AVPTNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
AvePoint, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$14.74+0.41 (+2.86%)
Close on Oct 19, 2026
- Market cap
- $3.26B
- P/E (TTM)
- 46.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
66.9%
141M of 212M shares
Institutional holders
254
44 new, 41 sold out
Net institutional buying
9M
In Q2 2026
Insider trades, 12 months
0 buys · 14 sales
Net sold $4.25M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Anchor IV Pte. Ltd. | 19,910,510 | 9.40% | 13G (passive) amendment | Sep 30, 2025 |
| Lu Zhijian | 11,681,015 | 5.50% | 13D (active) amendment | Oct 24, 2025 |
| Vanguard Portfolio Management | 11,443,120 | 5.29% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 11,041,268 | 6.00% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AVPT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Anchor @ 65 Pte. Ltd. | 19,910,510 | 9.41% | $223.20M | – | 62.95% |
| BlackRock, Inc. | 14,445,859 | 6.83% | $161.94M | +1,806,152 | 0.00% |
| Vanguard Portfolio Management LLC | 10,758,854 | 5.09% | $120.61M | −554,199 | 0.01% |
| Morgan Stanley | 8,571,409 | 4.05% | $96.09M | +603,276 | 0.01% |
| Vanguard Capital Management LLC | 6,467,464 | 3.06% | $72.50M | −478,917 | 0.00% |
| Goldman Sachs Group Inc | 5,059,514 | 2.39% | $56.72M | +2,481,668 | 0.00% |
| D. E. Shaw & Co., Inc. | 4,493,297 | 2.12% | $50.37M | −1,015,366 | 0.02% |
| Geode Capital Management, LLC | 4,118,372 | 1.95% | $46.17M | +441,088 | 0.00% |
| State Street Corp | 3,916,749 | 1.85% | $43.91M | +405,371 | 0.00% |
| Parsifal Capital Management, LP | 3,827,722 | 1.81% | $42.91M | +16,537 | 5.20% |
| Two Sigma Investments, LP | 3,325,017 | 1.57% | $37.27M | +437,031 | 0.03% |
| Dimensional Fund Advisors LP | 3,322,003 | 1.57% | $37.24M | +57,921 | 0.01% |
| Healthcare Of Ontario Pension Plan Trust Fund | 3,080,946 | 1.46% | $34.54M | +405,359 | 0.05% |
| Wellington Management Group Llp | 2,776,579 | 1.31% | $31.13M | +1,433,299 | 0.01% |
| Jennison Associates LLC | 2,738,972 | 1.29% | $30.70M | −1,028,609 | 0.02% |
| Citadel Advisors LLC | 1,807,042 | 0.85% | $20.26M | +1,453,762 | 0.00% |
| Norges Bank | 1,784,700 | 0.84% | $20.01M | New | 0.00% |
| Renaissance Technologies LLC | 1,621,153 | 0.77% | $18.17M | −959,000 | 0.03% |
| Aqr Capital Management LLC | 1,590,600 | 0.75% | $17.83M | +837,829 | 0.01% |
| Northern Trust Corp | 1,582,172 | 0.75% | $17.74M | +257,044 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 254 | 141M | 66.9% | 44 / 119 | 67 / 41 | 22M | 12M |
| Q1 2026 | 255 | 132M | 62.5% | 52 / 105 | 76 / 45 | 36M | 17M |
| Q4 2025 | 252 | 130M | 61.7% | 55 / 105 | 71 / 40 | 24M | 21M |
| Q3 2025 | 240 | 128M | 60.3% | 46 / 98 | 67 / 49 | 23M | 12M |
| Q2 2025 | 245 | 116M | 54.9% | 34 / 92 | 92 / 41 | 16M | 10M |
| Q1 2025 | 254 | 110M | 51.9% | 50 / 98 | 85 / 30 | 17M | 8M |
| Q4 2024 | 238 | 103M | 48.8% | 69 / 83 | 61 / 15 | 35M | 6M |
| Q3 2024 | 187 | 92M | 43.6% | 35 / 75 | 54 / 21 | 23M | 6M |
| Q2 2024 | 175 | 85M | 40.3% | 53 / 59 | 49 / 16 | 14M | 13M |
| Q1 2024 | 139 | 84M | 39.8% | 31 / 42 | 48 / 17 | 5M | 5M |
| Q4 2023 | 125 | 84M | 39.7% | 27 / 49 | 30 / 8 | 8M | 2M |
| Q3 2023 | 106 | 79M | 37.2% | 20 / 35 | 35 / 13 | 21M | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AVPT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 4,726,335 | 2.23% | $52.98M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 4,393,019 | 2.08% | $49.25M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,400,267 | 1.61% | $38.12M | 0.02% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 3,066,469 | 1.45% | $33.46M | 0.02% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,952,408 | 0.92% | $21.89M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,852,293 | 0.88% | $24.14M | 0.07% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,582,884 | 0.75% | $17.74M | 0.02% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 1,566,113 | 0.74% | $17.56M | 0.11% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 845,004 | 0.40% | $11.01M | 0.06% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 831,630 | 0.39% | $10.84M | 0.27% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 769,029 | 0.36% | $8.39M | 0.05% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 732,125 | 0.35% | $7.99M | 0.02% | May 31, 2026 |
| iShares Expanded Tech-Software Sector ETF | 703,816 | 0.33% | $7.89M | 0.06% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 686,947 | 0.32% | $8.95M | 0.06% | Jul 31, 2026 |
| Schwab U.S. Small-Cap ETF | 677,375 | 0.32% | $7.39M | 0.03% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brian Michael Brown | Chief Legal Officer, Director | 714,247 | 0.34% | Sep 25, 2026 |
| Tianyi Jiang | Chief Executive Officer, Director | 17,628,943 | 8.33% | Sep 15, 2026 |
| Xunkai Gong | Executive Chairman, Director | 16,781,839 | 7.93% | Sep 15, 2026 |
| James Caci | Chief Financial Officer | 683,506 | 0.32% | Sep 15, 2026 |
| Jeff Epstein | Director | 1,184,128 | 0.56% | Jun 3, 2026 |
| Jeff Teper | Director | 335,798 | 0.16% | Jun 3, 2026 |
| John Chi On Ho | Director | 7,481,851 | 3.54% | Jun 3, 2026 |
| Janet Schijns | Director | 106,294 | 0.05% | Jun 3, 2026 |
| Zhijian Lu | – | 18,783,970 | 8.88% | Jun 24, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brian Michael Brown Chief Legal Officer, Director | Sep 23, 2026 | Sale(10b5-1 plan) | −10,000 | $13.07 | $130.70K | 374,604 |
| James Caci Chief Financial Officer | Sep 14, 2026 | Tax withholding | −2,517 | $13.60 | $34.23K | 683,506 |
| Brian Michael Brown Chief Legal Officer, Director | Sep 14, 2026 | Tax withholding | −1,875 | $13.60 | $25.50K | 339,643 |
| Xunkai Gong Executive Chairman, Director | Sep 11, 2026 | Tax withholding | −3,137 | $12.66 | $39.71K | 1,861,171 |
| James Caci Chief Financial Officer | Sep 11, 2026 | Tax withholding | −6,120 | $12.66 | $77.48K | 686,023 |
| Brian Michael Brown Chief Legal Officer, Director | Sep 11, 2026 | Tax withholding | −5,010 | $12.66 | $63.43K | 341,518 |
| Tianyi Jiang Chief Executive Officer, Director | Sep 11, 2026 | Tax withholding | −2,914 | $12.66 | $36.89K | 2,244,311 |
| Xunkai Gong Executive Chairman, Director | Sep 4, 2026 | Tax withholding | −3,683 | $13.43 | $49.46K | 1,864,308 |
| Xunkai Gong Executive Chairman, Director | Sep 4, 2026 | Tax withholding | −1,041 | $13.43 | $13.98K | 1,867,991 |
| Tianyi Jiang Chief Executive Officer, Director | Sep 4, 2026 | Tax withholding | −3,422 | $13.43 | $45.96K | 2,247,225 |
| Tianyi Jiang Chief Executive Officer, Director | Sep 4, 2026 | Tax withholding | −968 | $13.43 | $13.00K | 2,250,647 |
| James Caci Chief Financial Officer | Sep 4, 2026 | Tax withholding | −1,369 | $13.43 | $18.39K | 696,100 |
| James Caci Chief Financial Officer | Sep 4, 2026 | Tax withholding | −3,957 | $13.43 | $53.14K | 692,143 |
| James Caci Chief Financial Officer | Sep 4, 2026 | Tax withholding | −388 | $13.43 | $5.21K | 697,469 |
| Brian Michael Brown Chief Legal Officer, Director | Sep 4, 2026 | Tax withholding | −981 | $13.43 | $13.17K | 349,362 |
| Brian Michael Brown Chief Legal Officer, Director | Sep 4, 2026 | Tax withholding | −2,834 | $13.43 | $38.06K | 346,528 |
| Brian Michael Brown Chief Legal Officer, Director | Sep 4, 2026 | Tax withholding | −277 | $13.43 | $3.72K | 350,343 |
| Tianyi Jiang Chief Executive Officer, Director | Sep 1, 2026 | Gift | −36,000 | $13.50 | $486.00K | 2,251,615 |
| Brian Michael Brown Chief Legal Officer, Director | Aug 27, 2026 | Sale(10b5-1 plan) | −60,000 | $14.20 | $852.00K | 384,604 |
| Brian Michael Brown Chief Legal Officer, Director | Aug 24, 2026 | Sale(10b5-1 plan) | −10,000 | $13.30 | $133.00K | 444,604 |
| Brian Michael Brown Chief Legal Officer, Director | Jul 29, 2026 | Sale(10b5-1 plan) | −5,176 | $13.06 | $67.60K | 809,664 |
| Brian Michael Brown Chief Legal Officer, Director | Jul 28, 2026 | Sale(10b5-1 plan) | −4,824 | $13.08 | $63.10K | 814,840 |
| Brian Michael Brown Chief Legal Officer, Director | Jul 15, 2026 | Sale(10b5-1 plan) | −31,631 | $13.18 | $416.90K | 819,664 |
| Brian Michael Brown Chief Legal Officer, Director | Jul 14, 2026 | Sale(10b5-1 plan) | −8,369 | $13.00 | $108.80K | 851,295 |
| Xunkai Gong Executive Chairman, Director | Jun 22, 2026 | Option exercise | +205,913 | $9.97 | $2.05M | 1,125,503 |
| Xunkai Gong Executive Chairman, Director | Jun 22, 2026 | Option exercise | +743,529 | $9.97 | $7.41M | 1,869,032 |
| Brian Michael Brown Chief Legal Officer, Director | Jun 18, 2026 | Option exercise | +50,492 | $10.41 | $525.62K | 859,664 |
| James Caci Chief Financial Officer | Jun 12, 2026 | Tax withholding | −6,120 | $10.87 | $66.52K | 700,374 |
| James Caci Chief Financial Officer | Jun 12, 2026 | Tax withholding | −2,517 | $10.87 | $27.36K | 697,857 |
| Brian Michael Brown Chief Legal Officer, Director | Jun 12, 2026 | Tax withholding | −1,875 | $10.87 | $20.38K | 809,172 |
| Brian Michael Brown Chief Legal Officer, Director | Jun 12, 2026 | Tax withholding | −5,010 | $10.87 | $54.46K | 811,047 |
| Xunkai Gong Executive Chairman, Director | Jun 12, 2026 | Tax withholding | −3,788 | $10.87 | $41.18K | 919,590 |
| Tianyi Jiang Chief Executive Officer, Director | Jun 12, 2026 | Tax withholding | −2,914 | $10.87 | $31.68K | 2,287,615 |
| Brian Michael Brown Chief Legal Officer, Director | Jun 5, 2026 | Tax withholding | −2,835 | $10.74 | $30.45K | 817,316 |
| Brian Michael Brown Chief Legal Officer, Director | Jun 5, 2026 | Tax withholding | −981 | $10.74 | $10.54K | 816,335 |
| Brian Michael Brown Chief Legal Officer, Director | Jun 5, 2026 | Tax withholding | −278 | $10.74 | $2.99K | 816,057 |
| Xunkai Gong Executive Chairman, Director | Jun 5, 2026 | Tax withholding | −1,259 | $10.74 | $13.52K | 923,378 |
| Xunkai Gong Executive Chairman, Director | Jun 5, 2026 | Tax withholding | −4,449 | $10.74 | $47.78K | 924,637 |
| Tianyi Jiang Chief Executive Officer, Director | Jun 5, 2026 | Tax withholding | −969 | $10.74 | $10.41K | 2,290,529 |
| Tianyi Jiang Chief Executive Officer, Director | Jun 5, 2026 | Tax withholding | −3,423 | $10.74 | $36.76K | 2,291,498 |
| James Caci Chief Financial Officer | Jun 5, 2026 | Tax withholding | −1,369 | $10.74 | $14.70K | 706,882 |
| James Caci Chief Financial Officer | Jun 5, 2026 | Tax withholding | −388 | $10.74 | $4.17K | 706,494 |
| James Caci Chief Financial Officer | Jun 5, 2026 | Tax withholding | −3,957 | $10.74 | $42.50K | 708,251 |
| Brian Michael Brown Chief Legal Officer, Director | Jun 4, 2026 | Tax withholding | −27 | $10.89 | $294 | 820,151 |
| Janet Schijns Director | Jun 1, 2026 | Award | +16,493 | $11.52 | $190.00K | 106,294 |
| John Chi On Ho Director | Jun 1, 2026 | Award | +16,493 | $11.52 | $190.00K | 3,749,172 |
| Jeff Epstein Director | Jun 1, 2026 | Award | +16,493 | $11.52 | $190.00K | 1,184,128 |
| Jeff Teper Director | Jun 1, 2026 | Award | +16,493 | $11.52 | $190.00K | 335,798 |
| Brian Michael Brown Chief Legal Officer, Director | Mar 20, 2026 | Tax withholding | −1,546 | $10.30 | $15.92K | 820,178 |
| Tianyi Jiang Chief Executive Officer, Director | Mar 20, 2026 | Tax withholding | −4,706 | $10.30 | $48.47K | 2,294,921 |
| James Caci Chief Financial Officer | Mar 20, 2026 | Tax withholding | −2,823 | $10.30 | $29.08K | 712,208 |
| Xunkai Gong Executive Chairman, Director | Mar 20, 2026 | Tax withholding | −6,117 | $10.30 | $63.01K | 929,086 |
| Brian Michael Brown Chief Legal Officer, Director | Mar 17, 2026 | Option exercise | +1,803 | – | – | 821,724 |
| Tianyi Jiang Chief Executive Officer, Director | Mar 16, 2026 | Award | +147,338 | – | – | 2,299,627 |
| Xunkai Gong Executive Chairman, Director | Mar 16, 2026 | Award | +190,114 | – | – | 935,203 |
| Brian Michael Brown Chief Legal Officer, Director | Mar 16, 2026 | Award | +47,529 | – | – | 819,921 |
| Brian Michael Brown Chief Legal Officer, Director | Mar 16, 2026 | Award | +142,586 | – | – | 772,392 |
| James Caci Chief Financial Officer | Mar 13, 2026 | Award | +73,669 | – | – | 715,031 |
| James Caci Chief Financial Officer | Mar 13, 2026 | Award | +221,008 | – | – | 641,362 |
| Tianyi Jiang Chief Executive Officer, Director | Mar 13, 2026 | Tax withholding | −2,914 | $10.43 | $30.39K | 2,152,289 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brian Michael Brown Officer | Oct 16, 2026 | 3,500 | $53.21K | Oct 16, 2026 | Restricted Stock Unit |
| Brian Michael Brown Officer | Oct 6, 2026 | 28,894 | $437.74K | Oct 6, 2026 | Restricted Stock Unit |
| Brian Michael Brown Officer | Sep 30, 2026 | 10,000 | $141.12K | Sep 30, 2026 | Restricted Stock Unit |
| Brian Michael Brown Officer | Sep 23, 2026 | 10,000 | $130.73K | Sep 23, 2026 | Restricted Stock Unit |
| Brian Michael Brown Officer | Aug 27, 2026 | 60,000 | $850.16K | Aug 27, 2026 | Restricted Stock Grant |
| Brian Michael Brown Officer | Aug 24, 2026 | 10,000 | $132.96K | Aug 24, 2026 | Restricted Stock Grant |
| Brian Michael Brown Officer | Jul 29, 2026 | 5,176 | $67.59K | Jul 29, 2026 | Restricted Stock Grant |
| Brian Michael Brown Officer | Jul 28, 2026 | 4,824 | $63.09K | Jul 28, 2026 | Restricted Stock Grant |
| Brian Michael Brown Officer | Jul 15, 2026 | 31,631 | $417.03K | Jul 15, 2026 | Restricted Stock Grant |
| Brian Michael Brown Officer | Jul 14, 2026 | 8,369 | $108.83K | Jul 14, 2026 | Restricted Stock Grant |
| Xunkai Gong Officer, Director | Jan 12, 2026 | 60,000 | $816.60K | Jan 12, 2026 | FOUNDERS SHARES |
| Brian Michael Brown Officer | Oct 24, 2025 | 1,848 | $27.70K | Oct 24, 2025 | Restricted Stock Grant |
| Xunkai Gong Officer, Director | Sep 29, 2025 | 240,000 | $3.71M | Sep 29, 2025 | FOUNDERS SHARES |
| Brian Michael Brown Officer | Sep 23, 2025 | 35,000 | $543.63K | Sep 23, 2025 | Restricted Stock Grant |
| Brian Michael Brown Officer | Aug 29, 2025 | 35,000 | $540.48K | Aug 25, 2025 | Restricted Stock Grant |