AVPT Institutional Ownership & Shareholders

AVEPOINT INC (AVPT) is currently held by 254 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.58B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Anchor @ 65 Pte. Ltd. is currently the largest disclosed institutional shareholder of AVPT tracked by InsiderSet, reporting ownership valued at approximately $223.20M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $340.27M, representing an estimated gain of +52.45% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed AVPT value among the investors covered in this analysis. Major shareholders include Anchor @ 65 Pte. Ltd., Blackrock, Inc., Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in AVEPOINT INC (AVPT).

This page ranks the largest institutional AVPT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

254

Total Reported Value

$1.58B

Largest Holder

Anchor @ 65 Pte. Ltd.

Largest Position

$223.20M

Insider Transactions (90d)

25

Latest Filing Quarter

Q2 2026

New Institutional Positions

49

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Anchor @ 65 Pte. Ltd.62.95%19,910,510$223,196,817$340,270,616+$117,073,799+52.45%
Blackrock, Inc.0.00%14,445,859$161,938,073$246,879,730+$84,941,657+52.45%
Vanguard Portfolio Management Llc0.01%10,758,854$120,606,753$183,868,815+$63,262,062+52.45%
Morgan Stanley0.01%8,571,409$96,085,513$146,485,380+$50,399,867+52.45%
Vanguard Capital Management Llc0.00%6,467,464$72,500,271$110,528,960+$38,028,689+52.45%
Goldman Sachs Group Inc0.01%5,059,514$56,717,152$86,467,094+$29,749,942+52.45%
D. E. Shaw & Co., Inc.0.03%4,493,297$50,369,859$76,790,446+$26,420,587+52.45%
Geode Capital Management, Llc0.00%4,118,372$46,173,585$70,382,977+$24,209,392+52.43%
State Street Corp0.00%3,916,749$43,906,756$66,937,240+$23,030,484+52.45%
Parsifal Capital Management, Lp5.26%3,827,722$42,908,764$65,415,769+$22,507,005+52.45%
Two Sigma Investments, Lp0.03%3,325,017$37,273,441$56,824,541+$19,551,100+52.45%
Dimensional Fund Advisors Lp0.01%3,322,003$37,238,536$56,773,031+$19,534,495+52.46%
Healthcare Of Ontario Pension Plan Trust Fund0.05%3,080,946$34,537,405$52,653,367+$18,115,962+52.45%
Wellington Management Group Llp0.01%2,776,579$31,125,450$47,451,735+$16,326,285+52.45%
Jennison Associates Llc0.02%2,738,972$30,703,879$46,809,031+$16,105,152+52.45%
Citadel Advisors Llc0.01%1,807,042$20,256,941$30,882,348+$10,625,407+52.45%
Norges Bank0.00%1,784,700$20,006,487$30,500,523+$10,494,036+52.45%
Renaissance Technologies LLCJim Simons0.03%1,621,153$18,173,125$27,705,505+$9,532,380+52.45%
Aqr Capital Management Llc0.01%1,590,600$17,830,630$27,183,354+$9,352,724+52.45%
Northern Trust Corp0.00%1,582,172$17,736,148$27,039,319+$9,303,171+52.45%
Qube Research & Technologies Ltd0.02%1,557,397$17,458,420$26,615,915+$9,157,495+52.45%
Nuveen, Llc0.00%1,386,513$15,542,811$23,695,507+$8,152,696+52.45%
Prudential Plc0.08%1,374,810$15,184,989$23,495,503+$8,310,514+54.73%
Charles Schwab Investment Management Inc0.00%1,245,912$13,966,674$21,292,636+$7,325,962+52.45%
Vanguard Fiduciary Trust Co0.00%1,021,389$11,449,771$17,455,538+$6,005,767+52.45%
Sg Americas Securities, Llc0.01%1,020,666$11,442,000$17,443,182+$6,001,182+52.45%
Federated Hermes, Inc.0.02%1,011,315$11,336,841$17,283,373+$5,946,532+52.45%
Kennedy Capital Management Llc0.19%937,424$10,508,523$16,020,576+$5,512,053+52.45%
Arrowstreet Capital, Limited Partnership0.00%829,841$9,302,518$14,181,983+$4,879,465+52.45%
Marshall Wace, Llp0.01%811,095$9,092,375$13,861,614+$4,769,239+52.45%
Bank Of New York Mellon Corp0.00%789,255$8,847,546$13,488,368+$4,640,822+52.45%
Bnp Paribas Financial Markets0.00%780,512$8,749,540$13,338,950+$4,589,410+52.45%
Silvercrest Asset Management Group Llc0.06%756,107$8,475,959$12,921,869+$4,445,910+52.45%
Essex Investment Management Co Llc1.15%551,987$7,771,977$9,433,458+$1,661,481+21.38%
Gotham Asset Management, Llc0.02%689,914$7,733,936$11,790,630+$4,056,694+52.45%
Peregrine Capital Management Llc0.25%680,576$7,629,257$11,631,044+$4,001,787+52.45%
Trexquant Investment Lp0.05%657,370$7,369,118$11,234,453+$3,865,335+52.45%
Hrt Financial Lp0.01%643,275$7,211,000$10,993,570+$3,782,570+52.46%
Bank Of America Corp0.00%621,671$6,968,932$10,624,357+$3,655,425+52.45%
Ubs Group Ag0.00%599,255$6,717,648$10,241,268+$3,523,620+52.45%
Royce & Associates Lp0.05%598,000$6,703,580$10,219,820+$3,516,240+52.45%
Susquehanna International Group, Llp0.01%571,279$6,404,038$9,763,158+$3,359,120+52.45%
Stoic Point Capital Management Llc5.11%543,023$6,087,288$9,280,263+$3,192,975+52.45%
Acadian Asset Management Llc0.01%525,929$5,885,000$8,988,127+$3,103,127+52.73%
Nearwater Capital Markets, Ltd0.10%500,000$5,605,000$8,545,000+$2,940,000+52.45%
Scalar Gauge Management, Llc2.91%470,000$5,268,700$8,032,300+$2,763,600+52.45%
Squarepoint Ops Llc0.01%449,555$5,039,512$7,682,895+$2,643,383+52.45%
Voya Investment Management Llc0.00%402,405$4,510,960$6,877,101+$2,366,141+52.45%
Jpmorgan Chase & Co0.00%379,597$4,276,640$6,487,313+$2,210,673+51.69%
Manufacturers Life Insurance Company, The0.00%348,993$3,912,212$5,964,290+$2,052,078+52.45%
Showing 50 of 254

Frequently asked questions about AVPT

  • Who are the largest institutional holders of AVPT?

    The largest institutional holders of AVPT reported in the latest SEC Form 13F filings include Anchor @ 65 Pte. Ltd., Blackrock, Inc., Vanguard Portfolio Management Llc, Morgan Stanley, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported AVPT position.

  • What is AVPT institutional ownership?

    This page tracks AVPT positions reported by institutional investment managers through SEC Form 13F. AVEPOINT INC (AVPT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own AVPT?

    InsiderSet currently tracks 254 institutional managers reporting AVPT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVPT shareholders.

  • How much AVPT stock do institutions own?

    Institutional investment managers disclosed approximately $1.58B in AVPT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was AVPT institutional ownership last updated?

    The latest AVPT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional AVPT holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVPT position after the reporting date.

  • Are institutions buying or selling AVPT?

    Institutional buying and selling can be analyzed by comparing AVPT positions across consecutive 13F reporting periods. InsiderSet's AVPT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVPT ownership changes.

  • How has AVPT institutional ownership changed over time?

    InsiderSet tracks AVPT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.