Position in CVLT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$707,374
+$146,164 QoQ
Shares Held
4,991
-33.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#208
of 427 holders
Holding Since
Jun 2021
3 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $59,301,626 across 19 Software - Application names. CVLT ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
50,149 | $12,762,920 | |
| 2 | UBER |
Uber Technologies, Inc
|
168,490 | $12,158,238 | |
| 3 | NOW |
ServiceNow, Inc.
|
63,802 | $6,334,262 | |
| 4 | CRM |
Salesforce, Inc.
|
37,313 | $5,845,454 | |
| 5 | ROP |
Roper Technologies Inc
|
15,071 | $5,099,875 | |
| 6 | DOCU |
Docusign, Inc.
|
110,298 | $4,899,437 | |
| 7 | PAYC |
Paycom Software, Inc.
|
19,678 | $2,473,131 | |
| 8 | SHOP |
Shopify Inc.
|
15,881 | $1,813,292 |
All Filings in CVLT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,374 | 4,991 | Shares | Sole | 2026-08-10 | |
| 2021-09-30 | $561,210 | 7,452 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $530,148 | 6,782 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||