Position in CVLT
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$210,303
-$135,815 QoQ
Shares Held
2,700
-2.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
16 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 Mar 31, 2026Evanson Asset Management, LLC holds $11,818,010 across 11 Software - Application names. CVLT ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALRM |
Alarm.com Holdings, Inc.
|
162,538 | $7,020,016 | |
| 2 | ADBE |
Adobe Inc.
|
4,418 | $1,073,927 | |
| 3 | APPF |
Appfolio Inc
|
6,000 | $946,920 | |
| 4 | INTU |
Intuit Inc.
|
1,493 | $645,543 | |
| 5 | WDAY |
Workday, Inc.
|
3,783 | $491,487 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,337 | $453,433 | |
| 7 | BL |
Blackline, Inc.
|
7,350 | $271,950 | |
| 8 | HUBS |
Hubspot Inc
|
1,067 | $260,454 |
All Filings in CVLT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,303 | 2,700 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $346,118 | 2,761 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $521,221 | 2,761 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $498,583 | 2,860 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $451,193 | 2,860 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $431,602 | 2,860 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $440,011 | 2,860 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $347,690 | 2,860 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $314,433 | 3,100 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $247,535 | 3,100 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $209,591 | 3,100 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $225,122 | 3,100 | Shares | Sole | 2023-07-11 | |
| 2022-03-31 | $205,685 | 3,100 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $213,652 | 3,100 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $233,461 | 3,100 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $242,327 | 3,100 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||