AVPT at a glance
AvePoint, Inc. (AVPT, SEC CIK 1777921) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), AvePoint, Inc. (AVPT) reported revenue of $419.5 million (up 26.9% from FY2024) and net income of $34.8 million. Diluted EPS was $0.15.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding AvePoint, Inc. (AVPT) shares worth $786.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Brown Brian Michael on September 30, 2026 of 10,000 shares at $14.11 per share.
- In the last 90 days, AVPT insiders reported 0 open-market purchases ($0) and 8 open-market sales ($1.9M) on Form 4, a net sale of $1.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $419.5M
- +26.9% vs prior year
- Insiders · 90 days
- 0 buys · 8 sells
- Net −$1.9M
- 13F holders
- 33 funds
- $786.1M · +1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Software solutions for data management and collaboration across enterprise platforms
- No new products, services, or segments specifically introduced or emphasized this year in provided text
- No stated strategic shift or change in competitive positioning versus prior year in provided text
- No notable quantitative metrics such as employee count, R&D spend, or geographic expansion detailed
- Most noteworthy fact: Adoption and public availability of Code of Ethics and Insider Trading Policy, with disclosure approach via website rather than SEC filings
Risk Factors
- Regulatory risk from AI-related data privacy laws, increasing compliance failures and regulatory exposure in global operations
- Geopolitical risk from international customer base, with 26% ARR growth on foreign exchange adjusted basis indicating global revenue exposure
- Operational risk of managing digital sprawl, increasing complexity and total cost of ownership for AvePoint’s data protection platform
- Competitive threat from legacy data management solutions undermining visibility and AI readiness, impacting adoption of AvePoint's unified platform
- Financial risk from declining cash flow margin, net cash from operations at 20% of revenue down from 27% in prior year
Management Discussion & Analysis
- Revenue sources: SaaS, term license and support, services, maintenance; pricing based on standalone selling price allocation
- Operating costs expected to increase due to investments in infrastructure, R&D, marketing, geographic expansion, potentially lowering operating margins
- Key challenges: competitive software/cloud markets, evolving customer preferences, talent retention, global macroeconomic and geopolitical risks impacting demand and costs
- Forward-looking risk includes impact of geopolitical conflicts on trade, currency, costs, sales, capital access
AI summary of the AVPT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Near-term outlook unspecified; macroeconomic, geopolitical, currency, and competitive risks highlighted
- Operating-cost pressure from infrastructure, R&D, marketing, and geographic-expansion investments
- Historical seasonality: first quarter lowest revenue; fourth quarter highest revenue
Risk Factors
- No material changes to 10-K risk factors reported for the quarter
- Carried-forward risks encompass impacts on business, financial condition, cash flows, and stock price
- $150 million share-repurchase authorization, renewable and suspendable at company discretion
- Repurchases reduced remaining authorization to $119.3 million by June 30, 2026
AI summary of the AVPT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Filing contains signature and cover-page data only for the August 6, 2026 report
- No earnings figures or operating results included in the provided Item 2.02 text
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders re-elected Brian Michael Brown, Jeff Epstein, and John Ho as Class II directors through the 2029 annual meeting
- Director support varied: John Ho 132.4M votes, Brown 127.7M, Epstein 107.2M
Item 2.02: Results of Operations and Financial Condition
- Filing contains only signature and Inline XBRL cover-page references
- No earnings figures, reporting-period details, or operating metrics included in the provided Item 2.02 text
AI summaries of AVPT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AVPT
Don't miss the next AVPT filing
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- Fund moves. Which tracked funds opened, added or cut AVPT, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Brown Brian Michael | Sell | Sep 30, 2026 | 10,000 | $14.11 |
| Brown Brian Michael | Sell | Sep 23, 2026 | 10,000 | $13.07 |
| Caci James | F | Sep 14, 2026 | 2,517 | $13.60 |
| Brown Brian Michael | F | Sep 14, 2026 | 1,875 | $13.60 |
| Caci James | F | Sep 11, 2026 | 6,120 | $12.66 |
| Gong Xunkai | F | Sep 11, 2026 | 3,137 | $12.66 |
| Jiang Tianyi | F | Sep 11, 2026 | 2,914 | $12.66 |
| Brown Brian Michael | F | Sep 11, 2026 | 5,010 | $12.66 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $330.5M | $419.5M |
| Gross Profit | - | $248.0M | $310.7M |
| Operating Income | - | $7.2M | $33.0M |
| Net Income | - | -$29.1M | $34.8M |
| Gross Margin | - | 75.0% | 74.1% |
| Op. Margin | - | 2.2% | 7.9% |
| Net Margin | - | -8.8% | 8.3% |
| Balance Sheet | |||
| Total Assets | $442.6M | $519.1M | $789.2M |
| Equity | - | $270.9M | $478.7M |
| ROE | - | -10.7% | 7.3% |
| Per Share | |||
| EPS | - | $-0.16 | $0.15 |
| Cash Flow | |||
| Operating CF | - | $88.9M | $85.3M |
| CapEx | $2.1M | $3.0M | $3.7M |
Source: XBRL data in AvePoint, Inc. (AVPT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AVPT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $786.1M |
| Q1 2026 | 32 | $625.5M |
| Q4 2025 | 29 | $823.7M |
| Q3 2025 | 30 | $857.4M |
| Q2 2025 | 30 | $1.01B |
| Q1 2025 | 27 | $501.3M |
| Q4 2024 | 23 | $484.8M |
| Q3 2024 | 19 | $153.8M |
- Goldman Sachs Group+2.48M (+96%)
- BlackRock+1.81M (+14%)
- Citadel Advisors LLC+1.45M (+412%)
- AQR Capital Management+837.8K (+111%)
- Morgan Stanley+603.3K (+8%)
- D.E. Shaw & Co−1.02M (-18%)
- Renaissance Technologies LLC−959.0K (-37%)
- Bank of America Corp−632.0K (-50%)
- Millennium Management−609.5K (-76%)
- Vanguard Portfolio Management LLC−554.2K (-5%)
- Allstate+69.0K
- Ameriprise Financial+10.2K
- Mangrove Partners−25.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 223 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AVPT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - |
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AVPT SEC filings: frequently asked questions
Are AVPT insiders buying or selling?
In the last 90 days, AvePoint, Inc. (AVPT) officers, directors and 10% owners reported no open-market purchases and 8 open-market sales worth $1.9 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AVPT stock?
As of June 30, 2026, the largest AvePoint, Inc. (AVPT) holders among the 13F filers tracked by SignalX were BlackRock ($161.9 million), Vanguard Portfolio Management LLC ($120.6 million), Morgan Stanley ($96.1 million), Vanguard Capital Management LLC ($72.5 million), Goldman Sachs Group ($56.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AVPT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), AvePoint, Inc. (AVPT) reported revenue of $419.5 million (up 26.9% from FY2024) and net income of $34.8 million. Diluted EPS was $0.15. The figures come from the XBRL data in the 10-K.
What are the main risks in AVPT's latest 10-K?
In the 10-K filed February 26, 2026, AvePoint, Inc. (AVPT) flagged: Regulatory risk from AI-related data privacy laws, increasing compliance failures and regulatory exposure in global operations. Geopolitical risk from international customer base, with 26% ARR growth on foreign exchange adjusted basis indicating global revenue exposure. (AI summary of the Risk Factors section.)
What did AVPT report in its latest 8-K?
AvePoint, Inc. (AVPT) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Filing contains signature and cover-page data only for the August 6, 2026 report.
What are the latest AVPT SEC filings?
AvePoint, Inc. (AVPT) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 2, 2026.
What is AVPT's SEC CIK number?
AvePoint, Inc. (AVPT)'s SEC Central Index Key (CIK) is 1777921. EDGAR lists every AVPT filing under that number.
Ask anything about AVPT
The research agent reads AVPT's filings, financials, insider trades and 13F holders, then answers with sources.