Position in CVLT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$425
-$2,331 QoQ
Shares Held
3
-92.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#412
of 427 holders
Holding Since
Jun 2021
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVLT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $1,095,596 across 23 Software - Application names. CVLT ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,817 | $630,867 | |
| 2 | CRM |
Salesforce, Inc.
|
800 | $125,328 | |
| 3 | ROP |
Roper Technologies Inc
|
236 | $79,860 | |
| 4 | ADBE |
Adobe Inc.
|
379 | $77,702 | |
| 5 | INTU |
Intuit Inc.
|
233 | $60,813 | |
| 6 | SNOW |
Snowflake Inc.
|
201 | $51,154 | |
| 7 | DOCU |
Docusign, Inc.
|
450 | $19,989 | |
| 8 | ADSK |
Autodesk, Inc.
|
80 | $15,553 |
All Filings in CVLT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425 | 3 | Shares | Sole | 2026-07-20 | |
| 2021-12-31 | $2,756 | 40 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $2,711 | 36 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $2,814 | 36 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||