Position in CVLT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$775,688
+$543,522 QoQ
Shares Held
5,473
+195.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#201
of 427 holders
Holding Since
Sep 2024
7 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, 2026BENJAMIN EDWARDS INC holds $134,402,756 across 23 Software - Application names. CVLT ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
218,370 | $48,903,961 | |
| 2 | INTU |
Intuit Inc.
|
58,281 | $15,211,341 | |
| 3 | PAYX |
Paychex Inc
|
131,369 | $12,917,512 | |
| 4 | CRM |
Salesforce, Inc.
|
67,700 | $10,605,881 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
24,878 | $9,337,210 | |
| 6 | UBER |
Uber Technologies, Inc
|
92,740 | $6,692,117 | |
| 7 | SHOP |
Shopify Inc.
|
57,425 | $6,556,786 | |
| 8 | NOW |
ServiceNow, Inc.
|
63,580 | $6,312,222 |
All Filings in CVLT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,688 | 5,473 | Shares | Defined | 2026-07-24 | |
| 2025-12-31 | $232,166 | 1,852 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $319,038 | 1,690 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $313,445 | 1,798 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $286,176 | 1,814 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $272,090 | 1,803 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $268,468 | 1,745 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||