AvePoint Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:AVPT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
26 Aug 24	SellUS$324,800	Zhijian Lu	Individual		30,000	US$10.85
20 May 24	SellUS$361,600	James Caci	Individual		40,000	US$9.12

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of AVPT?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	215,847	0.115%
VC/PE Firms	16,666,600	8.89%
General Public	24,616,142	13.1%
Individual Insiders	69,269,306	36.9%
Institutions	76,743,406	40.9%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.1%.

Top Shareholders

Top 25 shareholders own 72.97% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.88%	Zhijian Lu	18,524,373	US$328.6m	0.62%	no data
9.4%	Xunkai Gong	17,624,548	US$312.7m	0.81%	no data
8.89%	65 Equity Partners Holdings Pte. Ltd.	16,666,600	US$295.7m	0%	68.05%
8.55%	Tianyi Jiang	16,026,495	US$284.3m	1.51%	no data
8.07%	The Vanguard Group, Inc.	15,129,317	US$268.4m	1.1%	no data
5.6%	BlackRock, Inc.	10,509,493	US$186.4m	3.22%	no data
5.4%	James Zhu	10,121,462	US$179.6m	0%	no data
2.31%	Chi On Ho	4,340,119	US$77.0m	-1.21%	no data
2.19%	Wellington Management Group LLP	4,097,390	US$72.7m	0%	0.01%
1.61%	State Street Global Advisors, Inc.	3,026,622	US$53.7m	-5.47%	no data
1.51%	Geode Capital Management, LLC	2,829,548	US$50.2m	4.94%	no data
1.19%	Dimensional Fund Advisors LP	2,238,479	US$39.7m	15.9%	0.01%
1%	Driehaus Capital Management LLC	1,883,991	US$33.4m	13.4%	0.2%
0.9%	Morgan Stanley, Investment Banking and Brokerage Investments	1,692,226	US$30.0m	121%	no data
0.71%	Macquarie Investment Management Business Trust	1,337,126	US$23.7m	16.8%	0.03%
0.63%	Eagle Asset Management, Inc.	1,181,404	US$21.0m	-4.43%	0.11%
0.63%	Franklin Resources, Inc.	1,177,589	US$20.9m	0.36%	0.01%
0.61%	JP Morgan Asset Management	1,150,995	US$20.4m	1.32%	no data
0.6%	Renaissance Technologies LLC	1,126,600	US$20.0m	30.7%	0.03%
0.6%	Jeffrey Epstein	1,121,058	US$19.9m	0%	no data
0.58%	Ashford Capital Management Inc	1,091,230	US$19.4m	10%	2.25%
0.57%	Northern Trust Global Investments	1,060,829	US$18.8m	-9.13%	no data
0.52%	Brian Brown	972,000	US$17.2m	4.41%	no data
0.51%	BNY Asset Management	965,454	US$17.1m	-37.3%	no data
0.5%	Federated Hermes, Inc.	936,500	US$16.6m	0.2%	0.04%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 17:30
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

AvePoint, Inc. is covered by 7 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Brett Knoblauch	Cantor Fitzgerald & Co.
Fatima Boolani	Citigroup Inc
Kirk Materne	Evercore ISI