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Disclosery

AVPT AVEPOINT INC

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Stock (common), issuer CIK 1777921

250 managers (255 13F filers) reported a position in AVPT shares at 2025-03-31, 109,247,253 shares in all. 46 filers opened a position and 30 filers sold out during the quarter.

Managers
250
13F filers
255
New
46
Added
98
Reduced
85
Sold out
30
Shares held by filers
109,247,253

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SUMMIT SECURITIES GROUP LLC2,627$37.9K0.03%+2,26313F-HRTimeline
GAMMA Investing LLC2,376$34.3K<0.01%+42213F-HR/ATimeline
COMERICA BANK2,254$32.5K<0.01%+7413F-HRTimeline
Versant Capital Management, Inc2,172$31.4K0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,081$30.1K<0.01%+12913F-HRTimeline
Heck Capital Advisors, LLC1,741$25.1K<0.01%013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,735$25K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,685$24.3K<0.01%-94013F-HRTimeline
Advisors Asset Management, Inc.1,344$19.4K<0.01%new13F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,337$19.3K<0.01%-4913F-HRTimelineGroup
Farther Finance Advisors, LLC1,016$15K<0.01%+96413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…819$12.4K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC850$12.3K<0.01%+2913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.832$12K<0.01%new13F-HRTimelineGroup
Matrix Trust Co830$12K<0.01%new13F-HRTimeline
MCF Advisors LLC825$11.9K<0.01%+7413F-HRTimeline
Rise Advisors, LLC597$8.62K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC488$7.05K<0.01%+20213F-HRTimeline
Smartleaf Asset Management LLC422$6.17K<0.01%+3213F-HRTimeline
MassMutual Private Wealth & Trust, FSB398$5.75K<0.01%new13F-HRTimeline
Amundiin group Amundi374$5.34K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.360$5.31K<0.01%-213F-HRTimeline
Washington Trust Advisors, Inc.284$4.1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC275$3.97K<0.01%+6013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…257$3.71K<0.01%+20213F-HRTimelineGroup
Private Wealth Management Group, LLC173$2.5K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.150$2.17K<0.01%+2013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC115$2K<0.01%-1013F-HRTimelineGroup
Sterling Capital Management LLC137$1.98K<0.01%+813F-HRTimeline
NewEdge Advisors, LLC126$1.82K<0.01%+11613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP120$1.73K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.118$1.7K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK112$1.62K<0.01%new13F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC108$1.56K<0.01%013F-HRTimeline
Allworth Financial LP90$1.42K<0.01%+4813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…86$1.24K<0.01%+1713F-HRTimelineGroup
Bell Investment Advisors, Inc85$1.23K<0.01%+2913F-HRTimeline
Parkworth Wealth Management, Inc.70$1.01K<0.01%013F-HRTimeline
Larson Financial Group LLC63$910<0.01%new13F-HRTimeline
True Wealth Design, LLC63$910<0.01%+1313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…57$823<0.01%-5313F-HRTimelineGroup
Stephens Consulting, LLC50$722<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC25$361<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC19$274<0.01%new13F-HRTimeline
Brooklyn Investment Group17$246<0.01%-3113F-HRTimeline
IFP Advisors, Inc15$217<0.01%013F-HRTimeline
Caitong International Asset Management …5$72<0.01%-9,99213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4$58<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$0013F-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