Position in CVLT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,769,174
-$763,928 QoQ
Shares Held
48,391
+86.1% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
9 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, 2026Edgestream Partners, L.P. holds $83,589,233 across 30 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DBD |
DIEBOLD NIXDORF, Inc
|
100,963 | $8,583,874 | |
| 2 | FRSH |
Freshworks Inc.
|
737,046 | $7,458,905 | |
| 3 | PCTY |
Paylocity Holding Corp
|
62,609 | $6,544,518 | |
| 4 | UBER |
Uber Technologies, Inc
|
88,551 | $6,389,840 | |
| 5 | INTU |
Intuit Inc.
|
19,754 | $5,155,794 | |
| 6 | U |
Unity Software Inc.
|
177,377 | $5,069,434 | |
| 7 | DUOL |
Duolingo, Inc.
|
41,309 | $4,751,361 | |
| 8 | RNG |
RingCentral, Inc.
|
108,632 | $4,234,475 |
All Filings in CVLT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,769,174 | 48,391 | Shares | Sole | 2026-05-18 | |
| 2025-06-30 | $4,533,102 | 26,003 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,280,700 | 33,473 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,020,926 | 33,271 | Shares | Sole | 2025-02-07 | |
| 2023-12-31 | $2,822,457 | 35,347 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $664,133 | 9,823 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $1,674,624 | 29,514 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,295,697 | 20,619 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,640,951 | 30,938 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||