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Disclosery

AVPT AVEPOINT INC

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Stock (common), issuer CIK 1777921

248 managers (252 13F filers) reported a position in AVPT shares at 2025-12-31, 130,474,084 shares in all. 44 filers opened a position and 40 filers sold out during the quarter.

Managers
248
13F filers
252
New
44
Added
105
Reduced
71
Sold out
40
Shares held by filers
130,474,084

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,500$20.8K0.01%013F-HRTimeline
Allworth Financial LP1,355$18.8K<0.01%-29,67613F-HRTimeline
Parallel Advisors, LLC1,248$17.3K<0.01%-14113F-HRTimeline
Quarry LP1,201$16.7K<0.01%-2,18613F-HRTimeline
Essential Partners LLC1,167$16.2K<0.01%+25713F-HRTimeline
SIGNATUREFD, LLC1,063$14.8K<0.01%+613F-HRTimeline
Sterling Capital Management LLC960$13.3K<0.01%+63813F-HRTimeline
ROTHSCHILD INVESTMENT LLC910$12.6K<0.01%+11013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC838$11K<0.01%-109,51413F-HRTimelineGroup
Farther Finance Advisors, LLC768$10.7K<0.01%+19013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…734$10.2K<0.01%new13F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.728$10.1K<0.01%new13F-HRTimelineGroup
Marquette Asset Management, LLC634$8.81K<0.01%+38913F-HRTimeline
Torren Management, LLC585$8.13K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP510$7.08K<0.01%013F-HRTimelineGroup
Arax Advisory Partners484$6.72K<0.01%-2,47913F-HRTimeline
Leonteq Securities AG452$6.28K<0.01%new13F-HRTimeline
COMERICA BANK413$5.74K<0.01%-68313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…288$4K<0.01%-8513F-HRTimelineGroup
IFP Advisors, Inc247$3.43K<0.01%+23513F-HRTimeline
Aster Capital Management (DIFC) Ltd177$2.46K<0.01%-1,89213F-HRTimeline
Private Wealth Management Group, LLC173$2.4K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC164$2.28K<0.01%13F-HRTimeline
True Wealth Design, LLC163$2.27K<0.01%+3013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC115$2K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.143$1.99K<0.01%+213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC123$1.71K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…111$1.54K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC93$1.29K<0.01%-1513F-HRTimeline
HARBOUR INVESTMENTS, INC.90$1.25K<0.01%new13F-HRTimeline
North Star Investment Management Corp.78$1.08K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC49$681<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC46$639<0.01%13F-HR/ATimeline
OPTIMA CAPITAL LLC38$528<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.37$514<0.01%new13F-HRTimeline
Bare Financial Services, Inc36$500<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.25$347<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…21$292<0.01%13F-HRTimeline
Navalign, LLC20$278<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC20$278<0.01%013F-HRTimeline
SJS Investment Consulting Inc.19$264<0.01%new13F-HRTimeline
Kilter Group LLC18$251<0.01%013F-HRTimeline
Sunbelt Securities, Inc.17$236<0.01%new13F-HRTimeline
Clearstead Advisors, LLC6$84<0.01%-7313F-HRTimeline
Dunhill Financial, LLC4$51<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1$14<0.01%new13F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1$14<0.01%-1,892,89013F-HRTimelineGroup
Avion Wealth39$00%+813F-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