Jiang positioned the AvePoint Confidence Platform as a control plane for policy management and remediation across distributed environments, with an emphasis on “live context” for unstructured data. He said the company recently introduced a sixth command center, AgentPulse, intended to provide visibility and governance for agentic AI, including inventorying agents, monitoring risk and cost signals, and addressing performance drift.Jiang highlighted customer examples discussed on the call, including a financi ...

Brown Capital Management, an investment management company, released its fourth quarter 2025 investor letter for “The Brown Capital Management Small Company Fund”. A copy of the letter can be downloaded here. In the fourth quarter of 2025, the Small Company Fund (Investor shares) fell 1.50%, behind the Russell 2000® Growth index's 1.22% gain. Real estate and telecommunications businesses led the benchmark's performance for the quarter. The Fund was down 11.46% in 2025, significantly lagging the Index’s 13.0 ...

Core Insights - Brown Capital Management's Small Company Fund underperformed in Q4 2025, with a decline of 1.50% compared to the Russell 2000® Growth index's gain of 1.22% [1] - The Fund's performance for the entire year of 2025 was down 11.46%, significantly lagging behind the Index's return of 13.01% [1] - The Fund's investment strategy is focused on company fundamentals, which showed strong revenue and earnings growth in 2025 [1] Company Focus: Veracyte, Inc. - Veracyte, Inc. is highlighted as a key holding in the Fund, with a market capitalization of $2.817 billion [2] - The stock price of Veracyte, Inc. closed at $35.63 on February 20, 2026, with a one-month return of -12.18% and a 52-week loss of 9.48% [2] - Veracyte holds a dominant market position with over 50% market share in its core products, Decipher and Afirma, which contributed more than 90% of revenue in 2024 [3] - The Decipher product has a market penetration of only 40%, indicating potential for double-digit growth in the coming years, while Afirma offers stability due to higher market penetration [3] - Veracyte's product pipeline could expand its market opportunity by over $3 billion, including tests for breast cancer, prostate cancer, and lung cancer [3] - The company turned profitable in 2024 and has shown significant margin expansion, with expectations for further growth [3] - Veracyte maintains a strong balance sheet with over $400 million in cash and has been free cash flow positive since 2023 [3]

Brown Capital Management, an investment management company, released its fourth quarter 2025 investor letter for “The Brown Capital Management Small Company Fund”. A copy of the letter can be downloaded here. In the fourth quarter of 2025, the Small Company Fund (Investor shares) fell 1.50%, behind the Russell 2000® Growth index's 1.22% gain. Real estate and telecommunications businesses led the benchmark's performance for the quarter. The Fund was down 11.46% in 2025, significantly lagging the Index’s 13.0 ...

Brown Capital Management, an investment management company, released its fourth quarter 2025 investor letter for “The Brown Capital Management Small Company Fund”. A copy of the letter can be downloaded here. In the fourth quarter of 2025, the Small Company Fund (Investor shares) fell 1.50%, behind the Russell 2000® Growth index's 1.22% gain. Real estate and telecommunications businesses led the benchmark's performance for the quarter. The Fund was down 11.46% in 2025, significantly lagging the Index’s 13.0 ...

On February 17, 2026, Parsifal Capital Management disclosed it sold 4,770,561 shares of AvePoint (NASDAQ:AVPT), an estimated $65.90 million trade based on quarterly average pricing. What happened According to a February 17, 2026, SEC filing, Parsifal Capital Management sold 4,770,561 shares of AvePoint (NASDAQ:AVPT), with the estimated transaction value at $65.90 million based on the average closing price for the fourth quarter of 2025. The AvePoint position's value at quarter’s end was $52.12 million, d ...

Core Insights - AvePoint, Inc. launched its AgentPulse Command Center to address companies' Agentic AI needs, highlighting its commitment to innovation in data protection and cyber sectors [1] - The company is recognized as a global leader in data protection, providing a unified platform for data security, governance, and resilience [3] Company Overview - AvePoint serves over 25,000 customers, offering the AvePoint Confidence Platform to secure and govern data across various cloud environments including Microsoft, Google, and Salesforce [3] - The company has a global partner ecosystem comprising 5,000 managed service providers (MSPs), value-added resellers (VARs), and system integrators (SIs), with solutions available in over 100 cloud marketplaces [3] Leadership Profile - Mario Carvajal, as Chief Strategy and Marketing Officer, oversees the AvePoint brand and marketing strategy, while also focusing on growth initiatives including corporate development and strategic partnerships [4] - With over 17 years at AvePoint, Mario has held multiple executive roles, showcasing his extensive experience in strategic vision and business development [5]

As filed with the U.S. Securities and Exchange Commission on January 26, 2026. Registration No. 333-290414 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 3 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SPACSphere Acquisition Corp. (Exact name of registrant as specified in its charter) Cayman Islands 6770 N/A (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Iden ...

Core Viewpoint - Anchor @ 65 Pte. Ltd. has significantly increased its investment in AvePoint, Inc., indicating confidence in the company's growth potential despite recent stock price declines [4][5]. Company Overview - AvePoint, Inc. specializes in cloud data management and protection solutions for enterprise collaboration platforms, leveraging integration with Microsoft 365 and other major SaaS ecosystems [2][3]. - The company provides SaaS-based data management, protection, and governance software for platforms like Microsoft 365, Dynamics 365, Salesforce, and Google Workspace, focusing on cloud-hosted collaboration solutions [3]. Investment Details - As of September 30, 2025, Anchor @ 65 holds 19,910,510 shares of AvePoint, valued at $298.86 million, representing 11.27% of the fund's reportable U.S. equity assets under management (AUM) [4][5]. - The fund's stake in AvePoint decreased from 65.12% to 61.85% of its reportable U.S. equity assets following the recent purchase of 3,243,910 shares, despite the total position value decreasing by $22.98 million [3][5]. Stock Performance - AvePoint shares were priced at $13.21 as of November 12, 2025, reflecting a 16.66% decline over the past year, underperforming the S&P 500 by 30.02 percentage points [3]. - The stock has shown volatility since Anchor @ 65's initial investment, but recent profitability may present a buying opportunity, with a price-to-sales (P/S) ratio of 7 indicating potential for future growth [6][7].

Core Insights - Voya Investment Management's "Voya MI Dynamic Small Cap Fund" experienced underperformance in Q3 2025, primarily due to stock selection issues despite a strong recovery in equity markets [1][3] - The fund highlighted AvePoint, Inc. (NASDAQ:AVPT) as a significant detractor from performance, particularly after an earnings miss [3] Company Performance - AvePoint, Inc. reported total revenues of $109.7 million in Q3 2025, reflecting a year-over-year increase of 24% [4] - The stock's one-month return was 4.17%, but it experienced a significant decline of 27.69% over the past 52 weeks, closing at $13.50 per share with a market capitalization of $2.913 billion on December 08, 2025 [2][4] Investment Sentiment - AvePoint, Inc. was held by 27 hedge fund portfolios at the end of Q3 2025, a decrease from 33 in the previous quarter, indicating a decline in popularity among hedge funds [4] - Despite its potential, AvePoint is viewed as less favorable compared to certain AI stocks that are perceived to offer greater upside potential and lower downside risk [4]