Position in CVLT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,913
-$1,159 QoQ
Shares Held
77
-50.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#358
of 427 holders
Holding Since
Dec 2023
6 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, 2026Crewe Advisors LLC holds $2,295,135 across 36 Software - Application names. CVLT ranks #21 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
8,571 | $978,636 | |
| 2 | CRM |
Salesforce, Inc.
|
1,274 | $199,584 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,479 | $178,884 | |
| 4 | ADSK |
Autodesk, Inc.
|
659 | $128,122 | |
| 5 | PERF |
Perfect Corp.
|
65,740 | $109,128 | |
| 6 | NRDY |
Nerdy Inc.
|
6,807 | $93,530 | |
| 7 | ADBE |
Adobe Inc.
|
389 | $79,752 | |
| 8 | TRAK |
ReposiTrak, Inc.
|
8,000 | $72,000 |
All Filings in CVLT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,913 | 77 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,072 | 155 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,667 | 117 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $18,311 | 97 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $17,870 | 147 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $159 | 2 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||