13FPulse
中
AV

AVPT AVEPOINT INC

2026Q2 · CUSIP 053604104 · Enterprise Software · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
249
Institutions that reported holding it to the SEC
Net decrease in holders
3
Last quarter 252 → now 249
How unusual is that
Below average
Stronger than only 25% of US stocks
What the filings say, in one paragraph

249 funds held AVPT at the end of 2026Q2, down 3 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $466M(YoY +24.9%), the P/E is 43.1x, return on equity is 16.4%. AVPT has had 6 buying rushes in its history, and the price moved -2.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Enterprise Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q3: holders=58 2021Q4: holders=78 2022Q1: holders=96 2022Q2: holders=106 2022Q3: holders=95 2022Q4: holders=95 2023Q1: holders=95 2023Q2: holders=101 2023Q3: holders=106 2023Q4: holders=125 2024Q1: holders=139 2024Q2: holders=175 2024Q3: holders=188 2024Q4: holders=238 2025Q1: holders=254 2025Q2: holders=245 2025Q3: holders=241 2025Q4: holders=250 2026Q1: holders=252 2026Q2: holders=249 -57 -28.5 +0 +28.5 +57 52160267 21Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q1 Top 20% -21.5% -32.2%
2024Q4 Top 10% -0.3% -21.8%
2024Q2 Top 10% +46.6% +78.8%
2022Q2 Top 20% -1.6% -6.3%
2022Q1 Top 20% +3.7% +2.6%
2021Q3 Top 5% -22.3% -33.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
142
Change in large funds
+12
Total value they hold
$1.6B
Funds buying for the first time
43
Funds that sold out entirely
46
Price change that quarter
+31.8%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
43.1
EPS (TTM)
$0.31
EPS YoY
—
Revenue (TTM)
$0.5B
Revenue YoY
+24.9%
Net margin
15.3%
ROE
16.4%
Debt ratio
42.3%
FCF (TTM)
$101M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.05 2021-12-31: EPS -0.38 2022-03-31: EPS -0.06 2022-06-30: EPS -0.05 2022-09-30: EPS -0.04 2022-12-31: EPS -0.08 2023-03-31: EPS -0.05 2023-06-30: EPS -0.07 2023-09-30: EPS -0.02 2023-12-31: EPS 0.02 2024-03-31: EPS -0.01 2024-06-30: EPS -0.07 2024-09-30: EPS 0.01 2024-12-31: EPS -0.09 2025-03-31: EPS 0.02 2025-06-30: EPS 0.01 2025-09-30: EPS 0.06 2025-12-31: EPS 0.06 2026-03-31: EPS 0.07 2026-06-30: EPS 0.12 0M 62M 124M $M -0.42 -0.14 0.13 202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
39 3940397610908516400 7880795221817033000 20252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-7M14M34M 2020202120222023202420252026
Latest quarter $23M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.