| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Anchor IV Pte. Ltd. | 9.4% | $298,856,755 | 19,910,510 | Anchor IV Pte. Ltd. | 30 Sep 2025 | |||
| Lu Zhijian | 5.5% | $175,332,035 | 11,681,015 | Lu Zhijian | 24 Oct 2025 |
As of 30 Sep 2025, 236 institutional investors reported holding 126,280,241 shares of AvePoint, Inc. - Common Stock, par value $0.0001 per share (AVPT). This represents 60% of the company’s total 211,813,936 outstanding shares.
The largest institutional shareholders of AvePoint, Inc. - Common Stock, par value $0.0001 per share (AVPT) together control 48% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Anchor @ 65 Pte. Ltd. | 9.4% | 19,910,510 | +19% | 62% | $298,856,755 |
| VANGUARD GROUP INC | 8.1% | 17,209,139 | +4.3% | 0% | $258,309,176 |
| BlackRock, Inc. | 5.3% | 11,171,073 | +4.3% | 0% | $167,677,807 |
| Parsifal Capital Management, LP | 4% | 8,522,740 | +61% | 12% | $127,926,327 |
| WELLINGTON MANAGEMENT GROUP LLP | 3% | 6,379,214 | -3.8% | 0.02% | $95,752,002 |
| Invesco Ltd. | 2.1% | 4,472,688 | -16% | 0.01% | $67,135,046 |
| JENNISON ASSOCIATES LLC | 1.8% | 3,755,655 | +29% | 0.03% | $56,372,381 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 3,409,393 | +9.2% | 0% | $51,182,820 |
| STATE STREET CORP | 1.5% | 3,082,336 | +3.9% | 0% | $46,265,863 |
| FRANKLIN RESOURCES INC | 1.1% | 2,309,173 | +8.4% | 0.01% | $34,660,686 |
| DIMENSIONAL FUND ADVISORS LP | 0.97% | 2,045,221 | +0.79% | 0.01% | $30,700,763 |
| RENAISSANCE TECHNOLOGIES LLC | 0.92% | 1,943,653 | -6.1% | 0.04% | $29,174,232 |
| MACQUARIE GROUP LTD | 0.89% | 1,892,891 | +10% | 0.03% | $28,412,046 |
| RAYMOND JAMES FINANCIAL INC | 0.87% | 1,852,117 | +42% | 0.01% | $27,800,273 |
| PRUDENTIAL PLC | 0.84% | 1,773,740 | 0.2% | $26,824,139 | |
| MORGAN STANLEY | 0.79% | 1,665,453 | -8.1% | 0% | $24,998,451 |
| D. E. Shaw & Co., Inc. | 0.66% | 1,400,756 | +164% | 0.02% | $21,025,348 |
| MILLENNIUM MANAGEMENT LLC | 0.66% | 1,394,604 | +238% | 0.02% | $20,958,574 |
| JPMORGAN CHASE & CO | 0.66% | 1,389,205 | +167% | 0% | $20,851,967 |
| NORTHERN TRUST CORP | 0.59% | 1,244,791 | +3.8% | 0% | $18,684,314 |
| GOLDMAN SACHS GROUP INC | 0.57% | 1,205,626 | +20% | 0% | $18,096,446 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.54% | 1,134,936 | +16% | 0% | $17,035,389 |
| BNP PARIBAS FINANCIAL MARKETS | 0.53% | 1,117,317 | 0% | 0.01% | $16,770,928 |
| HSBC HOLDINGS PLC | 0.5% | 1,061,722 | +8118% | 0.01% | $16,053,178 |
| NEXT CENTURY GROWTH INVESTORS LLC | 0.49% | 1,028,663 | +0.87% | 1.1% | $15,440,231 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 587,854 | $8,162,235 | +$6,647,781 | $13.89 | 6 |
| 2025 Q3 | 126,280,241 | $1,896,000,330 | +$118,334,473 | $15.01 | 236 |
| 2025 Q2 | 116,132,175 | $2,242,513,189 | +$145,631,966 | $19.31 | 243 |
| 2025 Q1 | 108,704,179 | $1,569,750,592 | +$82,534,102 | $14.44 | 251 |
| 2024 Q4 | 103,232,500 | $1,704,115,273 | +$206,082,616 | $16.51 | 237 |
| 2024 Q3 | 90,371,340 | $1,068,027,975 | +$76,805,304 | $11.77 | 186 |
| 2024 Q2 | 83,826,994 | $873,324,500 | +$31,826,016 | $10.42 | 174 |
| 2024 Q1 | 81,823,413 | $648,028,734 | +$3,005,540 | $7.92 | 137 |
| 2023 Q4 | 154,672 | $1,269,857 | -$25,935 | $8.21 | 2 |
| 2023 Q3 | 78,657,087 | $530,060,267 | -$119,287,376 | $6.72 | 103 |
| 2023 Q2 | 79,192,160 | $456,140,438 | +$18,657,564 | $5.76 | 99 |
| 2023 Q1 | 76,098,891 | $313,517,865 | +$2,696,473 | $4.12 | 95 |
| 2022 Q4 | 75,445,903 | $310,079,233 | -$319,227 | $4.11 | 93 |
| 2022 Q3 | 75,364,442 | $302,252,646 | -$4,691,965 | $4.01 | 90 |
| 2022 Q2 | 76,706,861 | $332,902,092 | +$49,143,548 | $4.34 | 101 |
| 2022 Q1 | 64,939,193 | $341,560,498 | +$10,224,232 | $5.26 | 90 |
| 2021 Q4 | 61,485,940 | $386,741,907 | +$206,826,446 | $6.29 | 70 |
| 2021 Q3 | 25,177,988 | $213,762,875 | +$213,598,597 | $8.49 | 55 |
| 2021 Q2 | 19,331 | $237,000 | +$237,000 | $12.26 | 1 |