Dakota Wealth Management
Position in CVLT — Commvault Systems Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in CVLT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$842,726
+$511,928 QoQ
Shares Held
5,946
+40.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#194
of 427 holders
Holding Since
Dec 2025
3 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, 2026Dakota Wealth Management holds $37,235,822 across 16 Software - Application names. CVLT ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
54,493 | $12,203,707 | |
| 2 | CRM |
Salesforce, Inc.
|
58,961 | $9,236,830 | |
| 3 | PAYX |
Paychex Inc
|
47,839 | $4,704,008 | |
| 4 | UBER |
Uber Technologies, Inc
|
46,392 | $3,347,646 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
5,741 | $2,154,712 | |
| 6 | CVLT |
Commvault Systems Inc
This page
|
5,946 | $842,726 | |
| 7 | DT |
Dynatrace, Inc.
|
18,409 | $808,339 | |
| 8 | DOCU |
Docusign, Inc.
|
17,563 | $780,148 |
All Filings in CVLT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $842,726 | 5,946 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $330,798 | 4,247 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $562,615 | 4,488 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||