | $109,032 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | LPL Financial LLC | 11.35K | -74.7% | $107,910 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | CIBC Asset Management Inc | 11.12K | 0.0% | $105,732 | 0.0% | Held | 2 | SEC ↗ |
| 90 | Principal Financial Group Inc | 10.76K | New | $102,299 | 0.0% | New | 1 | SEC ↗ |
| 91 | Capstone Investment Advisors, Llc | 10.69K | New | $101,624 | 0.0% | New | 1 | SEC ↗ |
| 92 | Royal Bank Of Canada | 7.63K | -89.2% | $73,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 93 | Simplex Trading, Llc | 5.16K | +238.3% | $49,033 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 3.51K | +15.3% | $33,389 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Jones Financial Companies Lllp | 3.28K | +543.5% | $30,982 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Pnc Financial Services Group, Inc. | 2.98K | +933.7% | $28,312 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 97 | Us Bancorp \De\ | 2.96K | -65.8% | $28,168 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | BNP Paribas Asset Management… | 2.39K | +32.9% | $22,729 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Optiver Holding B.V. | 2.15K | New | $20,475 | 0.0% | New | 1 | SEC ↗ |
| 100 | Group One Trading Llc | 1.91K | -60.6% | $18,164 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $4.07M | 0.0% |
| Hrt Financial Lp | $786,000 | 0.0% |
| Mercer Global Advisors Inc… | $278,361 | 0.0% |
| Prudential Financial Inc | $222,867 | 0.0% |
| State Of Wisconsin Investment… | $133,948 | 0.0% |
| Captrust Financial Advisors | $113,617 | 0.0% |
| Principal Financial Group Inc | $102,299 | 0.0% |
| Capstone Investment Advisors… | $101,624 | 0.0% |
| Optiver Holding B.V. | $20,475 | 0.0% |
Exited
| Norges Bank | $14.56M | was 0.0% |
| Lazard Asset Management Llc | $1.76M | was 0.0% |
| Ameriprise Financial Inc | $1.00M | was 0.0% |
| First Trust Advisors Lp | $912,878 | was 0.0% |
| Mitsubishi UFJ Trust &… | $677,860 | was 0.0% |
| Stifel Financial Corp | $160,483 | was 0.0% |
| Northwestern Mutual Wealth… | $10,195 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 251 holders, 131.60M shares, $1.22B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Oct 20
Brown Brian Michael
Officer, Director · 72.61K sh · $1.11M
Oct 16
Brown Brian Michael
Officer, Director · 3.50K sh · $53,200
Oct 06
Brown Brian Michael
Officer, Director · 28.89K sh · $437,744
Sep 30
Brown Brian Michael
Officer, Director · 10.00K sh · $141,100
Sep 23
Brown Brian Michael
Officer, Director · 10.00K sh · $130,700
Aug 27
Brown Brian Michael
Officer, Director · 60.00K sh · $852,000
Aug 24
Brown Brian Michael
Officer, Director · 10.00K sh · $133,000
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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