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Disclosery

AVPT AVEPOINT INC

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Stock (common), issuer CIK 1777921

241 managers (247 13F filers) reported a position in AVPT shares at 2025-06-30, 116,133,096 shares in all. 32 filers opened a position and 40 filers sold out during the quarter.

Managers
241
13F filers
247
New
32
Added
92
Reduced
93
Sold out
40
Shares held by filers
116,133,096

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MCF Advisors LLC1,248$24.1K<0.01%+42313F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,075$21K<0.01%new13F-HRTimelineGroup
Essential Partners LLC892$17.2K0.01%13F-HRTimeline
Brooklyn Investment Group890$17.2K<0.01%+87313F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC870$16.8K<0.01%+59513F-HRTimeline
Matrix Trust Co801$15K<0.01%-2913F-HRTimeline
SIGNATUREFD, LLC628$12.1K<0.01%+14013F-HRTimeline
Rise Advisors, LLC597$11.5K<0.01%013F-HRTimeline
Clearstead Advisors, LLC391$7.55K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP337$6.48K<0.01%new13F-HRTimelineGroup
Hillsdale Investment Management Inc.330$6.37K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.326$6.29K<0.01%+17613F-HRTimeline
Sterling Capital Management LLC321$6.2K<0.01%+18413F-HR/ATimeline
TD Waterhouse Canada Inc.326$6.06K<0.01%-3413F-HRTimeline
MassMutual Private Wealth & Trust, FSB299$5.77K<0.01%-9913F-HRTimeline
Washington Trust Advisors, Inc.284$5.48K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd259$5K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.232$4.48K<0.01%-60013F-HRTimelineGroup
Arax Advisory Partners191$3.69K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC173$3.34K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust150$2.9K<0.01%new13F-HRTimeline
True Wealth Design, LLC146$2.82K<0.01%+8313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…142$2.74K<0.01%+8513F-HRTimelineGroup
NewEdge Advisors, LLC121$2.34K<0.01%-513F-HRTimeline
Bell Investment Advisors, Inc119$2.3K<0.01%+3413F-HRTimeline
SJS Investment Consulting Inc.118$2.28K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK112$2.16K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC108$2.08K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC115$2K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…91$1.76K<0.01%-16613F-HRTimelineGroup
Parkworth Wealth Management, Inc.70$1.35K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP60$1.16K<0.01%-6013F-HRTimeline
SWAN Capital LLC60$1.16K<0.01%new13F-HRTimeline
IFP Advisors, Inc0$1.1K<0.01%-1513F-HRTimelineAmount filed as zero, left out of ratios.
Bare Financial Services, Inc26$502<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC20$387<0.01%-513F-HRTimeline
Kilter Group LLC18$348<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC18$268<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC4$77<0.01%-2,62313F-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