What Makes AvePoint (AVPT) an Investment Bet?

2 hours ago 3

Soumya Eswaran

Mon, February 23, 2026 astatine 8:21 AM CST 3 min read

Brown Capital Management, an concern absorption company, released its 4th fourth 2025 capitalist missive for “The Brown Capital Management Small Company Fund”. A transcript of the missive tin beryllium downloaded here. In the 4th fourth of 2025, the Small Company Fund (Investor shares) fell 1.50%, down the Russell 2000® Growth index's 1.22% gain. Real property and telecommunications businesses led the benchmark's show for the quarter. The Fund was down 11.46% successful 2025, importantly lagging the Index’s 13.01% return. The firm’s concern decisions are driven by institution fundamentals, and its holdings performed good successful presumption of gross and net maturation successful 2025. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, The Brown Capital Management Small Company Fund highlighted stocks similar AvePoint, Inc. (NASDAQ:AVPT). AvePoint, Inc. (NASDAQ:AVPT) is simply a cloud-based information absorption solutions provider. On February 20, 2026, AvePoint, Inc. (NASDAQ:AVPT) banal closed astatine $10.50 per share. One-month instrumentality of AvePoint, Inc. (NASDAQ:AVPT) was -17.97%, and its shares mislaid 38.42% implicit the past 52 weeks. AvePoint, Inc. (NASDAQ:AVPT) has a marketplace capitalization of $2.266 billion.

The Brown Capital Management Small Company Fund stated the pursuing regarding AvePoint, Inc. (NASDAQ:AVPT) successful its 4th fourth 2025 capitalist letter:

"In the quarter, we added 4 companies to the Fund—AvePoint, Inc. (NASDAQ:AVPT), Loar Holdings (LOAR), PDF Solutions (PDFS) and Veracyte (VCYT). AvePoint Inc. provides cloud-native information absorption bundle that helps organizations secure, govern and guarantee concern continuity for captious accusation crossed platforms similar Microsoft 365, Google and Salesforce. Its cardinal products see Cloud Backup, Cloud Governance for entree and lifecycle control, and tools for migrating information from on-premise to the cloud. AvePoint generated $330 cardinal successful gross for 2024, and beardown 23% gross annualized maturation implicit the past 5 years. The company’s 2029 gross people of $1 cardinal implies continued 20%-plus maturation implicit the adjacent word successful a ample and increasing market. The institution is innovative and has a coagulated pipeline of caller products including AI Pulse, which volition let companies to show and govern their AI agents. AvePoint’s Control Suite products should besides payment from the expanding usage of AI, arsenic companies indispensable unafraid information truthful that AI agents bash not inadvertently exposure delicate information to unauthorized users. AvePoint is GAAP profitable, with 2.2% EBIT borderline during 2024, and the institution expects to amended profitability. AvePoint has a coagulated equilibrium expanse with $470 cardinal successful currency and nary debt."

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