Position in CVLT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,331,033
+$1,164,397 QoQ
Shares Held
16,447
+9.8% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#128
of 427 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in CVLT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. CVLT ranks #43 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in CVLT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,331,033 | 16,447 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,166,636 | 14,978 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,231,411 | 9,823 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,432,619 | 12,886 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,404,010 | 13,790 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,578,587 | 16,345 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,575,580 | 17,067 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,739,606 | 17,807 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,366,203 | 11,238 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $610,202 | 6,016 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $703,638 | 8,812 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $564,881 | 8,355 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $608,991 | 8,386 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $566,775 | 9,989 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $747,041 | 11,888 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $643,481 | 12,132 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $804,050 | 12,783 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $882,189 | 13,296 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $999,202 | 14,498 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,138,988 | 15,124 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,218,982 | 15,594 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $991,171 | 15,367 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $794,227 | 14,344 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $586,581 | 14,377 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $514,632 | 13,298 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $481,509 | 11,895 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||