Skip to content
Disclosery

AVPT AVEPOINT INC

Follow

Stock (common), issuer CIK 1777921

245 managers (253 13F filers) reported a position in AVPT shares at 2026-06-30, 141,485,602 shares in all. 40 filers opened a position and 42 filers sold out during the quarter.

Managers
245
13F filers
253
New
40
Added
119
Reduced
67
Sold out
42
Shares held by filers
141,485,602

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Brown Brian Michaeldirector, officer (Chief Legal Officer)2026-10-06-28,894 S$15.15Form 4

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kilter Group LLC1,852$20.8K0.01%+90513F-HRTimeline
Nykredit A/Sin group Nykredit A/S1,794$20.1K<0.01%13F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC1,754$19.7K<0.01%+45013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,679$18.8K<0.01%+1,67813F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,621$18.2K<0.01%-76913F-HRTimelineGroup
Parallel Advisors, LLC1,598$17.9K<0.01%-7613F-HRTimeline
IFP Advisors, Inc1,243$13.9K<0.01%+44413F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,230$13.8K<0.01%-92313F-HRTimelineGroup
Essential Partners LLC1,071$12K0.01%+33513F-HRTimeline
Smartleaf Asset Management LLC902$9.98K<0.01%013F-HRTimeline
Catalyst Capital Advisors LLC700$7.85K<0.01%013F-HRTimeline
Global Retirement Partners, LLC694$7.78K<0.01%13F-HRTimeline
Sterling Capital Management LLC596$6.68K<0.01%-37613F-HRTimeline
True Wealth Design, LLC595$6.67K<0.01%+22713F-HRTimeline
Bell Investment Advisors, Inc582$6.53K<0.01%new13F-HRTimeline
Quarry LP578$6.48K<0.01%+44913F-HRTimeline
SUMMIT SECURITIES GROUP LLC512$5.74K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC482$5.4K<0.01%-45213F-HRTimeline
Leonteq Securities AG452$5.07K<0.01%013F-HRTimeline
Larson Financial Group LLC408$4.57K<0.01%-2,40713F-HRTimeline
Torren Management, LLC296$3.32K<0.01%013F-HRTimeline
Caitong International Asset Management …223$2.5K<0.01%-6,25913F-HRTimeline
Basecamp Wealth Advisors LLC213$2.39K<0.01%+4913F-HRTimeline
Physician Wealth Advisors, Inc.194$2.17K<0.01%-413F-HRTimeline
Cornerstone Financial Management LLC189$2.12K<0.01%+13613F-HR/ATimeline
HARBOUR INVESTMENTS, INC.186$2.08K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC173$1.94K<0.01%-16613F-HRTimeline
North Star Investment Management Corp.104$1.17K<0.01%-39013F-HRTimeline
Avion Wealth143$1K<0.01%-5413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC115$1K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.80$897<0.01%+4613F-HRTimeline
Fulcrum Asset Management LLP70$775<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC53$595<0.01%new13F-HRTimeline
Fortitude Family Office, LLC51$572<0.01%new13F-HRTimeline
Bare Financial Services, Inc51$572<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.39$437<0.01%-11613F-HRTimeline
Clearstead Advisors, LLC36$405<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB29$325<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.26$291<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.25$280<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC20$224<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6$67<0.01%-1013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$44<0.01%new13F-HRTimelineGroup
Hughes Financial Services, LLC3$34<0.01%-113F-HRTimeline
Silver Grove Financial Group, Inc.2$22<0.01%new13F-HRTimeline

Events

  • Brown Brian Michael sold 28,894 AVPT shares on 2026-10-06, Form 4 filed 2026-10-08. 0001437749-26-032381

    Accepted , ingested