Sei Investments Co. Boosts Stake in AvePoint, Inc. $AVPT

Sei Investments Co. grew its holdings in shares of AvePoint, Inc. (NASDAQ:AVPT) by 40.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 214,753 shares of the company’s stock after acquiring an additional 61,338 shares during the period. Sei Investments Co.’s holdings in AvePoint were worth $2,042,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Vanguard Group Inc. lifted its stake in shares of AvePoint by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 17,404,543 shares of the company’s stock worth $241,749,000 after acquiring an additional 195,404 shares in the last quarter. Parsifal Capital Management LP grew its stake in AvePoint by 61.2% during the 3rd quarter. Parsifal Capital Management LP now owns 8,522,740 shares of the company’s stock valued at $127,926,000 after purchasing an additional 3,235,384 shares in the last quarter. Morgan Stanley increased its holdings in AvePoint by 372.6% during the 4th quarter. Morgan Stanley now owns 7,871,282 shares of the company’s stock worth $109,332,000 after purchasing an additional 6,205,829 shares during the last quarter. Jennison Associates LLC increased its holdings in AvePoint by 11.1% during the 4th quarter. Jennison Associates LLC now owns 4,173,280 shares of the company’s stock worth $57,967,000 after purchasing an additional 417,625 shares during the last quarter. Finally, Geode Capital Management LLC raised its position in shares of AvePoint by 6.9% in the 4th quarter. Geode Capital Management LLC now owns 3,643,473 shares of the company’s stock valued at $50,614,000 after purchasing an additional 234,080 shares in the last quarter. 44.49% of the stock is owned by hedge funds and other institutional investors.

AvePoint Price Performance

AvePoint stock opened at $12.79 on Monday. AvePoint, Inc. has a 12 month low of $8.84 and a 12 month high of $16.77. The company has a fifty day moving average price of $11.81 and a two-hundred day moving average price of $10.93. The company has a market cap of $2.71 billion, a PE ratio of 39.97 and a beta of 1.16.

AvePoint (NASDAQ:AVPT) last issued its earnings results on Thursday, August 6th. The company reported $0.12 earnings per share for the quarter, topping analysts’ consensus estimates of $0.08 by $0.04. AvePoint had a net margin of 15.33% and a return on equity of 15.97%. The company had revenue of $124.50 million for the quarter, compared to analysts’ expectations of $121.38 million. Equities research analysts anticipate that AvePoint, Inc. will post 0.21 earnings per share for the current year.

AvePoint News Summary

Here are the key news stories impacting AvePoint this week:

• Positive Sentiment: AvePoint reported second-quarter adjusted earnings of approximately $0.12–$0.15 per share, exceeding the $0.08 consensus estimate, while revenue of $124.5 million surpassed expectations of $121.4 million. Earnings also improved from $0.06 per share a year earlier. AvePoint Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management highlighted record annual recurring revenue growth and continued demand for AvePoint’s cloud data-management and artificial-intelligence offerings. Executives described AI-related products and customer adoption as important growth drivers going forward. AvePoint Q2 2026 Earnings Call Highlights
• Neutral Sentiment: The quarterly results reinforce AvePoint’s improving profitability and operating momentum, with reported net margin and return on equity remaining positive. The earnings presentation and call also offered additional detail on the company’s growth strategy and product pipeline. AvePoint 2026 Q2 Results Presentation
• Negative Sentiment: Third-quarter revenue guidance of $128.2 million to $130.2 million is below the $133.7 million analyst consensus, signaling potential near-term pressure on growth expectations.
• Negative Sentiment: Full-year 2026 revenue guidance of $508.5 million to $512.5 million is also slightly below the $512.9 million consensus estimate. This cautious outlook could offset some of the positive impact from the earnings beat. AvePoint Announces Second Quarter 2026 Financial Results

Insider Buying and Selling at AvePoint

In related news, insider Brian Michael Brown sold 5,176 shares of the business’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $13.06, for a total transaction of $67,598.56. Following the completion of the sale, the insider owned 809,664 shares of the company’s stock, valued at $10,574,211.84. This represents a 0.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 22.66% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

AVPT has been the subject of several research analyst reports. The Goldman Sachs Group reiterated a “neutral” rating and set a $14.00 target price on shares of AvePoint in a research note on Wednesday, May 13th. Scotiabank dropped their price target on shares of AvePoint from $13.00 to $12.00 and set a “sector outperform” rating for the company in a research note on Friday, May 8th. TD Cowen upped their price target on shares of AvePoint from $14.00 to $15.00 and gave the company a “buy” rating in a report on Friday. Weiss Ratings reiterated a “hold (c-)” rating on shares of AvePoint in a research note on Wednesday, June 24th. Finally, Wall Street Zen lowered shares of AvePoint from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $16.19.

AvePoint Profile

AvePoint, Inc (NASDAQ:AVPT) is a leading software provider specializing in data management, governance, and compliance solutions for Microsoft 365 and related cloud platforms. Founded in 2001 and headquartered in Jersey City, New Jersey, the company offers a comprehensive suite of cloud-based and on-premises tools designed to help organizations migrate, manage, and protect their collaboration data. AvePoint’s flagship Cloud Platform delivers backup, governance, reporting, and migration services for SharePoint, Teams, Exchange, OneDrive, and Salesforce environments.

With a customer base spanning thousands of organizations across more than 100 countries, AvePoint serves enterprises, government agencies, and educational institutions seeking to ensure data security, regulatory compliance, and operational resilience.