AVPT

AvePoint, Inc.

Nasdaq · Services-Prepackaged Software · Inc. DE · CIK 0001777921
$10.87 +0.18% $2.3B
High Impact Filing (7/10)22 New Institutional Positions16 Institutional Exits
Vol
Market Cap$2.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders50 funds
Inst. Value$796.6M
Inst. Activity22 buys / 16 sells
SEC Reports3
Exchange Nasdaq·Sector Services-Prepackaged Software·Inc. DE·CIK 0001777921·Prev Close $10.85

Recent Activity

Jun 5, 2026 Insider
Jiang Tianyi surrendered for taxes 3,423 shares
Chief Executive Officer @ $10.74 ($36.8K)
Jun 5, 2026 Insider
Gong Xunkai surrendered for taxes 4,449 shares
Executive Chairman @ $10.74 ($47.8K)
Jun 5, 2026 Insider
Brown Brian Michael surrendered for taxes 2,835 shares
Chief Legal Officer @ $10.74 ($30.4K)
Jun 4, 2026 short_volume
Short Volume: AVPT — 57.4% short (0.4M / 0.7M)
Short: 392,896 | Exempt: 8,790 | TRF Vol: 684,706 | Short Ratio: 57.4% | Off-exchange volume (dark p
May 7, 2026 SEC
AvePoint reported Q1 2026 results that beat consensus on both revenue and EPS, with total revenue of $117.2M (+26% YoY)
8-K — Impact 7/10
Apr 21, 2026 SEC
AvePoint announced it will report Q1 2026 financial results on May 7, 2026, with a conference call hosted by CEO Dr. Tia
PRESS-RELEASE — Impact 3/10
Mar 13, 2026 SEC
Analysis based on filing metadata only — document content was unavailable
DEFA14A — Impact 2/10
Inst.
DIMENSIONAL FUND ADVISORS LP — ADD
3,264,082 shares ($31.0M)

Price Targets

$16.13 +48.3% upside Strong Buy
Current $10.87 Low $12.00 Median $15.00 High $26.00 13 analysts
$12.00 $26.00

Analyst Ratings

Strong Buy80% buy · 20 analysts
5Strong Buy
11Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Scotiabank MAINTAIN Sector Outperform → Sector Outperform
Mar 23, 2026 William Blair DOWNGRADE Outperform → Market Perform
Mar 2, 2026 Citigroup MAINTAIN Neutral → Neutral
Feb 27, 2026 TD Cowen MAINTAIN Buy → Buy
Feb 27, 2026 Cantor Fitzgerald MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.08 ▼ -4.5% $0.07 — $0.09 156% YoY 12
Next Q $0.11 ▲ +3.2% $0.09 — $0.13 -11% YoY 12
Current FY $0.40 ▲ +7.3% $0.36 — $0.44 27% YoY 12
Next FY $0.50 ▲ +2.2% $0.43 — $0.56 23% YoY 12

Top Institutional Holders

FundValueMove
BlackRock, Inc.$120.2M
VANGUARD PORTFOLIO MANAGEMENT LLC$107.6M
MORGAN STANLEY$75.8MDOUBLED
VANGUARD CAPITAL MANAGEMENT LLC$66.1M
D. E. Shaw &$52.4MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Jiang TianyiF$36.8K
Jun 5, 2026Gong XunkaiF$47.8K
Jun 5, 2026Brown BrianF$30.4K
Jun 5, 2026Caci JamesF$42.5K
Jun 4, 2026Brown BrianF$294.03
50 institutional holders with $796.6M total value (83,695,773 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, MORGAN. Net buying activity: 22 institutions added/increased vs 16 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.12,639,707$120.2M15.1%
2VANGUARD PORTFOLIO MANAGEMENT LLC11,313,053$107.6M13.5%
3MORGAN STANLEY7,968,133$75.8M9.5%DOUBLED +372.6%
4VANGUARD CAPITAL MANAGEMENT LLC6,946,381$66.1M8.3%
5D. E. Shaw & Co., Inc.5,508,663$52.4M6.6%DOUBLED +162.2%
6JENNISON ASSOCIATES LLC3,767,581$35.8M4.5%
7STATE STREET CORP3,511,378$33.4M4.2%
8DIMENSIONAL FUND ADVISORS LP3,264,082$31.0M3.9%ADD +25.7%
9TWO SIGMA INVESTMENTS, LP2,887,986$27.5M3.4%ADD +30.2%
10HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND2,675,587$25.4M3.2%DOUBLED +620.9%
11RENAISSANCE TECHNOLOGIES LLC2,580,153$24.5M3.1%
12GOLDMAN SACHS GROUP INC2,577,846$24.5M3.1%
13PRUDENTIAL PLC1,754,810$16.7M2.1%
14WELLINGTON MANAGEMENT GROUP LLP1,343,280$12.8M1.6%NEAR_EXIT -77.6%
15Nuveen, LLC1,323,766$12.6M1.6%
16BANK OF AMERICA CORP /DE/1,253,662$11.9M1.5%DOUBLED +185.8%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,189,775$11.3M1.4%
18VANGUARD FIDUCIARY TRUST CO992,200$9.4M1.2%
19NOMURA ASSET MANAGEMENT INTERNATIONAL INC.967,131$9.2M1.2%TRIM -47.8%
20Gotham Asset Management, LLC810,345$7.7M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DIMENSIONAL FUND ADVISORS LPADD2,597,6603,264,082+25.7%$31.0M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPNEAR_EXIT6,009,2361,343,280-77.6%$12.8M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED438,5881,253,662+185.8%$11.9M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM1,852,282967,131-47.8%$9.2M2026-Q1
Trexquant Investment LPADD349,990665,224+90.1%$6.3M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM686,554442,316-35.6%$4.2M2026-Q1
MARSHALL WACE, LLPDOUBLED64,199370,323+476.8%$3.5M2026-Q1
DEUTSCHE BANK AG\TRIM442,168301,558-31.8%$2.9M2026-Q1
SEI INVESTMENTS COADD153,415214,753+40.0%$2.0M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEADD122,908154,040+25.3%$1.5M2026-Q1
Brevan Howard Capital Management LPDOUBLED38,760138,404+257.1%$1.3M2026-Q1
ExodusPoint Capital Management, LPADD84,243135,147+60.4%$1.3M2026-Q1
Legal & General Group PlcTRIM137,249102,537-25.3%$975.1K2026-Q1
FRANKLIN RESOURCES INCNEAR_EXIT1,189,59177,872-93.5%$740.6K2026-Q1
FMR LLCDOUBLED27,98174,935+167.8%$712.6K2026-Q1
Cerity Partners LLCADD53,40569,111+29.4%$657.2K2026-Q1
CWM, LLCDOUBLED16,54851,768+212.8%$492.3K2026-Q1
Rockefeller Capital Management L.P.NEAR_EXIT206,51843,453-79.0%$413.2K2026-Q1
Pictet Asset Management Holding SATRIM103,34441,282-60.1%$392.6K2026-Q1
ENVESTNET ASSET MANAGEMENT INCTRIM55,43740,014-27.8%$380.5K2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASTRIM74,66237,412-49.9%$355.8K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM133,50037,300-72.1%$354.7K2026-Q1
Mariner, LLCADD20,51935,710+74.0%$339.6K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD15,23126,795+75.9%$266.3K2026-Q1
HSBC HOLDINGS PLCADD19,83327,795+40.1%$262.0K2026-Q1
8 unique insiders with 33 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Jiang TianyiChief Executive OfficerTAX W/H3,423$10.74$36.8K
Jun 5, 2026Gong XunkaiExecutive ChairmanTAX W/H4,449$10.74$47.8K
Jun 5, 2026Brown Brian MichaelChief Legal OfficerTAX W/H2,835$10.74$30.4K
Jun 5, 2026Caci JamesChief Financial OfficerTAX W/H3,957$10.74$42.5K
Jun 4, 2026Brown Brian MichaelChief Legal OfficerTAX W/H27$10.89$294.03
Jun 1, 2026Epstein JeffDirectorAWARD16,493$11.52$190.0K
Jun 1, 2026Ho John Chi OnDirectorAWARD16,493$11.52$190.0K
Jun 1, 2026Teper JeffDirectorAWARD16,493$11.52$190.0K
Jun 1, 2026SCHIJNS JANETDirectorAWARD16,493$11.52$190.0K
Mar 20, 2026Gong XunkaiExecutive ChairmanTAX W/H6,117$10.30$63.0K
Mar 20, 2026Brown Brian MichaelChief Legal OfficerTAX W/H1,546$10.30$15.9K
Mar 20, 2026Caci JamesChief Financial OfficerTAX W/H2,823$10.30$29.1K
Mar 20, 2026Jiang TianyiChief Executive OfficerTAX W/H4,706$10.30$48.5K
Mar 17, 2026Brown Brian MichaelChief Legal OfficerEXERCISE1,803
Mar 16, 2026Gong XunkaiExecutive ChairmanAWARD325,947$10.52$3.4M
Mar 16, 2026Gong XunkaiExecutive ChairmanAWARD190,114
Mar 16, 2026Brown Brian MichaelChief Legal OfficerAWARD142,586
Mar 16, 2026Jiang TianyiChief Executive OfficerAWARD252,609$10.52$2.7M
Mar 16, 2026Jiang TianyiChief Executive OfficerAWARD147,338
Mar 13, 2026Caci JamesChief Financial OfficerAWARD221,008
Mar 13, 2026Gong XunkaiExecutive ChairmanTAX W/H3,988$10.43$41.6K
Mar 13, 2026Caci JamesChief Financial OfficerTAX W/H6,120$10.43$63.8K
Mar 13, 2026Brown Brian MichaelChief Legal OfficerTAX W/H5,010$10.43$52.3K
Mar 13, 2026Jiang TianyiChief Executive OfficerTAX W/H2,914$10.43$30.4K
Mar 5, 2026Jiang TianyiChief Executive OfficerAWARD44,439$11.29$501.7K
Mar 5, 2026Caci JamesChief Financial OfficerTAX W/H18,005$11.29$203.3K
Mar 5, 2026Brown Brian MichaelChief Legal OfficerTAX W/H12,899$11.29$145.6K
Mar 5, 2026Brown Brian MichaelChief Legal OfficerAWARD11,107$11.29$125.4K
Mar 5, 2026Caci JamesChief Financial OfficerAWARD17,775$11.29$200.7K
Mar 5, 2026Gong XunkaiExecutive ChairmanAWARD44,439$11.29$501.7K
Mar 5, 2026Gong XunkaiExecutive ChairmanTAX W/H48,539$11.29$548.0K
Mar 5, 2026Jiang TianyiChief Executive OfficerTAX W/H35,118$11.29$396.5K
Feb 4, 2026Brown Brian MichaelChief Legal OfficerTAX W/H322$10.53$3.4K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (80% buy). Based on 20 analysts: 5 strong buy, 11 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$16.13 mean target +48.3% upside Strong Buy (1.71)
$12.00 Low $26.00 High
MetricValue
Current Price$10.87
Target Low$12.00
Target Mean$16.13
Target Median$15.00
Target High$26.00
# Analysts13
RecommendationStrong Buy (1.71)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.08 $0.07 $0.09 155.7% -4.5% 0↑ 5↓ $0.1B 19.0% 12
Next Q
2026-09-30
$0.11 $0.09 $0.13 -10.6% +3.2% 5↑ 0↓ $0.1B 21.8% 12
Current FY
2026-12-31
$0.40 $0.36 $0.44 26.7% +7.3% 11↑ 0↓ $0.5B 22.3% 12
Next FY
2027-12-31
$0.50 $0.43 $0.56 23.2% +2.2% 7↑ 3↓ $0.6B 20.2% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.083
7d ago$0.083
30d ago$0.086-0.004
60d ago$0.086-0.004
90d ago$0.087-0.005
10 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Mar 23, 2026 William Blair DOWNGRADE Outperform Market Perform
Mar 2, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 27, 2026 TD Cowen MAINTAIN Buy Buy
Feb 27, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Feb 27, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 24, 2026 Jefferies MAINTAIN Buy Buy
Feb 19, 2026 DA Davidson MAINTAIN Buy Buy
Feb 2, 2026 B. Riley Securities MAINTAIN Buy Buy
Jan 13, 2026 Citigroup MAINTAIN Neutral Neutral
Dec 30, 2025 Stephens & Co. INITIATE Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202651140080%
May 1, 202651140080%
Apr 1, 202651140080%
Mar 1, 202651140080%
Feb 1, 202641140079%
Jan 1, 202641140079%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

Recent Reddit Threads

r/stocks Neutral 3mo ago
About AvePoint (AVPT) I know
▲ 1 💬 0 ⚡ 0.5
Jun 4, 2026
short_volume
Short Volume: AVPT — 57.4% short (0.4M / 0.7M)
Short: 392,896 | Exempt: 8,790 | TRF Vol: 684,706 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
other
AvePoint to Participate in Upcoming Investor Conferences
<p>JERSEY CITY, N.J., May 18, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=O4GaEEgYbt7IWXLULNMddoEUki0HqbkTKAYD1Snep
May 7, 2026
earnings_calendar
AVPT Q1 2026 Earnings Scheduled — 2026-05-07
May 7, 2026
short_volume
Short Volume: AVPT — 67.1% short (0.9M / 1.3M)
Short: 897,506 | Exempt: 1,701 | TRF Vol: 1,336,629 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: AVPT — 59.8% short (0.4M / 0.7M)
Short: 401,597 | Exempt: 1,924 | TRF Vol: 671,311 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
earnings
AvePoint to Announce First Quarter 2026 Financial Results on May 7
<p>JERSEY CITY, N.J., April 21, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=68NWGiqI1yTHr_yv6-CfmytelcYuhiKMFP5bDOW
Apr 9, 2026
other
Research From AvePoint and Omdia Reveals Governance and Compliance as the Leading AI Adoption Barrier Among MSPs
<p align="center"><em>MSPs want greater platform integration as AI accelerates; 49% want a complete and integrated platform, and 91% want integrated b
Feb 26, 2026
earnings_calendar
AVPT Q4 2025 Earnings After Market Close — 2026-02-26
Feb 2, 2026
short_interest
FTD: AVPT — 83,595 shares ($1.0M) failed to deliver
Settlement: 20260202, Price: $11.63, FTD Value: $972,209.85, AVEPOINT, INC.