Avepoint, Inc.: which funds bought and sold
Institutions that bought and sold Avepoint shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 159 institutions that filed 13F reports for both quarters added to or opened positions in Avepoint, and 107 cut or closed them. Together they added a net 7.6M shares, +5.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.1M shares (+7.7%); index fund managers were net buyers of 2.0M shares (+4.8%). 40 opened a new position and 41 sold out entirely.
Bought, Q2 2026 159 institutions, 40 of them new holders Sold, Q2 2026 107 institutions, 41 of them sold out
Net change, all compared +7.6M shares (+5.8%)
Net change, active managers +2.1M shares (+7.7%), 31 bought, 23 sold
Buyers versus sellers
159 bought 24 107 sold
Active managers and hedge funds 31 bought · 23 sold · +2.1M
Index fund managers 9 bought · 2 sold · +2.0M
Other institutions 119 bought · 82 sold · +3.5M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Goldman Sachs Group Inc | +2.5M +96.3% | 5.1M | $56.7M |
| Blackrock, Inc. Index funds | +1.8M +14.3% | 14.4M | $162M |
| Citadel Advisors LLC Hedge fund | +1.5M +411.5% | 1.8M | $20.3M |
| Wellington Management Group LLP Active manager | +1.4M +106.7% | 2.8M | $31.1M |
| Kennedy Capital Management LLC Active manager | +937K New position | 937K | $10.5M |
| AQR Capital Management LLC Hedge fund | +838K +111.3% | 1.6M | $17.8M |
| Morgan Stanley | +603K +7.6% | 8.6M | $96.1M |
| Royce & Associates LP Active manager | +598K New position | 598K | $6.7M |
| HRT Financial LP | +561K +677.8% | 643K | $7.2M |
| Acadian Asset Management LLC Active manager | +526K New position | 526K | $5.9M |
| Nearwater Capital Markets, Ltd | +500K New position | 500K | $5.6M |
| Geode Capital Management, LLC Index funds | +441K +12.0% | 4.1M | $46.2M |
| Marshall Wace, LLP Hedge fund | +441K +119.0% | 811K | $9.1M |
| Two Sigma Investments, LP Hedge fund | +437K +15.1% | 3.3M | $37.3M |
| State Street Corp Index funds | +405K +11.5% | 3.9M | $43.9M |
| Healthcare Of Ontario Pension Plan Trust Fund | +405K +15.2% | 3.1M | $34.5M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +402K +94.1% | 830K | $9.3M |
| UBS Group AG | +395K +193.1% | 599K | $6.7M |
| Federated Hermes, Inc. Active manager | +287K +39.6% | 1.0M | $11.3M |
| Scalar Gauge Management, LLC | +280K +147.4% | 470K | $5.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | +1.5M +411.5% | 1.8M | $20.3M |
| Wellington Management Group LLP Active manager | +1.4M +106.7% | 2.8M | $31.1M |
| Kennedy Capital Management LLC Active manager | +937K New position | 937K | $10.5M |
| AQR Capital Management LLC Hedge fund | +838K +111.3% | 1.6M | $17.8M |
| Royce & Associates LP Active manager | +598K New position | 598K | $6.7M |
| Acadian Asset Management LLC Active manager | +526K New position | 526K | $5.9M |
| Marshall Wace, LLP Hedge fund | +441K +119.0% | 811K | $9.1M |
| Two Sigma Investments, LP Hedge fund | +437K +15.1% | 3.3M | $37.3M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +402K +94.1% | 830K | $9.3M |
| Federated Hermes, Inc. Active manager | +287K +39.6% | 1.0M | $11.3M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| SG Americas Securities, LLC | −1.4M −57.3% | 1.0M | $11.4M |
| Jennison Associates LLC Active manager | −1.0M −27.3% | 2.7M | $30.7M |
| D. E. Shaw & Co., Inc. Hedge fund | −1.0M −18.4% | 4.5M | $50.4M |
| Renaissance Technologies LLC Hedge fund | −959K −37.2% | 1.6M | $18.2M |
| Nomura Asset Management International Inc. | −746K −77.1% | 221K | $2.5M |
| Bank Of America Corp | −632K −50.4% | 622K | $7M |
| Millennium Management LLC Hedge fund | −609K −76.4% | 188K | $2.1M |
| Vanguard Portfolio Management LLC Index funds | −554K −4.9% | 10.8M | $121M |
| Vanguard Capital Management LLC Index funds | −479K −6.9% | 6.5M | $72.5M |
| Voloridge Investment Management, LLC Hedge fund | −442K Sold out | 0 | — |
| Point72 Asset Management, L.P. Hedge fund | −425K −60.9% | 272K | $3.1M |
| Jane Street Group, LLC | −413K −89.3% | 50K | $556,957 |
| Prudential PLC | −380K −21.7% | 1.4M | $15.2M |
| Qube Research & Technologies Ltd Hedge fund | −345K −18.1% | 1.6M | $17.5M |
| Engineers Gate Manager LP Hedge fund | −315K Sold out | 0 | — |
| Herald Investment Management Ltd | −200K −25.8% | 575K | $6.4M |
| Boothbay Fund Management, LLC Hedge fund | −188K Sold out | 0 | — |
| Jacobs Levy Equity Management, Inc Active manager | −186K Sold out | 0 | — |
| Centerbook Partners LP Hedge fund | −158K −46.9% | 179K | $2M |
| Occudo Quantitative Strategies LP | −158K −76.0% | 50K | $559,301 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jennison Associates LLC Active manager | −1.0M −27.3% | 2.7M | $30.7M |
| D. E. Shaw & Co., Inc. Hedge fund | −1.0M −18.4% | 4.5M | $50.4M |
| Renaissance Technologies LLC Hedge fund | −959K −37.2% | 1.6M | $18.2M |
| Millennium Management LLC Hedge fund | −609K −76.4% | 188K | $2.1M |
| Voloridge Investment Management, LLC Hedge fund | −442K Sold out | 0 | — |
| Point72 Asset Management, L.P. Hedge fund | −425K −60.9% | 272K | $3.1M |
| Qube Research & Technologies Ltd Hedge fund | −345K −18.1% | 1.6M | $17.5M |
| Engineers Gate Manager LP Hedge fund | −315K Sold out | 0 | — |
| Boothbay Fund Management, LLC Hedge fund | −188K Sold out | 0 | — |
| Jacobs Levy Equity Management, Inc Active manager | −186K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Kennedy Capital Management LLCActive manager | 937K | $10.5M |
| Royce & Associates LPActive manager | 598K | $6.7M |
| Acadian Asset Management LLCActive manager | 526K | $5.9M |
| Nearwater Capital Markets, Ltd | 500K | $5.6M |
| Balyasny Asset Management L.P.Hedge fund | 238K | $2.7M |
| Scholtz & Company, LLC | 176K | $2M |
| Register Financial Advisors LLC | 141K | $1.6M |
| Manatuck Hill Partners, LLC | 110K | $1.2M |
| Jump Financial, LLC | 90K | $1M |
| Panagora Asset Management IncActive manager | 87K | $976,593 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Voloridge Investment Management, LLCHedge fund | 442K | $4.2M |
| Engineers Gate Manager LPHedge fund | 315K | $3M |
| Boothbay Fund Management, LLCHedge fund | 188K | $1.8M |
| Jacobs Levy Equity Management, IncActive manager | 186K | $1.8M |
| Man Group PLCHedge fund | 72K | $687,953 |
| Twinbeech Capital LP | 68K | $647,270 |
| Dark Forest Capital Management LP | 43K | $410,708 |
| Aigen Investment Management, LP | 42K | $402,378 |
| HSBC Holdings PLC | 28K | $261,968 |
| Pacer Advisors, Inc. | 27K | $256,000 |
Who holds the shares
- Institutions reporting
- 253
- Ten largest holders
- 57.6% of 13F-reported shares
- Index fund managers
- 31.0% of 13F-reported shares
- Active managers and hedge funds
- 20.8% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 31 | 23 | 9 | 7 | +2.1M | +7.7% |
| Index fund managers | 9 | 2 | 0 | 0 | +2.0M | +4.8% |
| Other institutions | 119 | 82 | 31 | 34 | +3.5M | +5.6% |