AvePoint, Inc.

AVPT • NASDAQ

AvePoint, Inc. is a software - infrastructure company in the technology sector on NASDAQ, led by Tianyi Jiang, with a market cap of $3.0B. As of Q3 2025, 60% of shares are held by 235 institutional investors, with Anchor @ 65 Pte. Ltd. as the largest holder at 9.39%.

Chief Executive OfficerTianyi Jiang

Market Cap$3.0B

Software - Infrastructure

Technology

Employees2.5K

Websiteavepoint.com

Country

United States of America

Overview

Overview of institutional ownership in AVPT as of Q3 2025 with a market cap of $3.2B

All Institutions

Institutions: 235
Value Held: $1.9B
Shares Held: 126.3M
Avg Position: $8.1M
Median Position: $592.0K

Hedge Funds

Hedge Funds: 41
Value Held: $284.3M
Shares Held: 18.9M
Avg Position: $6.9M
Median Position: $1.8M

Ownership Breakdown

Institutional (non-HF)

50.71%

$1.6B

Hedge Funds

8.94%

$284.3M

Retail & Other

40.36%

$1.3B

Based on market cap of $3.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AVPT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
A Anchor @ 65 Pte. Ltd. Institution	-	$298.9M 61.85% of portfolio	9.39% 19.9M shares	Q4 2024 Held for 11 months	$483.2M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$258.3M 0.00% of portfolio	8.12% 17.2M shares	Q3 2021 Held for 4y 2m	$6.69T
B BlackRock, Inc. Institution	-	$167.7M 0.00% of portfolio	5.27% 11.2M shares	Q3 2021 Held for 4y 2m	$5.67T
Parsifal Capital Management, LP Hedge Fund•Multi-Strategy	Lucas Robert Warford President	$127.9M 11.90% of portfolio	4.02% 8.5M shares	Q4 2024 Held for 11 months	$1.1B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$95.8M 0.02% of portfolio	3.01% 6.4M shares	Q3 2024 Held for 1y 2m	$571.21B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$67.1M 0.01% of portfolio	2.11% 4.5M shares	Q2 2022 Held for 3y 5m	$633.08B
JENNISON ASSOCIATES LLC Long Only Manager	Jeffrey Todd Becker CEO	$56.4M 0.03% of portfolio	1.77% 3.8M shares	Q1 2025 Held for 8 months	$171.73B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$51.2M 0.00% of portfolio	1.61% 3.4M shares	Q3 2021 Held for 4y 2m	$1.57T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$46.3M 0.00% of portfolio	1.45% 3.1M shares	Q3 2021 Held for 4y 2m	$2.88T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$34.7M 0.01% of portfolio	1.09% 2.3M shares	Q3 2021 Held for 4y 2m	$395.36B

Net Capital Flow

Institutional buying and selling activity for AVPT in Q3 2025

Traded: +$140.0M
Buyers: 143
Sellers: 109
Total Bought: +$327.0M
Total Sold: −$187.1M
Avg Position: $6.7M

Biggest Buyers

Institution	Net Bought	Current Position
A Anchor @ 65 Pte. Ltd. Institution	+$48.7M +3.2M shares	$298.9M 19.9M shares
Parsifal Capital Management, LP Hedge Fund•Multi-Strategy	+$48.6M +3.2M shares	$127.9M 8.5M shares
P PRUDENTIAL PLC Institution	+$26.8M +1.8M shares	$26.8M 1.8M shares
H HSBC HOLDINGS PLC Institution	+$15.9M +1.0M shares	$16.1M 1.1M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$14.8M +981.7K shares	$21.0M 1.4M shares
D D. E. Shaw & Co., Inc. Institution	+$13.1M +869.9K shares	$21.0M 1.4M shares
JPMORGAN CHASE & CO Institution	+$13.0M +868.0K shares	$20.9M 1.4M shares
JENNISON ASSOCIATES LLC Long Only Manager	+$12.7M +847.2K shares	$56.4M 3.8M shares
VANGUARD GROUP INC Institution	+$10.6M +704.8K shares	$258.3M 17.2M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$8.2M +544.8K shares	$27.8M 1.9M shares

Biggest Sellers

Institution	Net Sold	Current Position
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	−$51.2M −2.7M shares	Sold Off 0 shares
Invesco Ltd. ETF Provider	−$13.0M −863.2K shares	$67.1M 4.5M shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	−$9.7M −502.6K shares	Sold Off 0 shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$9.6M −641.2K shares	$7.4M 494.5K shares
P PineBridge Investments Ltd Institution	−$7.7M −398.6K shares	Sold Off 0 shares
Portolan Capital Management, LLC Hedge Fund•Long/Short	−$6.2M −322.7K shares	Sold Off 0 shares
CASTLEARK MANAGEMENT LLC Long Only Manager	−$6.1M −316.0K shares	Sold Off 0 shares
Numerai GP LLC Hedge Fund•Quant	−$5.2M −267.3K shares	Sold Off 0 shares
EAM Global Investors LLC Long Only Manager	−$4.8M −248.9K shares	Sold Off 0 shares
Q Qube Research & Technologies Ltd Institution	−$4.7M −310.8K shares	$13.8M 921.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AVPT in Q3 2025

New Positions: 18
New Value: $49.0M
Exited Positions: 46
Exited Value: $117.1M

New Positions

Institution	Position Value
P PRUDENTIAL PLC Institution	$26.8M 1.8M shares
Kovitz Investment Group Partners, LLC RIA/Wealth	$6.0M 400.0K shares
M Mitsubishi UFJ Securities International PLC Institution	$4.8M 317.0K shares
C Capitolis Liquid Global Markets LLC Private Equity	$4.7M 314.1K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$2.9M 195.7K shares
TT International Asset Management LTD Hedge Fund•Multi-Strategy	$2.1M 139.5K shares
V VIRGINIA RETIREMENT SYSTEMS ET AL Institution	$414.3K 27.6K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$257.4K 17.2K shares
A AXQ CAPITAL, LP Hedge Fund•Market Neutral	$241.3K 16.1K shares
I INCEPTIONR LLC Hedge Fund•Quant	$235.2K 15.7K shares

Exited Positions

Institution	Previous Position
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	$51.2M 2.7M shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$9.7M 502.6K shares
P PineBridge Investments Ltd Institution	$7.7M 398.6K shares
Portolan Capital Management, LLC Hedge Fund•Long/Short	$6.2M 322.7K shares
CASTLEARK MANAGEMENT LLC Long Only Manager	$6.1M 316.0K shares
Numerai GP LLC Hedge Fund•Quant	$5.2M 267.3K shares
EAM Global Investors LLC Long Only Manager	$4.8M 248.9K shares
SCALAR GAUGE MANAGEMENT, LLC Hedge Fund•Long/Short	$4.2M 215.4K shares
EAM Investors, LLC Long Only Manager	$3.5M 179.7K shares
ARMISTICE CAPITAL, LLC Hedge Fund•Long/Short	$2.9M 150.0K shares

Options Activity

Institutions with the largest Call and Put options positions in AVPT as of Q3 2025

Call Positions: 7
Call Value: $7.5M
Put Positions: 4
Put Value: $2.4M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.6M 2.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.9M 1.9K contracts
J JANE STREET GROUP, LLC Institution	$606.4K 404.0 contracts
W WOLVERINE TRADING, LLC Institution	$347.9K 228.0 contracts
C CSS LLC/IL Institution	- - contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	- - contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.4M 1.6K contracts
Walleye Trading LLC RIA/Wealth	- - contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	- - contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with AVPT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A Anchor @ 65 Pte. Ltd. Institution	-	61.85% $298.9M	9.39% 19.9M shares	Q4 2024 Held for 11 months	$483.2M
Parsifal Capital Management, LP Hedge Fund•Multi-Strategy	Lucas Robert Warford President	11.90% $127.9M	4.02% 8.5M shares	Q4 2024 Held for 11 months	$1.1B
SVB Capital Management, LLC Fund of Funds	Aaron Garth Gershenberg CEO	1.53% $485.0K	0.02% 32.3K shares	Q4 2024 Held for 11 months	$31.7M
H Herald Investment Management Ltd Institution	-	1.41% $10.5M	0.33% 700.0K shares	Q1 2022 Held for 3y 8m	$745.8M
ASHFORD CAPITAL MANAGEMENT INC Hedge Fund•Growth	Theodore H. Ashford CEO	1.34% $12.1M	0.38% 803.4K shares	Q2 2024 Held for 1y 5m	$897.8M
ESSEX INVESTMENT MANAGEMENT CO LLC Long Only Manager	Nancy Beth Prial CEO	1.19% $7.8M	0.24% 518.2K shares	Q1 2024 Held for 1y 8m	$652.5M
NEXT CENTURY GROWTH INVESTORS LLC Long Only Manager	Thomas Leigh Press CEO	1.14% $15.4M	0.49% 1.0M shares	Q4 2024 Held for 11 months	$1.4B
N Neo Ivy Capital Management Hedge Fund•Quant	Ranting Yao CIO	0.49% $2.0M	0.06% 135.1K shares	Q4 2024 Held for 11 months	$410.0M
TT International Asset Management LTD Hedge Fund•Multi-Strategy	Eric Gunn Mackay Managing Partner	0.43% $2.1M	0.07% 139.5K shares	Q3 2025 Held for 2 months	$485.8M
EFG Asset Management Corp. Long Only Manager	Michael David Clulow CEO	0.40% $3.1M	0.10% 206.6K shares	Q1 2025 Held for 8 months	$772.0M

Hedge Fund Spotlight

Discover hedge funds investing in AVPT

Trexquant Investment LP

Hedge Fund • Quant

Portfolio ManagerTaesoon (Tyger) Park

Portfolio Value: $9.7B
Positions: 1,540
Last Reported: Q3 2025

Sector Allocation

Position in AvePoint, Inc.

Market Value: $3.9M
Shares Held: 261.3K
Portfolio Weight: 0.04%
Owned Since: 2023-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$233.6M	2.41%
2 Microsoft MSFT	Software - Infrastructure Technology	$138.5M	1.43%
3 Costco Wholesale COST	Discount Stores Consumer Defensive	$122.3M	1.26%