AvePoint Ownership | Who Owns AvePoint?
AvePoint Ownership Summary
AvePoint is owned by 55.28% institutional investors, 37.59% insiders, and 7.14% 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 2.20% of its assets in AvePoint shares.
AVPT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AvePoint | 55.28% | 37.59% | 7.14% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Anchor iv pte. | 16.67M | 9.18% | $173.67M |
| Vanguard group | 15.28M | 8.31% | $252.28M |
| Blackrock funding, inc. /de | 10.69M | 5.81% | $176.45M |
| Blackrock | 10.18M | 5.61% | $106.09M |
| Wellington management group llp | 6.43M | 3.50% | $106.16M |
| State street | 2.94M | 1.60% | $48.56M |
| Geode capital management | 2.85M | 1.55% | $47.07M |
| Arrowstreet capital, limited partnership | 2.68M | 1.46% | $44.22M |
| Parsifal capital management, lp | 2.21M | 1.20% | $36.42M |
| Dimensional fund advisors lp | 2.11M | 1.15% | $34.81M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Anchor iv pte. | 16.67M | 100.00% | $173.67M |
| Edbi pte | 700.00K | 12.24% | $11.56M |
| Scalar gauge management | 604.78K | 4.61% | $9.98M |
| S squared | 572.00K | 3.92% | $9.44M |
| Parsifal capital management, lp | 2.21M | 3.04% | $36.42M |
| Millrace asset group | 232.83K | 2.36% | $2.43M |
| Herald investment management | 700.00K | 1.89% | $11.54M |
| Essex investment management | 545.75K | 1.62% | $9.01M |
| Sheets smith investment management | 102.31K | 1.43% | $1.69M |
| Diker management | 100.00K | 1.43% | $1.65M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 6.43M | 0.02% | 2.33M |
| Arrowstreet capital, limited partnership | 2.68M | 0.04% | 2.28M |
| Parsifal capital management, lp | 2.21M | 3.04% | 2.21M |
| Eagle asset management | 1.24M | 0.07% | 1.24M |
| Raymond james financial | 1.09M | 0.01% | 1.09M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Monarch alternative capital lp | - | - | -3.66M |
| Sixth street partners management company | - | - | -1.60M |
| Driehaus capital management | 1.02M | 0.14% | -865.59K |
| Blackrock | 10.18M | 0.00% | -737.01K |
| Tudor investment corp et al | 264.98K | 0.02% | -365.57K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Parsifal capital management, lp | 2.21M | 3.04% | 2.21M | $36.42M |
| Eagle asset management | 1.24M | 0.07% | 1.24M | $12.73M |
| Raymond james financial | 1.09M | 0.01% | 1.09M | $18.07M |
| Ashford capital management | 991.73K | 1.40% | 991.73K | $10.33M |
| Next century growth investors | 608.34K | 0.75% | 608.34K | $10.04M |
Sold Out
| Holder | Change |
|---|---|
| Nbc securities | -2.00 |
| Nelson, van denburg & campbell wealth management group | -30.00 |
| Geneos wealth management | -80.00 |
| Lazard asset management | -97.00 |
| Venturi wealth management | -111.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 242 | 23.47% | 101,676,883 | 11.87% | 55 | 2.26% | 154 | 40.00% | 57 | - |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 4.44M | 2.20% | 3.61K |
| Vanguard Small Cap Index | 3.59M | 1.78% | 2.92K |
| iShares Russell 2000 ETF | 3.43M | 1.69% | -29.70K |
| Vanguard Information Technology ETF | 2.41M | 1.20% | 5.54K |
| Vanguard Small Cap Growth Index Inv | 2.01M | 1.00% | -16.01K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.56M | 0.78% | 12.49K |
| Fidelity Small Cap Index | 1.27M | 0.63% | -23.81K |
| iShares Russell 2000 Growth ETF | 1.14M | 0.56% | -5.44K |
| Macquarie Small Cap Growth C | 1.04M | 0.55% | - |
| AZ InvestEd Ivy Small Cap Growth E | 1.04M | 0.51% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 24, 2025 | Brown Brian Michael | Chief Legal Officer | Sell | $539.00K |
| Nov 20, 2024 | Caci James | Chief Financial Officer | Sell | $346.08K |
| Nov 19, 2024 | Lu Zhijian | - | Sell | $158.80K |
| Nov 20, 2024 | Lu Zhijian | - | Sell | $171.20K |
| Nov 21, 2024 | Lu Zhijian | - | Sell | $178.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 13 |
| 2024 Q3 | - | 15 |
| 2024 Q2 | - | 5 |
| 2024 Q1 | - | 6 |
AVPT Ownership FAQ
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