Steward Partners Investment Advisory, LLC

Position in CVLT — Commvault Systems Inc

CIK 1723397 STAMFORD, CT

Position in CVLT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$103,888

+$42,823 QoQ

Shares Held

733

-6.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#319

of 427 holders

Holding Since

Dec 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $135,269,232 across 89 Software - Application names. CVLT ranks #33 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	473,715	$34,183,274
2	CRM	Salesforce, Inc.	180,521	$28,280,419
3	ADP	Automatic Data Processing Inc	60,377	$13,521,429
4	CDNS	Cadence Design Systems Inc	32,031	$12,021,874
5	NOW	ServiceNow, Inc.	115,761	$11,492,752
6	ADBE	Adobe Inc.	30,789	$6,312,360
7	SHOP	Shopify Inc.	48,093	$5,491,258
8	PAYX	Paychex Inc	43,358	$4,263,392

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$103,888	733	-6.5%	Shares	Sole	2026-08-13
2026-03-31	$61,065	784	+85.3%	Shares	Sole	2026-05-08
2025-12-31	$53,027	423	-49.4%	Shares	Sole	2026-02-12
2025-09-30	$157,820	836	+56.6%	Shares	Sole	2025-11-12
2025-06-30	$93,092	534	-8.4%	Shares	Sole	2025-08-12
2025-03-31	$91,974	583	-18.5%	Shares	Sole	2025-05-13
2024-12-31	$107,900	715	+4.5%	Shares	Sole	2025-02-06
2024-09-30	$105,233	684	+4460.0%	Shares	Sole	2024-11-14
2024-06-30	$1,823	15	-99.7%	Shares	Sole	2024-08-08
2020-12-31	$282,885	5,109	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.