Latest revenue
$117.2M
as of 2026-03-31
Latest net income
$15.3M
as of 2026-03-31
Net margin
13.0%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Prepackaged Software (227 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Community sentiment
Where do you think AVPT is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.28B
- Enterprise value
- $1.84B
- P/E (trailing)
- 65.5×
- Forward P/E
- —
- P/B
- 11.39×
- Dividend yield
- 0.0%
- 52-wk high
- $19.95
- 52-wk low
- $8.84
- Beta
- —
- Shares out
- 212.0M
5-year trend
What this company does
ITEM 1. BUSINESS Company Overview AvePoint is a global provider of modern data protection, enabling organizations to secure, govern, and operationalize data at scale across major cloud ecosystems. Customers rely on the AvePoint Confidence Platform to reduce risk, improve operational efficiency, and accelerate digital transformation as they adopt cloud collaboration and artificial intelligence ("AI")-driven advanced tools and workflows. As organizations embed AI into core business processes, data becomes both a strategic asset and a growing source of risk. AI can amplify the impact of poor data hygiene, including sensitive data exposure, compliance failures, and operational disruption.…
AI summary unavailable — showing raw filing excerpt
Generated from AVPT's filing dated 2026-02-26
Key risks
ITEM 1A. RISK FACTORS Certain factors may have a material adverse effect on our business, financial condition, and results of operations. You should consider carefully the risks and uncertainties described below, in addition to other information contained in this Annual Report, including our consolidated financial statements and related notes. The risks and uncertainties described below are not the only ones we face. Additional risks and uncertainties that we are unaware of, or that we currently believe are not material, may also become important factors that adversely affect our business. If any of the following risks actually occurs, our business, financial condition, results of…
AI summary unavailable — showing raw filing excerpt
Generated from AVPT's filing dated 2026-02-26
Profitability
Gross margin
74.1%
1.3%Operating margin
7.9%
263.2%Net margin
8.3%
194.2%Return on equity
-9.9%
45.3%Return on assets
4.4%
178.7%Leverage
Debt / equity
1.02×
25.7%Debt / assets
50.6%
12.7%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $117.2M | +26.0% | $15.3M | +343.3% | 13.0% |
Q4 2025 2025-12-31 | $114.7M | +28.6% | — | — | — |
Q3 2025 2025-09-30 | $109.7M | +23.6% | $13.0M | +396.8% | 11.9% |
Q2 2025 2025-06-30 | $102.0M | +30.9% | — | — | — |
Q1 2025 2025-03-31 | $93.1M | +24.9% | $3.4M | — | 3.7% |
Q4 2024 2024-12-31 | $89.2M | — | — | — | — |
Q3 2024 2024-09-30 | $88.8M | +22.1% | $2.6M | +162.2% | 3.0% |
Q2 2024 2024-06-30 | $78.0M | +20.2% | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Prepackaged Software · SIC 7372
Your notes
Keep private notes on AVPT — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$90.4M
Net activity
−$90.4M
Distinct insiders
5
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns AVPT
Institutional value
$486.1M
Total shares held
53.9M
Distinct holders
133
-114 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.6M | $120.2M | +643.0K (+5.4%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11.3M | $107.6M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 6.9M | $66.1M | — | New |
| 4 | JENNISON ASSOCIATES LLC | 3.8M | $35.8M | -405.7K (-9.7%) | Trimmed |
| 5 | DIMENSIONAL FUND ADVISORS LP | 3.3M | $31.0M | +666.4K (+25.7%) | Added |
| 6 | Nuveen, LLC | 1.3M | $12.6M | +186.1K (+16.4%) | Added |
| 7 | VANGUARD FIDUCIARY TRUST CO | 992.2K | $9.4M | — | New |
| 8 | Bank of New York Mellon Corp | 789.1K | $7.5M | +67.5K (+9.4%) | Added |
| 9 | Herald Investment Management Ltd | 775.0K | $7.4M | -75.0K (-8.8%) | Trimmed |
| 10 | BNP PARIBAS FINANCIAL MARKETS | 733.2K | $7.0M | -9.1K (-1.2%) | Trimmed |
| 11 | FEDERATED HERMES, INC. | 724.4K | $6.9M | -216.1K (-23.0%) | Trimmed |
| 12 | PEREGRINE CAPITAL MANAGEMENT LLC | 715.1K | $6.8M | -30.9K (-4.1%) | Trimmed |
| 13 | ESSEX INVESTMENT MANAGEMENT CO LLC | 498.5K | $4.7M | -9.5K (-1.9%) | Trimmed |
| 14 | JPMORGAN CHASE & CO | 486.9K | $4.6M | -363.8K (-42.8%) | Trimmed |
| 15 | JANE STREET GROUP, LLC | 462.5K | $4.4M | -150.0K (-24.5%) | Trimmed |
| 16 | Voya Investment Management LLC | 387.5K | $3.7M | -19.0K (-4.7%) | Trimmed |
| 17 | CenterBook Partners LP | 336.6K | $3.2M | +147.3K (+77.9%) | Added |
| 18 | Kovitz Investment Group Partners, LLC | 320.0K | $3.0M | -40.0K (-11.1%) | Trimmed |
| 19 | MUFG Securities EMEA plc | 317.0K | $3.0M | +0 (+0.0%) | No change |
| 20 | DEUTSCHE BANK AG\ | 301.6K | $2.9M | -140.6K (-31.8%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once AVPT's latest filing finishes processing.
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