Marks Group Wealth Management, Inc

Position in CVLT — Commvault Systems Inc

CIK 1802473 MINNETONKA, MN

Position in CVLT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$273,680

+$31,610 QoQ

Shares Held

1,931

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#292

of 427 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $28,751,613 across 15 Software - Application names. CVLT ranks #14 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	24,904	$3,901,460
2	ROP	Roper Technologies Inc	11,467	$3,880,317
3	ADP	Automatic Data Processing Inc	15,920	$3,565,283
4	NOW	ServiceNow, Inc.	34,242	$3,399,544
5	SSNC	SS&C Technologies Holdings Inc	52,711	$3,270,716
6	FICO	Fair Isaac Corp	1,922	$2,296,366
7	UBER	Uber Technologies, Inc	27,448	$1,980,647
8	PTC	Ptc Inc.	13,003	$1,477,270

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,680	1,931	0.0%	Shares	Sole	2026-07-28
2025-12-31	$242,070	1,931	0.0%	Shares	Sole	2026-02-11
2025-09-30	$364,534	1,931	0.0%	Shares	Sole	2025-11-10
2025-06-30	$336,631	1,931	-1.9%	Shares	Sole	2025-07-22
2025-03-31	$310,471	1,968	-1.8%	Shares	Sole	2025-05-01
2024-12-31	$302,574	2,005	-7.2%	Shares	Sole	2025-01-29
2024-09-30	$332,469	2,161	0.0%	Shares	Sole	2024-10-30
2024-06-30	$262,712	2,161	0.0%	Shares	Sole	2024-08-14
2024-03-31	$219,190	2,161	—	Shares	Sole	2024-04-29
No filing history on record for this holder in this stock.