Cloud data management software company protecting Microsoft 365, Google Workspace, Salesforce, and collaboration environments.
Profile & Fundamentals
AvePoint: Company identity, ownership, reported financial performance, balance sheets, and corporate actions.
Profile & Fundamentals
AvePoint Profile & Fundamentals
Examine company identity, ownership, reported performance, valuation, balance-sheet resilience, dividends, buybacks, and material corporate events.
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Company and Market Context
Company Profile & Ownership
AvePoint, Inc. provides cloud-native data management software platform in North America, Europe, the Middle East, Africa, and the Asia Pacific. It also provides platform-as-a-service architecture to address critical operational challenges and the management of data to organizations that leverage third-party cloud vendors, including Microsoft, Salesforce, Google, AWS, Box, DropBox, and others; license and support; and maintenance services. Further, it provides AvePoint confidence platform including control suite, automates data governance, enforces policies, and optimizes SaaS investments, enables expense management and reduction, and provides insight into access, risk, and entitlements across collaborative platforms; resilience suite, that supports business continuity and compliance through Backup-as-a-Service, ransomware recovery, lifecycle management, and classification-driven protection; and modernization suite, that modernizes legacy systems and processes into AI-ready, SaaS-based experiences to accelerate employee engagement, digital transformation, and productivity. AvePoint, Inc. was incorporated in 2001 and is headquartered in Jersey City, New Jersey.
Company profile record
Avepoint Inc
Common Stock · Information Technology · Application Software
Company
- Company / asset
- Avepoint Inc
- Security type
- Common Stock
- Sector
- Information Technology
- Industry
- Application Software
- HQ
- 🇺🇸 United States
- Head office
- 525 Washington Boulevard, Jersey City, NJ, United States, 07310
Leadership & scale
- Full-time employees
- 3.4K
- Fiscal year end
- December
- IPO date
- 2021-07-02
Fundamentals snapshot
- Market Cap
- USD 3.2B
- P/E
- 45.1x
- Revenue (Q2 26)
- USD 124.5M
- Profit (Q2 26)
- USD 27.6M
- Dividend Yield
- --
- Revenue (FY 25)
- USD 419.5M
- Shares in public float
- 141.2M
- Insider ownership
- 19.09%
Reporting & identifiers
- Symbol
- AVPT.NASDAQ
- Listing
- 🇺🇸 United States | Dividend Tax: 30%
- Ticker Currency
- USD
- Income Statement Currency
- USD
- Balance Sheet Currency
- USD
- Cash Flow Currency
- USD
- EPS Currency
- USD
- Contract Type
- SPOT
- ISIN
- US0536041041
- Asset ID
- equity_6d8f7777-c3b3-58e8-8483-65a4eb441fbd
Ownership
Shares Outstanding
Latest: 220.9M | Max: 231.2M | Min: 44.6M
Latest reported ownership snapshot
As of Oct 1, 2026Float Shares
63.94%
141.2M latest reported shares
Insider Ownership
19.09%
Latest reported insider stake
Short Float
0.06%
Latest reported short interest / float
Top Holders
Source tablesView ownership tables
Shares Outstanding
Annual reported shares outstanding; up to 10 reporting dates.
Scroll the table to see every column.
| Reporting date | Shares outstanding |
|---|---|
| 2019-01-01 | 44,560,000 |
| 2020-01-01 | 98,200,000 |
| 2021-01-01 | 182,133,000 |
| 2022-01-01 | 181,795,000 |
| 2023-01-01 | 182,257,000 |
| 2024-01-01 | 186,605,000 |
| 2025-01-01 | 231,225,000 |
| 2026-01-01 | 220,856,000 |
Top Holders
Available reported ownership records.
Scroll the table to see every column.
| Holder | Shares | Ownership | Reported date |
|---|---|---|---|
| BlackRock Inc | 12,639,707 | 5.97% | 2026-03-31 |
| Vanguard Portfolio Management, LLC | 11,313,053 | 5.35% | 2026-03-31 |
| Morgan Stanley - Brokerage Accounts | 7,968,133 | 3.77% | 2026-03-31 |
| Vanguard Capital Management, LLC | 6,946,381 | 3.28% | 2026-03-31 |
| Vanguard MStar Total Stk Mkt Idx Invest | 4,744,225 | 2.24% | 2026-08-31 |
| D. E. Shaw & Co LP | 4,493,297 | 2.12% | 2026-06-30 |
| iShares Russell 2000 ETF | 4,327,034 | 2.05% | 2026-08-31 |
| Parsifal Capital Management, LP | 3,827,722 | 1.81% | 2026-06-30 |
| Geode Capital Management, LLC | 3,677,284 | 1.74% | 2026-03-31 |
| State Street Corp | 3,511,378 | 1.66% | 2026-03-31 |
| Vanguard Small Cap Index | 3,413,184 | 1.61% | 2026-08-31 |
| Two Sigma Investments LLC | 3,325,017 | 1.57% | 2026-06-30 |
| Dimensional Fund Advisors, Inc. | 3,322,003 | 1.57% | 2026-06-30 |
| Vanguard Information Technology ETF | 3,068,504 | 1.45% | 2026-08-31 |
| Wellington Management Company LLP | 2,776,579 | 1.31% | 2026-06-30 |
Earnings, Profitability & Valuation
Earnings, Profitability & Valuation
Earnings & Revenue
Earnings and Revenue Trajectory
AI Review
The company has achieved a clear operational turnaround, pivoting from historical growth-stage losses into sustained GAAP profitability. Driven by corporate demand for Microsoft Copilot data cleanup, trailing twelve-month revenue reached $466 million, powered by 27% growth in annual recurring subscription revenue. Trailing twelve-month operating income expanded to $45.6 million, marking eight consecutive quarters of positive operating profits and proving that customer revenue is outpacing operating costs. However, headline net income of $71.5 million was temporarily boosted by a one-time $19.9 million tax benefit, meaning reported net profits slightly overstate recurring earnings. Stripping out accounting adjustments reveals an authentic cash engine: trailing free cash flow reached $101 million, showing that real cash collection remains exceptionally healthy and capable of self-funding corporate expansion.
The company has achieved a clear operational turnaround, pivoting from historical growth-stage losses into sustained GAAP profitability. Driven by corporate demand for Microsoft Copilot data cleanup, trailing twelve-month revenue reached $466 million, powered by 27% growth in annual recurring subscription revenue. Trailing twelve-month operating income expanded to $45.6 million, marking eight consecutive quarters of positive operating profits and proving that customer revenue is outpacing operating costs. However, headline net income of $71.5 million was temporarily boosted by a one-time $19.9 million tax benefit, meaning reported net profits slightly overstate recurring earnings. Stripping out accounting adjustments reveals an authentic cash engine: trailing free cash flow reached $101 million, showing that real cash collection remains exceptionally healthy and capable of self-funding corporate expansion.
Revenue, Net Income, and Free Cash Flow
Latest: USD 419.5M | Max: USD 419.5M | Min: USD -41.6M
Valuation
P/E Ratio (TTM)iPublished valuation snapshots use the earnings basis recorded with each observation. Source tables retain that basis.
Latest: 92x
Profitability & Margins
Margins and Operating Efficiency
AI Review
Profitability metrics show clear structural expansion as recurring subscriptions become the dominant share of business. Gross margins have held remarkably steady near 74%, demonstrating that the software commands solid pricing power. Meanwhile, GAAP operating margin inflected from negative territory in 2023 to positive 7.87% in 2025, reaching over 8% in the first half of 2026. This margin improvement reflects genuine operational efficiency rather than artificial cost cutting. By relying on managed service providers for distribution, customer acquisition expenses grow slower than subscription revenues. While cloud hosting expenses and competitive pricing create a natural ceiling, continued subscription scale is steadily steering operating margins toward management's long-term 20%-plus profitability objective.
Profitability metrics show clear structural expansion as recurring subscriptions become the dominant share of business. Gross margins have held remarkably steady near 74%, demonstrating that the software commands solid pricing power. Meanwhile, GAAP operating margin inflected from negative territory in 2023 to positive 7.87% in 2025, reaching over 8% in the first half of 2026. This margin improvement reflects genuine operational efficiency rather than artificial cost cutting. By relying on managed service providers for distribution, customer acquisition expenses grow slower than subscription revenues. While cloud hosting expenses and competitive pricing create a natural ceiling, continued subscription scale is steadily steering operating margins toward management's long-term 20%-plus profitability objective.
Profitability Margins
Latest: 74.1% | Max: 75.0% | Min: -27.9%
Latest Profitability Ratios as of 2025-12-31
Gross Margin
74.1%
Gross profit / revenue
Operating Margin
7.9%
Operating income / revenue
Net Margin
8.4%
Net income / revenue
FCF Margin
19.4%
Free cash flow / revenue
Source tablesView earnings, profitability & valuation tables
Revenue, Net Income, and Free Cash Flow
Annual reported results, using the source statement's recorded USD conversion. Up to 10 reporting periods; missing values are not estimated.
Scroll the table to see every column.
| Period end | Revenue (USD) | Net income (USD) | Free cash flow (USD) |
|---|---|---|---|
| 2018-12-31 | 107,314,000 | -3,948,000 | -3,665,000 |
| 2019-12-31 | 116,099,000 | -20,174,000 | -3,134,000 |
| 2020-12-31 | 151,533,000 | -16,996,000 | 18,097,000 |
| 2021-12-31 | 191,909,000 | -35,219,000 | 2,569,000 |
| 2022-12-31 | 232,339,000 | -41,630,000 | -6,239,000 |
| 2023-12-31 | 271,825,000 | -21,725,000 | 31,173,000 |
| 2024-12-31 | 330,482,000 | -29,090,000 | 85,850,000 |
| 2025-12-31 | 419,497,000 | 35,120,000 | 81,574,000 |
Published P/E Ratio
Published valuation snapshots retain each observation's earnings basis.
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| Period end | P/E (times earnings) | Earnings basis |
|---|---|---|
| 2025-12-31 | 92.29 | Trailing four quarters |
Profitability Margins
Matching annual reporting dates. Values are percentages.
Scroll the table to see every column.
| Period end | Gross margin (%) | Operating margin (%) | Net margin (%) | Free cash flow margin (%) |
|---|---|---|---|---|
| 2018-12-31 | 70.18 | -2.15 | -3.68 | -3.42 |
| 2019-12-31 | 68.65 | -16.38 | -17.38 | -2.7 |
| 2020-12-31 | 73.41 | -10.19 | -11.22 | 11.94 |
| 2021-12-31 | 72.56 | -27.87 | -18.35 | 1.34 |
| 2022-12-31 | 71.47 | -17.37 | -17.92 | -2.69 |
| 2023-12-31 | 71.5 | -5.65 | -7.99 | 11.47 |
| 2024-12-31 | 75.03 | 2.17 | -8.8 | 25.98 |
| 2025-12-31 | 74.06 | 7.87 | 8.37 | 19.45 |
Public data excerpt created by iPulse AI and published by Future Edge Group FZE. Source: eodhd. Snapshot retrieved 2026-10-01.
Use is subject to the iPulse AI Terms of Service and applicable source rights. Missing inputs are not estimated. Full access includes the remaining records, research and interactive tools.
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