Vault-13

CITROTECH INC CITR

COM NEW · Common Stock · CUSIP 369759204

26 institutional holders +6 vs Q1 2026
2,193,3642.2m shares reported held*
9.7% of all shares outstanding*
$19.7mreported value*
7 new 13 added 1 reduced 1 sold out net bought ≈ $2.4m (+428.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 22.6m as of 2026-08-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $8.98.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 25: 1Q4 25: 6Q1 26: 20Q2 26: 2626Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20251
Q4 20256
Q1 202620
Q2 202626

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q4 25: 5 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 14 bought or addedQ1 26: 3 cut or sold outQ1 26Q2 26: 20 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202551
Q1 2026143
Q2 2026202

Biggest buyers

FIFTH THIRD BANCORP Added +114,111+114.1k
Cerity Partners LLC New +101,275+101.3k
VANGUARD CAPITAL MANAGEMENT LLC Added +62,452+62.5k
STATE STREET CORP Added +52,000+52.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +40,825+40.8k
BlackRock, Inc. New +37,181+37.2k
VANGUARD FIDUCIARY TRUST CO Added +27,419+27.4k
GEODE CAPITAL MANAGEMENT, LLC Added +23,698+23.7k
BRIDGEWAY CAPITAL MANAGEMENT, LLC New +20,600+20.6k
FNY Investment Advisers, LLC Added +18,481+18.5k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Sold out -56,321-56.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -50,091-50.1k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BoltRock Holdings LLC 13D · may seek influence -0.8 pts · filed 2026-06-01
Stated purposeThe information in Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following: On May 28, 2026, the Issuer and BoltRock Holdings LLC ("BoltRock") entered into a Stock Exchange and Stockholders Agreement (the "Agreement"), pursuant to which BoltRock exchanged 302,526 shares of Series A Preferred Stock for 103,558 shares of Series C Convertible Preferred Stock for no additional consideration (the "Series A Exchange"). The Series A Exchange closed on May 28, 2026. Among other things, the Agreement also provides that: (i) for so long as BoltRock beneficially owns at least 10% of the Issuer's issued and outstanding common stock ("Common Shares"), assuming the conversion of all outstanding derivative securities BoltRock holds into Common Shares, BoltRock has the righ… Full filing
19.2% -0.8 pts 4.5m≈ $25.0m 2026-06-01
Ralston Theodore 13D · may seek influence -17.2 pts · filed 2026-06-03
Stated purposeOn May 28, 2026 (the "Closing Date"), the Issuer and TCSI entered into a Stock Exchange and Stockholder Agreement (the "TCSI Exchange Agreement"), pursuant to which the Issuer reacquired 1,364,141 shares of Series A Preferred Stock from TCSI (the "Reacquisition"). Under the TCSI Exchange Agreement, the Issuer agreed to issue 467,012 shares of Series C Convertible Preferred Stock to TCSI on the date that is 18 months after the Closing Date, or earlier in connection with a change of control of the Issuer (which, as defined in the TCSI Exchange Agreement, includes the appointment of the Reporting Person to the Issuer's board of directors). The above description of the TCSI Exchange Agreement does not purport to be complete and is qualified in its entirety by reference to the full text of the … Full filing
9.8% -17.2 pts 2.2m≈ $12.2m 2026-06-03
Conboy Stephen 13D · may seek influence filed 2026-08-06
Stated purposeThe information in Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following: On August 22, 2025, the Reporting Person converted 550,000 shares of Series C Convertible Preferred Stock to 1,833,334 shares of Common Stock. On September 30, 2025, the Reporting Person entered into a securities purchase agreement (the "Securities Purchase Agreement") with the Issuer, pursuant to which the Reporting Person purchased 667 shares of Series C Convertible Preferred Stock for an aggregate purchase price of $10,005 ($15.00 per Series C Convertible Preferred Share). On April 16, 2026, the Reporting Person converted the 667 Series C Convertible Preferred Shares into 2,224 shares of Common Stock. In connection with the execution of the Securities Purchase Agreement, th… Full filing
9.1% 2.1m≈ $11.4m 2026-08-06

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 1 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20251$6160——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-04 Conboy Stephen Former Chief Technology Off. Sold 275,001 $3.00 $825.0k275.0k shares -12%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Lotus Technology Management, LP 0.92% of their portfolio ORLANDO, FL 750,000750.0k $750.0k $750.0k 0.92% Unchanged
2 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 486,620486.6k $2.7m $2.7m 0.00% Added +62.5k +62,452
3 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 235,281235.3k $1.3m $1.3m 0.00% Added +114.1k +114,111
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 176,239176.2k $973.3k $973.3k 0.00% Added +23.7k +23,698
5 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 101,275101.3k $559.0k $559.0k 0.00% New
6 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 94,62594.6k $522.3k $522.3k 0.00% Added +27.4k +27,419
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 63,65063.6k $351.3k $351.3k 0.00% Added +52.0k +52,000
8 T3 Companies, LLC 0.26% of their portfolio NEW YORK, NY 40,98341.0k $226.2k $226.2k 0.26% Added +16.0k +15,983
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 40,82540.8k $211.1k $211.1k 0.00% New
10 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 37,96938.0k $209.6k $209.6k 0.00% Added +11.7k +11,738
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 37,18137.2k $205.2k $205.2k 0.00% New
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 33,09433.1k $182.7k $182.7k 0.00% Reduced -50.1k -50,091
13 FNY Investment Advisers, LLC 0.05% of their portfolio NEW YORK, NY 27,71527.7k $152.0k $152.0k 0.05% Added +18.5k +18,481
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 20,60020.6k $113.7k $113.7k 0.00% New
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,19915.2k $83.9k $83.9k 0.00% Added +5.0k +5,000
16 Coastal Bridge Advisors, LLC 0.00% of their portfolio WESTPORT, CT 12,49712.5k $69.0k $69.0k 0.00% Added +1.7k +1,666
17 Centiva Capital, LP 0.00% of their portfolio New York, NY 12,12712.1k $66.9k $66.9k 0.00% Added +886 +886
18 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,8001.8k $10.0k $10.0k 0.00% Unchanged
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,6741.7k $9.2k $9.2k 0.00% Added +477 +477
20 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,2111.2k $6.7k $6.7k 0.00% New
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,0081.0k $5.6k $5.6k 0.00% Added +84 +84
22 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 1,0001.0k $5.5k $5.5k 0.00% Unchanged
23 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 499499 $2.8k $2.8k 0.00% Unchanged
24 KERR FINANCIAL PLANNING Corp 0.00% of their portfolio FRESNO, CA 216216 $1.2k $1.2k 0.00% Unchanged
25 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 6767 $370 $370 0.00% New
26 Banque Cantonale Vaudoise 0.42% of their portfolio LAUSANNE, V8 99 $11.0m $11.0m 0.42% New