AVEPOINT INC (AVPT) Institutional Ownership Changes & 13F Activity
AVEPOINT INC (AVPT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Citadel Advisors Llc, Wellington Management Group Llp, D. E. Shaw & Co., Inc., and Kennedy Capital Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +194,953 | +126.6% | 348,993 | $3.91M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +1,453,762 | +411.5% | 1,807,042 | $20.26M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +136 | +256.6% | 189 | $2.12K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +21,417 | — | 21,417 | $240.09K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -4,479 | -2.4% | 181,270 | $2.03M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +20,678 | +70.6% | 49,948 | $559.92K | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Buy | +70 | — | 70 | $775.00 | Q2 2026 | Aug 18, 2026 |
| Capstone Investment Advisors, Llc | Buy | +54,619 | +511.1% | 65,305 | $732.07K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +4 | — | 4 | $44.00 | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Buy | +2,481,668 | +96.3% | 5,059,514 | $56.72M | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Buy | +1,433,299 | +106.7% | 2,776,579 | $31.13M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Sell | -1,015,366 | -18.4% | 4,493,297 | $50.37M | Q2 2026 | Aug 14, 2026 |
| Kennedy Capital Management Llc | Buy | +937,424 | — | 937,424 | $10.51M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +837,829 | +111.3% | 1,590,600 | $17.83M | Q2 2026 | Aug 14, 2026 |
| Nomura Asset Management International Inc. | Sell | -745,814 | -77.1% | 221,317 | $2.48M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -631,991 | -50.4% | 621,671 | $6.97M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -609,481 | -76.4% | 188,208 | $2.11M | Q2 2026 | Aug 14, 2026 |
| Royce & Associates Lp | Buy | +598,000 | — | 598,000 | $6.70M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +560,569 | +677.8% | 643,275 | $7.21M | Q2 2026 | Aug 14, 2026 |
| Nearwater Capital Markets, Ltd | Buy | +500,000 | — | 500,000 | $5.61M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +437,031 | +15.1% | 3,325,017 | $37.27M | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Sell | -424,611 | -60.9% | 272,314 | $3.05M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -412,831 | -89.3% | 49,684 | $556.96K | Q2 2026 | Aug 14, 2026 |
| Prudential Plc | Sell | -380,000 | -21.7% | 1,374,810 | $15.18M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -344,657 | -18.1% | 1,557,397 | $17.46M | Q2 2026 | Aug 14, 2026 |
| Scalar Gauge Management, Llc | Buy | +280,000 | +147.4% | 470,000 | $5.27M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +237,603 | — | 237,603 | $2.66M | Q2 2026 | Aug 14, 2026 |
| Silvercrest Asset Management Group Llc | Buy | +180,060 | +31.3% | 756,107 | $8.48M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +146,736 | — | 146,736 | $1.64M | Q2 2026 | Aug 14, 2026 |
| Odyssean, Llc | Buy | +140,867 | +106.2% | 273,488 | $3.07M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about AVPT activity
Which institutional owners are buying AVPT?
Institutional owners buying AVPT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AVPT activity?
"Buy" means an investor increased their reported position in AVPT compared to the prior reporting period. This reflects growing exposure to AVEPOINT INC (AVPT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVPT increasing?
Institutional interest in AVPT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related AVPT Institutional Insights
- AVPT Overview
- AVPT 13F Institutional Holders
- AVPT Top Institutional Shareholders
- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
- Most Sold Technology Stocks By Institutional Investors
- AVPT Insider Trading & SEC Form 4 Activity
- AVPT Articles
- Top Institutional Investor Stock Rankings