CWM, LLC

Position in AVPT — AvePoint, Inc.

CIK 1535847 OMAHA, NE

Position in AVPT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$492,313

+$262,462 QoQ

Shares Held

51,768

+212.8% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Technology · as of Mar 31, 2026

CWM, LLC holds $756,056,813 across 102 Software - Infrastructure names. AVPT ranks #43 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,186,360	$439,154,881
2	PLTR	Palantir Technologies Inc.	483,215	$70,684,690
3	ORCL	Oracle Corp	242,179	$35,626,952
4	CRWD	CrowdStrike Holdings, Inc.	279,684	$27,297,857
5	CRWV	CoreWeave, Inc.	307,644	$23,833,180
6	PANW	Palo Alto Networks Inc	127,517	$20,443,525
7	FTNT	Fortinet, Inc.	197,125	$16,109,055
8	VRSN	Verisign Inc/Ca	57,080	$14,176,388

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$492,313	51,768	+212.8%	Shares	Sole	2026-05-14
2025-12-31	$229,851	16,548	+112.8%	Shares	Sole	2026-01-26
2025-09-30	$116,717	7,776	-21.2%	Shares	Sole	2025-10-15
2025-06-30	$190,570	9,869	+34.7%	Shares	Sole	2025-07-25
2025-03-31	$105,816	7,328	+109.4%	Shares	Sole	2025-05-01
2024-12-31	$57,768	3,499	+23.1%	Shares	Sole	2025-02-04
2024-09-30	$33,450	2,842	+831.8%	Shares	Sole	2024-10-08
2024-06-30	$3,178	305	+702.6%	Shares	Sole	2024-07-10
2024-03-31	$300	38	+90.0%	Shares	Sole	2024-04-05
2023-12-31	$164	20	0.0%	Shares	Sole	2024-02-01
2023-09-30	$134	20	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.