AvePoint, Inc.
In the published model solve dated 2026-Q2, anchored at $14.18, AvePoint, Inc. (AVPT) is priced for today's economics sustained for ~13.1 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Three quarters of the business is now recurring software: the 10-K reports that ⟦SaaS revenue increased 38% year-over-year to $319.2 million and represented 76% of total revenue, compared to 70% of revenue in 2024⟧. • The valuation is the risk rather than the balance sheet, because the market is paying roughly 70 times trailing operating income, which requires growth to be held at the fastest pace the business can fund itself for about 14.5 years. • The next read is the second-quarter report o
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244 institutional managers reported holding AVPT in 13F filings for the quarter ended 2026-03-31. Together they hold about 58% of the company; the top 10 hold 37%. 45 opened new positions that quarter. Held by Vanguard Group, BlackRock, Morgan Stanley, among others. On the short side, 12.4M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (5.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AVPT's share count grew 109.1% over the past five years even with $203.34M spent on repurchases. It pays no dividend. Cash returned over the past three years: $164.67M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AVPT over the trailing three years. Absence is a fact about the company, not a signal. 8 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AVPT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-11-15 | +21.4% | -11.9% |
| 2023-04-01 | -1.4% | +62.9% |
| 2023-05-11 | +15.7% | +13.6% |
| 2023-08-10 | +2.0% | +22.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AVPT's latest 8-K filings: 2026-08-06 (items 2.02, 9.01); 2026-05-07 (items 5.07); 2026-05-07 (items 2.02, 9.01); 2026-02-26 (items 2.02, 9.01); 2025-11-06 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.