Avepoint Inc (AVPT): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Avepoint Inc (AVPT) following the 2026 Q1 hedge fund 13F filings?

As of today, AVPT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AVPT gained nan% vs +44.0% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Avepoint Inc (AVPT)

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

Smart Money Signals — AVPT

Based on 253 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak

253 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding AVPT is almost the same as a year ago (+3 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 56% buying

157 buying121 selling

Last quarter: 157 funds bought or added vs 121 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.

➡️

Steady new buyers — ~54 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 35 → 44 → 53 → 54. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 38% long-term, 28% new

■ 38% conviction (2yr+) ■ 35% medium ■ 28% new

Of the 253 current holders: 95 (38%) held >2 years, 88 held 1–2 years, and 70 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.

💎

Buying through price weakness — shares +1%, value -32%

Value

-32%

+0%

Last quarter: funds added +1% more shares while total portfolio value only changed -32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

53 → 35 → 44 → 53 → 54 new funds/Q

New funds entering each quarter: 35 → 44 → 53 → 54. A growing number of institutions are discovering AVPT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 43% veterans vs 34% newcomers

■ 43% veterans ■ 23% 1-2yr ■ 34% new

Entry-cohort mix of 259 holders: 111 (43%) are 2+ year veterans, 59 entered 1–2 years ago, and 89 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

47 of 251 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	252	245	2.86%
13F Shares	133M	131M	0.93%
Total Value	$1.24B	$1.82B	-32.1%
New Positions	53	53	-
Increased Positions	101	101	-
Closed Positions	46	45	+1
Reduced Positions	74	69	+5
Total Calls	5	3	66.67%
Total Puts	3	1	200.0%
PUT/CALL Ratio	0.6	0.33	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

252

245

2.86%

13F Shares

133M

131M

0.93%

Total Value

$1.24B

$1.82B

-32.1%

New Positions

Increased Positions

101

Closed Positions

Reduced Positions

Total Calls

66.67%

Total Puts

200.0%

PUT/CALL Ratio

0.6

0.33

Bullish

Institutional Holders (2026 Q1)

252 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AVPT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Anchor @ 65 Pte. Ltd.	52.34%	19,910,510	$189.3M
2	Pinegrove Venture Partners, LLC	14.83%	32,310	$307K
3	Stoic Point Capital Management LLC	4.49%	485,603	$4.6M
4	Parsifal Capital Management, LP	4.27%	3,811,185	$36.2M
5	Scalar Gauge Management, LLC	1.74%	190,000	$1.8M
6	HERALD INVESTMENT MANAGEMENT Ltd	1.03%	775,000	$7.4M
7	Essex Investment Management Co LLC	0.75%	498,482	$4.7M
8	Odyssean, LLC	0.46%	132,621	$1.3M
9	Brown Capital Management LLC	0.32%	237,280	$2.3M
10	Peregrine Capital Management LLC	0.25%	715,125	$6.8M
11	Neo Ivy Capital Management	0.22%	89,041	$847K
12	CenterBook Partners LP	0.17%	336,578	$3.2M
13	EntryPoint Capital, LLC	0.15%	55,033	$523K
14	Bayforest Capital Ltd	0.15%	13,862	$132K
15	Nebula Research & Development LLC	0.13%	76,446	$1.5M
16	Papamarkou Wellner Asset Management inc.	0.12%	20,270	$193K
17	Occudo Quantitative Strategies LP	0.11%	207,508	$2.0M
18	Aigen Investment Management, LP	0.10%	42,311	$402K
19	Prudential plc	0.10%	1,754,810	$16.7M
20	Angeles Wealth Management, LLC	0.10%	187,493	$1.8M
21	Legato Capital Management LLC	0.08%	87,456	$832K
22	NorthCoast Asset Management LLC	0.07%	320,000	$3.0M
23	Twinbeech Capital LP	0.07%	68,062	$647K
24	EFG International AG	0.05%	257,088	$2.4M
25	Trexquant Investment LP	0.05%	665,224	$6.3M

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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 56% buying: Last quarter: 157 funds bought or added vs 121 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?

Strong quality — 33% AUM from major funds: 47 of 251 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AVPT?

Mixed — 38% long-term, 28% new: Of the 253 current holders: 95 (38%) held >2 years, 88 held 1–2 years, and 70 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.

Is it too late to buy Avepoint Inc (AVPT) following the 2026 Q1 hedge fund 13F filings?

As of today, AVPT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AVPT has gained nan% vs +44.0% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Avepoint Inc (AVPT)

Smart Money Signals — AVPT

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 56% buying

Steady new buyers — ~54 new funds per quarter

Mixed — 38% long-term, 28% new

Buying through price weakness — shares +1%, value -32%

Growing discovery — still being found

Veteran-anchored — 43% veterans vs 34% newcomers

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — AVPT

Hedge Fund Ownership: AVPT

Market Analysis: AVPT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AVPT

Is It Too Late to Buy Avepoint Inc (AVPT) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AVPT

Statistics: AVPT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Avepoint Inc (AVPT)

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