Position in CVLT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$463,172
+$299,059 QoQ
Shares Held
3,268
+55.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#238
of 427 holders
Holding Since
Sep 2020
10 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, 2026Advisory Services Network, LLC holds $85,499,861 across 43 Software - Application names. CVLT ranks #33 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
119,333 | $11,847,372 | |
| 2 | SHOP |
Shopify Inc.
|
83,545 | $9,539,163 | |
| 3 | UBER |
Uber Technologies, Inc
|
110,224 | $7,953,755 | |
| 4 | ADBE |
Adobe Inc.
|
29,789 | $6,107,336 | |
| 5 | CRM |
Salesforce, Inc.
|
33,166 | $5,195,779 | |
| 6 | IDCC |
InterDigital, Inc.
|
17,704 | $5,012,533 | |
| 7 | SNOW |
Snowflake Inc.
|
15,029 | $3,824,877 | |
| 8 | PAYX |
Paychex Inc
|
35,615 | $3,502,015 |
All Filings in CVLT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,172 | 3,268 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $164,113 | 2,107 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $46,628 | 247 | Shares | Sole | 2025-11-18 | |
| 2025-03-31 | $406,073 | 2,574 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $26,909 | 337 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $5,844 | 103 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $6,472 | 103 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $9,693 | 124 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $6,865 | 124 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,080 | 100 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||