Position in CVLT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$72,140
+$25,329 QoQ
Shares Held
509
-15.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#328
of 427 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVLT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SIGNATUREFD, LLC holds $40,274,902 across 97 Software - Application names. CVLT ranks #47 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
51,258 | $5,852,638 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
11,495 | $4,314,303 | |
| 3 | SAP |
Sap SE
|
21,934 | $3,380,248 | |
| 4 | CRM |
Salesforce, Inc.
|
20,230 | $3,169,231 | |
| 5 | UBER |
Uber Technologies, Inc
|
41,204 | $2,973,280 | |
| 6 | ADP |
Automatic Data Processing Inc
|
8,738 | $1,956,875 | |
| 7 | NOW |
ServiceNow, Inc.
|
18,714 | $1,857,925 | |
| 8 | PAYX |
Paychex Inc
|
17,982 | $1,768,170 |
All Filings in CVLT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,140 | 509 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $46,811 | 601 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $37,482 | 299 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $108,926 | 577 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $97,101 | 557 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $87,399 | 554 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $78,473 | 520 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $90,771 | 590 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $49,843 | 410 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $24,343 | 240 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $20,122 | 252 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $25,150 | 372 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $27,668 | 381 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,610 | 46 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,142 | 50 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $1,258 | 20 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $1,033 | 15 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,937 | 39 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,048 | 39 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,515 | 39 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,159 | 39 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $612 | 15 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||