Position in CVLT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$384,371
New position
Shares Held
2,712
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#263
of 427 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Keebeck Wealth Management holds $3,837,689 across 10 Software - Application names. CVLT ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
5,993 | $594,985 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,385 | $534,120 | |
| 3 | UBER |
Uber Technologies, Inc
|
6,955 | $501,872 | |
| 4 | CVLT |
Commvault Systems Inc
This page
|
2,712 | $384,371 | |
| 5 | SNOW |
Snowflake Inc.
|
1,504 | $382,768 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
879 | $329,906 | |
| 7 | CRM |
Salesforce, Inc.
|
2,096 | $328,359 | |
| 8 | SAP |
Sap SE
|
1,861 | $286,798 |
All Filings in CVLT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,371 | 2,712 | Shares | Other | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||