AVPT · NASDAQ · Software - Infrastructure

AvePoint (AVPT)

Protects and governs enterprise data across Microsoft, Google, Salesforce, and other cloud ecosystems.

$13.06
vs last close−0.04 (−0.32%)

13F · 13D/G · Form 4

Institutions≈ 67.06%141.88M shares
264 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders28.39%60.07M shares
9 holders · as of Sep 15, 2026
Strategic holders14.63%30.95M shares
2 holders · as of Nov 13, 2025
Adds to110.08%

211.57M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 110.08%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
Anchor @ 65 Pte. Ltd.Institution
9.41%19.91Mas of Jun 30, 2026
Anchor IV Pte. Ltd.Strategic
9.41%19.91Mfiled Nov 13, 2025
Tianyi JiangInsiderdirector, officer: Chief Executive Officer
8.33%17.63Mfiled Sep 15, 2026
Xunkai GongInsiderdirector, officer: Executive Chairman
7.93%16.78Mfiled Sep 15, 2026
BlackRock, Inc.Institution
6.83%14.45Mas of Jun 30, 2026
Zhijian Lu1Insiderother: No longer a 10% owner
5.52%11.68Mfiled Oct 28, 2025
BlackRock, Inc.Strategic
5.22%11.04Mfiled Jan 29, 2024
James Zhijian ZhuInsider
5.17%10.95Mfiled Aug 2, 2021
Vanguard Portfolio Management LLCInstitution
5.09%10.76Mas of Jun 30, 2026
Morgan StanleyInstitution
4.05%8.57Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.06%6.47Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
2.39%5.06Mas of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
2.12%4.49Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.95%4.12Mas of Jun 30, 2026
State Street CorpInstitution
1.85%3.92Mas of Jun 30, 2026
Parsifal Capital Management, LPInstitution
1.81%3.83Mas of Jun 30, 2026
Two Sigma Investments, LPInstitution
1.57%3.33Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.57%3.32Mas of Jun 30, 2026
Healthcare of Ontario Pension Plan Trust FundInstitution
1.46%3.08Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
1.31%2.78Mas of Jun 30, 2026
Jennison Associates LLCInstitution
1.29%2.74Mas of Jun 30, 2026
Citadel Advisors LLCInstitution
0.85%1.81Mas of Jun 30, 2026
Norges BankInstitution
0.84%1.78Mas of Jun 30, 2026
Renaissance Technologies LLCInstitution
0.77%1.62Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
0.75%1.59Mas of Jun 30, 2026
  1. Zhijian Lu's own ownership statement (13D, Oct 28, 2025) reports fewer shares than the transaction reports; the statement is used.

13F, as of Jun 30, 2026

264 holders · 141.88M shares · 44 new positions · 166 increased · 66 reduced · 45 closed

HolderShares% outstandingChg q/qFiled
Anchor @ 65 Pte. Ltd.19.91M9.41%0Aug 14, 2026
BlackRock, Inc.14.45M6.83%+1.81MAug 7, 2026
Vanguard Portfolio Management LLC10.76M5.09%−554.2KAug 13, 2026
Morgan Stanley8.57M4.05%+603.3KAug 13, 2026
Vanguard Capital Management LLC6.47M3.06%−478.9KAug 13, 2026
Goldman Sachs Group Inc5.06M2.39%+2.48MAug 14, 2026
D. E. Shaw & Co., Inc.4.49M2.12%−1.02MAug 14, 2026
Geode Capital Management, LLC4.12M1.95%+441.1KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Anchor IV Pte. Ltd.9.40%19.91M13GNov 13, 2025
Lu Zhijian5.50%11.68M13DOct 28, 2025
Vanguard Portfolio Management5.29%11.44M13GApr 28, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 27, 2026
Brian Michael Browndirector, officer: Chief Legal Officer
Sale60,000$14.20384,604
Aug 24, 2026
Brian Michael Browndirector, officer: Chief Legal Officer
Sale10,000$13.30444,604
Jul 29, 2026
Brian Michael Browndirector, officer: Chief Legal Officer
Sale5,176$13.06809,664
Jul 28, 2026
Brian Michael Browndirector, officer: Chief Legal Officer
Sale4,824$13.08814,840
Jul 15, 2026
Brian Michael Browndirector, officer: Chief Legal Officer
Sale31,631$13.18819,664
Jul 14, 2026
Brian Michael Browndirector, officer: Chief Legal Officer
Sale8,369$13.00851,295
Jan 13, 2026
Xunkai Gongdirector, officer: Executive Chairman
Sale27,998$13.3914,920,668
Jan 12, 2026
Xunkai Gongdirector, officer: Executive Chairman
Sale32,002$13.6614,948,666
Dec 9, 2025
Xunkai Gongdirector, officer: Executive Chairman
Sale10,465$13.3814,980,668
Dec 8, 2025
Xunkai Gongdirector, officer: Executive Chairman
Sale49,535$13.4614,991,133

House and Senate disclosures

Not reported.