Position in CVLT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$246,893
+$139,873 QoQ
Shares Held
1,742
+26.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#299
of 427 holders
Holding Since
Mar 2020
26 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, 2026Parallel Advisors, LLC holds $76,909,043 across 108 Software - Application names. CVLT ranks #29 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
250,097 | $18,046,999 | |
| 2 | CRM |
Salesforce, Inc.
|
50,944 | $7,980,887 | |
| 3 | INTU |
Intuit Inc.
|
25,587 | $6,678,207 | |
| 4 | ROP |
Roper Technologies Inc
|
14,977 | $5,068,067 | |
| 5 | EXFY |
Expensify, Inc.
|
2,664,037 | $4,768,626 | |
| 6 | ADBE |
Adobe Inc.
|
16,071 | $3,294,876 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
7,338 | $2,754,098 | |
| 8 | SHOP |
Shopify Inc.
|
23,428 | $2,675,009 |
All Filings in CVLT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,893 | 1,742 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $107,020 | 1,374 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $250,720 | 2,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $491,394 | 2,603 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $452,212 | 2,594 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $403,865 | 2,560 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $389,800 | 2,583 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $428,318 | 2,784 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $334,195 | 2,749 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $263,312 | 2,596 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $191,959 | 2,404 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $167,469 | 2,477 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $166,154 | 2,288 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $99,011 | 1,745 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $97,527 | 1,552 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $45,455 | 857 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $113,786 | 1,809 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $30,454 | 459 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $36,734 | 533 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $51,060 | 678 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $52,999 | 678 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $41,538 | 644 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $30,619 | 553 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $22,032 | 540 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $16,331 | 422 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $5,221 | 129 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||