Citigroup
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Citigroup’s AvePoint AVPT Stock Holding History

Citigroup’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 		$1.1M Buy
97,909
+56,446
+136% +$580K ﹤0.01% 3379
2026
Q1 		$394K Sell
41,463
-46,706
-53% -$526K ﹤0.01% 3686
2025
Q4 		$1.22M Buy
88,169
+59,691
+210% +$825K ﹤0.01% 3002
2025
Q3 		$427K Sell
28,478
-38,584
-58% -$648K ﹤0.01% 3657
2025
Q2 		$1.29M Sell
67,062
-43,762
-39% -$759K ﹤0.01% 3008
2025
Q1 		$1.6M Sell
110,824
-13,440
-11% -$226K ﹤0.01% 2905
2024
Q4 		$2.05M Buy
124,264
+9,778
+9% +$149K ﹤0.01% 2797
2024
Q3 		$1.35M Buy
114,486
+69,888
+157% +$766K ﹤0.01% 3010
2024
Q2 		$465K Buy
44,598
+9,079
+26% +$78.7K ﹤0.01% 3442
2024
Q1 		$281K Buy
35,519
+14,492
+69% +$114K ﹤0.01% 3865
2023
Q4 		$173K Buy
21,027
+20,766
+7,956% +$162K ﹤0.01% 3979
2023
Q3 		$1.75K Sell
261
-48,325
-99% -$304K ﹤0.01% 4997
2023
Q2 		$280K Buy
48,586
+46,475
+2,202% +$245K ﹤0.01% 3715
2023
Q1 		$8.7K Sell
2,111
-848
-29% -$3.83K ﹤0.01% 4794
2022
Q4 		$12.2K Sell
2,959
-1,027
-26% -$4.39K ﹤0.01% 4780
2022
Q3 		$16K Sell
3,986
-21,053
-84% -$99.3K ﹤0.01% 4813
2022
Q2 		$109K Sell
25,039
-368,182
-94% -$1.87M ﹤0.01% 4178
2022
Q1 		$2.07M Buy
393,221
+353,546
+891% +$2.02M ﹤0.01% 2327
2021
Q4 		$250K Buy
39,675
+22,603
+132% +$175K ﹤0.01% 4218
2021
Q3 		$145K Buy
+17,072
New +$170K ﹤0.01% 4264
2020
Q4 		– Sell
-74,999
Closed -$795K – 7357
2020
Q3 		$795K Sell
74,999
-25,000
-25% -$260K ﹤0.01% 3478
2020
Q2 		$1.02M Hold
99,999
– – ﹤0.01% 3544
2020
Q1 		$977K Buy
+99,999
New +$989K ﹤0.01% 3199

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

Citigroup's AVPT Position: Q2 2026 in Review

Citigroup increased its AvePoint (AVPT) stake by 136% in Q2 2026, buying an estimated $580K and bringing the position to 97,909 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3379.

Citigroup first reported a position in AVPT in Q1 2020 and has held it in 23 quarters since. The position peaked at $2.07M in Q1 2022. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Citigroup held 97,909 shares of AvePoint worth $1.1M as of Q2 2026.
  • Citigroup bought 56,446 AvePoint shares in Q2 2026, an estimated $580K.
  • AvePoint made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #3379 holding.
  • Citigroup first reported a position in AvePoint in Q1 2020 and has held it in 23 quarters since.
  • Citigroup's AvePoint position peaked at $2.07M in Q1 2022.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.