AVPT · AvePoint, Inc. · Shareholders & Ownership
Every disclosed holder of AVPT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns AVPT
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 141,628,136 | 66.94% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 11,681,015 | 5.52% |
| Remaining | 58,256,275 | 27.54% |
| Registered funds (N-PORT, not summed) | 42,314,893 | 20.00% |
Shares outstanding: 211,565,426, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of AVPT
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Anchor @ 65 Pte. Ltd.
13F
CIK 1993962 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,910,510 | ||
| 2 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,445,859 | ||
| 2.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
4,393,019 | ||
| 2.2 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,566,113 | ||
| 2.3 |
iShares Expanded Tech-Software Sector ETF
Fund
S000004355 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
703,816 | ||
| 2.4 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
317,170 | ||
| 2.5 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
171,247 | ||
| 3 |
|
11,681,015 | ||
| 3.1 |
|
182,562 | ||
| 4 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,758,854 | ||
| 5 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,571,409 | ||
| 5.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
136 | ||
| 6 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,467,464 | ||
| 7 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,059,514 | ||
| 7.1 |
Goldman Sachs Small Cap Equity Insights Fund
Fund
S000009329 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
441,659 | ||
| 7.2 |
Goldman Sachs Small Cap Value Insights Fund
Fund
S000014929 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
232,565 | ||
| 7.3 |
Goldman Sachs Small Cap Growth Insights Fund
Fund
S000014930 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
171,485 | ||
| 7.4 |
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund
Fund
S000009355 · Registered fund · Jun 30, 2026
Goldman Sachs Variable Insurance Trust, not summed
|
60,847 | ||
| 7.5 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
37,610 | ||
| 8 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
4,726,335 | ||
| 9 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,493,297 | ||
| 10 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,118,372 | ||
| 11 |
|
3,916,749 | ||
| 11.1 |
State Street(R) SPDR(R) S&P(R) Software & Services ETF
Fund
S000012329 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
274,009 | ||
| 11.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
53,500 | ||
| 11.3 |
State Street(R) SPDR(R) FactSet Innovative Technology ETF
Fund
S000051577 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
46,998 | ||
| 11.4 |
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
Fund
S000036082 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
|
11,529 | ||
| 11.5 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
4,283 | ||
| 12 |
Parsifal Capital Management, LP
13F
CIK 1776090 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,827,722 | ||
| 13 |
|
3,749,172 | ||
| 14 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
3,400,267 | ||
| 15 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,325,017 | ||
| 16 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,322,003 | ||
| 16.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
845,004 | ||
| 16.2 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
686,947 | ||
| 16.3 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
555,988 | ||
| 16.4 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
182,802 | ||
| 16.5 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
177,830 | ||
| 17 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
CIK 1535845 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,080,946 | ||
| 18 |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
Fund
S000004452 · Registered fund · May 31, 2026
VANGUARD WORLD FUND, not summed
|
3,066,469 | ||
| 19 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,776,579 | ||
| 20 |
JENNISON ASSOCIATES LLC
13F
CIK 53417 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,738,972 | ||
| 21 |
Jiang Tianyi
Insider
CIK 1865596 · Sep 11, 2026
Director, Chief Executive Officer, issuer-wide, not summed
|
2,244,311 | ||
| 22 |
VANGUARD SMALL-CAP GROWTH INDEX FUND
Fund
S000002846 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,952,408 | ||
| 23 |
Gong Xunkai
Insider
CIK 1865618 · Sep 11, 2026
Director, Executive Chairman, issuer-wide, not summed
|
1,861,171 | ||
| 24 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,807,042 | ||
| 25 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,784,700 | ||
| 26 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,621,153 | ||
| 27 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,590,600 | ||
| 27.1 |
AQR Small Cap Momentum Style Fund
Fund
S000025644 · Registered fund · Mar 31, 2026
AQR Funds, not summed
|
7,243 | ||
| 28 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,582,884 | ||
| 29 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,582,172 | ||
| 29.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
84,919 | ||
| 29.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
35,968 | ||
| 29.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
15,958 | ||
| 30 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,557,397 | ||
| 31 |
|
1,386,513 | ||
| 31.1 |
Nuveen Quant Small Cap Equity Fund
Fund
S000005386 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
831,630 | ||
| 31.2 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
223,992 | ||
| 31.3 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
165,256 | ||
| 31.4 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
105,023 | ||
| 31.5 |
Nuveen Life Small Cap Equity Fund
Fund
S000005093 · Registered fund · Jun 30, 2026
TIAA-CREF Life Funds, not summed
|
17,274 | ||
| 32 |
PRUDENTIAL PLC
13F
CIK 898419 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,374,810 | ||
| 33 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,245,912 | ||
| 33.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
677,375 | ||
| 33.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
411,160 | ||
| 33.3 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
89,154 | ||
| 33.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
88,958 | ||
| 34 |
|
1,184,128 | ||
| 35 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,021,389 | ||
| 36 |
SG Americas Securities, LLC
13F
CIK 1313360 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,020,666 | ||
| 37 |
FEDERATED HERMES, INC.
13F
CIK 1056288 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,011,315 | ||
| 38 |
KENNEDY CAPITAL MANAGEMENT LLC
13F
CIK 884589 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
937,424 | ||
| 38.1 |
Kennedy Capital ESG SMID Cap Fund
Fund
S000063803 · Registered fund · Jun 30, 2026
INVESTMENT MANAGERS SERIES TRUST II, not summed
|
64,917 | ||
| 39 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
829,841 | ||
| 40 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
811,095 | ||
| 41 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
789,255 | ||
| 42 |
BNP PARIBAS ARBITRAGE, SA
13F
CIK 1166588 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
780,512 | ||
| 43 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
769,029 | ||
| 44 |
SILVERCREST ASSET MANAGEMENT GROUP LLC
13F
CIK 1232395 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
756,107 | ||
| 45 |
Gotham Asset Management, LLC
13F
CIK 1510387 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
689,914 | ||
| 45.1 |
Gotham Absolute Return Fund
Fund
S000038174 · Registered fund · Jun 30, 2026
FundVantage Trust, not summed
|
35,612 | ||
| 45.2 |
Gotham Neutral Fund
Fund
S000041944 · Registered fund · Jun 30, 2026
FundVantage Trust, not summed
|
10,255 | ||
| 45.3 |
Gotham Enhanced Return Fund
Fund
S000040832 · Registered fund · Jun 30, 2026
FundVantage Trust, not summed
|
794 | ||
| 46 |
|
683,506 | ||
| 47 |
PEREGRINE CAPITAL MANAGEMENT LLC
13F
CIK 764529 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
680,576 | ||
| 48 |
PGIM Jennison Small Company Fund
Fund
S000004629 · Registered fund · Jun 30, 2026
Prudential Jennison Small Co Fund, Inc., not summed
|
670,949 | ||
| 49 |
Trexquant Investment LP
13F
CIK 1633445 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
657,370 | ||
| 50 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
643,275 |
22 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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