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Avepoint Inc (AVPT)

CUSIP: 053604104 | NYSE | Technology · Software - Infrastructure | Mid Cap | 554 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.24,926,53211.8%New 5%+ stakeOct 31, 202614,445,859 sh (Jun 30, 2026)
13D/ALu Zhijian11,681,0155.5%New 5%+ stakeOct 24, 2025No 13F filer matched
13G/ABlackRock, Inc.24,926,532
11.8% of class · Oct 31, 2026New 5%+ stake
14,445,859 sh (Jun 30, 2026)
13D/ALu Zhijian11,681,015
5.5% of class · Oct 24, 2025New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,457,938
0.0% of portfolio›$48.7M
Bank of New York Mellon Corp817,053
0.0% of portfolio›$11.5M
Essex Investment Management Co LLC551,987
1.2% of portfolio›$7.8M
CenterBook Partners LP237,859
0.2% of portfolio›$3.3M
Brown Capital Management LLC206,292
0.6% of portfolio›$2.9M
Creative Planning197,004
0.0% of portfolio›$2.8M
Isthmus Partners, LLC178,856
0.2% of portfolio›$2.5M
Register Financial Advisors LLC154,300
0.7% of portfolio›$2.2M
Moran Wealth Management, LLC116,635
0.0% of portfolio›$1.6M
DekaBank Deutsche Girozentrale110,772
0.0% of portfolio›$1.6M
Angeles Wealth Management, LLC103,086
0.1% of portfolio›$1.5M
Y-Intercept (Hong Kong) Ltd84,091
0.0% of portfolio›$1.2M
Smith Group Asset Management, LLC63,622
0.1% of portfolio›$895.8K
Wealth Enhancement Advisory Services, LLC62,218
0.0% of portfolio›$896.6K
D.A. Davidson & Co.60,710
0.0% of portfolio›$854.8K
Citigroup Inc53,290
0.0% of portfolio›$750.3K
Strs Ohio42,000
0.0% of portfolio›$591.4K
ProShare Advisors LLC37,856
0.0% of portfolio›$533.0K
Arizona State Retirement System37,322
0.0% of portfolio›$525.5K
Truist Financial Corp33,419
0.0% of portfolio›$470.5K
Ausbil Investment Management Ltd25,445
0.2% of portfolio›$358.3K
Keybank National Association24,170
0.0% of portfolio›$340.3K
Evergreen Capital Management LLC22,171
0.0% of portfolio›$312.2K
Pictet Asset Management Holding SA20,650
0.0% of portfolio›$290.8K
Vise Technologies, Inc.20,225
0.0% of portfolio›$284.8K
Balboa Wealth Partners19,663
0.0% of portfolio›$276.9K
Principal Financial Group Inc19,244
0.0% of portfolio›$271.0K
Fulcrum Asset Management LLP18,964
0.0% of portfolio›$257.3K
Atria Investments, Inc16,279
0.0% of portfolio›$229.2K
Xponance LLC16,023
0.0% of portfolio›$225.6K
Brighton Jones LLC14,564
0.0% of portfolio›$205.1K
EverSource Wealth Advisors, LLC13,653
0.0% of portfolio›$192.2K
Ethic Inc.13,505
0.0% of portfolio›$190.2K
Pinnacle Wealth Planning Services, Inc.11,635
0.0% of portfolio›$163.8K
Greenleaf Trust10,912
0.0% of portfolio›$153.6K
State of Alaska, Department of Revenue9,732
0.0% of portfolio›$137.0K
Covestor Ltd9,700
0.3% of portfolio›$137.0K
FNY Investment Advisers, LLC9,090
0.1% of portfolio›$127.0K
Versant Capital Management, Inc8,066
0.0% of portfolio›$113.6K
Fifth Third Bancorp7,194
0.0% of portfolio›$101.3K
KBC Group NV6,356
0.0% of portfolio›$89.0K
Nisa Investment Advisors, LLC5,983
0.0% of portfolio›$84.2K
Signaturefd, LLC5,739
0.0% of portfolio›$80.8K
Sterling Capital Management LLC5,496
0.0% of portfolio›$77.4K
Gamma Investing LLC4,125
0.0% of portfolio›$58.1K
Farther Finance Advisors, LLC2,406
0.0% of portfolio›$33.9K
US Bancorp \de\2,023
0.0% of portfolio›$28.5K
Parallel Advisors, LLC1,619
0.0% of portfolio›$22.8K
Essential Partners LLC1,353
0.0% of portfolio›$19.1K
IFP Advisors, Inc1,243
0.0% of portfolio›$17.5K
SJS Investment Consulting Inc.772
0.0% of portfolio›$10.9K
Bullock Wealth Management Group759
0.0% of portfolio›$10.7K
True Wealth Design, LLC718
0.0% of portfolio›$10.1K
Fortitude Family Office, LLC708
0.0% of portfolio›$10.0K
Catalyst Capital Advisors LLC700
0.0% of portfolio›$9.9K
Bell Investment Advisors, Inc660
0.0% of portfolio›$9.3K
James T. Borello RIA525
0.0% of portfolio›$7.4K
Provenance Wealth Advisors, LLC487
0.0% of portfolio›$6.9K
Marquette Asset Management, LLC482
0.0% of portfolio›$6.8K
Root Financial Partners, LLC482
0.0% of portfolio›$6.8K
Leonteq Securities AG452
0.0% of portfolio›$6.4K
Larson Financial Group LLC404
0.0% of portfolio›$5.7K
Physician Wealth Advisors, Inc.318
0.0% of portfolio›$4.5K
Torren Management, LLC296
0.0% of portfolio›$4.2K
WPG Advisers, LLC289
0.0% of portfolio›$4.1K
Private Wealth Management Group, LLC173
0.0% of portfolio›$2.4K
Burk Holdings LLC171
0.0% of portfolio›$2.4K
SBI Securities Co., Ltd.143
0.0% of portfolio›$2.0K
Avion Wealth143
0.0% of portfolio›$2.0K
Parkside Financial Bank & Trust110
0.0% of portfolio›$1.5K
North Star Investment Management Corp.104
0.0% of portfolio›$1.5K
Rossby Financial, LCC93
0.0% of portfolio›$1.3K
Bare Financial Services, Inc51
0.0% of portfolio›$718
Caitong International Asset Management Co., Ltd51
0.0% of portfolio›$718
Private Trust Co NA35
0.0% of portfolio›$493
MassMutual Private Wealth & Trust, FSB29
0.0% of portfolio›$408
Hughes Financial Services, LLC17
0.0% of portfolio›$295
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,457,938$48.7M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
817,053$11.5M0.0%CoreLowNew York, NY2026-11-05
Essex Investment Management Co LLC
551,987$7.8M1.2%GrowthMediumBoston, MA2026-10-19
CenterBook Partners LP
237,859$3.3M0.2%ValueVery HighGreenwich, CT2026-11-02
Brown Capital Management LLC
206,292$2.9M0.6%Agg GrowthLowBaltimore, MD2026-10-27
Creative Planning
197,004$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Isthmus Partners, LLC
178,856$2.5M0.2%ValueMediumMadison, WI2026-10-21
Register Financial Advisors LLC
154,300$2.2M0.7%GARPLowAtlanta, GA2026-10-23
Moran Wealth Management, LLC
116,635$1.6M0.0%CoreMediumNaples, FL2026-10-22
DekaBank Deutsche Girozentrale
110,772$1.6M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Angeles Wealth Management, LLC
103,086$1.5M0.1%ETFLowSanta Monica, CA2026-10-26
Y-Intercept (Hong Kong) Ltd
84,091$1.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Smith Group Asset Management, LLC
63,622$895.8K0.1%GrowthLowDallas, TX2026-10-27
Wealth Enhancement Advisory Services, LLC
62,218$896.6K0.0%CoreLowPlymouth, MN2026-10-13
D.A. Davidson & Co.
60,710$854.8K0.0%CoreLowGreat Falls, MT2026-10-28
Citigroup Inc
53,290$750.3K0.0%CoreMediumNew York, NY2026-11-04
Strs Ohio
42,000$591.4K0.0%CoreMediumColumbus, OH2026-10-30
ProShare Advisors LLC
37,856$533.0K0.0%GrowthLowBethesda, MD2026-10-29
Arizona State Retirement System
37,322$525.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Truist Financial Corp
33,419$470.5K0.0%CoreLowCharlotte, NC2026-10-30
Ausbil Investment Management Ltd
25,445$358.3K0.2%ValueMediumSydney, China2026-10-08
Keybank National Association
24,170$340.3K0.0%CoreLowBrooklyn, OH2026-11-04
Evergreen Capital Management LLC
22,171$312.2K0.0%GARPMediumBellevue, WA2026-10-23
Pictet Asset Management Holding SA
20,650$290.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Vise Technologies, Inc.
20,225$284.8K0.0%IndexLowNew York, NY2026-10-29
Balboa Wealth Partners
19,663$276.9K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Principal Financial Group Inc
19,244$271.0K0.0%CoreLowDes Moines, IA2026-11-02
Fulcrum Asset Management LLP
18,964$257.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Atria Investments, Inc
16,279$229.2K0.0%CoreMediumCharlotte, NC2026-10-15
Xponance LLC
16,023$225.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Brighton Jones LLC
14,564$205.1K0.0%CoreVery LowSeattle, WA2026-11-03
EverSource Wealth Advisors, LLC
13,653$192.2K0.0%CoreMediumBirmingham, AL2026-11-04
Ethic Inc.
13,505$190.2K0.0%CoreLowNew York, NY2026-11-03
Pinnacle Wealth Planning Services, Inc.
11,635$163.8K0.0%GARPLowMansfield, OH2026-10-27
Greenleaf Trust
10,912$153.6K0.0%CoreLowKalamazoo, MI2026-10-29
State of Alaska, Department of Revenue
9,732$137.0K0.0%CoreVery LowJuneau, AK2026-10-15
Covestor Ltd
9,700$137.0K0.3%ValueHighLondon, United Kingdom2026-10-30
FNY Investment Advisers, LLC
9,090$127.0K0.1%GrowthVery HighNew York, NY2026-10-16
Versant Capital Management, Inc
8,066$113.6K0.0%GARPLowPhoenix, AZ2026-10-02
Fifth Third Bancorp
7,194$101.3K0.0%IndexVery LowCincinnati, OH2026-11-05
KBC Group NV
6,356$89.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Nisa Investment Advisors, LLC
5,983$84.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Signaturefd, LLC
5,739$80.8K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
5,496$77.4K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
4,125$58.1K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
2,406$33.9K0.0%IndexLowSan Francisco, CA2026-10-08
US Bancorp \de\
2,023$28.5K0.0%IndexLowMinneapolis, MN2026-11-05
Parallel Advisors, LLC
1,619$22.8K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
1,353$19.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
1,243$17.5K0.0%GrowthLowTampa, FL2026-10-16
SJS Investment Consulting Inc.
772$10.9K0.0%ETFVery LowSylvania, OH2026-10-26
Bullock Wealth Management Group
759$10.7K0.0%GrowthLowBloomington, IN2026-10-09
True Wealth Design, LLC
718$10.1K0.0%ETFMediumAkron, OH2026-10-13
Fortitude Family Office, LLC
708$10.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Catalyst Capital Advisors LLC
700$9.9K0.0%ETFVery LowSan Juan, PR2026-11-02
Bell Investment Advisors, Inc
660$9.3K0.0%ETFVery LowOrinda, CA2026-10-29
James T. Borello RIA
525$7.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Provenance Wealth Advisors, LLC
487$6.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Marquette Asset Management, LLC
482$6.8K0.0%ETFVery LowMinneapolis, MN2026-10-09
Root Financial Partners, LLC
482$6.8K0.0%ETFMediumEncinitas, CA2026-10-21
Leonteq Securities AG
452$6.4K0.0%CoreHighZurich, Switzerland2026-10-29
Larson Financial Group LLC
404$5.7K0.0%GrowthLowSt Louis, MO2026-11-05
Physician Wealth Advisors, Inc.
318$4.5K0.0%ETFMediumMidvale, UT2026-10-20
Torren Management, LLC
296$4.2K0.0%ETFMediumSan Diego, CA2026-10-29
WPG Advisers, LLC
289$4.1K0.0%CoreLowBaltimore, MD2026-10-27
Private Wealth Management Group, LLC
173$2.4K0.0%ETFLowPrinceton, NJ2026-10-19
Burk Holdings LLC
171$2.4K0.0%ETFVery LowTulsa, OK2026-11-05
SBI Securities Co., Ltd.
143$2.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Avion Wealth
143$2.0K0.0%ETFLowThe Woodlands, TX2026-11-04
Parkside Financial Bank & Trust
110$1.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
North Star Investment Management Corp.
104$1.5K0.0%CoreLowChicago, IL2026-10-27
Rossby Financial, LCC
93$1.3K0.0%ETFMediumMelbourne, FL2026-11-05
Bare Financial Services, Inc
51$7180.0%ETFVery LowGap, PA2026-11-04
Caitong International Asset Management Co., Ltd
51$7180.0%GrowthVery HighHong Kong, South Korea2026-10-29
Private Trust Co NA
35$4930.0%CoreLowCleveland, OH2026-10-20
MassMutual Private Wealth & Trust, FSB
29$4080.0%CoreLowSpringfield, MA2026-10-05
Hughes Financial Services, LLC
17$2950.0%ETFLowHerndon, VA2026-10-30