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AVPT

AVPT

AvePoint, Inc.• Technology

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
58
Partial Q3 2026
Total 13F value
$34.7M
Filed positions so far
New positions
13
This quarter
Sold positions
2
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Essex Investment Management Co Llc

$7.8M552.0K1.15%-3.4%

Centerbook Partners Lp

$3.3M237.9K0.15%+33.0%

Brown Capital Management Llc

$2.9M206.3K0.55%Unchanged

Creative Planning

$2.8M197.0K0.00%+18.5%

Isthmus Partners, Llc

$2.5M178.9K0.24%New Position

Register Financial Advisors Llc

$2.2M154.3K0.68%+9.4%

Moran Wealth Management, Llc

$1.6M116.6K0.05%+2.3%

Dekabank Deutsche Girozentrale

$1.6M110.8K0.00%New Position

Angeles Wealth Management, Llc

$1.5M103.1K0.06%-45.0%

Y-Intercept (Hong Kong) Ltd

$1.2M84.1K0.03%-44.8%

Wealth Enhancement Advisory Services, Llc

$897K62.2K0.00%+11.0%

Smith Group Asset Management, Llc

$896K63.6K0.06%+1.6%

D.A. Davidson & Co.

$855K60.7K0.00%+3.4%

Strs Ohio

$591K42.0K0.00%New Position

Proshare Advisors Llc

$533K37.9K0.00%-12.8%

Truist Financial Corp

$471K33.4K0.00%+17.9%

Ausbil Investment Management Ltd

$358K25.4K0.18%New Position

Evergreen Capital Management Llc

$312K22.2K0.01%Unchanged

Vise Technologies, Inc.

$285K20.2K0.00%New Position

Balboa Wealth Partners

$277K19.7K0.04%Unchanged

Principal Financial Group Inc

$271K19.2K0.00%+48.3%

Atria Investments, Inc

$229K16.3K0.00%New Position

Pinnacle Wealth Planning Services, Inc.

$164K11.6K0.02%+44650.0%

Greenleaf Trust

$154K10.9K0.00%Unchanged

State Of Alaska, Department Of Revenue

$137K9.7K0.00%-10.5%

Covestor Ltd

$137K9.7K0.09%-14.1%

Fny Investment Advisers, Llc

$127K9.1K0.03%New Position

Versant Capital Management, Inc

$114K8.1K0.01%+0.3%

Kbc Group Nv

$89K6.4K0.00%Unchanged

Nisa Investment Advisors, Llc

$84K6.0K0.00%+42.4%

Signaturefd, Llc

$81K5.7K0.00%+21.2%

Sterling Capital Management Llc

$77K5.5K0.00%+822.1%

Gamma Investing Llc

$58K4.1K0.00%+8.2%

Farther Finance Advisors, Llc

$34K2.4K0.00%+28.1%

Essential Partners Llc

$19K1.4K0.01%+26.3%

Ifp Advisors, Inc

$18K1.2K0.00%Unchanged

Sjs Investment Consulting Inc.

$11K7720.00%+865.0%

Bullock Wealth Management Group

$11K7590.00%New Position

True Wealth Design, Llc

$10K7180.00%+20.7%

Fortitude Family Office, Llc

$10K7080.00%+1288.2%

Catalyst Capital Advisors Llc

$10K7000.00%Unchanged

Bell Investment Advisors, Inc

$9K6600.00%+13.4%

James T. Borello Ria

$7K5250.00%Unchanged

Provenance Wealth Advisors, Llc

$7K4870.00%New Position

Marquette Asset Management, Llc

$7K4820.00%Unchanged

Root Financial Partners, Llc

$7K4820.00%New Position

Leonteq Securities Ag

$6K4520.00%Unchanged

Physician Wealth Advisors, Inc.

$4K3180.00%+63.9%

Torren Management, Llc

$4K2960.00%Unchanged

Wpg Advisers, Llc

$4K2890.00%New Position

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