Position in CVLT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$843,292
+$439,278 QoQ
Shares Held
5,950
+14.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#193
of 427 holders
Holding Since
Sep 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, 2026Portside Wealth Group, LLC holds $17,298,579 across 16 Software - Application names. CVLT ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
33,646 | $3,841,699 | |
| 2 | CRM |
Salesforce, Inc.
|
19,588 | $3,068,655 | |
| 3 | NOW |
ServiceNow, Inc.
|
20,704 | $2,055,493 | |
| 4 | ADSK |
Autodesk, Inc.
|
7,805 | $1,517,447 | |
| 5 | IDCC |
InterDigital, Inc.
|
3,832 | $1,084,953 | |
| 6 | UBER |
Uber Technologies, Inc
|
14,808 | $1,068,545 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,350 | $974,182 | |
| 8 | CVLT |
Commvault Systems Inc
This page
|
5,950 | $843,292 |
All Filings in CVLT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,292 | 5,950 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $404,014 | 5,187 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $666,288 | 5,315 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $915,394 | 4,849 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $737,763 | 4,232 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $667,639 | 4,232 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $574,363 | 3,806 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $505,857 | 3,288 | Shares | Other | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||