CITRNYSEChemicals & Allied ProductsFiscal year ends December 31
CitroTech Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q/A on Aug 10, 2026
$2.88+0.11 (+3.97%)
Close on Oct 19, 2026
- Market cap
- $62.65M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
9.7%
2M of 23M shares
Institutional holders
26
7 new, 1 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $825.00K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BoltRock Holdings LLC | 4,528,936 | 19.20% | 13D (active) amendment | May 28, 2026 |
| Theodore Ralston | 2,202,859 | 9.82% | 13D (active) amendment | May 28, 2026 |
| Conboy Stephen | 2,061,669 | 9.14% | 13D (active) amendment | Aug 22, 2025 |
| Ralston Ted | 17,679,738 | 27.00% | 13D (active) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CITR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Lotus Technology Management, LP | 750,000 | 3.33% | $750.00K | – | 0.92% |
| Vanguard Capital Management LLC | 486,620 | 2.16% | $2.69M | +62,452 | 0.00% |
| Fifth Third Bancorp | 235,281 | 1.04% | $1.30M | +114,111 | 0.00% |
| Geode Capital Management, LLC | 176,239 | 0.78% | $973.33K | +23,698 | 0.00% |
| Cerity Partners LLC | 101,275 | 0.45% | $559.04K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 94,625 | 0.42% | $522.33K | +27,419 | 0.00% |
| State Street Corp | 63,650 | 0.28% | $351.35K | +52,000 | 0.00% |
| T3 Companies, LLC | 40,983 | 0.18% | $226.23K | +15,983 | 0.24% |
| Wealth Enhancement Advisory Services, LLC | 40,825 | 0.18% | $211.07K | New | 0.00% |
| Northern Trust Corp | 37,969 | 0.17% | $209.59K | +11,738 | 0.00% |
| BlackRock, Inc. | 37,181 | 0.16% | $205.24K | New | 0.00% |
| Susquehanna International Group, Llp | 33,094 | 0.15% | $182.68K | −50,091 | 0.00% |
| FNY Investment Advisers, LLC | 27,715 | 0.12% | $152 | +18,481 | 0.05% |
| Bridgeway Capital Management, LLC | 20,600 | 0.09% | $113.71K | New | 0.00% |
| LPL Financial LLC | 15,199 | 0.07% | $83.90K | +5,000 | 0.00% |
| Coastal Bridge Advisors, LLC | 12,497 | 0.06% | $68.98K | +1,666 | 0.00% |
| Centiva Capital, LP | 12,127 | 0.05% | $66.94K | +886 | 0.00% |
| Jones Financial Companies Lllp | 1,800 | 0.01% | $10.03K | – | 0.00% |
| Morgan Stanley | 1,674 | 0.01% | $9.24K | +477 | 0.00% |
| Tower Research Capital LLC (TRC) | 1,211 | 0.01% | $6.69K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 26 | 2M | 9.7% | 7 / 13 | 1 / 1 | 1M | 0M |
| Q1 2026 | 20 | 2M | 7.8% | 16 / 0 | 2 / 1 | 2M | 0M |
| Q4 2025 | 6 | 0M | 0.8% | 6 / 0 | 0 / 1 | 0M | 0M |
| Q3 2025 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CITR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 278,459 | 1.23% | $1.54M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 194,763 | 0.86% | $1.08M | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 66,012 | 0.29% | $435.02K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 34,726 | 0.15% | $228.84K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 19,869 | 0.09% | $130.94K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 18,000 | 0.08% | $99.36K | 0.07% | Jun 30, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 8,143 | 0.04% | $44.95K | 0.00% | Jun 30, 2026 |
| Vanguard Balanced Index Fund | 5,255 | 0.02% | $29.01K | 0.00% | Jun 30, 2026 |
| Victory Extended Market Index Fund | 1,282 | 0.01% | $7.32K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Wesley James Bolsen | Chief Executive Officer, Director | – | – | Feb 17, 2026 |
| Anthony F. Newton | General Counsel | 166,667 | 0.74% | Apr 24, 2026 |
| Nanuk Warman | CFO/Secretary | 177,794 | 0.79% | Apr 17, 2026 |
| Andrew Hotsko | Chief Operating Officer | 150,000 | 0.67% | Feb 24, 2026 |
| Michael M. Feigin | Director | 161,967 | 0.72% | Jul 21, 2026 |
| Lorenzo Calinawan | Director | 41,667 | 0.18% | Jun 12, 2026 |
| Craig A. Huff | Director, 10% owner | 3,399,134 | 15.07% | Jun 5, 2026 |
| Holdings LLC BoltRock | Director, 10% owner | 2,416,667 | 10.72% | Jun 1, 2026 |
| Theodore Ralston | Director, 10% owner | 2,180,635 | 9.67% | Jun 1, 2026 |
| Jeffery Bruce Pomerantz | Director | 41,667 | 0.18% | Mar 3, 2026 |
| Stephen Conboy | – | 2,060,557 | 9.14% | Aug 6, 2026 |
| Joshua Eugene Ralston | – | 583,334 | 2.59% | Mar 16, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Stephen Conboy – | Aug 4, 2026 | Sale | −275,001 | $3.00 | $825.00K | 2,060,557 |
| Stephen Conboy 10% owner | Jul 24, 2026 | Gift | −150,000 | – | – | 2,335,558 |
| Theodore Ralston Director, 10% owner | May 29, 2026 | Other | −600,000 | – | – | 1,574,328 |
| Theodore Ralston Director, 10% owner | May 29, 2026 | Gift | −105,000 | – | – | 2,174,328 |
| Theodore Ralston Director, 10% owner | May 29, 2026 | Conversion | +44,447 | – | – | 215,703 |
| Theodore Ralston Director, 10% owner | May 28, 2026 | Returned to company | −1,364,141 | – | – | 0 |
| Holdings LLC BoltRock Director, 10% owner | May 28, 2026 | Returned to company | −302,526 | – | – | 0 |
| Craig A. Huff Director, 10% owner | Apr 28, 2026 | Conversion | +940,799 | $2.40 | $2.26M | 3,357,467 |
| Anthony F. Newton General Counsel | Apr 21, 2026 | Conversion | +166,667 | – | – | 166,667 |
| Stephen Conboy 10% owner | Apr 16, 2026 | Conversion | +2,224 | – | – | 2,485,558 |
| Nanuk Warman CFO/Secretary | Apr 16, 2026 | Conversion | +177,794 | – | – | 177,794 |
| Lorenzo Calinawan Director | Mar 16, 2026 | Award | +41,667 | – | – | 41,667 |
| Craig A. Huff Director, 10% owner | Mar 16, 2026 | Award | +41,667 | – | – | 41,667 |
| Theodore Ralston President & CEO, Director, 10% owner | Dec 24, 2025 | Other | −255,000 | – | – | 2,279,328 |
| Theodore Ralston President & CEO, Director, 10% owner | Dec 16, 2025 | Conversion | +292,663 | $2.16 | $632.15K | 2,534,328 |
| Theodore Ralston President & CEO, Director, 10% owner | Dec 16, 2025 | Conversion | +500,000 | – | – | 2,241,665 |
| Holdings LLC BoltRock 10% owner | Sep 3, 2025 | Conversion | +2,166,667 | – | – | 2,416,667 |
| Stephen Conboy Chief Technology Officer | Aug 22, 2025 | Conversion | +1,833,334 | – | – | 2,483,334 |
| Theodore Ralston President & CEO, Director, 10% owner | Aug 22, 2025 | Conversion | +1,666,667 | – | – | 1,741,665 |
| Andrew Hotsko Chief Operating Officer | Jun 27, 2025 | Other | +150,000 | – | – | 150,000 |
| Theodore Ralston President & CEO, Director, 10% owner | Mar 20, 2025 | Buy | +33 | $7.38 | $244 | 390,603 |
| Theodore Ralston President & CEO, Director, 10% owner | Mar 20, 2025 | Buy | +50 | $7.44 | $372 | 390,570 |
| Theodore Ralston 10% owner | Mar 19, 2025 | Buy | +333 | $7.02 | $2.34K | 390,404 |
| Theodore Ralston 10% owner | Mar 19, 2025 | Buy | +83 | $7.50 | $623 | 390,487 |
| Theodore Ralston 10% owner | Mar 19, 2025 | Buy | +33 | $7.20 | $238 | 390,520 |
| Joshua Eugene Ralston – | Mar 18, 2025 | Sale | −250,000 | $2.40 | $600.00K | 583,334 |
| Theodore Ralston 10% owner | Mar 18, 2025 | Buy | +33 | $7.20 | $238 | 390,054 |
| Theodore Ralston 10% owner | Mar 18, 2025 | Buy | +17 | $7.32 | $124 | 390,071 |
| Theodore Ralston 10% owner | Mar 18, 2025 | Other | −302,526 | – | – | 1,364,141 |
| Theodore Ralston 10% owner | Mar 18, 2025 | Sale | −5,000 | $7.50 | $37.50K | 388,888 |
| Theodore Ralston 10% owner | Mar 18, 2025 | Buy | +867 | $7.14 | $6.19K | 389,755 |
| Theodore Ralston 10% owner | Mar 18, 2025 | Buy | +133 | $7.20 | $958 | 389,888 |
| Theodore Ralston 10% owner | Mar 18, 2025 | Buy | +50 | $7.50 | $375 | 389,938 |
| Theodore Ralston 10% owner | Mar 18, 2025 | Buy | +50 | $7.26 | $363 | 389,988 |
| Theodore Ralston 10% owner | Mar 18, 2025 | Sale | −4,167 | $7.50 | $31.25K | 393,888 |
| Theodore Ralston 10% owner | Mar 18, 2025 | Buy | +33 | $7.26 | $240 | 390,021 |
| Theodore Ralston 10% owner | Mar 17, 2025 | Sale | −4,167 | $7.50 | $31.25K | 407,438 |
| Theodore Ralston 10% owner | Mar 17, 2025 | Sale | −4,167 | $7.50 | $31.25K | 403,271 |
| Theodore Ralston 10% owner | Mar 17, 2025 | Sale | −4,150 | $7.50 | $31.13K | 399,121 |
| Theodore Ralston 10% owner | Mar 17, 2025 | Sale | −1,083 | $7.50 | $8.12K | 398,038 |
| Theodore Ralston 10% owner | Mar 17, 2025 | Sale | −17 | $7.56 | $129 | 398,021 |
| Theodore Ralston 10% owner | Mar 17, 2025 | Buy | +17 | $7.80 | $133 | 398,038 |
| Theodore Ralston 10% owner | Mar 17, 2025 | Buy | +17 | $7.44 | $126 | 398,055 |
| Theodore Ralston 10% owner | Mar 14, 2025 | Buy | +417 | $6.54 | $2.73K | 411,357 |
| Theodore Ralston 10% owner | Mar 14, 2025 | Buy | +167 | $6.60 | $1.10K | 411,524 |
| Theodore Ralston 10% owner | Mar 14, 2025 | Buy | +42 | $7.44 | $312 | 411,566 |
| Theodore Ralston 10% owner | Mar 14, 2025 | Buy | +25 | $6.78 | $170 | 411,591 |
| Theodore Ralston 10% owner | Mar 14, 2025 | Buy | +14 | $7.32 | $102 | 411,605 |
| Theodore Ralston 10% owner | Mar 13, 2025 | Buy | +17 | $7.08 | $120 | 410,923 |
| Theodore Ralston 10% owner | Mar 13, 2025 | Buy | +17 | $7.05 | $120 | 410,940 |
| Theodore Ralston 10% owner | Mar 12, 2025 | Sale | −1,600 | $7.38 | $11.81K | 419,662 |
| Theodore Ralston 10% owner | Mar 12, 2025 | Sale | −1,500 | $7.14 | $10.71K | 418,162 |
| Theodore Ralston 10% owner | Mar 12, 2025 | Sale | −1,250 | $7.20 | $9.00K | 416,912 |
| Theodore Ralston 10% owner | Mar 12, 2025 | Sale | −875 | $7.20 | $6.30K | 416,037 |
| Theodore Ralston 10% owner | Mar 12, 2025 | Sale | −833 | $7.44 | $6.20K | 415,204 |
| Theodore Ralston 10% owner | Mar 12, 2025 | Sale | −833 | $7.20 | $6.00K | 414,371 |
| Theodore Ralston 10% owner | Mar 12, 2025 | Sale | −833 | $7.20 | $6.00K | 413,538 |
| Theodore Ralston 10% owner | Mar 12, 2025 | Sale | −583 | $7.20 | $4.20K | 412,955 |
| Theodore Ralston 10% owner | Mar 12, 2025 | Sale | −500 | $7.62 | $3.81K | 412,455 |
| Theodore Ralston 10% owner | Mar 12, 2025 | Sale | −500 | $7.62 | $3.81K | 411,955 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.