AvePoint, Inc. 13F holders
254 funds reported a position in AvePoint, Inc. in their 13F for the quarter ended 30 June 2026, together 141.5 million shares worth $1.59 billion. Against the quarter before, 37 opened a position, 119 added, 67 trimmed and 42 sold out; together they bought a net 7.6 million shares. The largest holders: Anchor @ 65 Pte. Ltd., BlackRock, Inc. and Vanguard Portfolio Management LLC.
Funds holding254-2 on Q1 2026
Shares they held141.5Mworth $1.59 billion
Net bought on the quarter7.6M sharesabout $85.4 million at the funds' values
Funds buying to selling156 to 109opened or added, to cut or sold
Opened 37Added 119Held 28Trimmed 67Sold out 42
What each fund did in AVPT against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in AVPT in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 34 reported a position in AvePoint, Inc.: 6 opened one, 15 added, 4 trimmed and 2 sold out, a net 517,438 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 8 reported a position in AvePoint, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 4.1 million shares worth $46.2 million, 0.0% of its reported book. In the quarter, 4 funds added or opened a position and 3 trimmed or sold out; together they bought a net 355,068 shares, about $4.0 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 4,118,372 | $46.2 million | 0.0% | +441,088 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 3,325,017 | $37.3 million | 0.0% | +437,031 | added | 30 June 2026 | 13F |
| Citadel Advisors | 1,807,042 | $20.3 million | 0.0% | +1,453,762 | added | 30 June 2026 | 13F |
| Norges Bank | 1,784,700 | $20.0 million | 0.0% | held | 30 June 2026 | 13F | |
| Renaissance Technologies | 1,621,153 | $18.2 million | 0.0% | -959,000 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 272,314 | $3.1 million | 0.0% | -424,611 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 188,208 | $2.1 million | 0.0% | -609,481 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 91,214 | $1.0 million | 0.0% | +16,279 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Anchor @ 65 Pte. Ltd. | 19,910,510 | 14.07% | $223.2 million | 62.95% | no change | 13F |
| BlackRock, Inc. | 14,445,859 | 10.21% | $161.9 million | 0.00% | +1,806,152 | 13F |
| Vanguard Portfolio Management LLC | 10,758,854 | 7.60% | $120.6 million | 0.01% | -554,199 | 13F |
| Morgan Stanley | 8,571,409 | 6.06% | $96.1 million | 0.01% | +603,276 | 13F |
| Vanguard Capital Management LLC | 6,467,464 | 4.57% | $72.5 million | 0.00% | -478,917 | 13F |
| Goldman Sachs Group Inc. | 5,059,514 | 3.58% | $56.7 million | 0.01% | +2,481,668 | 13F |
| D. E. Shaw & Co., Inc. | 4,493,297 | 3.18% | $50.4 million | 0.03% | -1,015,366 | 13F |
| Geode Capital Management, LLC | 4,118,372 | 2.91% | $46.2 million | 0.00% | +441,088 | 13F |
| State Street Corp. | 3,916,749 | 2.77% | $43.9 million | 0.00% | +405,371 | 13F |
| Parsifal Capital Management, LP | 3,827,722 | 2.71% | $42.9 million | 5.25% | +16,537 | 13F |
| Two Sigma Investments, LP | 3,325,017 | 2.35% | $37.3 million | 0.03% | +437,031 | 13F |
| Dimensional Fund Advisors LP | 3,322,003 | 2.35% | $37.2 million | 0.01% | +57,921 | 13F |
| Healthcare of Ontario Pension Plan Trust Fund | 3,080,946 | 2.18% | $34.5 million | 0.05% | +405,359 | 13F |
| Wellington Management Group LLP | 2,776,579 | 1.96% | $31.1 million | 0.01% | +1,433,299 | 13F |
| Jennison Associates LLC | 2,738,972 | 1.94% | $30.7 million | 0.02% | -1,028,609 | 13F |
| Citadel Advisors LLC | 1,807,042 | 1.28% | $20.3 million | 0.01% | +1,453,762 | 13F |
| Norges Bank | 1,784,700 | 1.26% | $20.0 million | 0.00% | 13F | |
| Renaissance Technologies LLC | 1,621,153 | 1.15% | $18.2 million | 0.03% | -959,000 | 13F |
| AQR Capital Management LLC | 1,590,600 | 1.12% | $17.8 million | 0.01% | +837,829 | 13F |
| Northern Trust Corp. | 1,582,172 | 1.12% | $17.7 million | 0.00% | +257,044 | 13F |
| Qube Research & Technologies Ltd | 1,557,397 | 1.10% | $17.5 million | 0.02% | -344,657 | 13F |
| Nuveen, LLC | 1,386,513 | 0.98% | $15.5 million | 0.00% | +62,747 | 13F |
| Prudential PLC | 1,374,810 | 0.97% | $15.2 million | 0.08% | -380,000 | 13F |
| Charles Schwab Investment Management Inc. | 1,245,912 | 0.88% | $14.0 million | 0.00% | +56,137 | 13F |
| Vanguard Fiduciary Trust Co. | 1,021,389 | 0.72% | $11.4 million | 0.00% | +29,189 | 13F |
| SG Americas Securities, LLC | 1,020,666 | 0.72% | $11.4 million | 0.01% | -1,371,030 | 13F |
| Federated Hermes, Inc. | 1,011,315 | 0.71% | $11.3 million | 0.02% | +286,906 | 13F |
| Kennedy Capital Management LLC | 937,424 | 0.66% | $10.5 million | 0.19% | new | 13F |
| Arrowstreet Capital, Limited Partnership | 829,841 | 0.59% | $9.3 million | 0.00% | +402,321 | 13F |
| Marshall Wace, LLP | 811,095 | 0.57% | $9.1 million | 0.01% | +440,772 | 13F |
| Bank of New York Mellon Corp | 789,255 | 0.56% | $8.8 million | 0.00% | +186 | 13F |
| BNP Paribas Financial Markets | 780,512 | 0.55% | $8.7 million | 0.01% | +47,287 | 13F |
| Silvercrest Asset Management Group LLC | 756,107 | 0.53% | $8.5 million | 0.06% | +180,060 | 13F |
| Gotham Asset Management, LLC | 689,914 | 0.49% | $7.7 million | 0.02% | -120,431 | 13F |
| Peregrine Capital Management LLC | 680,576 | 0.48% | $7.6 million | 0.25% | -34,549 | 13F |
| Trexquant Investment LP | 657,370 | 0.46% | $7.4 million | 0.05% | -7,854 | 13F |
| HRT Financial LP | 643,275 | 0.45% | $7.2 million | 0.01% | +560,569 | 13F |
| Bank of America Corp. | 621,671 | 0.44% | $7.0 million | 0.00% | -631,991 | 13F |
| UBS Group AG | 599,255 | 0.42% | $6.7 million | 0.00% | +394,775 | 13F |
| Royce & Associates LP | 598,000 | 0.42% | $6.7 million | 0.05% | new | 13F |
| Herald Investment Management Ltd | 575,250 | 0.41% | $6.4 million | 0.88% | -199,750 | 13F |
| Essex Investment Management Co. LLC | 571,541 | 0.40% | $6.4 million | 0.84% | +73,059 | 13F |
| Susquehanna International Group, LLP | 571,279 | 0.40% | $6.4 million | 0.01% | -111,380 | 13F |
| Stoic Point Capital Management LLC | 543,023 | 0.38% | $6.1 million | 5.11% | +57,420 | 13F |
| Acadian Asset Management LLC | 525,929 | 0.37% | $5.9 million | 0.01% | new | 13F |
| Nearwater Capital Markets, Ltd | 500,000 | 0.35% | $5.6 million | 0.10% | new | 13F |
| Scalar Gauge Management, LLC | 470,000 | 0.33% | $5.3 million | 2.91% | +280,000 | 13F |
| Squarepoint Ops LLC | 449,555 | 0.32% | $5.0 million | 0.01% | -93,008 | 13F |
| Voya Investment Management LLC | 402,405 | 0.28% | $4.5 million | 0.00% | +14,871 | 13F |
| JPMorgan Chase & Co. | 379,597 | 0.27% | $4.3 million | 0.00% | -107,280 | 13F |
The 50 largest of the 254 funds that reported a position in AVPT in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on AVPT
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 138,000 | $1.5 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 10,900 | $122,189 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 28 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 11.4 million | 5.3% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G/A | Anchor IV Pte. Ltd. and 19 others | 19.9 million | 9.4% | 30 September 2025 | passive, under 20% (13d-1(c)) | EDGAR |
| 28 October 2025 | 13D/A | Lu Zhijian | 11.7 million | 5.5% | 24 October 2025 | Item 4 is hereby amended by adding the following: Secondary Offering On September 16, 2025, in connection with a registered secondary public offering (the "Secondary Offering") of Common Stock, the selling security holders (the "Selling Sec | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 29 September 2026 | 4,246 | $13.67 | SEC |
| 28 September 2026 | 79 | $13.00 | SEC |
| 24 September 2026 | 4,093 | $13.12 | SEC |
| 9 September 2026 | 66 | $13.18 | SEC |
| 1 September 2026 | 1,150 | $13.92 | SEC |
| 25 August 2026 | 3,587 | $13.24 | SEC |
| 24 August 2026 | 200 | $13.37 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.