Position in CVLT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,940,943
+$6,722,384 QoQ
Shares Held
48,973
+1645.3% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#89
of 427 holders
Holding Since
Dec 2024
4 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, 2026IEQ CAPITAL, LLC holds $711,692,728 across 79 Software - Application names. CVLT ranks #23 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
414,553 | $105,503,738 | |
| 2 | DDOG |
Datadog, Inc.
|
250,859 | $65,313,648 | |
| 3 | CRM |
Salesforce, Inc.
|
400,588 | $62,756,115 | |
| 4 | TEAM |
Atlassian Corp
|
621,954 | $48,381,800 | |
| 5 | CHYM |
Chime Financial, Inc.
|
2,291,398 | $46,927,831 | |
| 6 | UPBD |
Upbound Group, Inc.
|
1,770,257 | $37,564,853 | |
| 7 | ZM |
Zoom Communications, Inc.
|
314,566 | $27,150,191 | |
| 8 | WLTH |
Wealthfront Corp
|
2,763,569 | $24,706,306 |
All Filings in CVLT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,940,943 | 48,973 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $218,559 | 2,806 | Shares | Other | 2026-05-15 | |
| 2025-03-31 | $515,244 | 3,266 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $382,104 | 2,532 | Shares | Other | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||