Citadel Advisors
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Citadel Advisors’s AvePoint AVPT Stock Holding History

Citadel Advisors’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122K Sell
10,900
-200
-2% -$2.06K ﹤0.01% 12521
2026
Q1 		$106K Buy
11,100
+100
+0.9% +$1.13K ﹤0.01% 11973
2025
Q4 		$153K Sell
11,000
-150,700
-93% -$2.08M ﹤0.01% 11297
2025
Q3 		$2.43M Buy
161,700
+13,000
+9% +$218K ﹤0.01% 5671
2025
Q2 		$2.87M Sell
148,700
-72,400
-33% -$1.26M ﹤0.01% 5043
2025
Q1 		$3.19M Buy
221,100
+94,000
+74% +$1.58M ﹤0.01% 4652
2024
Q4 		$2.1M Sell
127,100
-143,000
-53% -$2.17M ﹤0.01% 5521
2024
Q3 		$3.18M Sell
270,100
-301,900
-53% -$3.31M ﹤0.01% 4686
2024
Q2 		$5.96M Buy
572,000
+160,000
+39% +$1.39M ﹤0.01% 3478
2024
Q1 		$3.26M Buy
412,000
+174,400
+73% +$1.37M ﹤0.01% 4638
2023
Q4 		$1.95M Buy
237,600
+198,700
+511% +$1.55M ﹤0.01% 5398
2023
Q3 		$261K Buy
38,900
+27,100
+230% +$171K ﹤0.01% 9412
2023
Q2 		$68K Buy
11,800
+9,000
+321% +$47.4K ﹤0.01% 11433
2023
Q1 		$11.5K Sell
2,800
-15,100
-84% -$68.1K ﹤0.01% 13469
2022
Q4 		$73.6K Sell
17,900
-18,100
-50% -$77.5K ﹤0.01% 11644
2022
Q3 		$144K Sell
36,000
-10,600
-23% -$50K ﹤0.01% 10744
2022
Q2 		$202K Sell
46,600
-4,100
-8% -$20.8K ﹤0.01% 10668
2022
Q1 		$267K Buy
50,700
+15,600
+44% +$89.3K ﹤0.01% 10848
2021
Q4 		$221K Sell
35,100
-2,400
-6% -$18.6K ﹤0.01% 11635
2021
Q3 		$318K Sell
37,500
-34,600
-48% -$344K ﹤0.01% 10938
2021
Q2 		$883K Sell
72,100
-117,700
-62% -$1.29M ﹤0.01% 8677
2021
Q1 		$2.1M Sell
189,800
-6,900
-4% -$96.6K ﹤0.01% 6267
2020
Q4 		$2.95M Buy
+196,700
New +$2.36M ﹤0.01% 4610

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Citadel Advisors's AVPT Position: Q2 2026 in Review

Citadel Advisors increased its AvePoint (AVPT) stake by 412% in Q2 2026, buying an estimated $14.9M and bringing the position to 1,807,042 shares worth $20.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

Citadel Advisors first reported a position in AVPT in Q4 2020 and has held it in 19 quarters since. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Citadel Advisors held 1,807,042 shares of AvePoint worth $20.3M as of Q2 2026.
  • Citadel Advisors bought 1,453,762 AvePoint shares in Q2 2026, an estimated $14.9M.
  • AvePoint made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #2570 holding.
  • Citadel Advisors first reported a position in AvePoint in Q4 2020 and has held it in 19 quarters since.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.