As of the latest SEC filings, AvePoint, Inc. (AVPT) is held by 202 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $49,578,245.25 in market value, representing a significant portion of its portfolio.
Funds holding AvePoint, Inc. (AVPT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AVPT
- CIK:
- 0001777921
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $49,578,245.25 | 5,213,275 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $35,417,474.85 | 3,724,235 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.05% | $34,755,112.86 | 3,654,586 | Mar 31, 2026 | May 28, 2026 |
|
VITAX
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
ETF | Vanguard | 0.03% | $32,939,346.44 | 3,055,598 | Feb 28, 2026 | Apr 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.05% | $19,889,603.91 | 2,091,441 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $14,892,431.76 | 1,565,976 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $14,396,733.00 | 1,476,588 | Apr 30, 2026 | Jun 26, 2026 |
|
PGOAX
PGIM Jennison Small Company Fund
|
MF | PGIM / Prudential | 0.36% | $11,590,607.31 | 1,218,781 | Mar 31, 2026 | May 27, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.10% | $11,560,755.42 | 1,215,642 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $9,765,397.18 | 905,881 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $8,238,789.00 | 845,004 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.05% | $7,850,901.52 | 728,284 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.04% | $7,383,513.06 | 684,927 | Feb 28, 2026 | Apr 24, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.03% | $6,840,424.50 | 701,582 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $6,736,733.25 | 690,947 | Apr 30, 2026 | Jun 29, 2026 |
|
IGV
iShares Expanded Tech-Software Sector ETF
|
ETF | BlackRock / iShares | 0.06% | $5,965,137.99 | 627,249 | Mar 31, 2026 | May 28, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.14% | $5,558,475.00 | 570,100 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.07% | $5,289,365.25 | 542,499 | Apr 30, 2026 | Jun 24, 2026 |
|
IRGFX
Nomura Small Cap Growth Fund
|
MF | Independent / Boutique | 0.49% | $4,782,750.18 | 502,918 | Mar 31, 2026 | May 28, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.04% | $4,036,158.12 | 424,412 | Mar 31, 2026 | May 28, 2026 |
|
IHSVX
THE HARTFORD SMALL COMPANY FUND
|
MF | Independent / Boutique | 0.56% | $3,724,695.00 | 382,020 | Apr 30, 2026 | Jun 25, 2026 |
|
FTEC
Fidelity MSCI Information Technology Index ETF
|
ETF | Fidelity | 0.02% | $3,701,850.75 | 379,677 | Apr 30, 2026 | Jun 23, 2026 |
|
WCLD
WisdomTree Cloud Computing Fund
|
ETF | WisdomTree | 1.41% | $3,258,097.47 | 342,597 | Mar 31, 2026 | Jun 1, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.04% | $3,209,514.75 | 329,181 | Apr 30, 2026 | Jun 25, 2026 |
|
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.03% | $3,049,115.22 | 320,622 | Mar 31, 2026 | May 22, 2026 |
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