Position in CVLT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$480,606
+$216,482 QoQ
Shares Held
3,391
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#234
of 427 holders
Holding Since
Jun 2023
12 quarters on record
Common Shares in CVLT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Summit Global Investments holds $14,087,297 across 17 Software - Application names. CVLT ranks #11 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,227 | $2,072,141 | |
| 2 | INTU |
Intuit Inc.
|
5,732 | $1,496,052 | |
| 3 | ADP |
Automatic Data Processing Inc
|
6,512 | $1,458,362 | |
| 4 | ADBE |
Adobe Inc.
|
6,831 | $1,400,491 | |
| 5 | ROP |
Roper Technologies Inc
|
3,024 | $1,023,291 | |
| 6 | ZM |
Zoom Communications, Inc.
|
11,049 | $953,639 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
2,291 | $859,858 | |
| 8 | SPSC |
Sps Commerce Inc
|
14,478 | $827,707 |
All Filings in CVLT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,606 | 3,391 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $264,124 | 3,391 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $444,401 | 3,545 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,011,105 | 5,356 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $866,071 | 4,968 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,184,146 | 7,506 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,168,496 | 7,743 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,245,723 | 8,097 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,107,624 | 9,111 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,535,041 | 15,134 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,574,562 | 19,719 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $284,016 | 3,911 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||