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Disclosery

AVPT AVEPOINT INC

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Stock (common), issuer CIK 1777921

236 managers (240 13F filers) reported a position in AVPT shares at 2025-09-30, 126,284,590 shares in all. 44 filers opened a position and 49 filers sold out during the quarter.

Managers
236
13F filers
240
New
44
Added
101
Reduced
65
Sold out
49
Shares held by filers
126,284,590

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,245$19K<0.01%+17013F-HRTimelineGroup
MCF Advisors LLC1,248$18.7K<0.01%013F-HRTimeline
COMERICA BANK1,096$16.5K<0.01%-1,23313F-HRTimeline
SIGNATUREFD, LLC1,057$15.9K<0.01%+42913F-HRTimeline
Smartleaf Asset Management LLC955$14.6K<0.01%new13F-HRTimeline
Essential Partners LLC910$13.7K<0.01%+1813F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.897$13.5K<0.01%+66513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC800$12K<0.01%-7013F-HRTimeline
Matrix Trust Co665$10K<0.01%-13613F-HRTimeline
Rise Advisors, LLC597$8.96K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC578$8.68K<0.01%-94213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP510$7.83K<0.01%+17313F-HRTimelineGroup
Hillsdale Investment Management Inc.480$7.21K<0.01%+15013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…373$5.6K<0.01%+28213F-HRTimelineGroup
Washington Trust Advisors, Inc.326$4.89K<0.01%+4213F-HRTimeline
Sterling Capital Management LLC322$4.83K<0.01%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB306$4.59K<0.01%+713F-HRTimeline
Marquette Asset Management, LLC245$3.68K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC173$2.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust150$2.25K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.141$2.12K<0.01%-18513F-HRTimeline
Wealthspire Advisors, LLC135$2.03K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC115$2K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC133$2K<0.01%-1313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC123$1.85K<0.01%+1513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK112$1.68K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…111$1.67K<0.01%-3113F-HRTimelineGroup
NewEdge Advisors, LLC108$1.62K<0.01%-1313F-HRTimeline
Clearstead Advisors, LLC79$1.19K<0.01%-31213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP60$901<0.01%013F-HRTimeline
Breakwater Investment Management31$466<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC20$300<0.01%new13F-HRTimeline
Kilter Group LLC18$271<0.01%013F-HRTimeline
IFP Advisors, Inc12$180<0.01%+1213F-HR/ATimeline
Caitong International Asset Management …2$30<0.01%new13F-HRTimeline
Avion Wealth31$00%new13F-HRTimelineValue 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