Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AVEPOINT INC (AVPT)

238 + Investors. Track Smart Money conviction in AVPT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — AVPT

Based on 234 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AVPT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
234 hedge funds hold AVPT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

148 buying113 selling
Last quarter: 148 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new AVPT position: 53 → 34 → 43 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 29% new

37% conviction (2yr+) 34% medium 29% new
Of the 234 current holders: 86 (37%) held >2 years, 79 held 1–2 years, and 69 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~51 new funds/quarter

63 → 53 → 34 → 43 → 51 new funds/Q
New funds entering each quarter: 53 → 34 → 43 → 51. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 41% of holders stayed 2+ years

41% veterans 21% 1-2yr 37% new
Of 238 current holders: 98 (41%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
37 of 234 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in AVPT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AVPT

How many hedge funds hold AVPT — quarterly history vs. share price
Quarterly hedge fund ownership of AVPT vs. share price

Market Analysis: AVPT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVPT

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

42 top-rated funds 4 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: AVPT
2026 Q1 Stats Unlock in 20 days 238 + Investors

Track Smart Money conviction in AVPT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 238 231 3.03%
13F Shares 131M 127M 3.15%
Total Value $1.82B $1.91B -4.71%
New Positions 51 43 +8
Increased Positions 102 105 -3
Closed Positions 44 53 -9
Reduced Positions 75 63 +12
Total Calls 3 4 -25.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.25 Bullish

Statistics: AVPT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

238 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVPT. Verified SEC 13F-HR filings.

Top 25 institutional holders of AVPT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PEREGRINE CAPITAL MANAGEMENT LLC 0.25% 715,125 $6.8M
2 Bayforest Capital Ltd 0.15% 13,862 $132K
3 Y-Intercept (Hong Kong) Ltd 0.04% 232,250 $2.2M
4 Balboa Wealth Partners 0.03% 20,082 $191K
5 Moran Wealth Management, LLC 0.02% 84,294 $802K
6 SG Americas Securities, LLC 0.02% 2,391,696 $23K
7 AlphaQuest LLC 0.02% 24,654 $342K
8 Versant Capital Management, Inc 0.01% 6,343 $60K
9 Nuveen, LLC 0.00% 1,323,766 $12.6M
10 Police & Firemen's Retirement System of New Jersey 0.00% 38,105 $362K
11 SBI Okasan Asset Management Co.Ltd. 0.00% 8,000 $75K
12 DSM CAPITAL PARTNERS LLC 0.00% 11,614 $110K
13 Ethic Inc. 0.00% 11,652 $111K
14 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% 37,412 $356K
15 Torren Management, LLC 0.00% 296 $3K
16 GAMMA Investing LLC 0.00% 3,012 $29K
17 Marquette Asset Management, LLC 0.00% 934 $9K
18 KLP KAPITALFORVALTNING AS 0.00% 31,500 $300K
19 State of Alaska, Department of Revenue 0.00% 10,872
20 KEYBANK NATIONAL ASSOCIATION/OH 0.00% 28,523 $271K
21 Handelsbanken Fonder AB 0.00% 30,900
22 True Wealth Design, LLC 0.00% 368 $4K
23 Private Wealth Management Group, LLC 0.00% 339 $3K
24 Merit Financial Group, LLC 0.00% 11,600 $110K
25 SIGNATUREFD, LLC 0.00% 4,626 $44K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AVEPOINT INC (AVPT)

What does the Smart Money Trend signal show for AVPT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AVPT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AVPT?

Slight buying edge — 57% buying: Last quarter: 148 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AVPT holders?

Elite ownership — 43% AUM from top-100 funds: 37 of 234 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in AVPT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AVPT?

Mixed — 37% long-term, 29% new: Of the 234 current holders: 86 (37%) held >2 years, 79 held 1–2 years, and 69 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.