Ave Point, Inc. AVPT

Institutional shares held 113 Million

714K calls

652K puts

Total value of holdings $1.82B

$11.5M calls

$10.5M puts

Market Cap $3.05B

185,392,992 Shares Out.

Institutional ownership 60.83%

# of Institutions 258

We take great care to ensure that the data presented and summarized in this overview for AvePoint, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in AVPT

Shares Bought

Shares Sold

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Top Institutions Holding AVPT

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Latest Institutional Activity in AVPT

Top Purchases

Q1 2025

Cerity Partners LLC Shares Held: 70.5K ($1.16M)

29K Shares purchased

70.1% Added

Q1 2025

Keybank National Association Shares Held: 21.4K ($352K)

21.4K Shares purchased

New Holding

Q1 2025

Highland Capital Management, LLC Shares Held: 12.1K ($199K)

12.1K Shares purchased

New Holding

Q1 2025

Handelsbanken Fonder Ab Shares Held: 39.5K ($649K)

11.8K Shares purchased

42.6% Added

Q1 2025

Parallel Advisors, LLC Shares Held: 9.28K ($152K)

8.01K Shares purchased

629.82% Added

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Top Sells

Q1 2025

Teacher Retirement System Of Texas Shares Held: 73.9K ($1.21M)

78.9K Shares sold

51.65% Reduced

Q1 2025

Harbor Capital Advisors, Inc. Shares Held: 64.3K ($1.06M)

57.1K Shares sold

47.04% Reduced

Q1 2025

Gamma Investing LLC Shares Held: 2.38K ($39.1K)

31.9K Shares sold

93.07% Reduced

Q1 2025

Calamos Advisors LLC Shares Held: 142K ($2.34M)

16.3K Shares sold

10.26% Reduced

Q1 2025

Moran Wealth Management, LLC Shares Held: 47.6K ($783K)

1.94K Shares sold

3.92% Reduced

View All Sellers

About AVPT

AvePoint, Inc. provides Microsoft 365 data management solutions worldwide. It offers SaaS platform cloud-hosted collaboration systems by providing suite of software products. The company focuses on data protection, governance, compliance management extensions for Microsoft 365, Dynamics 365, Salesforce, and Google Workspace. In addition, the company offers software solutions for Microsoft 365, including microsoft teams, sharepoint online, exchange online, onedrive, project online, planner, yammer and other public folders. The company was incorporated in 2001 and is headquartered in Jersey City, New Jersey.

Insider Transactions at AVPT

Insider Transaction List

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Apr 23 2025	Brian Michael Brown Chief Legal Officer	SELL Open market or private sale	Direct	35,000 -2.6%	$525,000 $15.11 P/Share
Mar 24 2025	Brian Michael Brown Chief Legal Officer	SELL Open market or private sale	Direct	35,000 -2.53%	$525,000 $15.4 P/Share
Mar 21 2025	James Caci Chief Financial Officer	SELL Payment of exercise price or tax liability	Direct	2,824 -0.41%	$42,360 $15.05 P/Share
Mar 21 2025	Brian Michael Brown Chief Legal Officer	SELL Payment of exercise price or tax liability	Direct	1,547 -0.11%	$23,205 $15.05 P/Share
Mar 21 2025	Xunkai Gong Executive Chairman	SELL Payment of exercise price or tax liability	Direct	6,117 -0.77%	$91,755 $15.05 P/Share
Mar 14 2025	Brian Michael Brown Chief Legal Officer	BUY Grant, award, or other acquisition	Direct	88,676 +3.12%	$1,241,464 $14.66 P/Share
Mar 14 2025	Tianyi Jiang Chief Executive Officer	BUY Grant, award, or other acquisition	Direct	68,213 +10.07%	$954,982 $14.66 P/Share
Mar 14 2025	Xunkai Gong Executive Chairman	BUY Grant, award, or other acquisition	Direct	85,266 +9.69%	$1,193,724 $14.66 P/Share
Mar 13 2025	Brian Michael Brown Chief Legal Officer	SELL Payment of exercise price or tax liability	Direct	5,010 -0.39%	$65,130 $13.79 P/Share
Mar 13 2025	James Caci Chief Financial Officer	SELL Payment of exercise price or tax liability	Direct	6,120 -1.1%	$79,560 $13.79 P/Share
Mar 13 2025	Xunkai Gong Executive Chairman	SELL Payment of exercise price or tax liability	Direct	3,788 -0.53%	$49,244 $13.79 P/Share
Mar 13 2025	Tianyi Jiang Chief Executive Officer	SELL Payment of exercise price or tax liability	Direct	2,914 -0.54%	$37,882 $13.79 P/Share
Mar 05 2025	Brian Michael Brown Chief Legal Officer	SELL Payment of exercise price or tax liability	Direct	11,336 -0.86%	$170,040 $15.3 P/Share
Mar 05 2025	Lu Zhijian > 10% Shareholder	SELL Payment of exercise price or tax liability	Direct	3,636 -1.92%	$54,540 $15.3 P/Share
Mar 01 2025	Tianyi Jiang Chief Executive Officer	SELL Payment of exercise price or tax liability	Direct	7,654 -1.39%	$107,156 $14.94 P/Share
Mar 01 2025	Brian Michael Brown Chief Legal Officer	SELL Payment of exercise price or tax liability	Direct	7,310 -0.55%	$102,340 $14.94 P/Share
Mar 01 2025	Xunkai Gong Executive Chairman	SELL Payment of exercise price or tax liability	Direct	9,949 -1.38%	$139,286 $14.94 P/Share
Mar 01 2025	Lu Zhijian > 10% Shareholder	SELL Payment of exercise price or tax liability	Direct	586 -0.31%	$8,204 $14.94 P/Share
Feb 11 2025	Jeff Epstein Director	BUY Grant, award, or other acquisition	Direct	88,738 +5.08%	$1,686,022 $19.49 P/Share
Dec 31 2024	James Caci Chief Financial Officer	SELL Payment of exercise price or tax liability	Direct	2,552 -0.44%	$40,832 $16.51 P/Share

View All Transactions

Last 12 Months Summary

Buy / Acquisition

2.42M Shares

From 11 Insiders

Grant, award, or other acquisition	2.13M shares
Exercise of conversion of derivative security	294K shares

Sell / Disposition

1.13M Shares

From 10 Insiders

Payment of exercise price or tax liability	606K shares
Open market or private sale	480K shares
Bona fide gift	44.5K shares

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Ave Point, Inc. AVPT

Quarterly Institutional Activity in AVPT

Top Institutions Holding AVPT

Latest Institutional Activity in AVPT

Top Purchases

Top Sells

About AVPT

Insider Transactions at AVPT

Insider Transaction List

Last 12 Months Summary

Track Institutional and Insider Activities on AVPT

Institutional Portfolio Updates

Insider Trading

News