Moran Wealth Management, LLC

Position in AVPT — AvePoint, Inc.

CIK 1965334 Naples, FL

Position in AVPT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,278,332

+$476,697 QoQ

Shares Held

114,035

+35.3% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#90

of 252 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Moran Wealth Management, LLC holds $158,144,354 across 20 Software - Infrastructure names. AVPT ranks #14 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	97,043	$36,198,979
2	NTAP	NetApp, Inc.	209,544	$32,429,028
3	PANW	Palo Alto Networks Inc	66,727	$22,755,241
4	FTNT	Fortinet, Inc.	97,816	$15,026,493
5	CPAY	Corpay, Inc.	38,824	$12,938,874
6	CRWD	CrowdStrike Holdings, Inc.	59,464	$11,344,838
7	XYZ	Block, Inc.	103,832	$7,891,232
8	DOX	Amdocs Ltd	87,700	$4,432,357

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,278,332	114,035	+35.3%	Shares	Sole	2026-08-05
2026-03-31	$801,635	84,294	+53.3%	Shares	Sole	2026-04-27
2025-12-31	$763,797	54,989	+11.5%	Shares	Sole	2026-01-26
2025-09-30	$739,947	49,297	+5.7%	Shares	Sole	2025-10-23
2025-06-30	$900,309	46,624	-2.1%	Shares	Sole	2025-07-28
2025-03-31	$687,777	47,630	-3.9%	Shares	Sole	2025-04-23
2024-12-31	$818,417	49,571	+2.2%	Shares	Sole	2025-02-07
2024-09-30	$570,703	48,488	+35.2%	Shares	Sole	2024-11-08
2024-06-30	$373,765	35,870	+12.5%	Shares	Sole	2024-08-13
2024-03-31	$252,465	31,877	+23.0%	Shares	Sole	2024-05-15
2023-12-31	$212,819	25,922	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.