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AVPT · AvePoint, Inc. · Shareholders & Ownership

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$16.51 +0.43 (+2.67%) At close · Oct 23
Market Cap
$3.49B
Shares
211.57M
Volume · Oct 23 1.7M Avg daily vol (3M) 2.05M

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
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
Lu Zhijian
13D CIK 1874612 · Unknown · Oct 24, 2025
Item 4 purpose: Other
11,681,015
3.1
Lu Zhijian
Insider CIK 1874612 · Jun 20, 2025
Insider, issuer-wide, not summed
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
STATE STREET CORP
13F CIK 93751 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
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
Ho John Chi On
Insider CIK 1865775 · Jun 1, 2026
Director, issuer-wide, not summed
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
Nuveen, LLC
13F CIK 1871926 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
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
Epstein Jeff
Insider CIK 1228718 · Jun 1, 2026
Director, issuer-wide, not summed
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
Caci James
Insider CIK 1367794 · Sep 14, 2026
Chief Financial Officer, issuer-wide, not summed
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.

Showing 1–50 of 373 holders

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Key facts CIK 1777921 CUSIP 053604104 13F (30d) 34 filings 32 filers Visit website Investor relations