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Disclosery

AVPT AVEPOINT INC

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Stock (common), issuer CIK 1777921

235 managers (239 13F filers) reported a position in AVPT shares at 2024-12-31, 103,254,240 shares in all. 55 filers opened a position and 15 filers sold out during the quarter.

Managers
235
13F filers
239
New
55
Added
84
Reduced
60
Sold out
15
Shares held by filers
103,254,240

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,386$22.9K<0.01%-1,07013F-HRTimelineGroup
Parallel Advisors, LLC1,271$21K<0.01%013F-HRTimeline
Lindbrook Capital, LLC821$13.6K<0.01%013F-HRTimeline
MCF Advisors LLC751$12.4K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC390$6.43K<0.01%+4013F-HRTimeline
Amundiin group Amundi374$6.22K<0.01%+28513F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC364$6.01K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.362$5.97K<0.01%-22513F-HRTimeline
SIGNATUREFD, LLC286$4.72K<0.01%+6913F-HRTimeline
Washington Trust Advisors, Inc.284$4.69K<0.01%013F-HRTimeline
Covestor Ltd248$4K<0.01%+12613F-HRTimeline
ROTHSCHILD INVESTMENT LLC215$3.55K<0.01%+4013F-HRTimeline
Quarry LP180$2.97K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC173$2.86K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.130$2.15K<0.01%13F-HRTimeline
Sterling Capital Management LLC129$2.13K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC125$2K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP120$1.98K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…110$1.82K<0.01%-7613F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC108$1.78K<0.01%013F-HRTimeline
GLOBEFLEX CAPITAL L P87$1.44K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.70$1.16K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…69$1.14K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc56$925<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…55$908<0.01%-3313F-HRTimelineGroup
Farther Finance Advisors, LLC52$859<0.01%013F-HRTimeline
True Wealth Design, LLC50$826<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…49$809<0.01%013F-HRTimeline
Brooklyn Investment Group48$793<0.01%new13F-HRTimeline
Allworth Financial LP42$737<0.01%013F-HRTimeline
IFP Advisors, Inc15$248<0.01%new13F-HRTimeline
NewEdge Advisors, LLC10$165<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2$33<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.25$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

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

    Accepted , ingested