AVPT AvePoint, Inc.companySEC Filings & Insider Trading Activity 2026
Latest AvePoint, Inc. (AVPT) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 26, 2026, a 10-Q quarterly report filed on May 7, 2026, an 8-K current report filed on May 7, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for AvePoint, Inc. (AVPT) (SEC CIK 1777921), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
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
- • No specific revenue or YoY change amounts disclosed in MD&A
- • 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
- • No cash flow, capital allocation, or profitability figures disclosed
- • Forward-looking risk includes impact of geopolitical conflicts on trade, currency, costs, sales, capital access
AI 8-K Current Report AnalysisRecent 8-K Filings
Item 2.02: Results of Operations and Financial Condition
- • Q4 or full-year earnings release filed February 26, 2026, signed by CFO James Caci and Chief Legal Officer Brian Michael Brown
- • Actual financial figures contained in referenced exhibit — investors should review attached press release for revenue, earnings, and guidance details
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Annual Reports Archive10-K
AI-powered analysis of AvePoint, Inc. (AVPT) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of AvePoint, Inc. (AVPT) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of AvePoint, Inc. (AVPT) 8-K current reports disclosing material events.
Financial SummaryXBRL
| 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 financial data from AvePoint, Inc. (AVPT) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | May 7, 2026 | - | - | |
10-Q | May 7, 2026 | Mar 31, 2026 | - | |
8-K | May 7, 2026 | - | - | |
8-K | Feb 26, 2026 | - | Analysis | - |
10-K | Feb 26, 2026 | Dec 31, 2025 | Analysis | |
10-Q | Nov 6, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Aug 7, 2025 | Jun 30, 2025 | - | |
10-Q | May 8, 2025 | Mar 31, 2025 | - | |
10-K | Feb 28, 2025 | Dec 31, 2024 | - | |
10-Q | Nov 7, 2024 | Sep 30, 2024 | - | |
10-Q | Aug 8, 2024 | Jun 30, 2024 | - | |
10-Q | May 9, 2024 | Mar 31, 2024 | - | |
10-K | Feb 29, 2024 | Dec 31, 2023 | - | |
SC 13G | Jan 29, 2024 | - | - | |
10-Q | Nov 9, 2023 | Sep 30, 2023 | - | |
SC 13G | Sep 25, 2023 | - | - | |
10-Q | Aug 9, 2023 | Jun 30, 2023 | - | |
10-Q | May 10, 2023 | Mar 31, 2023 | - | |
10-K | Mar 31, 2023 | Dec 31, 2022 | - | |
SC 13G | Feb 9, 2023 | - | - | |
10-Q | Nov 14, 2022 | Sep 30, 2022 | - | |
10-Q | Aug 15, 2022 | Jun 30, 2022 | - | |
10-Q | May 16, 2022 | Mar 31, 2022 | - | |
10-K | Mar 31, 2022 | Dec 31, 2021 | - | |
10-Q | Nov 15, 2021 | Sep 30, 2021 | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate AVPT share value held by 13F filers tracked by SignalX, by quarter.
- D.E. Shaw & Co+1.84M (+50%)
- Two Sigma Investments+1.82M (+170%)
- Goldman Sachs Group+1.36M (+111%)
- Bank of America Corp+815.1K (+186%)
- Dimensional Fund Advisors+666.4K (+26%)
- Raymond James Financial1.41M (-86%)
- Millennium Management319.6K (-29%)
- Citadel Advisors LLC304.0K (-42%)
- Wells Fargo & Co237.4K (-79%)
- Citigroup46.7K (-53%)
- Franklin Resources+77.9K
- Prudential Financial+23.4K
- Principal Financial Group+10.8K
- Vanguard Group Inc−17.40M
- JPMorgan Chase & Co−850.7K
- Invesco Ltd−112.9K
- Ameriprise Financial−72.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 201 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest AVPT SEC filings in 2026?
AvePoint, Inc. (AVPT) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on May 7, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did AVPT file its most recent 10-K annual report?
AvePoint, Inc. (AVPT) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view AVPT 10-Q quarterly reports?
AvePoint, Inc. (AVPT)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every AVPT 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has AVPT filed recently?
AvePoint, Inc. (AVPT)'s most recent 8-K was filed on May 7, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find AVPT insider trading activity (Form 4)?
SignalX aggregates every AVPT Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does AVPT file with the SEC?
AvePoint, Inc. (AVPT) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new AVPT filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for AvePoint, Inc. (AVPT).
What is AVPT's SEC CIK number?
AvePoint, Inc. (AVPT)'s SEC CIK (Central Index Key) number is 1777921. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1777921 to look up all AVPT filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find AVPT return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from AvePoint, Inc. (AVPT) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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