13FBOX
AVEPOINT INC · 13F Institutional Holdings
Options Calculator Rankings
A

AVEPOINT INC

AVPT
Institutions
257
Combined AUM (Q2 2026)
$1.59B
Combined Shares (Q2 2026)
142.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+27.8M
167 · 44 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-12.4M
110 · 44 Exit · ≈
⚖️ Net
+15.5M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.59B
Institutions
257
New Buys
44
Adds
123
Reduces
66
Exits
44
Unchanged
24
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Anchor @ 65 Pte. Ltd.
62.95%52.34%#1$223.2M19.9M$189.3M19.9M00.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#112$161.9M14.4M$120.2M12.6M+1.8M+14.29%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#77$120.6M10.8M$107.6M11.3M-554,199-4.90%Reduce
MORGAN STANLEY
0.01%<0.01%#80$96.1M8.6M$25.0M1.7M+6.9M+414.66%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#126$72.5M6.5M$66.1M6.9M-478,917-6.89%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#82$56.7M5.1M$24.5M2.6M+2.5M+96.27%Add
D. E. Shaw & Co., Inc.
0.02%0.03%#47$50.4M4.5M$52.4M5.5M-1.0M-18.43%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#111$46.2M4.1M$35.0M3.7M+441,088+11.99%Add
STATE STREET CORP
<0.01%<0.01%#136$43.9M3.9M$33.4M3.5M+405,371+11.54%Add
Parsifal Capital Management, LP
5.2%4.27%#2$42.9M3.8M$36.2M3.8M+16,537+0.43%Add
TWO SIGMA INVESTMENTS, LP
0.03%0.02%#44$37.3M3.3M$27.5M2.9M+437,031+15.13%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#67$37.2M3.3M$31.0M3.3M+57,921+1.77%Add
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
0.05%0.04%#33$34.5M3.1M$25.4M2.7M+405,359+15.15%Add
WELLINGTON MANAGEMENT GROUP LLP
0.01%<0.01%#79$31.1M2.8M$12.8M1.3M+1.4M+106.70%Add
JENNISON ASSOCIATES LLC
0.02%0.02%#50$30.7M2.7M$35.8M3.8M-1.0M-27.30%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#110$21.9M2.0M$4.0M418,780+1.5M+367.06%Add
NORGES BANK
<0.01%<0.01%#116$20.0M1.8M$7.4M515,700+1.3M+246.07%Add
RENAISSANCE TECHNOLOGIES LLC
0.03%0.04%#46$18.2M1.6M$24.5M2.6M-959,000-37.17%Reduce
AQR CAPITAL MANAGEMENT LLC
0.01%<0.01%#70$17.8M1.6M$7.2M752,771+837,829+111.30%Add
NORTHERN TRUST CORP
<0.01%<0.01%#115$17.7M1.6M$12.6M1.3M+257,044+19.40%Add
Qube Research & Technologies Ltd
0.02%0.02%#55$17.5M1.6M$18.1M1.9M-344,657-18.12%Reduce
Nuveen, LLC
<0.01%<0.01%#96$15.5M1.4M$12.6M1.3M+62,747+4.74%Add
PRUDENTIAL PLC
0.11%0.13%#21$15.2M1.4M$16.7M1.8M-380,000-21.65%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#119$14.0M1.2M$11.3M1.2M+56,137+4.72%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#109$11.4M1.0M$9.4M992,200+29,189+2.94%Add
SG Americas Securities, LLC
0.01%0.02%#71$11.4M1.0M$22.7M2.4M-1.4M-57.32%Reduce
FEDERATED HERMES, INC.
0.02%0.01%#54$11.3M1.0M$6.9M724,409+286,906+39.61%Add
KENNEDY CAPITAL MANAGEMENT LLC
0.19%#16$10.5M937,424$00+937,424New Buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#90$9.3M829,841$4.1M427,520+402,321+94.11%Add
MARSHALL WACE, LLP
0.01%<0.01%#65$9.1M811,095$3.5M370,323+440,772+119.02%Add
Bank of New York Mellon Corp
<0.01%<0.01%#130$8.8M789,255$7.5M789,069+186+0.02%Add
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#89$8.7M780,512$7.0M733,225+47,287+6.45%Add
SILVERCREST ASSET MANAGEMENT GROUP LLC
0.06%0.04%#31$8.5M756,107$5.5M576,047+180,060+31.26%Add
Gotham Asset Management, LLC
0.02%0.02%#51$7.7M689,914$7.7M810,345-120,431-14.86%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#173$7.6M681,479$8.0M845,159-163,680-19.37%Reduce
PEREGRINE CAPITAL MANAGEMENT LLC
0.25%0.25%#14$7.6M680,576$6.8M715,125-34,549-4.83%Reduce
Trexquant Investment LP
0.04%0.05%#35$7.4M657,370$6.3M665,224-7,854-1.18%Reduce
HRT FINANCIAL LP
0.01%<0.01%#57$7.2M643,275$786,00082,706+560,569+677.79%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#184$7.0M621,671$11.9M1.3M-631,991-50.41%Reduce
UBS Group AG
<0.01%<0.01%#155$6.7M599,255$1.9M204,480+394,775+193.06%Add
ROYCE & ASSOCIATES LP
0.05%#32$6.7M598,000$00+598,000New Buy
HERALD INVESTMENT MANAGEMENT Ltd
0.87%1.03%#7$6.4M575,250$7.4M775,000-199,750-25.77%Reduce
ESSEX INVESTMENT MANAGEMENT CO LLC
0.84%0.75%#8$6.4M571,541$4.7M498,482+73,059+14.66%Add
Stoic Point Capital Management LLC
5.09%4.49%#3$6.1M543,023$4.6M485,603+57,420+11.82%Add
ACADIAN ASSET MANAGEMENT LLC
0.01%#66$5.9M525,929$00+525,929New Buy
Nearwater Capital Markets, Ltd
0.1%#23$5.6M500,000$00+500,000New Buy
SCALAR GAUGE MANAGEMENT, LLC
2.91%1.74%#5$5.3M470,000$1.8M190,000+280,000+147.37%Add
Squarepoint Ops LLC
0.01%0.01%#72$5.0M449,555$5.2M542,563-93,008-17.14%Reduce
VOYA INVESTMENT MANAGEMENT LLC
<0.01%<0.01%#92$4.5M402,405$3.7M387,534+14,871+3.84%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#205$4.3M379,597$4.6M486,877-107,280-22.03%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow