Position in CVLT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$495,771
+$257,039 QoQ
Shares Held
3,498
+14.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#231
of 427 holders
Holding Since
Dec 2023
10 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, 2026Vise Technologies, Inc. holds $61,790,466 across 47 Software - Application names. CVLT ranks #20 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
133,863 | $9,659,554 | |
| 2 | SAP |
Sap SE
|
34,555 | $5,325,271 | |
| 3 | CRM |
Salesforce, Inc.
|
32,800 | $5,138,448 | |
| 4 | FRMM |
FORUM MARKETS Inc
|
857,141 | $4,654,275 | |
| 5 | NOW |
ServiceNow, Inc.
|
41,824 | $4,152,286 | |
| 6 | INTU |
Intuit Inc.
|
14,867 | $3,880,287 | |
| 7 | SHOP |
Shopify Inc.
|
32,401 | $3,699,546 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
9,503 | $3,566,665 |
All Filings in CVLT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,771 | 3,498 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $238,732 | 3,065 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $384,228 | 3,065 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $437,780 | 2,319 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $429,026 | 2,461 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $507,963 | 3,366 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $520,782 | 3,385 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $710,941 | 5,848 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $277,613 | 2,737 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $211,842 | 2,653 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||