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
2023
Q1 		– Sell
-306,400
Closed -$1.26M – 5491
2022
Q4 		$1.26M Sell
306,400
-141,700
-32% -$606K ﹤0.01% 2414
2022
Q3 		$1.8M Buy
448,100
+212,100
+90% +$1,000K ﹤0.01% 2226
2022
Q2 		$1.02M Buy
+236,000
New +$1.2M ﹤0.01% 2625

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.