ELEVATION POINT WEALTH PARTNERS, LLC
Position in CVLT — Commvault Systems Inc
CIK 1744349
DENVER, CO
Position in CVLT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$242,082
-$31,616 QoQ
Shares Held
3,108
+98.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
16 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $35,888,166 across 27 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
80,648 | $5,819,559 | |
| 2 | ADP |
Automatic Data Processing Inc
|
23,031 | $5,157,792 | |
| 3 | CRM |
Salesforce, Inc.
|
29,278 | $4,586,691 | |
| 4 | YOU |
Clear Secure, Inc.
|
54,504 | $3,037,507 | |
| 5 | SNOW |
Snowflake Inc.
|
9,458 | $2,407,061 | |
| 6 | SHOP |
Shopify Inc.
|
18,414 | $2,102,510 | |
| 7 | NOW |
ServiceNow, Inc.
|
20,270 | $2,012,405 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
20,093 | $1,420,776 |
All Filings in CVLT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,082 | 3,108 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $273,698 | 1,570 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $242,792 | 1,539 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $362,316 | 2,355 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $399,235 | 3,284 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $424,788 | 4,188 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $337,366 | 4,225 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $234,674 | 3,471 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $258,164 | 3,555 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $219,243 | 3,864 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $210,091 | 3,961 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $252,354 | 4,012 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $242,973 | 3,662 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $217,442 | 3,155 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $286,855 | 3,809 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $251,863 | 3,222 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||