Position in CVLT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$850
+$383 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#400
of 427 holders
Holding Since
Mar 2026
2 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, 2026Addison Advisors LLC holds $145,924 across 18 Software - Application names. CVLT ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
233 | $35,907 | |
| 2 | CRM |
Salesforce, Inc.
|
146 | $22,871 | |
| 3 | ADP |
Automatic Data Processing Inc
|
87 | $19,482 | |
| 4 | PAYX |
Paychex Inc
|
125 | $12,291 | |
| 5 | NOW |
ServiceNow, Inc.
|
110 | $10,920 | |
| 6 | WDAY |
Workday, Inc.
|
73 | $8,936 | |
| 7 | ADBE |
Adobe Inc.
|
37 | $7,585 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
18 | $6,755 |
All Filings in CVLT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850 | 6 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $467 | 6 | Shares | Other | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||