Position in CVLT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,353,610
+$11,532,483 QoQ
Shares Held
108,330
+120.8% QoQ
Ownership
0.261%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 427 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVLT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,084,779,072 across 80 Software - Application names. CVLT ranks #30 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,606,516 | $404,566,194 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,271,429 | $284,736,524 | |
| 3 | PAYX |
Paychex Inc
|
2,764,004 | $271,784,513 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,135,278 | $211,990,399 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
561,882 | $210,885,552 | |
| 6 | SHOP |
Shopify Inc.
|
1,827,570 | $208,671,942 | |
| 7 | SNOW |
Snowflake Inc.
|
737,847 | $187,782,061 | |
| 8 | CRM |
Salesforce, Inc.
|
1,001,763 | $156,936,191 |
All Filings in CVLT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,353,610 | 108,330 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,821,127 | 49,058 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,994,725 | 23,889 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,941,030 | 42,065 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,513,448 | 43,099 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,993,225 | 50,667 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,730,666 | 51,227 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,104,381 | 59,177 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,953,560 | 57,198 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,435,128 | 43,726 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,510,285 | 43,961 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,831,101 | 41,874 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,501,250 | 34,443 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,167,468 | 38,200 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,178,851 | 34,673 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,721,784 | 32,462 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,258,424 | 35,905 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,351,377 | 35,439 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,332,528 | 33,844 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,108,002 | 27,991 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,112,153 | 27,020 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,450,927 | 22,495 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,292,501 | 23,343 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,044,561 | 25,602 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,016,378 | 26,263 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $980,628 | 24,225 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||