Exploring AvePoint, Inc. (AVPT) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind AvePoint, Inc. (AVPT), and what their investment decisions might signal? With institutions owning a significant 41%, the stock price is quite sensitive to their trading activities. Interestingly, the top 6 shareholders control 50% of the business. Moreover, insiders hold a substantial 37% ownership in AvePoint. Let’s delve into the details of who these key investors are and explore the potential reasons driving their investment strategies, considering AvePoint's impressive 2024 revenue of $330.48 million, a 21.58% increase from the previous year.

AvePoint, Inc. (AVPT) Who Invests in [Company Name] and Why?

Understanding the investor profile of AvePoint, Inc. (AVPT) provides valuable insights into market sentiment and the factors driving the company's valuation. AvePoint's ownership is distributed among various investor types, each with their own motivations and strategies.

Here's a breakdown of the key investor types:

• Institutional Investors: These entities, including mutual funds, hedge funds, pension funds, and insurance companies, hold a significant portion of AvePoint's shares. As of recent filings, institutional investors hold approximately 138,389,463 shares. Major institutional shareholders include:
  • Anchor IV Pte. Ltd.
  • Anchor @ 65 Pte. Ltd.
  • Vanguard Group Inc
  • BlackRock, Inc.
  • Wellington Management Group Llp
• Retail Investors: Individual investors and public companies also constitute a significant portion of AvePoint's shareholders.
• Insiders: These are the company's executives and board members who own shares. Insider ownership accounts for roughly 4.90% of the company's stock.

The ownership structure of AvePoint (AVPT) stock is a mix of institutional, retail, and individual investors. Approximately 26.13% of the company's stock is owned by Institutional Investors, 4.90% is owned by Insiders, and 68.96% is owned by Public Companies and Individual Investors.

Investment Motivations

Several factors attract investors to AvePoint:

• Growth Prospects: AvePoint operates in the cloud data management sector, which is experiencing substantial growth. The company's focus on data protection, governance, and migration solutions within the Microsoft 365 ecosystem positions it well to capitalize on this trend. AvePoint is targeting annual recurring revenue (ARR) growth potentially exceeding 20% based on 2024 trends.
• Market Position: AvePoint has established a strong presence in the Microsoft 365 data management space. The company's solutions are critical for organizations managing and protecting their data in cloud environments.
• Financial Performance: AvePoint has demonstrated robust revenue growth. In 2024, AvePoint's revenue was $330.48 million, an increase of 21.58% compared to the previous year's $271.83 million. While the company has experienced losses (-$29.09 million in 2024), its improving adjusted operating margins suggest enhanced profitability as it scales.
• Analyst Ratings: AVPT stock has 'Buy' rating. The 12-month stock price forecast is $15.75, which is an increase of 9.30% from the latest price.

Investment Strategies

Investors in AvePoint employ various strategies:

• Long-Term Holding: Many institutional investors, particularly mutual funds and pension funds, adopt a long-term holding strategy. They are attracted to AvePoint's growth potential and its position in the expanding cloud data management market. These investors often seek stable, long-term returns.
• Growth Investing: Growth investors focus on companies with high growth rates. AvePoint's revenue growth and its focus on SaaS solutions make it an attractive target for these investors.
• Momentum Investing: Momentum investors capitalize on stocks with upward price trends. AvePoint has shown significant price increases, making it appealing to momentum investors.

AvePoint's stock price as of April 15, 2025, was $14.83 per share. Previously, on April 16, 2024, the share price was $7.76 per share. This represents an increase of 91.11% over that period.

The largest shareholders include:

• 65 Equity Partners Pte. Ltd. (8.22%)
• Temasek Holdings (Private) Limited (8.22%)
• The Vanguard Group, Inc. (7.53%)
• BlackRock, Inc. (5.27%)

Examining AvePoint's ownership structure and investor motivations provides a comprehensive view of the factors influencing its market performance. The mix of institutional, retail, and insider ownership, coupled with the company's growth prospects and strategic market position, makes it a compelling investment for a variety of investors.

AvePoint, Inc. (AVPT) Institutional Ownership and Major Shareholders of AvePoint, Inc. (AVPT)

Institutional ownership in AvePoint, Inc. (AVPT) plays a significant role in the company's stock performance and overall strategy. These large investors often have substantial influence due to the size of their holdings, and their trading activities can impact stock price volatility.

Here's a look at some of the top institutional investors in AvePoint, Inc. (AVPT) and how their ownership stakes have changed:

• Vanguard Group Inc.: As of March 31, 2024, Vanguard Group Inc. holds 8,264,966 shares, representing 5.14% of the company.
• BlackRock Fund Advisors: According to the latest filings, BlackRock Fund Advisors owns 6,142,278 shares, accounting for approximately 3.82% of AvePoint, Inc. (AVPT).
• Wasatch Advisors Inc: Wasatch Advisors Inc. has 4,792,360 shares, which constitutes about 2.98% ownership.
• Geode Capital Management, LLC: Geode Capital Management, LLC holds 2,079,948 shares, representing roughly 1.29% of the company.
• Государственная корпорация развития «ВЭБ.РФ: This institution is listed with 1,866,666 shares.

Examining the recent changes in ownership can provide insights into investor sentiment and potential future stock performance. For instance, increases in institutional holdings may indicate confidence in the company's prospects, while decreases could suggest concerns about future performance.

Based on recent data, some institutional investors have adjusted their positions in AvePoint, Inc. (AVPT):

• Vanguard Group Inc.: Decreased their holdings by 340,558 shares in the first quarter of 2024.
• BlackRock Fund Advisors: Increased their holdings by 140,781 shares during the same period.
• Wasatch Advisors Inc: Reduced their position by 1,030,439 shares, indicating a notable change in their investment.

Here is a summary of institutional ownership changes for AvePoint, Inc. (AVPT) during the first quarter of 2024:

Institutional investors can significantly influence AvePoint, Inc. (AVPT)'s stock price and strategy. Their large trading volumes can create upward or downward pressure on the stock, and their perspectives on the company's performance can influence market sentiment.

For further insights into AvePoint, Inc. (AVPT)'s financial standing, consider exploring: Breaking Down AvePoint, Inc. (AVPT) Financial Health: Key Insights for Investors

AvePoint, Inc. (AVPT) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of AvePoint, Inc. (AVPT) provides valuable insights into the company's stability, growth potential, and strategic direction. Examining who is investing, their motivations, and their recent activities can shed light on the market's perception of AvePoint's future.

While specific, real-time details on all individual investors might not be publicly accessible, we can analyze the general trends and available information regarding institutional ownership and significant stakeholders.

Institutional investors often hold substantial portions of a company's stock, and their actions can significantly influence stock prices and company policies. Key institutional investors may include:

• Vanguard Group: Known for its index funds and long-term investment strategies.
• BlackRock: The world's largest asset manager, with significant holdings in numerous companies.
• State Street Corporation: Another major asset manager with a focus on index and ETF investments.
• Other Investment Firms: Including Fidelity, T. Rowe Price, and smaller hedge funds or private equity firms.

These firms typically invest based on extensive research and analysis, and their decisions to increase or decrease their positions in AvePoint can signal their confidence (or lack thereof) in the company's prospects. For instance, a large purchase by Vanguard or BlackRock could indicate a positive outlook, while a significant sell-off might raise concerns.

Investor influence can manifest in several ways:

• Voting Rights: Large shareholders have a greater say in company matters, such as electing board members and approving major corporate actions.
• Activism: Some investors may actively engage with company management to advocate for changes in strategy, operations, or governance.
• Market Sentiment: Institutional investors can influence market sentiment, driving stock price movements based on their trading activity and public statements.

Recent moves by major investors, such as buying or selling large blocks of shares, are closely watched by analysts and other investors. These actions can provide clues about the perceived value of AvePoint and the expectations for its future performance. Any activist campaigns or public statements by influential investors can also significantly impact the company's direction.

Keeping track of these investors and their activities requires continuous monitoring of financial news, regulatory filings (such as 13F filings in the United States), and investor relations updates from AvePoint itself.

Here's an example of how institutional ownership might be represented (note: this is a hypothetical table for illustrative purposes only, and the actual data would need to be sourced from reliable financial data providers):

In addition to institutional investors, understanding the vision, mission, and core values of AvePoint can offer a deeper insight into the company's long-term goals and operational strategies. You can explore more about this topic here: Mission Statement, Vision, & Core Values of AvePoint, Inc. (AVPT).

AvePoint, Inc. (AVPT) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to AvePoint, Inc. (AVPT) is crucial for assessing the company's stability and growth potential. Recent market behavior and analyst perspectives provide valuable insights into the stock's performance and future outlook.

AvePoint's stock market performance is influenced by various factors, including overall market trends, company-specific news, and investor sentiment. Monitoring these elements helps stakeholders understand the dynamics affecting AvePoint's valuation. You can gain more insight into AvePoint’s background and mission here: AvePoint, Inc. (AVPT): History, Ownership, Mission, How It Works & Makes Money

Here are some key aspects to consider regarding investor sentiment and market reactions:

• Major Shareholders' Sentiment: The sentiment of major shareholders, whether positive, neutral, or negative, can significantly impact AvePoint's stock. Positive sentiment might lead to increased investment, while negative sentiment could trigger sell-offs.
• Market Reactions to Ownership Changes: Significant changes in ownership or large investor moves often result in immediate market reactions. For example, a large institutional investor increasing their stake might signal confidence in the company, driving up the stock price.
• Analyst Perspectives: Analysts' insights play a crucial role in shaping investor perception. Their ratings, price targets, and commentary on AvePoint's future prospects can influence investment decisions.

To provide a clearer picture, consider the following hypothetical scenarios and their potential impact:

Keeping an eye on these factors allows investors and stakeholders to better understand the forces driving AvePoint's market performance and make more informed decisions.