Position in CVLT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$228,327
+$21,358 QoQ
Shares Held
1,611
-2.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#303
of 427 holders
Holding Since
Jun 2024
8 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, 2026Frank, Rimerman Advisors LLC holds $15,292,240 across 20 Software - Application names. CVLT ranks #18 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
5,019 | $1,883,731 | |
| 2 | CRM |
Salesforce, Inc.
|
9,636 | $1,509,575 | |
| 3 | SAP |
Sap SE
|
8,480 | $1,306,852 | |
| 4 | SHOP |
Shopify Inc.
|
10,661 | $1,217,272 | |
| 5 | ADP |
Automatic Data Processing Inc
|
5,413 | $1,212,241 | |
| 6 | PAYX |
Paychex Inc
|
11,690 | $1,149,477 | |
| 7 | DDOG |
Datadog, Inc.
|
4,103 | $1,068,257 | |
| 8 | ADBE |
Adobe Inc.
|
4,050 | $830,331 |
All Filings in CVLT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,327 | 1,611 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $206,969 | 1,651 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $311,109 | 1,648 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $287,295 | 1,648 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $269,611 | 1,709 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $248,397 | 1,646 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $253,237 | 1,646 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $200,104 | 1,646 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||