AvePoint Ownership | Who Owns AvePoint?

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AvePoint Ownership Summary

AvePoint is owned by 49.41% institutional investors, 36.63% insiders, and 13.96% retail investors. Anchor iv pte. is the largest institutional shareholder, holding 9.18% of AVPT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.35% of its assets in AvePoint shares.

AVPT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	AvePoint	49.41%	36.63%	13.96%
Sector	Technology Stocks	54.54%	11.27%	34.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Anchor iv pte.	16.67M	9.18%	$173.67M
Vanguard group	14.96M	8.25%	$155.93M
Blackrock	10.18M	5.61%	$106.09M
State street	3.20M	1.76%	$33.36M
Geode capital management	2.70M	1.49%	$28.10M
Dimensional fund advisors lp	1.93M	1.06%	$20.13M
Driehaus capital management	1.66M	0.92%	$17.31M
Bank of new york mellon	1.56M	0.86%	$16.21M
Jpmorgan chase	1.35M	0.75%	$14.09M
Eagle asset management	1.24M	0.68%	$12.73M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Anchor iv pte.	16.67M	100.00%	$173.67M
Edbi pte	700.00K	8.25%	$7.29M
S squared	572.00K	2.63%	$5.96M
Evr research lp	830.00K	2.58%	$8.65M
Millrace asset group	232.83K	2.36%	$2.43M
Ashford capital management	991.73K	1.40%	$10.33M
Herald investment management	700.00K	1.20%	$7.29M
Essex investment management	604.01K	1.18%	$6.29M
Diker management	100.00K	0.88%	$1.04M
Ionic capital management	399.70K	0.71%	$4.16M

Top Buyers

Holder	Shares	% Assets	Change
Driehaus capital management	1.66M	0.17%	1.66M
Eagle asset management	1.24M	0.07%	1.24M
Macquarie group	1.15M	0.01%	1.15M
Ashford capital management	991.73K	1.40%	991.73K
Nuveen asset management	1.03M	0.00%	664.41K

Top Sellers

Holder	Shares	% Assets	Change
Monarch alternative capital lp	-	-	-3.66M
Sixth street partners management company	-	-	-1.60M
Blackrock	10.18M	0.00%	-737.01K
Evr research lp	830.00K	2.58%	-620.00K
Centerbook partners lp	105.99K	0.07%	-289.06K

New Positions

Holder	Shares	% Assets	Change	Value
Driehaus capital management	1.66M	0.17%	1.66M	$17.31M
Eagle asset management	1.24M	0.07%	1.24M	$12.73M
Macquarie group	1.15M	0.01%	1.15M	$11.94M
Ashford capital management	991.73K	1.40%	991.73K	$10.33M
Acadian asset management	216.20K	0.01%	216.20K	$2.25M

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-30.00
Clear street markets	-49.00
Geneos wealth management	-80.00
Venturi wealth management	-111.00
Quarry lp	-342.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	196	7.10%	90,889,669	8.43%	49	2.32%	110	-3.51%	57	16.33%
Jun 30, 2024	182	27.27%	83,826,211	2.38%	46	2.27%	113	52.70%	49	6.52%
Mar 31, 2024	143	8.33%	81,876,730	0.05%	45	2.21%	74	-6.33%	46	53.33%
Dec 31, 2023	132	21.10%	81,836,838	4.04%	45	2.41%	79	49.06%	30	-16.67%
Sep 30, 2023	109	3.81%	78,657,402	-0.77%	43	2.31%	53	-25.35%	36	100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	4.41M	2.35%	7.20K
Vanguard Small Cap Index	3.52M	1.88%	6.85K
iShares Russell 2000 ETF	3.32M	1.77%	-7.46K
Vanguard Information Technology ETF	2.50M	1.33%	11.21K
Vanguard Small Cap Growth Index Inv	1.93M	1.03%	1.08K
Vanguard Institutional Extnd Mkt Idx Tr	1.49M	0.79%	-4.74K
Fidelity Small Cap Index	1.31M	0.70%	-34.07K
iShares Russell 2000 Growth ETF	1.13M	0.60%	-
Franklin Small Cap Growth Adv	1.03M	0.55%	-
Franklin US Small Cap Growth Equity	1.03M	0.55%	-10.55K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 20, 2024	Caci James	Chief Financial Officer	Sell	$346.08K
Nov 21, 2024	Lu Zhijian	-	Sell	$178.10K
Nov 19, 2024	Lu Zhijian	-	Sell	$158.80K
Nov 20, 2024	Lu Zhijian	-	Sell	$171.20K
Nov 15, 2024	Lu Zhijian	-	Sell	$156.80K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	13
2024 Q3	-	15
2024 Q2	-	5
2024 Q1	-	6
2023 Q4	-	7

AVPT Ownership FAQ

Who owns the most shares of AvePoint?

AvePoint’s largest shareholders are Anchor iv pte. (16.67M shares, 9.18%), Vanguard group (14.96M shares, 8.25%), and Blackrock (10.18M shares, 5.61%). Together, they hold 23.04% of AvePoint’s total shares outstanding.

Does Blackrock own AvePoint?

Yes, BlackRock owns 5.61% of AvePoint, totaling 10.18M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 106.09M$. In the last quarter, BlackRock decreased its holdings by -737K shares, a -6.75% change.

Who is AvePoint’s biggest shareholder by percentage of total assets invested?

Anchor iv pte is AvePoint’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 16.67M AvePoint shares, valued at 173.67M$.

Who is the top mutual fund holder of AvePoint shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of AvePoint shares, with 2.35% of its total shares outstanding invested in 4.41M AvePoint shares.

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