13F Insight
DOSSIER · 13F Holders · Q1 2026Technology · Services-Prepackaged SoftwareBellwetherCompounder
AVPT

AVEPOINT INC

266 institutions still hold AVEPOINT INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 053604104·Services-Prepackaged Software·266 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.2%
vs prior quarter
13F value held
$978M
49.0% inst. owned
of float
Holders
266
-104 QoQ
filers reporting
Activity
+25 / −57
+881 added · −760 reduced
this quarter
Concentration
19.35%
Anchor @ 65 Pte. Ltd. #1
top holder share
AI Holders Summary · Q1 2026

266 institutions reported AVPT in Q1 2026. Anchor @ 65 Pte. Ltd. leads at 19.4% of the visible book. -104 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Anchor @ 65 Pte. Ltd.
CIK 0001993962
$189M19.9M52.34%Q1 202602
BlackRock, Inc.
CIK 0002012383
$120M12.6M0.00%Q1 202603
Vanguard Portfolio Management
CIK 0002100121· Index
$108M11.3M0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$76M8.0M0.00%Q1 202605
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$66M6.9M0.00%Q1 202606
JENNISON ASSOCIATES LLC
CIK 0000053417
$58M4.2M0.03%Q4 202507
D. E. Shaw & Co., Inc.
CIK 0001009207
$51M3.7M0.03%Q4 202508
Parsifal Capital Management, LP
CIK 0001776090
$36M3.8M4.27%Q1 202609
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$35M3.7M0.00%Q1 202610
STATE STREET CORP
CIK 0000093751
$33M3.5M0.00%Q1 202611
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$31M3.3M0.01%Q1 202612
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$27M2.9M0.02%Q1 202613
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
CIK 0001535845
$25M2.7M0.04%Q1 202614
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$25M2.6M0.04%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$25M2.6M0.00%Q1 202616
Qube Research & Technologies Ltd
CIK 0001729829
$18M1.9M0.02%Q1 202617
PRUDENTIAL PLC
CIK 0000898419
$17M1.8M0.10%Q1 202618
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$13M1.3M0.00%Q1 202619
NORTHERN TRUST CORP
CIK 0000073124· Index
$13M1.3M0.00%Q1 202620
Nuveen, LLC
CIK 0001871926
$13M1.3M0.00%Q1 2026
Page 1 of 14
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