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	295,721	0.146%
General Public	12,401,153	6.1%
VC/PE Firms	33,333,200	16.4%
Individual Insiders	67,043,680	33%
Institutions	90,159,448	44.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 76.07% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.21%	Zhijian Lu	18,714,038	US$352.8m	0.4%	no data
8.72%	Xunkai Gong	17,713,170	US$333.9m	0.11%	no data
8.2%	Temasek Holdings (Private) Limited	16,666,600	US$314.2m	0%	0.23%
8.2%	65 Equity Partners Pte. Ltd.	16,666,600	US$314.2m	0%	64.15%
7.15%	The Vanguard Group, Inc.	14,528,343	US$273.9m	-4.92%	no data
6.31%	Tianyi Jiang	12,828,674	US$241.8m	-20.5%	no data
5.24%	BlackRock, Inc.	10,648,384	US$200.7m	-0.36%	no data
5.04%	James Zhu	10,235,904	US$192.9m	1.13%	no data
3.16%	Wellington Management Group LLP	6,430,203	US$121.2m	56.9%	0.02%
2.15%	Chi On Ho	4,363,490	US$82.3m	0%	no data
1.45%	State Street Global Advisors, Inc.	2,940,951	US$55.4m	-2.83%	no data
1.4%	Geode Capital Management, LLC	2,850,268	US$53.7m	0.73%	no data
1.32%	Arrowstreet Capital, Limited Partnership	2,678,403	US$50.5m	566%	0.04%
1.09%	Parsifal Capital Management, LP	2,205,900	US$41.6m	0%	3.47%
1.04%	Jennison Associates LLC	2,122,457	US$40.0m	0%	0.03%
1.04%	Dimensional Fund Advisors LP	2,108,161	US$39.7m	-5.82%	0.01%
0.81%	Jeffrey Epstein	1,638,702	US$30.9m	5.73%	no data
0.75%	Macquarie Investment Management Business Trust	1,530,536	US$28.9m	14.5%	0.04%
0.57%	Northern Trust Global Investments	1,160,554	US$21.9m	9.4%	no data
0.57%	Renaissance Technologies LLC	1,151,600	US$21.7m	2.22%	0.03%
0.55%	Morgan Stanley, Investment Banking and Brokerage Investments	1,125,393	US$21.2m	-33.5%	no data
0.55%	Ashford Capital Management Inc	1,108,720	US$20.9m	1.6%	2.43%
0.54%	Raymond James Financial Inc., Asset Management Arm	1,094,317	US$20.6m	0%	0.01%
0.52%	Franklin Resources, Inc.	1,060,074	US$20.0m	-9.98%	0.01%
0.51%	UBS Asset Management AG	1,030,347	US$19.4m	208%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/12 02:12
End of Day Share Price	2025/05/12 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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.

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 Github.

Analyst Sources

AvePoint, Inc. is covered by 8 analysts. 8 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