Global Retirement Partners, LLC
PensionPosition in CVLT — Commvault Systems Inc
CIK 1749744
San Rafael, CA
Position in CVLT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$241,933
-$309,776 QoQ
Shares Held
1,707
-61.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#301
of 427 holders
Holding Since
Mar 2020
24 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, 2026Global Retirement Partners, LLC holds $40,012,178 across 105 Software - Application names. CVLT ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
79,680 | $7,910,630 | |
| 2 | UBER |
Uber Technologies, Inc
|
78,687 | $5,678,053 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,460 | $3,175,207 | |
| 4 | CRM |
Salesforce, Inc.
|
17,943 | $2,810,950 | |
| 5 | PAYX |
Paychex Inc
|
20,401 | $2,006,030 | |
| 6 | SHOP |
Shopify Inc.
|
17,150 | $1,958,187 | |
| 7 | SNOW |
Snowflake Inc.
|
6,600 | $1,679,700 | |
| 8 | DDOG |
Datadog, Inc.
|
6,336 | $1,649,640 |
All Filings in CVLT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,933 | 1,707 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $551,709 | 4,401 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $515,369 | 2,730 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $479,233 | 2,749 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $914,061 | 6,057 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,307 | 41 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,647 | 30 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,042 | 30 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,433 | 43 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,907 | 43 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,541 | 35 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,780 | 49 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,079 | 49 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,598 | 49 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,082 | 49 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,251 | 49 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $3,377 | 49 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $60,473 | 803 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $63,395 | 811 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $56,889 | 882 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $41,804 | 755 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $29,335 | 719 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $26,277 | 679 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $23,721 | 586 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||