Ficha del valor · trimestre archivado
AVPT
AvePoint, Inc. · Technology · Software - Infrastructure
102Tenedores rastreados
+3Δ titulares
81.10MAcciones mantenidas
$771.91MValor declarado
+9Nuevas posiciones
−7Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +3.0% ·
flujo de acciones -0.4% ·
nuevas posiciones netas +2.0%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 62.22K | $896,561 | n/a | n/a |
| Q2 2026 | 98 | -1 | 89.69M | $1.01B | +7 | −8 |
| 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 |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 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 ✦ (pasivo) | 3.68M | +0.9% | $34.98M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (pasivo) | 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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $102,299 | 0.0% | New | 1 | SEC ↗ |
| 91 | Capstone Investment Advisors, Llc | 10.69K | Nuevo | $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 | Nuevo | $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" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| 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% |
Posición cerrada
| Norges Bank | $14.56M | era 0.0% |
| Lazard Asset Management Llc | $1.76M | era 0.0% |
| Ameriprise Financial Inc | $1.00M | era 0.0% |
| First Trust Advisors Lp | $912,878 | era 0.0% |
| Mitsubishi UFJ Trust &… | $677,860 | era 0.0% |
| Stifel Financial Corp | $160,483 | era 0.0% |
| Northwestern Mutual Wealth… | $10,195 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 251 tenedores, 131.60M acciones, $1.22B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Oct 20
Brown Brian Michael
Officer, Director · 72.61K acc. · $1.11M
Oct 16
Brown Brian Michael
Officer, Director · 3.50K acc. · $53,200
Oct 06
Brown Brian Michael
Officer, Director · 28.89K acc. · $437,744
Sep 30
Brown Brian Michael
Officer, Director · 10.00K acc. · $141,100
Sep 23
Brown Brian Michael
Officer, Director · 10.00K acc. · $130,700
Aug 27
Brown Brian Michael
Officer, Director · 60.00K acc. · $852,000
Aug 24
Brown Brian Michael
Officer, Director · 10.00K acc. · $133,000
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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