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Disclosery

AVPT AVEPOINT INC

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Stock (common), issuer CIK 1777921

247 managers (255 13F filers) reported a position in AVPT shares at 2026-03-31, 132,133,604 shares in all. 45 filers opened a position and 45 filers sold out during the quarter.

Managers
247
13F filers
255
New
45
Added
106
Reduced
75
Sold out
45
Shares held by filers
132,133,604

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,500$14.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROTHSCHILD INVESTMENT LLC1,304$12.4K<0.01%+39413F-HRTimeline
Advisory Services Network, LLC1,282$12.2K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,185$11.5K<0.01%+41713F-HRTimeline
Sterling Capital Management LLC972$9.24K<0.01%+1213F-HRTimeline
Kilter Group LLC947$9.01K<0.01%+92913F-HRTimeline
Marquette Asset Management, LLC934$8.88K<0.01%+30013F-HRTimeline
Smartleaf Asset Management LLC902$8.45K<0.01%-8,38013F-HRTimeline
IFP Advisors, Inc799$7.6K<0.01%+55213F-HRTimeline
Aquatic Capital Management LLC782$7.44K<0.01%-8,93713F-HRTimeline
Root Financial Partners, LLC780$7.42K<0.01%new13F-HRTimeline
Essential Partners LLC736$7K<0.01%-43113F-HRTimeline
Catalyst Capital Advisors LLC700$6.66K<0.01%-6,20013F-HRTimeline
Arax Advisory Partners589$5.6K<0.01%+10513F-HRTimeline
North Star Investment Management Corp.494$4.7K<0.01%+41613F-HRTimeline
Leonteq Securities AG452$4.3K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC419$3.98K<0.01%-69,98913F-HRTimeline
True Wealth Design, LLC368$3.5K<0.01%+20513F-HRTimeline
Private Wealth Management Group, LLC339$3.22K<0.01%+16613F-HRTimeline
Torren Management, LLC296$2.81K<0.01%-28913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK271$2.58K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…245$2.33K<0.01%+13413F-HRTimelineGroup
Physician Wealth Advisors, Inc.198$1.88K<0.01%+16113F-HRTimeline
HARBOUR INVESTMENTS, INC.186$1.77K<0.01%+9613F-HRTimeline
Basecamp Wealth Advisors LLC164$1.56K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.155$1.47K<0.01%+1213F-HRTimeline
Wealth Preservation Advisors, LLC151$1.44K<0.01%new13F-HRTimeline
Quarry LP129$1.23K<0.01%-1,07213F-HRTimeline
Avion Wealth197$1K<0.01%+15813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC115$1K<0.01%013F-HRTimelineGroup
MAI Capital Management65$619<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust60$571<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.53$504<0.01%-67513F-HRTimelineGroup
Cornerstone Financial Management LLC53$504<0.01%+713F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC49$466<0.01%013F-HRTimeline
SJS Investment Consulting Inc.34$324<0.01%+1513F-HRTimeline
Keating Financial Advisory Services, In…32$304<0.01%+1113F-HRTimeline
MassMutual Private Wealth & Trust, FSB29$276<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.26$247<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.25$238<0.01%013F-HRTimeline
Sunbelt Securities, Inc.20$190<0.01%+313F-HRTimeline
Private Wealth Asset Management, LLC20$190<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC18$171<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16$152<0.01%+1513F-HRTimelineGroup
Hughes Financial Services, LLC4$38<0.01%new13F-HRTimeline
Dunhill Financial, LLC3$34<0.01%-113F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1$10<0.01%013F-HRTimelineGroup

Events

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

    Accepted , ingested